Hi CB, <<Sharp>>
We buy Sony, SNE in the US, 6758 in Japan. We do not like pure box makers. We like box makers with insurance, banking, media, broadband, games, and global strategy, plus more American like management.
<<Good morning ... wasn't a very good girl back then>>
Like it, Now we rock.
<<How do I play the weakening dollar? Buy Japan, buy Europe?>>
Looking at some close-end funds, Aussie Dollars, more mining shares, forest shares. Will tell by and by. No particular hurry.
Heinz, help us out!
<<CB's crystal ball says we're in a recession, no doubt about it, but I still don't see a depression on the horizon, far less a coming financial collapse>>
Me neither, unless Maestro keeps everybody happily spending into oblivion.
<<I'm not an optimist like Pezz, or Maurice>>
They are not optimists. They are ribeye steak and lamb chop, marinating nicely:0)
<<I wouldn't buy puts, either>>
I generally do not. I will change my mind if Nasdaq goes past 2500.
<<The only "sure" bet, I think, is that the dollar will eventually weaken>>
Key word is "eventually", but could get nuts in the meantime.
<<Gold is looking good these days - I still don't want it, though. I just don't think it's the best potential bang for my personal buck>>
I believe that others will believe in gold, and I like the heft of physical, and the aroma of ore filled earth.
Chugs, Jay |
