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To: Joan Osland Graffius who wrote (262068)	9/27/2003 3:27:46 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 436258

To All, Micro Mini Barron's review. Poor issue this time around. Even Abelson wasn't that funny. Only two pieces were of any interest, and they weren't major articles: 1. In Commodities Corner, the cases for and against silver were discussed. On the plus side, drop in inventories and the Indian marriage season were mentioned, along with Chinese jewelry purchases. On the negatory side, the death of photographic paper is a killer and the increasing prices of copper, which will produce a bunch of silver as a side ore (most silver is mined by copper miners, not the silver mines we own). The author comes down on the side that silver is now fairly if not fully priced. 2. A discussion of the bargains in Calif. munis in the Mutual Fund section. The smart money seems to be buying revenue bonds and municipality, as opposed to state, issues in the Golden State with both hands. If I weren't a subscriber, thanks to frequent flyer miles, I wouldn't have bought this issue.

To: Joan Osland Graffius who wrote (262068)	9/27/2003 8:39:29 PM
From: TobagoJack	Read Replies (1) \| Respond to of 436258

Hi Joan, I am favoring CAD because it does not have an empire like the US, it is close to the empire unlike Australia, and its small population can only waste so little money unlike most important currencies;0) I am up 18+% on NAV aggregate, 27+% on currencies plus equity positions, and am now at: Cash 38.5% of gross assets (0.7% Euro, -4.6% USD, 4.2% AUD, 6.2% HKD, 25.3% CAN, 6.3% Japanese Yen) [The HKD is waiting to re-purchase recently sold paper gold] after eventual but inevitable correction] Physical/paper Precious metals 7.7% Bonds 12.9% (12.2% USD, 0.7% Euro) Rental Real Estate 20.4% Equity 20.6%: comprised mostly of energy, energy royalty, mining, gold, platinum, oil tankers, and such 'defensive' but speculative issues, but 646 basis points is in one stock that had gone cancerous and grown to AUD 0.85/shr from AUD 0.065/shr in the past 11 months Subject 53628 :0) Chugs, Jay