Hello Maurice, I am at my Beijing office, a rare event, and I have 4 Acer PCs hooked to broadband to play with. I am waiting for the 3-hours train trip to ShiJiaZhuang, to sign some papers tomorrow and then return to Beijing, and wait for a delegation of China investor wannabies for a train journey to TaiYuan and LuoYang, the interior of China, then flight to the bright lights of Guangzhou.
<<... if I focus on the cash portion of our assets>>
I do not need to but will remind you that as the companies are going down the gurgler in droves, tracing out chart patterns like a flamed-out rocket, it would be wise to stay out of the direct share ownership market, and hide in cash.
Given that the economies are tracing out chart patterns similar to that of companies, one ought to play the economies just as if they are individual stocks, via dancing amongst their respective currencies, as these currencies grind against each other to TeoTwawKi.
For example, I made mucho money in EUR and AUD, and now I intend to do it all over again via AUD and CAD, even while heavily flirting with that one money that rules over all cash, gold.
<<There are always lots more opportunities coming along>>
I thank the markets for that, allowing me an undeserved profit at every turn, unfortunately many times at someone else's loss. You know, zero sum game and all that mombojumbo you refuse to accept as truth.
Chugs, Jay |
