5:36am, off on journey to boat pier by taxi, then hovercraft to shenzhen, followed by airplane to guizhou, to prospect for goodness in the earth of bijie, sign some mou with some party secretary, and should be back in hkg by wednesday, so as to be in time for trip to shanghai in the following week, on exploration of global opportunities in solar energy, etc etc
on qcom and shares in general, i fear the worst, because there are several trillion paper money math functions soon to blow up, and qcom, effectively distribution-free and leveraged on leverage of planet earth, is just another piece of paper :0)
recommendation: go physical
and if must speculate, go long ge and short qcom |
