Hello Pezz, Afternoon Report:
I participated in the monthly get-together with the investment buddies during which each one must share one ‘good’ tradable idea.
You already know my anachronistic and tired ideas, involving wheat this, gold that, energy the other, and non-USD currencies.
I am parched for ideas based on which 2004 gains can be made.
Out of the 10 ideas bandied about across the lunch table, I particularly liked two, because the positions are in harmony with my worldview, involving wheat this, gold that, energy the other, and non-USD currencies.
And of the two ideas, one is adorably cute, irresistible, as in must have. It is absolutely delicious. KastelCo and cuddly all the 'closet' bear cubs will all absolutely no doubt agree with me once the idea is revealed. You will soon see :0)
I will be buying into them tomorrow. I will inform you on the whats and whys after I am in, and staring out.
Chugs, Jay |
