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

To: TobagoJack who wrote (47017)	3/5/2004 7:42:27 PM
From: elmatador	Read Replies (1) \| Respond to of 74559

<<dumped my non-USDs too early; maybe USD will do the dead-cat bounce from a lower still level.>> If one reads the lines he is tempted to dump the non-USD. But if you read in between the lines we need to hold non USD currencies and hold the whale -fingers in its orifices like when play bowling for the beast not to run away-as it dives. The USD ups are artificial, and if they are artificial, the can't be sustained.

To: TobagoJack who wrote (47017)	3/5/2004 8:21:48 PM
From: Box-By-The-Riviera™	Read Replies (2) \| Respond to of 74559

you, are a brave soldier, and may, in the end, be the last man standing. all others shall be your house boys except ACflyer. he will have that crappy british attitude of the landed gentry without land. me, if i must, i will forgo my daily spandex, and serve, believe it or not, more politely than mary cluney. or... I shall help you rule the kingdom of the last man! HO HO HO

To: TobagoJack who wrote (47017)	3/5/2004 9:32:19 PM
From: pezz	Read Replies (8) \| Respond to of 74559

<< My main concern over the past few weeks had been that I might lose my 2003 gains.>> Well YTD I've managed to return 7.14 percent of current NAV to whence it came....But the year is still young.

To: TobagoJack who wrote (47017)	3/5/2004 9:53:42 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 74559

Hello Jay, Still about 40% cash... sold and rebought some gold (GGG.to) which made my broker happy. Added a few energy shares... FCP.to VAQ.to KER.to... sold some more PYR (yesterday and think I'll hold the remainder which free a few times over, for an indefinite period.... or not. looking for some more candidates to pare.. I think I have a bit more time now or is it just the luxury of 40% cash easing my mind .... On the trusts... I hope I don't sound to unpleasant but 15%-20% (or better) is what I hope we may see if some tax hanky panky materialises throughout the sector.. I don't like being without the income stream... I think the opportunity cost is low at this juncture but as always we shall see. Spots..

To: TobagoJack who wrote (47017)	3/6/2004 7:44:44 AM
From: que seria	Read Replies (1) \| Respond to of 74559

Jay: I wonder how the Swedes tax opportunists from other shores. Isn't it a cause for envy if a guy from a place that doesn't tax his income is allowed to make money off land in Sweden? If that incites envy, don't they tax it? Both are some sort of Swedish real estate. A wise and cautious Canadian pal wrote me that the Kungsleden management has two main ideas. One is that they collect land and building used for old people's homes. . . . The moment they smell a whiff of being able to get an above market offer they sell and are off with their loot, trying to have lots of cash around to use when some property gets into weak hands and a below market order can snare it. Kungsleden sounds like some company I should like. I will add more after DD, but just wanted to get in, now. As for paper gold, holding some at all times is a way to assure you don't have to chase to participate if gold goes to a fraction of what you speculate is possible. The paper, which was always meant for trading (or so I try to console myself) was turned in for HKD (USD proxy), so, again, no nominal risk. My physical stash is what will allow me to experience USD 4,000/oz gold in a proper state of mind. I have no physical stash because (1) I want my "gold" (OK, paper gold, as in shareholdings) to be very mobile and secure against non-government thieves; and (2) barring U.S. government interdiction of my gold shares' cash flow on its way to me (an event that would surely not precede expropriation of physical gold), the first 25% of the move you mention would give me profits that are a multiple of all you could hope to make in physical off the full move. Then I'd buy land in Sweden.<g>