at 4:41am, your post finds me at high energy :0) so, apologies first, and now the rest ...
<<Agree with alot of what you say>>
... then i must review what i said; i am concerned.
<<Hope your China positions recover from their recent historic crash (over 80% down at one time) as quickly as that of the US>>
... what china position? for that matter, what position? oh, you meant my astute 12% share allocation going into the quite impossible 2008, the position that was comprised of long and short Message 24160139 (2007-12-25)
the china share market can go to zero and it would hardly matter. who has shares?
<<so it probablywas/is priced into the markets( your doomsday scenario)>>
... in so far as i am concerned, as long as the market is populated by enough folks who mouth off based on utter ignorance, then nothing worthwhile is substantially priced in, and so an astute take on matters obvious based on correct premise is most important, like just so Message 15421566 (feb 27, 2001).
as to <<good trading>>
... i do not trade as a mindless butterfly must. i position and profit.
cheers, tj
p.s. attending mining conference at the four seasons hong kong today, to tap into the energy of regional decoupling recovery and get in alignment with the new sovereign force.
p.p.s. feel free to nit pick at my always declared positions going forward Message 25659412 (2009 05 21)
or more updated and less the non-trading position and un-marked to market positions Message 25686230 (2009 06 01)
p.p.p.s. to be helpful, here be my last 10 real-time positioning reports, as talk out of context is inexpensive, and sniping from position of ignorance is cheap
Message 25664444
Message 25662417
Message 25600014
Message 25574984
Message 25506414
Message 25505864
Message 25505246
Message 25483482
Message 25456378
Message 25455880 |
