Hello Pezz, Today’s Concluding Report, following up to the Interim Update Message 19454245 :
I just finished a busy session of shoveling cash here and tucking in gold there based on instinct and acting against better counsel ;0)
Here is my newest ‘acting against phobias’ tallies tagged to the underlying fears and wrapped in optimistic hope:
(1) The Yukos dollop was the sole execution last night Message 19454245 , happily allowing me to engage in more fitful sleep, but participate in Russia’s national renewal under the able leadership of Putin Message 19455293 .
I do not believe my Yukos shares will be rendered worthless at this early date of Russia’s renewal, and if I am proven wrong, then my gold hoard, platinum pile, and uranium heap will more than compensate for my lost Russian stack;
(2) The Lukoil and Gazprom orders did not get executed, which is a bummer, because I would have liked to enlarge my Russian expeditionary force so as to take eventual profit from Russia’s Tectonic plate shift and wealth shuffle (see Stratfor reads Message 19455289 and Message 19451593 ).
I will try again on Monday in London and New York to secure volunteers for parting with their Lukoil and Gazprom, should fortune smile upon me. I do note that the volume in the one was zero and the other very low, indicating either that the funds are not selling, or that the funds will sell after close of October;
(3) At the current 0.6% of gross asset allocation for Putin’s Federation, and in view of my YTD NAV gain of 19.05%, I am prepared for the Russian stake to decline by 90% so that I can allocate 2% of gross asset to Mother Russia;
In any case, the Death Match is on and the mayhem is engaged, with Russia hanging in the balance, and the spoils going to the fortunate.
(4) This morning I airlifted a whole lot of CAD paratroopers to HKD space, reversing this trade …
Message 19262006 <<September 1st, 2003
… Converted a whole lot of HKD into CAD, upping CAD allocation to 25.2% from 18.6%. … Yes, now I am way the *&^$%4?! over-weight in CAD, which is a big gamble for any USD-denominated financial refugee>>
… thus securing ‘free’ vacation money for Chinese New Years holiday plus a to be hoarded profit, allowing another round of dictate currencies grinding against other fiat paper.
I am figuring that Snow chanting the science fiction of US 7.2% GDP growth and the irrelevancy of GDP growth to profit and employment generation may cause a CNBC admired USD revival, however temporary, and so I pragmatically position myself to gain from the misunderstanding as explained here urbansurvival.com <<”Lies: G.D.Pee” - Friday October 31st, 2003>>
I am also mindful that given that I am a USD accounting based investor living in U S-proxy HKD territory, I cannot ‘lose’ by transferring some expeditionary moolah back to HKD base camp;
Besides, given the state of Russia and Putin’s struggles against US-supported and Yeltsin-engendered thieves and robbers, the same scoundrels may engage in capital flight to USD-space.
(5) Acting against my phobia and in opposition to my basic instinct, I smuggled in some EURO 5th Columnists into AUD space in anticipation of rate increases, and also in consideration that the ignorant may engage in another round of false comparison between Euroland’s desirability and US country’s accounting gain.
(6) Finally, but just for awhile, I sold off 8 dollops of paper gold taels at HKD 3,542 for HKD paper, completely reversing this obvious earlier exchange Message 19381282
<<October 8th, 2003
… Purchased 8 dollops of paper gold at HKD 3,492/tael>>
I am simply thinking that my gold taels may devalue against USD for the same reasons sighted above somewhere.
(7) The net net ph*cking net of all the machinations resulted in allocation looking like so achamchen.com , with HKD drastically up, CAD dramatically down, and paper gold plus Euro fiat tucked in a bit.
(8) Oops, yes, almost forgot, the now very heavy HKD legion may come in handy during the upcoming PICC (People’s Insurance Company of China) Property and Casualty IPO Message 19455522 November 6th (Thursday) initial day’s fast, furious, confusing and unimaginably (I cannot imagine very much in any case) rich looting and pillaging.
I have always advocated that, when solidly in the midst of a frenzied period, right before the tragic denouement, we must bet huge, wager fast, gamble decisively, stake manically, and beat a commensurately rapid retreat, making sure to abscond with much booty, as chronicled by way of the 1999 December to 2000 January links attached in the P.S. of this post Message 19444705 <<October 29th, 2003>>
Nothing beats an IPO for this end-game ;0)
Besides, what could be a more natural bet than the ex-monopoly property & casualty insurer in a nation constructing infrastructure and building factories as if it will be the manufacturing center to the whole planet :0?
Well … the money legion is about to be sent into danger-space and carnage-territory with neither rules-of-engagement constraint nor what-not-to-do limitations, tasked only with the command that they close-in in force, fight with shock and awe effect, and disengage without dawdling, before getting stuck in the sand dunes, marshes and urbane complications to be debilitated through test of attrition and trial of abrasion.
Should the unfortunate happen and nothing goes according to imagination, the expedition will either have to settle in and do police duty or retreat without conditions. I do not know what I will do in this case, but we will find out.
There is an old Chinese saying, ‘Feed the soldiers for one thousand suns, and use the troops for one hour’.
I intend to pump myself up with adrenaline-liberating energy music and fear-defeating elixir from red grapes on that fateful day of financial carnage and trading mayhem :0)
OTOH, (yes, I am waffling, eyes glazing, lips trembling, hands unsteady, nerves failing, as is often the case with me right before playing Unreal Tournament on line 3dgamers.com when about enter this beautiful place 3dgamers.com to encounter destiny personified 3dgamers.com , and then die :0), I may just play dead on the field of honor and in the valley of disgrace, and beg off on the entire appointment with financial ruin altogether, so as to fight another day. The on-line game of Unreal and the cyber exercise of speculation are quite similar, where the rationale is identical, tactics are comparable, although the reward/punishment are as different as Unreal and Real ;0)
We will just have to see ;0?
So, there, and now I am ready for something different, as in a swim, nap, and a movie.
Chugs, Jay |
