2026 TeoTwawKi ... 2032 Darkest Interregnum Message Board

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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum

GLD 366.51

+1.2%

Nov 5 4:00 PM EST

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To: pezz who wrote (60968)	3/25/2010 8:29:21 PM
From: TobagoJack	of 217548

hello pezz, today's report: am up 7.74% ytd. following the recent retrenchment and recalibration Message 26398546 , i am at below stance, readying for nasty storm: paper cash 12% (6% hkd/usd, 6% cad) paper and physical metals cash 38% (au valued at 1k, pt at 1.45k) rentals 38.6% (lower of cost/market) equities 9.6% (energy 3.8%, 3% managed a/c, 2.8% odds and ends that includes 0.6% in gdx forgotten in wife's a/c - must sell some covered calls tonight on same) bonds 1.8% my guiding premise is that all paper obligations, be they corporate or sovereign, will trend towards zero. i will play the coming storm by waiting now, watch n brief, and strike and strike hard when opportune and not before. i am not going short, at least not before the dying anguish starts. cheers, tj

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