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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Maurice Winn who wrote (28513)2/7/2003 4:13:57 PM
From: TobagoJack  Read Replies (4) of 74559
 
Hello Maurice, I write this note to inform you that I am almost ready for the new era clash between the Clan of Quiescent Savers, the Tribe of Manic Consumers, the Circularity of Inflation that is Greenskaput, and the Matrix of Twin Deficit that is Snow.

The economic, political, and geo-political conditions enveloping the financial-scape are murky, fluid, and seemingly as predictable as spilled pea soup flowing on a moving cafeteria tray.

I believe I have fashioned for myself a practically-optimal combined-arms strategy to first survive the initial battles, then exploit the interim darkness, and finally to thrive in the eventual closing chapters of the scriptable conflict.

After the fires abate, smokes clear, and purposeful chanting degenerates to random whimpering, I will sail my hopefully still sturdy and better provisioned boat to the islands, to a life of interesting idleness and entertaining busyness that Grace so despise.

Upon reflection, I remind myself that I am already living on a most free and plentiful island, a life of multiple interest and varied entertainment.

So, now I am preparing for the conflict in order to protect myself, to extract worthwhile value and to have some fun.

My order of battle is in the majority comprised of armored cash that survived the initial explosion of Greenskaput-enhanced bubble bomb, and will most likely escape the impending implosion of Consumer-induced debt-ly device

The armored cash are disguised in Euro, Swiss Franc, Aussie and Canadian Dollar camouflage, financial-hostage shielded with Japanese Yen loan, supported with heavy gold artillery, rear-guarded with platinum proximity mines, and replenished with air-dropped real estate income.

My order of battle is also comprised of trustworthy and battle-hardened high yielding emerging market bond and US treasury-strip infantry.

I am now equipping and re-constituting the played-out treasury strip infantrymen to be the rapid-reaction, air-liftable light divisions of paratroopers.

I have started to send these troops to take up positions in Canadian gas fields, Australian metal mountains, African platinum caves, and Argentinean agricultural plantations quote.bloomberg.com .

They will be reinforced by-and-by with air-liftable armored cash in the fullness of time, when the moment is just right, after due consideration, and plentiful moments of reflection.

I have dispatched some helicopter-borne air-cavalry scout units to take up mopping up or advance positions in the following far-flung and exotic locations:

(a) WAT-WOT-What-Not Pakistan, pillaging the bounty provided by Bush, meant to reward Tony Blair-sponsored Hub Power finance.yahoo.com ; and

(b) Bush's new hydrogen-economy dependent and Blair's old Mugabe-nemesis ruled Zimbabwe Platinum Subject 53084
baby.boom.com.hk
uk.finance.yahoo.com
;

I have assigned some of my engineering units for joint operations with Iraq-bound coalition partners BHP Billiton uk.finance.yahoo.com or quote.bloomberg.com , British Petroleum quote.bloomberg.com , and ExxonMobil quote.bloomberg.com , under sponsorship of John Howard, Tony Blair, and GWBush .

At the same time, my covert operations special forces units are taking over Lumacom Subject 53628
uk.finance.yahoo.com , gaining strength through new psycho-physics technology, readying to fully exploit and thoroughly benefit from the work of globalization 5th columnists in all parts of the consumer domain.

In case the inflation deluge overwhelms my mobile field units, I have prepared hardened bunker-complex of inflation-proof real estate in choice location as final-defend-until-time-to-really-run-refuge.

In the mean nasty time, my saboteurs, hidden amongst the crowds of rampaging barbarians, have infiltrated your Maginot Line of QCOM, busy extracting residual value during these times of plenty confusion and much volatility, acting as advance guard for a terminal siege of the citadel of Q and complete sacking of the castle of Bernanke.

So, you hopefully now see, the apparent random movements you observe and seeming chaos you sense are in fact guided by a plan of some sophistication, and implemented with a precision of other sort.

Are you ready to play?

What do you think you got? A phragmented photon IT sabre and pixelated CDMA shield? You are most brave, standing in front of the windmill.

Speaking of windmills, I have also positioned an operative in Vestas Energy of Denmark uk.finance.yahoo.com , waiting to be showered with cash by the US Congress looking for alternatives to fossil fuel.

Now, are you ready for the great sacking and grand pillaging in this financial Death Match game of Last Man Standing?

Oops, got to go. I believe I heard the soft hiss of approaching portfolio daisy-cutters and wealth fuel-air explosives.

No, do not run that way, because I think the booby-trapped Lexus is powered with fertilizer and diesel fuel.

Another few words of advice. The least you should do is as CB is doing, stay in cash, stay perfectly still as wave after wave of crimson shrapnel wash against and over you, hoping that the vital fluid loss will remain on this side of fatal, mistakenly praying that the enlightening Bernanke will make happen what the benighted Greensputin started.

What I would not do is that which is attempted by still-defiant ACF Mike, standing in the middle of the arena of global sourcing and international conflict, at the focal point of inflation mayhem and the event horizon of deflation terror, hoping to be either lucky or spared.

There is still some time left to join me in the natural trade and the obvious maneuver. As I had mentioned long ago, the Collapse is a process continuum, and not an event singularity, as had been pre-viewed in Japan and spot-sighted in Argentina.

Chugs, Jay
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