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

To: pezz who wrote (24017)	10/8/2002 9:47:17 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today's Report: I met a Mainland Chinese media entrepreneur who also owns companies in USA, HK and Taiwan, and we worked on a scheme of particular advantage the details of which must not be revealed before it's time, other than noting it involves advertising, financing, and wave propagation. Should you wish to invest in the scheme and part with your <<I'm still up about one SUV so far>>, please take out an personal advertisement in the International Herald Tribune stating, "AA Aronson wishes to invest a SUV” on three consecutive Fridays. I spent the rest of the time pondering on what I will do about the Japanese Yen loan proceeds that will become available in my account tomorrow. I can: (a) Convert all or part of proceeds into AUD, CAD, USD, and paper gold; and (b) Progressively buy a basket of China/HK/Australian/Canadian/US shares; or (c) Keep the entirety or a good part of the proceeds in Yen, and progressively buy Japanese shares; or (d) Go nuts, and buy more Hub Power of Pakistan, CRESY and IRS of Argentina, and whatever soon floats to the top in Brazil. Which path through the Land of the Rising Sun has the best risk/return profile? Borrowing Japanese money has its responsibilities, but not to the lender:0) Chugs, Jay

To: pezz who wrote (24017)	10/9/2002 3:41:02 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Report: I converted 35% of the Yen loan proceeds to USD at 124.23 exchange rate, and 14% to HKD at 16 exchange rate. I am keeping 51% of the Yen proceeds in Yen for (a) conversion to other currencies at a later date, and/or (b) buying Japanese shares. I will consolidate this Yen 'carry' trade accounting with the rest of my NAV, but I will also separately track the trade and the subsequent related trades, just to keep score:0) Chugs, Jay

To: pezz who wrote (24017)	10/9/2002 12:36:54 PM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Pezz, Today's Report: (a) Shorted Philip Morris (MO) March Strike 32.5 Puts @ 2.35/shr premium (b) Shorted China Petroleum (PTR) March Strike 20 Puts @ 1.3/shr premium [Ref: Petro China (HK.857 baby.boom.com.hk , and quote.bloomberg.com )] Figuring MO's product will be in demand in the coming months due to the bite of stressful recession and war, they can hold off the lawyers as they always had, and their then 7+% dividend (if putted to me) will come in handy to offset the interest I must pay to the Japanese creditors; and PTR's product will be in demand due to economic vibrancy and the same war, and (if putted to me) their 7+% dividend yield will satisfy the Japanese creditors in same manner; while The Japanese Yen financing will devalue in principal amount due to economic recession in world ex-China and economic vibrancy in China, and due to war interrupting their oil flow from ME, necessitating purchase of same from PTR. Given the symmetry and internal consistency of the scenario, and the reduced sale of SUVs out of their factories, the Japanese will most likely be increasing their consumption of MO's product. Chugs, Jay

To: pezz who wrote (24017)	10/14/2002 11:49:02 PM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Report: ships going down, bars blowing up, snipers shooting that way, deflation coming this way, still, but I bought the first 20-25% of ultimate intended holdings of ... (a) China Shipping (hk.1138) at HK$ 1.51 for their berths and ships on the Yangtze River and along China's coast baby.boom.com.hk , and in US quote.bloomberg.com. ) (b) Hutchison (hk.13) at HK$ 43.6 for their ports and canals, but not 3G baby.boom.com.hk , and quote.bloomberg.com. and quote.bloomberg.com. ) (c) Shangri-la Hotels (hk.69) at HK$ 4.4 for their China hotels, but not their Indonesian and Philippines hotels (since they are WAT-WOTing) baby.boom.com.hk , and quote.bloomberg.com. and quote.bloomberg.com. ) and (d) LuJiaZui (China Shanghai B-share 900932) at US$ 0.804 baby.boom.com.hk , or 600663 for domestic A shares baby.boom.com.hk ) for their land and property holdings. Chugs, Jay Reference Message 18076134

To: pezz who wrote (24017)	3/21/2003 8:46:19 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Tonight’s Report: (a) I am counting on the following shorted Puts (MO and PTR) to expire worthless, in my favor, as usual, allowing me to abscond with mucho premium for nothing down:0) Message 18092103 October 9th, 2002 Hello Pezz, Today's Report: (a) Shorted Philip Morris (MO) March Strike 32.5 Puts @ 2.35/shr premium (b) Shorted China Petroleum (PTR) March Strike 20 Puts @ 1.3/shr premium [Ref: Petro China (HK.857 baby.boom.com.hk , and quote.bloomberg.com. )] Figuring MO's product will be in demand in the coming months due to the bite of stressful recession and war, they can hold off the lawyers as they always had, and their then 7+% dividend (if putted to me) will come in handy to offset the interest I must pay to the Japanese creditors; and PTR's product will be in demand due to economic vibrancy and the same war, and (if putted to me) their 7+% dividend yield will satisfy the Japanese creditors in same manner; while The Japanese Yen financing will devalue in principal amount due to economic recession in world ex-China and economic vibrancy in China, and due to war interrupting their oil flow from ME, necessitating purchase of same from PTR. Given the symmetry and internal consistency of the scenario, and the reduced sale of SUVs out of their factories, the Japanese will most likely be increasing their consumption of MO's product. Chugs, Jay

To: pezz who wrote (24017)	3/21/2003 10:48:11 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Tonight’s Battle Field Report: (a) Bought a dollop of Agnico Eagle Mine (AEM) @ 11.70/shr (b) Short AEM Aug Call 12.5 @1.20 covered (c) Short AEM Aug Put 12.5 @ 1.95 (d) Bought a dollop of Harmony (HMY) @ 11.85/shr (e) Short HMY Aug Call 12.5 @ 1.65 covered (f) Short HMY Aug Put 12.5 @ 2.25 (g) Short Annaly (NLY) Oct 17.5 Put @ 1.85-1.95 (h) Closed out Newmont (NEM) June Call 30 @ 0.80/shr (shorted here Message 18396696 ) @ 3.40/shr (i) Closed out NEM Sept Call 32.5 @ 1.00/shr (shorted here Message 18497908 ) @ 3.30/shr Obviously, I believe gold shares will rise again, even as Greensputin will make sure that my synthetic bank (http://www.siliconinvestor.com/readmsg.aspx?msgid=18181090 ) Annaly will not be putted to me, at least not by October, for there is much fight left in the FED. Now, it is time for a hot Jacuzzi jet massage, then off to appointment with crisp linen, fluffy pillow, and warm comforter. Chugs, Jay