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


To: gumnam who wrote (57234)12/22/2004 9:39:56 AM
From: TobagoJack  Respond to of 74559
 
Hello gumnam, <<Argentina Banks are a good buy at this time>>

I am having lunch with the boyz, and will chuck your idea onto the table and see who bites.

In the mean time, I am way over-extended on equity, and am frightened, but not enough to leave the party yet.

I am having that "this must be close to top of market feeling", as I am doing my share of holiday related consumption, and noticed that the jaunt in the swagger is back, as I dash through HK CBD in my Timberland (jacket, shirt, pants, socks, shoes, backpack, wallet :0) getup.

I have a bad feeling about the financial-scape.

Chugs, Jay

One idea the boyz are bandying about is Canadian and Australian hydroelectric plays ... Kyoto carbon credits are worth money, and the hydrolectric business has plenty of credits to sell. Since the credits did not exist and was not tradeble before the treaty effective date, the valuations did not take them into account.

Supposedly stocks like uk.finance.yahoo.com are rising more because of the credits than due to anythingelse, like boring profits and such.



To: gumnam who wrote (57234)12/25/2004 8:01:43 PM
From: TobagoJack  Respond to of 74559
 
Gumnam, The band of brothers noted the Argentine bank plays. Thanks.

We are also checking out ...

finance.yahoo.com (this one has moved already on the theme noted below)

finance.yahoo.com
finance.yahoo.com
finance.yahoo.com
finance.yahoo.com
finance.yahoo.com

... for possible connection to Kyoto treaty engendered carbon credit plays as hydro business should have previously not-valued assets (carbon credits out of thin air) that could result in evenue with no substantive cost.

US based assets do not qualify as US is not party to Kyoto. The biggest buyers of Carbon Credit may be Japan.

Chugs, Jay