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

To: TobagoJack who wrote (64478)	5/31/2005 9:15:53 PM
From: Slagle	Read Replies (2) \| Respond to of 74559

TobagoJack Re: HOV The stock is down 5% afterhours on earnings report. Somebody doesn't like it. And did you notice what happened to GE in the last 30 minutes? Tomorrow might be interesting. Slagle

To: TobagoJack who wrote (64478)	6/1/2005 1:21:10 AM
From: Taikun	Read Replies (1) \| Respond to of 74559

Hi Jay, Actually the way out of the money puts on Tol and others look interesting. Consider Tol was pretty much below $30 until 2003 and below $20 for 2000, 2001 and part of 2002. $30 2007 Puts are $1.05. The only thing that keeps me from buying is if Uncle Al can hold the housing market together. One way he could do that is if the Euro really caves and liquidity flows to the senior currency, the USD. We saw this as the 10yr dropped below 4%, the 30yr fixed rate mortgage is 6 pips lower than last week at 5.21. bankrate.com Maybe another round of record housing numbers? Of course, we all know how it ends, but we live in the space in the middle. D

To: TobagoJack who wrote (64478)	6/1/2005 4:10:48 AM
From: elmatador	Read Replies (1) \| Respond to of 74559

TJ/EP: Add those two pieces below: China wants to use its foreign currency reserves to buy oil, India teams up with Asian consumers including China to implement some kind of oil diplomacy. Buy lots of oil from whom buys your products and pretty soon we have something interesting going on... This south-south thing perhaps is feasible.

To: TobagoJack who wrote (64478)	6/2/2005 9:31:46 PM
From: Joe S Pack	Read Replies (3) \| Respond to of 74559

China's march to the TOP. The latest IEEE Spectrum (June 2005) has 14 articles exclusively devoted to CHINA. It is a rare thing for a technical magazine to devote itself with these many articles on a single country in a single issue. I have n't gone through all of them. But it is fair to say that J6Ps will soon be caught and may be surpassed in several fronts. Here are few highlights. 1) China overtook Japan in terms of GDP. Now it is second only to US. Here are the figures for the top few countries: Country GDP (US $trillions) Population Area (Square KMs) USA 11.750 293 Million 9.7 Million CHINA 7.262 1300 9.6 Japan 3.745 ? India 3.319 1100 Germany 2.362 UK 1.782 France 1.737 Italy 1.609 Brazil 1.492 Russia 1.408 2) All Politburo Standing Committee members are card carrying Engineers. In US most of them are liars (I mean lawyers). No wonder China is advancing at such a fast pace in technology. Almost all of them are from top Chinese universities except one from Germany. 3)China graduates twice as many bachelor's degrees as the US, and they have 6 times as many majoring in Engineering. This year it will graduate 300,000 engineers. 4)As per Nokia, China will soon overtake the US as its top market. 5) China has 174 cities with more than 1 million people. China's arable land is 15 percent of its total land area. US has 19 percent, Nigeria 31 percent and Germany 24 percent. 6) China's huge TV industry faces a 2008 deadline to make headway in digital TV's. 7) Shenzhen, (1.5 Million people): In 1980, this sleepy fishing village was made a Special Economic Zone. Residents today enjoy the highest disposable incomes on the mainland. -J6P

To: TobagoJack who wrote (64478)	6/2/2005 10:03:15 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

Ahh, the good old days. Once upon a time I spent many hours playing chess. So you guessed wrong, again. <my shorting of paper real estate was concurrent with pending sale of physical real estate. Now that the latter is done, I in fact can increase my position in the former. Thank you for the reminder> You are welcome. Today is even better to do so than a week ago. I see it is not inevitable that the housing bubble will have popped by Jan 2007. <If not, my other goodies> I am droolingly tempted to leap into that no-brainer short of USA housing companies. The phrase 'no-brainer' always makes me nervous though. It looks like a much more spectacular version of the biotelecosmictechdot.com bubble, without the redeeming merit of a whole new technological world being developed. Mqurice