Hey DAK, As a summary, I sold India:
Message 19111183 <<July 15th, 2003>>
… sold Argentina:
Message 19058488 <<June 24th, 2003>>
… bought some Trinidad gas and American porn:
Message 19210327 <<August 14th, 2003>>
… sold China/Hong Kong:
Message 19221008 <<August 18th, 2003>>
… sold AUD for CAD:
Message 19262006 <<September 1st, 2003>>, because Message 19263302 <<September 2nd, 2003>>
… shorted TLT puts:
Message 19265537 <<September 2nd, 2003>>
… sold guns:
Message 19266866 <<September 3rd, 2003>>
… sold some paper gold:
Message 19266911 <<September 3rd, 2003>>
Message 19267102 <<September 3rd, 2003>>
… bought some non-gold miners:
Message 19255859 <<August 29th, 2003>> [Aztec Resources, i.e. iron ore to China]
Message 19270636 <<September 3rd, 2003>>
… sold some light and magic:
Message 19281270 <<September 8th, 2003>>
… and today, sold some wind and bought some breeze:
Message 19281578 <<September 5th, 2003>>
I, like everybody else, am thinking about 2004 and am not decided. Should I be forced to decide right now, I would say … long gold, short USD, long CAD, short US shares, and long China/HK shares at some point, and long Argentina again, at some other point, short this uk.finance.yahoo.com^HGX&d=d .
What say you?
Chugs, Jay |
