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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 379.91+0.4%Nov 11 4:00 PM EST

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To: pezz who wrote (10520)10/25/2006 12:31:37 PM
From: TobagoJack  Read Replies (4) of 217688
 
Hello Pezz, Tonight's Report: Did some moves for the LTBH portion of the portfolio:

Went Long ...

ICICI Indian bank finance.yahoo.com @ 43.14
Microsoft finance.yahoo.com @ 28.34
Seaspan finance.yahoo.com @ 21.97

Cash America finance.yahoo.com @ 41.46
Recovery finance.yahoo.com @ 43.45
Prison finance.yahoo.com @ 32
Altria finance.yahoo.com @ 80

Impala Platinum finance.yahoo.com @ 43.70
Gold Star finance.yahoo.com @ 2.75
Newmont finance.yahoo.com @ 44.46

Cameco uranium finance.yahoo.com @ 35.21
Fording met coal finance.yahoo.com @ 24.82

Water ETF finance.yahoo.com @ 17.84

Gone Short ...
Guess? finance.yahoo.com @ 55.20
Home builders finance.yahoo.com @ 34.58
Regional bank hldrs finance.yahoo.com @ 156.76
Consumer discretionary finance.yahoo.com @ 36.94

Basically, the premise is USD will fall, and J6P will stumble.

The idea is to short J6P to raise what will prove to be cheap carry-trade financing, and buy the Chindia stuff, for the 21st century convergence trade.

The intention is for the Long and Short trades to emerge win-win, respectively :0)

Chugs, J
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