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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (2032)	2/22/2001 6:57:49 PM
From: TobagoJack	Respond to of 74559

Hi Ild, Printed out your linked material. Interesting. Listen to some of Roach's speeches when he comes through HK. Do not follow his team's analysis regularly. Liked Japan (Softbank, Furukawa Electric, Tokyo-Mitsubishi Bank, Sony) and then exited at enormously fabulous aggregate gain but still holding Sony at above my cost, but way below peak. Still like Sony. Will also buy back Furukawa once Nasdaq stops bleeding. May buy back TM Bank once Japan (a) throw out the LDP, (b) raises interest rate, (c) treats their women folks right, and (d) starts freeing up farmland for condos. Do not have an opinion on other Japan plays as I do not know enough about the nitty gritties of their domestic economy and policies other than what I read in the English language press. Chugs, Jay

To: ild who wrote (2032)	2/22/2001 9:04:58 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi ild, I forgot to mention in my earlier response that last week I had borrowed enough Yen to buy 4 SUVs plus a serious platinum watch, and speculated 1 SUV on a Euro high yield bond fund, holding 3 SUVs in reserve at positive carry, and am shopping for the platinum watch as a reward in anticipation for this usually demanding job well done. However facetiously I may sound, I do appreciate the hard working Japanese folks almost as much as I appreciate the mostly tired maestro, using the effectively free money of one to buy speculative investments that will appreciate due to the action of the second, and if I screw up, both will be bailing me out. Like those odds. Chugs, Jay