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

To: pezz who wrote (21404)	7/18/2002 2:53:13 AM
From: TobagoJack	Respond to of 74559

Hi Pezz, I actually do look at what you are doing, as you post. I did this ... Message 17755192 ... and it is a big move for me. Terrified, of course, as usual. I had posted earlier, I have the following bouquet ... - Zimbabwe Platinum: platinum mine in Mugabe's Zimbabwe, where white farmers are getting robbed, first; - Hub Power: huge power station in Pakistan (accounts for 20+% of local exchange market cap), otherwise known as 'high value target' - Bank of China: mysterious happenings bank of a 'communist' state - Petro China & Sinopec: oil companies with large social baggage in China and dubious projects in doubtful Sudan, Chad, Ex-USSR CIS, Venezuela, and probably doomed Iraq - A bunch of gold companies in South Africa, subject to potential AIDS tax or patriotic confiscation - A pair of platinum companies ditto - Short Verizon Puts in doomed telecom space USA - And I am holding a massive allocation (uncustomary) of non-USD I feel as if I am dancing in a mine field:0( I am hoping my wife does not soon question my logic, rationale, and sanity. Chugs, Jay

To: pezz who wrote (21404)	7/24/2002 9:22:47 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, money talks, bullshit walks. Is tonight the night I do this? Message 17485190 <<To finance my share of the unexpected long-term call on resources, while unwilling to run up a permanent increase in the ordinary budget, and mentally unable to draw down and set aside portfolio, I will have to sell a bunch of puts on NEM during the coming gold correction to pilfer enough premium so as to meet my new obligations. I suppose it is good that I am not the First Citizen of a small country. Otherwise I would be financing the entire government budget on NEM puts:0)>> Chugs, Jay