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


To: TobagoJack who wrote (64451)5/31/2005 3:03:01 PM
From: Maurice Winn  Read Replies (3) | Respond to of 74559
 
TJ, you are in luck. You can double up and take a whopping tranche lot of shorts thanks to a continuing zoom in price on those no-brainer housing stock shorts. moneycentral.msn.com

Look at Hovnanian go. New all-time high.

Cool. Double up with a max-out short tranche!! From $35 in October to over $60 now. You lucky lucky lucky guy.

Mqurice

PS: I have to admit these look like crazed graphs compared with the much more sensible biotelecosmictechdot.com irrational exuberance. At least that revolution had something new underpinning it and many are continuing on to vast riches and a new age. Look at this ridiculous action. I rest my case that financial relativity theory is alive and well and the US$ is shrinking as speed increases nearer the speed of light, bumping into quantum effects at the pico-nano level of you and me. Even while all appears the same as we travel alongside. moneycentral.msn.com

Be mindful though that nearing the event horizon, and plunging into the depths of black holes, financial physics changes into forms which have not yet been plumbed, let alone gilded. A Magical Maestro might have some tricks up his sleeve leading to the financial equivalent of the impossible cosmos which is expanding faster despite the relentless drag of gravity, calling all home to a singularity.

Perhaps the financial and gravitational cosmoses [sp? cosmi?] turn inside out, quantum tunnelling via a Calabi Yau MADness back to the beginning.



To: TobagoJack who wrote (64451)6/1/2005 1:53:09 AM
From: Taikun  Read Replies (1) | Respond to of 74559
 
<The general idea is to start dumping USD moolah / USD revenue generating assets in favor of non-USD bread / non-USD revenue collecting assets.>

I did read BKAS bills in USD. They probably fill a decent number of US airliners, and the commodity they sell is aviation fuel, which although they don't set the price of, it too is priced in USD.

My take is you believe they have pricing power. <ggg>



To: TobagoJack who wrote (64451)6/3/2005 4:28:55 AM
From: Taikun  Read Replies (1) | Respond to of 74559
 
Jay,

This USD is blistering along. With hedgies deleveraging and Fortune 500 companies repatriating billions this year, and the Euro's malaise to boot, it seems some investors are misreading the jobs number and they think the US is really going to outperform. Of course, at the same time we have bonds rallying so are stocks.

I only have one question.

What happens next, after the USD tops out?

Is it "Run for the hills?"

D