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

To: pezz who wrote (54897)	10/26/2004 6:07:36 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Pezz, <<I see an improvement in the small cap universe for the first time in quite a while...>> I do not see it, but I hope you are right, and I hope the effects of the bullish herd, should they appear, wash over the planet to do me some good. Convolution, straight ahead, and ... well, perhaps later. Chugs, Jay

To: pezz who wrote (54897)	10/28/2004 11:14:57 PM
From: TobagoJack	Read Replies (4) \| Respond to of 74559

Good morning Pezz, Today’s Report: Dialed 1.800.GET.ME.OUT I got in phase with the Force, at least I believe so, perhaps a bit more than I was yesterday. Simply cannot know until we know, which would be too late. (a) I sold my Australian Wheat Board finance.yahoo.com at AUD 4.674, purchased Message 19500572 <<November 13th, 2003>> at AUD 4.15, and had also collected AUD 0.25/shr of divvies, netting 19% over the course of 12 months (exchange rate is more or less the same, but in my favor). (b) I sold my Australia Worldwide Exploration finance.yahoo.com at AUD 1.97, purchased Message 19500572 <<November 13th, 2003>> at AUD 1.14, netting 73% over the same exact elapsed time as above. (c) I sold my entire paper certificate gold hoard in exchange for HKD, which is an USD proxy. (d) I exchange several tranches of Japanese Yen for HKD. (e) I unloaded mind-bendingly large tranches of AUD and CAD for the ever worth-less USD. The above maneuvers are in step with these very recent moves: Following up to these moves: ( Whew ...... :0) Message 20654911 Message 20656420 Message 20658107 Message 20665298 Message 20687235 I suggest that you should dial the same number, that is 1.800.GET.ME.OUT. Make sure you do not dial by mistake, perhaps via speed dial, 1.900.GET.ME.IN :0) Chugs, Jay P.S. It is nearly time. Are you ready? Message 18226135 <<November 12th, 2002 Hi Pezz, on China: It will ramp into bubble dimensions and go 'pop' 24 months from today. [EDIT: Key words = China Bubble 2002] Chugs, Jay>>

To: pezz who wrote (54897)	10/29/2004 8:58:51 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today’s Report: Could not help myself, dialed that magic number again, in case you need reminding, 1.800.GET.ME.OUT ! In case your phone does not have a ! key, just slam the plastic enclosure down on the desk, but hard :0) (a) Off-loaded newly purchased Areva uk.finance.yahoo.com @ Euro 287.039, purchased here Message 20575176 <<September 27th, 2004>> at Euro 270, escaping with a 6% gain so as to fight another day; (b) Dumped Vestas Wind uk.finance.yahoo.com @ DKK 72.32, purchased here Message 20482165 <<September 3rd, 2004>> unfortunately at DKK 79.75, suffering a 9.30% passage charge, so as to live another day Chugs, Jay

To: pezz who wrote (54897)	11/5/2004 8:15:37 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today’s Report: I stayed home and counted my blessings. I love those currencies grinding against other money, and moolah rubbing against scratch. (a) I moved a puddle of moolah here and a pile of coins there to get ready to execute a series of maneuvers in a convoluted schema that will result in more aggregation of shares finance.yahoo.com @ HKD 0.012/share. Yes, the beast is trading at HKD 0.016/share. The convolution is here 219.142.32.202 and the schema is there 219.142.32.202 . I am aggregating for LTBH, even though there is no lockup period on my shares. The position will be tough to escape from, unless you feel up to giving me a helping hand and take my position away at a reasonable markup ;0) (b) I bought dollops of Great Eagle uk.finance.yahoo.com at HKD 16.80/shr. It is the developer of the neighborhood of the ex-Seafood Restaurant in Mongkok, same as where the brothel premise was situated. Most of their NAV is tied up in the redevelopment greateagle.com.hk . Should China hard land and interest rate rise, Great Eagle will get crushed, else it should do well. Given that Bush got re-elected, and the money spigot will be on full open, China may not hard land and my wager should do OK, even if it is denominated in HKD, which is a USD proxy. (c) I also accrued (in an accounting sense) a soon to be distributed wallop of an distribution from the boyz’ Mongkok ex-Seafood Restaurant building mentioned here Message 19781668 <<February 8th, 2004>> and Message 20644899 <<October 15th, 2004>>. The distribution is resulting from a refinancing based on the latest valuation by the bank at double the gross purchase value [EDIT: thank you Maestro Greensputin]. The building was purchased Message 19210327 <<August 14th, 2003 … (d) I committed to invest in another partnership …>>, a mere 15 months ago. This is the same building that we received an offer at 2.5 x purchase cost. So, Bush gets re-elected, I feel comfortable to increase my leverage, and invested not only in real estate, but, gad, in China-embraced real estate, as well as a no-name and run-down media company. The lonely path may not get lonelier than this way. I am, however, looking forward to adding to my short position on US housing. The beast may not crash, but the ride will be volatile, and volatility is a friend. I will maintain my short positions on the QQQ, DIA, and MDY, as a hedge, just in case I am wrong about the interaction of matter and anti-matter that may create a crisis, which is a partner. I am bullish on risk and frightened very much, as the world somehow may get more chaotic, which could also be a gift. YTD NAV increase is now at 9.61% :0) JWSU, Jay