am unsure where you picked up on my alleged interest on solar plays as an investment object
if you mean my investment in bekaert, that which as a then monopoly supplied key consumable (sawing wire) to the solar wafer plants, a relatively inexpensive widget to make but indispensable to wafering plants costing hundreds of millions of dollars, yes, bekaert was a sweet-victory play
i play manias and tend to do well by how i play manias - bekaert was a win win win, as in triple win where i stopped when win win
speaking of manias, there is currently a paper mania going on, almost past its best-use-by date, and best played by engaging in what the central banks must eventually engage with, that be gold
unless we can figure out a way to beat the gold imperative, we best be one with gold, and for thrills, also engage with the silver prerogative
i am merely playing the game full-on, all-in, all along the value chain
i mean to chronicle the gold gaming so as to pass wisdom to the next generation, along with whatever platinum i manage to exit the game with
gold gaming is still so very young
obama or romney, the very best rewards are still ahead of us |
