Hello Pezz, Today's Report: very much motivated by fear and pretty much energized for panic, I continued with the busy-ness of the Great Exodus from USD space and HKD territory, because I sense if it is not exactly the right time, I suspect it may be close to the defining moment.
OTOH, if it is neither exactly the right time nor close to the defining moment, then the Great Reckoning will be even more horrible than I figure now.
So, motivated by fear, and not caring about greed, I off-ed more USD/HKD from the ledger and on-ed more of the usual suspects, AUD, CAD, and certificate gold.
I also on-ed Thai Baht, in anticipation that the elongated Koh Samui construction elapsed time of 24 months will see that paradise's currency move up againt the USD. I like to avoid a mismatch of terms and currencies as far as obligations are concerned.
I now can sleep better, thought still have enough USD/HKD to matter. Of my cash and gold, I am at 50% non-USD/HKD. Yes, rather large moves have been made. It is best to panic first if one knows one will panic in any case.
Chugs, J |
