Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (31170)	4/9/2003 9:41:09 PM
From: TobagoJack	Read Replies (1) of 74559

Pezz, Morning Report: Victory in Iraq is presumably done and recognized by market as such (never mind what Rumsfeld just said about long war and tough fight for northern towns). I have bought back some paper gold, bringing physical/paper precious metals up to 9.07% and reducing HKD (USD proxy) down accordingly. I have done a lot of shuffling without moving and now I am at my sleep point, I think: Cash 33.5% of gross assets (4.1% Euro, -6.9% USD, 7% AUD, 3.2% CHF, 11.4% HKD, 12.4% CAN, 1.2% Japanese Yen, 1.0% ZAR) Physical/paper Precious metals 9.1% Bonds 20.6% Rental Real Estate 22.3% Equity 14.5% ... except I worry about my Yen loan, because Message 18818901 Chugs, Jay

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