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

To: pezz who wrote (51003)	6/16/2004 6:37:57 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, <<INTN>> ... don't know about their setup, construct or scheme. I know you are a big boy, know what you are doing, especially with the mechanics of the market and the theories of exchange. I know China, relative to you. ... and, generally ... (a) each China story is sexier than the next (b) most end in tears at some point (c) many have JVs with partners that look good on paper (d) exclusivity is mostly meaningless (e) exclusivity is at times dangerous (f) 20% allocation sounds high (g) run, when you need to (h) the daily trading volume seems low for quick runs Chugs, Jay

To: pezz who wrote (51003)	6/18/2004 11:00:24 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Tonight’s Report: I sold my North American Palladium at USD 8.89/shr, recognizing 29% profit from this wager Message 19539081 <<November 26th, 2003>>. My shorting of North American Palladium June Call strike 10 will expire harmless tonight, allowing me to pocket USD 0.50/shr of birthright collected here Message 19638622 <<December 30th, 2003>>, increasing my profit on above share ownership by 700 basis points. I closed out my previously shorted NEM June Put strike 42.5 at 3.00/share, losing USD 1.10/shr from this gamble Message 19637055 <<December 29th, 2003>>. Chugs, Jay

To: pezz who wrote (51003)	6/21/2004 10:38:13 AM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Pezz, Report: I stirred a bit and traded some bond-like paper for energy-like stuff: (a) Bought a tranche of BG Group uk.finance.yahoo.com at GBP 3.545/shr (b) Bought a tranche of Tate & Lyle uk.finance.yahoo.com at GBP 3.252/shr (c) Added back a tranche of Vermilion uk.finance.yahoo.com at CAD 18.28/shr which I had trimmed back earlier when they sold Aventura uk.finance.yahoo.com and its Trinidad resource; I have changed my mind now because Vermilion wisely picked up some European asset (d) Sold ING preferred that had been yielding much since mid-2002, due to changed environment Also did something with my silver: (a) Closed shorted PAAS Put July 15 at loss of USD 0.20/shr Message 19663584 <<January 7th, 2004>> (b) Closed shorted PAAS Put Oct 17.5 at loss of USD 2.10/shr Message 19930269 <<March 18th, 2004>> These losses are offset by the USD 1.15/shr and USD 2.30/shr of profit booked on the shorted Calls Message 20167594 <<May 26th, 2004>>; but I still am holding a ‘paper loss’ on the underlying long equity position. I am comfortable with that 'temporary paper loss'. Chugs, Jay

To: pezz who wrote (51003)	6/29/2004 2:01:08 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Report: I did it again Message 20259686 , today, and will probably do so again tomorrow. Today's volume is 5 x yesterdays volume. Price is staying more or less the same. There are dumb sellers or stupid buyers. Time will tell. Chugs, Jay

To: pezz who wrote (51003)	6/30/2004 8:57:44 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Today's Report: I did not get to do it ( Message 20263141 ) again today because the trading volume was absurd ... let me use my calculator ... oh, say 50% of one of the rarer ones of these byzantinecoins.com in mint condition, which I did buy today while passing the stamp/coin shop on way to pick up my wife, to pair with the one I already have, of similar but different design. Now I can make a pair of ear rings featuring ancient gold, and if I can get a few more vintage designs, I can make a charm bracelet for some lucky girl some day. Chugs, Jay P.S. I am guessing no rate increase for tonight. What do you think?

To: pezz who wrote (51003)	7/1/2004 7:55:46 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Report: Today is a public holiday in HK, again, and I worked at home, did grocery shopping, went swimming, added some ingredients and continued to incubate a royal coconut in the great valley, and then worked some more. I did nothing about accumulation, as I did nothing yesterday Message 20267279 . The volume traded in my secret target stock is even less than yesterday, much less, like all of a grocery trip worth. On the rate shuffle, Greensputin, unwisely according to CB, raised rate by all of 0.25%, and given inflation rate, nothing at all. The savers are not saved, and the debtors are going to be roughed up. Perfect. We just finished dinner, and after a bit, will retire to watch an episode of Agatha Christie's Miss Jane Marple. Chugs, Jay

