Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I think that AG was presented with very tough choices in the late 90's and did the right thing IMTO. I would have raised rates a little earlier than he planned (last Q of last year after the huge bump in GNP), but so far, I see no major damage, he has prevented the 200 recession from becoming a very deep affair and actually managed to get a relatively soft landing going. Oh, and took the quarter discount on ONXX, this one refuses to retreat the half buckers I usually try to get. It might even close above $47 at that rate.

In edit, FCX just went here at $29.65 for the bucker plus ($1.15). Cash now at 20%, leaving some room to play...