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 (33640)	5/13/2003 8:06:22 PM
From: TobagoJack	Read Replies (2) of 74559

Hello Pezz, Interim Progress Report: (a) YTD NAV gain at 4.9%, and thus approx. 8.7% on actively managed portion of gross assets. The momentum continues to be good, with currencies running right, gold stirring up, and non-US stocks edging forward; The conditions in geopolitics, economics, and demographics continue to be supportive; (b) I must make decision soon about whether to switch my JPY cash to USD or other currency; Chugs, Jay

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