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

To: pezz who wrote (66685)	7/29/2005 10:21:26 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today's Report: I continue to do nothing except working. We must take when the taking is good, on the one hand, and defend what we have started when we still can, OTOH. My operating business is starting to implement some plans, and initial indications are good. Revenue, the life blood, is increasing, and inherited legal and other obligations continue to wither away. When I sleep, clones are working away, and when I play, busy-ness is happening. I just need to monitor that all is in tune with the Force. On the asset management side of the equation, I make the observation that my PF is greatly sensitive to energy price and to a lesser extent, housing price, and at the mo, not at all sensitive to forex swings, as long as I continue to account in USD/HKD terms. I suspect I will have to make a move at some point on the forex front, although I have no clue yet on where to run, how long to dash, or under what to hide. As I have started on the design of the abode in Thailand, I need to stock up on some Thai Baht in exchange for USD/HKD, because when the collapse of the USD happens, however unlikely at the mo, the move could be meaningful, against what I do not know, but Thai Baht perhaps. I am also planning to add aggressively to shorts against housing, once the slide begins, which cannot be long now, and if long, then the USD is toast (thus the need mentioned earlier for currency moves). I continue to like physical precious metals, because they are real, just in case. Yes, I am aware that interest rate is rising, curve flattening, but can drop, and concave up, as well as flat line at zero. Unknowable unknowns. Like the war. I have just returned from a trip, and observes hammer & sickle flags, red coloured, and thong, also red worldmarket.blogspot.com (75009) Chugs, J