Hello DAK, Time passes quickly when one is having fun:0)
Bankruptcy of virtual enterprise => rise of physical wealth
Demise of fiat cash => rise of natural money
End of peace => beginning of war
so on => so forth => so terrible => so very bad
The natural trades for 2003 =
http://www.siliconinvestor.com/readmsg.aspx?msgid=18344188
Hi DAK, Dare I whisper it ? ... Just do the most obvious paired trades:
(a) long Euro, short Dollar;
(b) long Gold, short Yen;
(c) long Aussie, short HKD;
(d) long Annaly (NLY), short QCOM;
(e) long Pakistan Stock Exchange, short NYSE;
(f) long War, short Peace;
(g) long Busts, short Recoveries;
(h) long Fleckenstein, short Abby Jo Cohen; and
(i) long Marc Faber, short Greenskaput.
...
What are the obvious trades for 2003?
My tentative guesses are to:
(a) long Gold, oil/gas, and China;
(b) gently add Argentina and other resource shares;
(c) be ready to buy Brazil and Russia;
(d) long MO, short QCOM;
(e) long Canada, and
(f) short everything else.
Chugs, Jay |