To: pezz who wrote (51003)	7/1/2004 6:22:52 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Just to mark the copy book on iraqi investment, Petrel Oil, highlighted by cyber pal Anton from London: reuters.co.uk petrelresources.com good luck for the second half! Chugs, Jay

To: pezz who wrote (51003)	7/2/2004 2:04:32 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Today's Report: I again did not get to accumulate more of the super duper top secret gamble Message 20270867 today, because the trading volume was about three Byzantine byzantinecoins.com coins worth. I instead exchanged some fiat HKD, that proxy of the dictate USD, for some true money of that once great empire based in Constantinople. The money in question, not so strangely, is worth more today than it was while in wider circulation, because it is made of gold, and thus does not require guarantee by its original issuer, the emperor. That empire lasted some thousand years, partly due to to its sound monetary practice. I also exchanged some cash for a few sets of this commemorative issue chinacoin.com.hk and thus have cornered a small but material % of total issue. Chugs, Jay

To: pezz who wrote (51003)	7/7/2004 7:46:28 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Last Night’s Report: Added another tranche of Vermilion finance.yahoo.com at CAD 18.20/shr because it has gas (a local commodity, unlike oil, which is an int’l commodity) denominated in Euro, located far away from Canada, which in turn is close to the epicenter of the next truly big financial crisis to its south; Bought a tranche of ARC Energy finance.yahoo.com at CAD 15.35/shr because I do not have it yet (I collect CanRoys like I stalk ancient coins, and I really enjoy counting the moolah as they come in each month); and Shorted a dollop of NEM Sept Puts Strike 37.5 at USD 1.15/shr. I think dollar down is not in doubt in the intermediate/longer term now that the economy is obviously not faring well (at least apparent to those who pay attention), everything else down maybe (because they are too high, very leveraged, and cash will be king again), gold up possibly (because gold is too cheap and too wonderful), and I am looking for new ideas to short, maybe the Ru2000, or perhaps simply pile on more QQQ? Chugs, Jay

To: pezz who wrote (51003)	7/8/2004 2:47:48 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Today's Report: I did work, and then reflected on the state of IS. It IS perhaps time for what we have been afraid of. Nothing to be alarmed about, but I increased my my paper gold by 25% in tael (Chinese weight for gold hoard) terms. Just a precautionary measure, in case I am right. Besides, when in doubt, buy gold, and if puzzled, buy more, until all is clear, then start selling ;0) I think it may be time for GUDDEEDAW ("Gold Up, Dollar Down, Everything Else Down As Well"); in this round, the industrial metals may not fare as well as they did the last bout. Short perhaps also the Chinese internet shares, taser, and the rest of the trash, like autos and such, eventually more housing shorts, and of course, Maurice's Q will take a fall, say 70% down, and at somepoint, do not forget the cousins Fannie and Freddie, who will be whipped and then sawed in the coming interest rate up, down and then WTFU ("way the fcuk up") ? Events are beginning to get interesting, and so perhaps we do not have to invest in the museum heist after all. I also received a e-mail regarding the an attached HSBC Report titled "Global Economics - A recovery built on marshlands of debt". The 74-page report covers all relevant countries in the world, one lovely at a time, one by one, in exquisite detail ... but I found it curious that the report is SPECIFICALLY NOT FOR DISTRIBUTION to folks in the USA. It's like, "lets not tell them folks what will happen". The report is weighty, in kilos and pounds, and if printed out, can probably be used as a deadly weapon against something mightier than a large rodent. QUOTE Subject: Global Economics - A recovery built on marshlands of debt Global Economics A recovery built on marshlands of debt This document is not for distribution to US clients * Recovery built on leverage... * ...and unsustainable asset bubbles. * Interest rate increases this year... * ...to be followed by rate cuts later in 2005. UNQUOTE Chugs, Jay

To: pezz who wrote (51003)	7/8/2004 7:03:54 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, The Afternoon Report: Rapid and decisive decision caused me to continue to de-camping USD space, while there is still space on the boat for my troops. I unloaded a bunch of USD for a pile of CAD, and I exchanged a basket of USD for a mound of Euro. Nowhere to run, nowhere to hide, but any place else is a better place to die. The secret code word leading to salvation may be GUDDEEDAW. I now feel better and can sleep a bit better, unless ... I am wrong ;0/ Chugs, Jay