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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: pezz who wrote (45489)2/3/2004 9:27:29 PM
From: TobagoJack  Read Replies (4) of 74559
 
Hello Pezz, Today's Report:
I simply followed my instinct, or put another way, I got in alignment with the apparent flow of the Force, and made relatively massive shift of cash out of CAD into primarily AUD, as well as a bit into EURO. The EURO portion is probably just waiting to de-camp eventually for garrison duty in Japan, the land of the setting Sun, because even though the Sun is setting, it is still brighter than North America.

We shall see how events work out. I am still afraid, but my quality of sleep may improve.

I was thinking of de-camping Canadian energy royalties, but instead figured on buying more on eventual weakness should that come to pass.

My AUD cash now stands at 18.2% of gross asset, CAD at 6.6%, EURO at 6.4%, and Yen at 4.5%, HKD at 1.5%, USD at minus 0.2%.

Chugs, Jay
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