Hi Pezz, Lunch Time Update:
According to folks on the CFZ, it may be time to feel the glove of the love. How rude ;0)
In panic, I exchanged enough HKD, the pretender to USD, for 6 dollops gold at a 1 HKD premium to earlier sales price of the same taels of the true money.
I am now maximally excited, anticipating to join furious combat in HK/China stock killing-space and energetic death match in US equity death-arena.
Order of Battle (YTD NAV is up 19.9%, and active portfolio is up 29.1%):
Cash 37.8% (only 250 basis points in USD/HKD)
Physical/paper Gold/Platinum 9.1%
Equity 20.5% (of which, 840 basis points are tech, retail, finance and Lumacom, rest is energy and mining stuff, including Newmont, the life preserver)
Bonds 12.7
Real Estate 19.9
Chugs, Jay
P.S. now that my QCOM Message 19410957 <<October 17th, 2003>> has been called away, I can look forward to taunting Maurice on same again, perhaps day after night after day :0) |
