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Strategies & Market Trends : Heinz Blasnik- Views You Can Use -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (895)	5/7/2003 10:37:15 PM
From: Win-Lose-Draw	Read Replies (4) \| Respond to of 4904

the risk-free real rate of return should be zero. no pain, no gain.

To: TobagoJack who wrote (895)	5/8/2003 7:43:26 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 4904

hi Jay, nice post. The long-tail pension obligations are being legislatively broken i have heard there is legislation to free pension funds from using Treasurys as their discount rate and use corporates instead. this will not change their portfolios or their performance, but it will change their calculations of under- or over-funding, making them look better in the short run and further delaying the inevitable reckoning. hoard gold, value Canada, buy natural gas what gas plays are you into? i try to buy gas stocks early and often. -exporting N.Korea, going-off-on-its-own Japan (with its walle i try to think of scenarios that could cause the revolution in trade policy needed for the MoF to call for a repatriation of Japanese overseas assets. perhaps North Korea's going nuclear will do it. as we have heard, Japan is surely next in line here. could be the beginning of the end of more than half a century sucking at the US military's protective teat. and the beginning of the end for the US consumer, sucking for 30 years at the teat of an export-obsessed MoF.

To: TobagoJack who wrote (895)	5/8/2003 6:17:29 PM
From: Earlie	Read Replies (1) \| Respond to of 4904

Jay: I do and always have (value Canada). Greatest place on the planet. Lots of resources, lots of fresh water, good strides made in deficit reduction, consumers not fully off the deep end of the graph, remarkably tolerant and cheerful citizens and reasonably clean government. As an extra bonus, the cold winters tend to keep the riff-raff away. (g) I've written several times that Canada is economically in better shape than is the U.S., but delightfully, few folks are interested. Now just don't go talking about this too much. (g) Best, Earlie