Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Snowshoe who wrote (55547)	11/4/2004 7:25:30 PM
From: TobagoJack	Respond to of 74559

Hello Snowshoe, So many questions! Let’s take them one at a time :0) <<I see plenty of red today on my list of Chinese stocks>> … the Mainland China stock market is tiny, and therefore not representative of fund flow ballot casting. Must take note of direct investments by corporate and private equity flows, which are enormous, growing, of high momentum, busily extending and deepening the global outsource wealth redistribution revolution, matching the capital flight from your neighborhood. <<How are your US homebuilder shorts doing? Still way under water I see, but it looks like the latest run may have finally topped>> … You are correct, and yet, oddly enough, my portfolio NAV is rising. <<Like when China supported Pol Pot to the bitter end?>> … I think the diseased Mr Pot is a creation more of US electorate actions than China authoritarian reactions. <<Jeez, Jay, give us a break.>> … oh, come on, just a bit of fun? <<The US is currently in a controversial situation, but China is hardly an angel.>> … It is all relative, and relatively speaking, amazingly as it may seem, standing ovations in Australian parliament are reserved for Chinese premier, as opposed to American leader. I cannot explain it. I can only observe, and then state the obvious. <<The "orderly decline" of the US dollar continues. I've been adding some GG.>> … I think that is wise. I am in the less fortunate position of having to liquidate some non-USD currency positions, and soon pay out some HKD in exchange for some pieces of paper traded in terms of our USD proxy and hoping to make its money in China. Chugs, Jay