<<portfolio is Double Super Duper Maxi Bet the Ranch Hyperinflation>>
... no, do not be so simple, linear, micro, and slug-like.
i think you are neither nuanced nor astute enough, for my pf is sitting around while awaiting turns for called of duty in the sure wager that is (i) compounding, (ii) positive carry, (iii) cash flow cushioned, (iv) leverage-able, (v) in demand, (vi) soon enough to be more in demand, (vii) lowly taxed, (viii) trouble-free, ad (ix) fuss-zero bricks and mortar located in the sound rule-of-law territory
but astute deployment requires time, given the amounts involved, the paucity of choices about, and staying aware that hk real estate trades like a stock, going up and away, and then, occasionally, down 70%
you having been banned from 3 threads is neither here nor there, no one here gives a hoot, for this thread is tolerant, and have rarely banned anyone unless in fun ... we prefer to punish in other ways ... by delving deeply into any disruptor's inner psyche, and twist the twig, but slowly
what you figure as reaming of the day, i at the mo, given that cash needs to be deployed, treat as movement towards the correct direction for the purpose of now, towards buy-more points, and the supposed reaming would tend to lower the cost of drybulk ships which i now can best spot charter wisely (60/40 lt / spot charter mix) to deliver on long term supply contract, at a rate of 2 panamex boatloads per month ... so, where is the reaming?
oh, yes, and here is where i must note, "lololololol"
for example, does it matter to me that petrobank, largest position, can go down 20% and bounce back, when the last buy point was ... let me see Message 24019554 ... ah, May 8th, 2006 ... do i need more petrobank, vermilion, canadian oil sand? no, but i want more cameco, oil sand quest, shenhua energy, rja, much more, etc etc etc ... it is the nature of the game, that cash must be deployed, and in artificially low interest environment, must be deployed wisely, and once deployed, requires little attention, to be made valuable by the market
in my judgment, for my purposes, at the mo and going forward 36-60 months, the play is hk real estate, and so why mess around, but to do the trades begging to be done, place the troubling cash to fuss-free duty, and compound away, inflated up, value-added to, and re-rated?
After all, what is the point of generating operating and trading returns from the market by business only to frit them away by unwise deployment back to the same market? What, do day trades based on claimed ability to see around a lot of corners, and let the loveliness of life meander by?
digression: it is always amusing to have one such as yourself around, so that one does not have to feel guilty for kicking someone when they are already down.
so, you see, as far as i know, each of the other good threaders have a multitude of interests, engage with a whole lot of activities, have enough good friends, share desired companionship, and exchange useful views, because they are not human slugs born of abused upbringing
occasionally we read about the slugs out there, now, we are blessed with a live one, and so we must experiment, test out our theories, so that we may learn by experience of others
so, (i) please show us more lies on big trades and tell us more untruths about the little exchanges, and (ii) while at it, when you care to, do tell us, in your case, what went wrong? What made you into the slug-like creature that you are consigned to be?
i think you might have misunderstood the nature of my back and forth with the good pezz and thought this thread was yahooligan or raging bullocks
you did not actually think this thread was about simplistic stock-picking contest, did you?
we of the thread are playing for keeps, in the bigger picture that i for one am not sure you can even remotely grasp.
but do stick around, for i for one do sincerely wish to study your claimed method as i study the method of others, just to make sure that my first, second, and third impression are correct.
yes, i do not need to admit it, because all threaders here know, that i regularly check some other threads to visit with other methods, and that i have always reminded myself by open thought here, many times, that "i do not know", "i am not sure", "i am afraid", and that "i buy gold because i do not know what will happen"
it does not take a hero to say the obvious truth, but it does take a prevaricator of the first order to claim "i can see the twist and turns several steps ahead, and bonk women while having free-money come in from fools all around, but i do not in fact own the world, and certainly not enough of it to pay 19.95/month, even though i sure hang out here in the si lounge a lot, and not because i need to, because i do not, given all the ladies demanding my time"
oh, as in oops, here i must digress again, and note "lololololol", by which I mean, “too funny for mere words”.
chugs, tj |
