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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (61027)	5/29/1999 6:12:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

To All, Barron's Review: Not very much was good this issue, but what there was was very good. 1. The cover story was "Amazon.Bomb." Need I say, it was not a bullish piece. Folks, they really rip AMZN's face off in this one and the problem the co. has is that they make some devastating points. The one that caught my attention most is how Amazon is building warehouses. Uh, I thought the idea of the net was to not have to build inventory. A must for anyone interested in the stock, bear or bull. 2. Abelson prints a rocket trajectory chart of margin debt. He also has a bit about Schwab customers not realizing what would happen to them if their margined stocks hit the skids. He also gives kudos to Jeff Runnfeldt of First Security Van Kasper (never heard of him or his firm) for putting out sales on two of the online bank trading sardines, Net.Bank and Telebanc Financial. 3. Jimmie Rogers, neither the Singing Brakeman who invented country music nor the slightly more modern "Honeycomb" singer, but the guy who used to run Soro's Quantum Fund, has a new commodity index fund. 4. An odd interview with a couple of guys who run funds in Japan for the Japanese. I consider it odd as I manage money for some Japanese folks and I was able to stay in Houston. <g> Not much meat on this one. 5. In "Market Watch," James Turk is still on about govt's trying to manipulate the price of gold down. He makes one telling point. Why would the English tell everyone they were going to sell massive quantities BEFORE they sold them? Kinda dumb from a trading standpoint. Jay Donnaruma seems to think that OPEC has zero chance of toeing the line on holding back production. He is way off the mark. They have two chances, slim and none, and slim has left the building. <g> Will Lyons does some musing about internet cos. that can succeed. Good source of ideas, bad sample. 6. The Ground Floor mentions that Commercial Mortgage Backed Securities are seeing a 30%-50% drop in originations from planned levels. Uh, solution to problem. Make better plans. <g> 7. Epstein in "Economic Beat" has some good points about the trade deficit and why it is important. But he way understates the problem. 8. In "Current Yield," Fed pollyanna Alice Rivlin says everything is still beautiful.