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

To: TobagoJack who wrote (41520)	11/16/2003 8:42:09 AM
From: Condor	Read Replies (1) \| Respond to of 74559

Great reading Jay. It was touch and go navigating through the labyrinth of your postings but definitely worth the effort. I will enjoy forwarding that to my colleagues. cheers C

To: TobagoJack who wrote (41520)	11/16/2003 10:40:28 AM
From: que seria	Read Replies (1) \| Respond to of 74559

Jay: That survey post is a great cyber-innoculation against the temptation to just "invest in China." It's easy to compare the Confucian value system and work ethic we in the U.S. see in persons of Chinese ancestry here with the ... well, more self-indulgent value system and lax work ethic of too many other Americans, then look at the direction China is moving, and conclude that "buying China" is the correct response to our ongoing bubble. Those of us in the U.S. can see major moral hazard playing out before us in our home markets. We need people such as you to give us the skinny from China! When the inevitable settling of accounts (debt deflation) comes in the U.S., I expect our suppliers to have cash flow issues, as in any trade, so I appreciate your point about liquidity. Can you name an internet-based broker with an acceptable platform, good prices and reliable executions for US citizens wishing to trade Australian and Chinese (and, if possible, other Asian and Canadian) markets? BOOM (your link) doesn't list Canada, which is my preferred market.

To: TobagoJack who wrote (41520)	11/16/2003 1:26:15 PM
From: rolatzi	Read Replies (1) \| Respond to of 74559

Jay, Thanks for the heads up on China Investing. I took my first gander at China in 1997 investing in a closed end mutual fund out of Hong Kong and sold it for a loss in 98 after the bottom dropped out of the Asian Tigers. I am presently looking for appropriate vehicles but want to wait until it's clear whether there is another SARS outbreak and until China is on sale again. I like to buy stocks on the cheap. I have considered PTR but am already over invested in oil and NG. I will consider it again as a means to regionally diversify my holdings when appropriate. I found a listing of the HSCEI constituents and would appreciate if you could tell us which of them are available in ADR's and which you especially like. This will save me some effort if you would. hsi.com.hk I am also looking at your list on: achamchen.com and would appreciate which are available as ADR's. Please excuse my laziness. On another note, there is a plan to change the tax status of covered calls, to make it harder for tax payers to take losses on covered calls. This won't affect you Jay, but us Amercans will be negatively impacted if it goes through. I too use covered calls as a way to increase my income. Gotta take my son shopping. See you later. Ro