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

To: TobagoJack who wrote (39043)	10/1/2003 3:06:15 AM
From: elmatador	Respond to of 74559

RULE Nr. 01: Never own an asset from which government can take a piece of. Someone is going to "see food" on property seating nicely at that street corner. Please remember that governments don't deflate. In the case of HK: How the civil servants will react when the next round of cuts come?

To: TobagoJack who wrote (39043)	10/1/2003 3:44:33 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

report on the LATAM Front: 1) Argentina defaulted. If the IMF gives Argentina respite, Brazil will default too!!! FT says: "Economists say Brazil requires accelerated economic growth to ensure its long-term public debt servicing ability and thereby help further tightening of its country risk premium." The country has to pedal to stay in the same place and Lula can be forced to see the situation under the perspective of the supporters of a default. 2) Lula was assertive, both in Cancun and in his speech at the UN, because he knows he is holding LATAM biggest potential default and want to have a respite himself since he's paying his due. A defaul is a possibility:

To: TobagoJack who wrote (39043)	10/1/2003 8:08:26 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 74559

Jay, I will be in HK next March, can I count on a discount at the restaurant? <gggggg> Ramsey

To: TobagoJack who wrote (39043)	10/1/2003 10:55:25 PM
From: LLCF	Read Replies (1) \| Respond to of 74559

Jay, Perhaps I can capture the contract for organic veggies and goat cheese for your new venture :))) dAK