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

To: LLCF who wrote (5435)	6/29/2001 12:42:37 AM
From: pezz	Read Replies (1) \| Respond to of 74559

What's the matter DAK the market didn't go your way today? ........aaawwww <<Cause he has 2 eye's and at least 1/2 a brain.>> Oh,really ? And this is how he knows that they are taking up lower paying hobbies? Oh I think that he has more than 1/2 brain [ unlike your self ] But he ain't psychic and neither are you. No one knows what those laid off are doing.

To: LLCF who wrote (5435)	6/29/2001 1:52:56 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi DAK, It is Friday, after my lunch time ogling, and before my mid-afternoon meeting at the legal beagles. Then, it's off to home, dining with wife and sis-in-law. The parents-in-law are out and about in Asia, and we the youngsters have been fending for ourselves without maid support, eating leftovers and ordering out. Having the in-laws living across the street spoils one so. Wife on holiday in France for 30 some days starting late July. Legal beagle and other friends' family on traditional annual home-leave in Europe or America, leaving all the working boys behind in backwater Hong Kong. We collectively are pretty health conscious, stay away from drink, drug, cigarettes, and gambling. None of us know exactly what fraction of a brain we have, but we intend to dream up a way to get the old brain coconut seared in some memorable fashion. Pezz is a believer in small cap, and a believer in the macro environment, even though he has reservations about the CSCOs and MSFTs of this world. He thinks he knows what he is doing, whereas I do not know what I am doing, nor what to do, nor am I willing to do anything in the absence of compelling value. The easiest trade now is also the most dangerous trade, which speaks volumes about the strange environment we find ourselves: we can borrow a gabillion Japanese Yen at 125 exchange rate, 1.25% interest rate, lock in a Yen Put strike 120 for 3% annually, and then invest the borrowing in a basket of so-so but safe bonds yielding say 8%, netting a 3.75% carry on a gabillion USD, and sip coconuts some where warm. So, why do we not do it? Because instinctively we feel that in our weakened global condition, an accident is waiting for the most opportune moment to happen. Chugs, Jay