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

To: Maurice Winn who wrote (33300)	5/8/2003 10:57:11 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Maurice, <<I prefer 21st century voting. Pixelated placement>> Have a very GUDD night, Maurice, sleep the sleep of the innocent, and don't let all the commotion trouble your pixelated REM state:0) Chugs, Jay

To: Maurice Winn who wrote (33300)	5/9/2003 5:41:20 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Good evening Maurice, I am having a languid day. I got up at 7:00, one hour later than usual. I wandered into the office at nine-ish, flipped through some news stories, made two phone calls, slipped off to Shanghai Club lunch with friend, conversed about the strange case of the Canadian royalty trusts, went from lunch to home, fired up my computer and contemplated the state of MS Money data file. Now, I have a cold beer at hand, a silvery grayish shimmering ocean in front, a keyboard at side, and I decide to barge in on your peace and disturb your tranquility. The actively managed portion of my portfolio, constituting approximately 60% of gross asset, has gone up by 7.3% for the year, powering NAV gain to a 4.4% YTD gain. Everything we discussed is happening, but closer to my expectations than yours, at the margin, where it counts the most: (a) Gold up, Dollar down, of course; (b) Q down, CAD up, small wonder; © Yen going nowhere, with the officialdom promising to stand firm against the onslaught of the Dollar, thus securing my Yen loan position, which is good; (d) Japanese shares bobbing down and then up, supported by yet another hare-brained official effort to boost the market, so as to secure my small Japanese equity exposure, which is nice; (e) Geopolitical situation is not improving, and in fact, can be easily argued to be deteriorating, as expected; and (f) Most important of all, the trend points to more of the same, but worse, propelled by rapidly worsening economy, as is to be expected. When are you going to engage in the scientific process, learn from the errors of your way, survey the damage suffered thus far, put away your mystic Q-faith, turn your back on the benighted Maestro Greensputin, give the boot to the imbecilic Professor Bernakaput, and join the other side, the side in touch with the pulse of the mob, favored by destiny, and in tune with the true Force? Now comes the most enjoyable part of posting … recalling my very first post to you :0) http://www.siliconinvestor.com/readmsg.aspx?msgid=15410107 February 26th, 2001 Chugs, Jay

To: Maurice Winn who wrote (33300)	5/9/2003 8:20:40 AM
From: TobagoJack	Respond to of 74559

Hello Maurice, I aggregated the following for your breakfast time perusal: Subject 53084 “Washington: Making Moves Against Mugabe?” Message 18928565 “A Time of Testing” Message 18928560 “Wolfowitz Hints at Support for Political Action by Turkish Military” Message 18928561 “Russia and the Creation of 'Greater Europe'” I get these messages from having examined the above analysis: (a) Add more Zimbabwe Platinum uk.finance.yahoo.com (b) Sell USD (c) Buy gold (d) Stay away from Euro Chugs, Jay