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


To: TobagoJack who wrote (49067)4/26/2004 7:37:28 PM
From: Cogito Ergo Sum  Respond to of 74559
 
Yes Jay so as long as I continue to believe that China will do what is best for China... from China's perspective I will read them more rightly than wrongly. This seems to be a problem with many analyses. They don't look at it from the other fellow's point of view.

Apparently, either I managed not to misunderstand the message or gave the right signal by accident. :o)

Spots..

51% Cash 17% Metal 21% energy bal misc
Energy doing very well but I really gambled wrongly on selling those trusts so heavily... alas.. I have to be satisfied with being right more often than wrong... but often wrong nonetheless ... ;o)

Edit I'm steaduily chipping away at this years deficit...



To: TobagoJack who wrote (49067)4/26/2004 7:46:28 PM
From: RealMuLan  Read Replies (2) | Respond to of 74559
 
Thanks Jay. "Madame Wu is right on:“The People’s Bank of China is focused on one thing — stability, and in establishing a mechanism to insure that stability. If you want to gamble with us, watch out! Speculators will be punished.”" Why so many people in the West just do not get it?