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

To: pezz who wrote (41012)	11/6/2003 4:36:34 PM
From: TobagoJack	Respond to of 74559

Hello Pezz, Early Report: Once again, before anything else, I say ‘investment is like chasing girls, there is no issue with pride’. For LTBH, I bought back into Cresud uk.finance.yahoo.com at USD 12.98 and better, and IRSA uk.finance.yahoo.com at 9.50 and better, reversing this earlier and apparently untimely sell: Message 19058488 <<June 24th, 2003 I sold … These Argentina CRESY and IRS trades Message 18502928 <<January 28th, 2003>> at USD 9.51 and USD 9.40 respectively, claiming 38% and 56% gain respectively>> To hopefully partially pay for the above trade and a hopefully a quick merciful flip, I bought more IVAN uk.finance.yahoo.com at USD 6.41/shr, hell bent on giving ‘bull market corrects all mistakes’ a serious test. <<Love the mania!>> ... Tom Cruise’s phrase in “Risky Business” comes to mind, ‘what the heck’. It is all about having a good time, or as Buffett said of the current ramp, 'give me a trillion dollars and I can show you a good time too'. I can do an Abby Jo Cohen, 'Nasdaq will be fairly valued at 3,000; we recommend 135% allocation to stocks' :0) Chugs, Jay

To: pezz who wrote (41012)	11/7/2003 2:35:24 PM
From: TobagoJack	Read Replies (4) \| Respond to of 74559

Hello Pezz, HK Early AM Report: I sold my more precious PAL at avg price of USD 6.61/shr, recognizing so as to better appreciate a USD 1.21 or 22% profit in 16 days on the tranche strength wager. I decided not to wait for possibly 12 months for the remaining imagined loot of USD 3.39 of value creation :0) Reference: Message 19426552 October 22nd, 2003 … 3 dollops of PAL at 5.40 or better ... was executed flawlessly … so Energyplay’s PAL Message 19423006 may have been taken into my portfolio via third party … While I did help Energyplay in his effort to get liquid … I am also helping myself to his cheap but soon to be dear Palladium. I am buying Energyplay’s less precious PGM ore, to start hedging my larger than before exposure in Platinum … I am not remotely fussed if I bought at a temporarily high price, because, as I had consoled myself before, a bull market can correct all mistakes. Did I forget to mention we are in a multi-year commodity bull market? … I believe after 2003 is over and before 2005 starts, we will have opportunity to short NEM puts strike 45 and 50, and sell PAL for north of USD 10/shr. Chugs, Jay