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

To: pezz who wrote (66879)	8/2/2005 7:52:05 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

wondering about that bought the share not the option call me timid :0)

To: pezz who wrote (66879)	8/3/2005 6:40:57 AM
From: TobagoJack	Respond to of 74559

Hello Pezz, Today's Report: To be in tune with the likely direction of the Force, and to keep up with the world ex-USA central banks, I have moved away from being 92% USD/HKD cash to something less. The re-allocated moolah is the first of many tranches. All long journeys start with a single step. The delicate movement must be tempered, hesitant, for the Force behind the USD/HKD is still strong in the up direction, as in it is not collapsing and shows no signs of doing so. But, whatever the healthy signs, the moolah is poisoned, and will be worth-less. Between a reforming China, revision-ing Russia and re-energized Saudi Arabia, they can do a number on the USD, and that prospect is scary. I am starting to think physical preciousness again, because I cannot think of anything else, even though I belong to the camp that says gold might still get a serious drubbing. I also am reflecting, 'how bad can it get?' if and when all run for the exit to the fiat money arena. On the equity market, the bears are being swept aside by the flood of unreasoned optimism, all trying to score a reasonable number for the year vis a vis the indices. The great surge scares me, for I think I know what is ahead, and it will not be the bulls. The episode ill end in tears, a lot of tears. Strangely, very excited :0) Chugs, J

To: pezz who wrote (66879)	8/3/2005 7:05:23 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Just In Report: I figured in for a penny in for a pound, and so just exited from more HKD and entered gold certificate by the tael-ful. The exit quickens some what. BTW, the previous exit of HKD was for exchange into Swiss Franc and AUD. I had no particular reason to pick those two currencies, other than the fact that they are not USD/HKD, Yen, Euro, Philippines Peso or the Zimbabwe Dollar. Chugs, J

To: pezz who wrote (66879)	8/3/2005 10:50:49 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Tonight's Report: (a) Said bye bye to Deer Creek Energy uk.finance.yahoo.com at CAD 24.80/shr, recognizing a gain of 100+% since these two astute moves earlier this year as recommended by Taikun: Message 21051479 Message 21107248 (b) Said hello to Blackrock Venture uk.finance.yahoo.com at CAD 10.85/shr after having bought here Message 21100730 , and here Message 21107248 , and sold out here Message 21163252 in order to fight another day. Now that I doubled my moolah on Deer Creek, it is time to fight again on Blackrock :0) Recommendation: buy what China wants to buy (energy) and sell that which China intends to off load (USD). Chugs, J

To: pezz who wrote (66879)	8/4/2005 12:22:03 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Today's Report: very much motivated by fear and pretty much energized for panic, I continued with the busy-ness of the Great Exodus from USD space and HKD territory, because I sense if it is not exactly the right time, I suspect it may be close to the defining moment. OTOH, if it is neither exactly the right time nor close to the defining moment, then the Great Reckoning will be even more horrible than I figure now. So, motivated by fear, and not caring about greed, I off-ed more USD/HKD from the ledger and on-ed more of the usual suspects, AUD, CAD, and certificate gold. I also on-ed Thai Baht, in anticipation that the elongated Koh Samui construction elapsed time of 24 months will see that paradise's currency move up againt the USD. I like to avoid a mismatch of terms and currencies as far as obligations are concerned. I now can sleep better, thought still have enough USD/HKD to matter. Of my cash and gold, I am at 50% non-USD/HKD. Yes, rather large moves have been made. It is best to panic first if one knows one will panic in any case. Chugs, J

To: pezz who wrote (66879)	8/4/2005 8:12:45 PM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello Pezz, Report: Purchased more certificate gold and Swiss Francs and disposed of the tick-by-tock worth-less paper known as USD/HKD complex that is pretending to be money. I am scared of the USD/HKD because at the mo, its caretakers are intent on defaulting on their obligations to all, including its electorates, and its holders have too much of it, as benchmarked by the high watermark of all human history for any currency in all known galaxies. This qualifies as the penultimate overbought condition. The ultimate overbought may be the assumption that 'this time it is/will be differrent'. Yes, I know, the Swiss can charge a negative interest rate eventually, but we are not there yet, and ok, I know, gold is not recognized by any national authority as money, but gad, Fort Knox is not empty, as far as we know. I am looking at my gradually larger and taller pile of Canadian energy royalties, and I am scared, for when housing goes, all may go, energy, gold, dollar, whatever else. I have maintained my shorts against housing by holding firm, with trepidation, as the position gets larger due to increase of closeout price (as opposed to incremental new add to shorts :0), this is the same as if I had added to my short positions by taking out new positions. Housing is going, going, and soon to be gone, and likely not by auction, but by Sudden Dramatic Realization Leading to Galaxy-wide Repricing. Ready to add to shorts as soon as EP gives the word, however tentative and hesitant. Today, on my screen, a satisfying shade of red that added to my NAV and spirit ;0) Looking forward to more of the same, for the time seems about ripe when the big fruits become low-hanging fruits. There ought to be talk of helicopters and money in the same sentence soon, to fight deflation, of course, but of worth and value, not of money supply, never money supply, for that is forbidden. I am preparing for the day when my bottle of Starbucks Frappuccino costs USD 5 instead of 2.6, and by my reckoning, that should be within 60 months. Thus positioned in fact and in attitude, motivated by a balance of fear and greed, we can now wait and be entertained, as in the case of a chess game. Chugs, J

To: pezz who wrote (66879)	8/8/2005 12:00:13 PM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Pezz, More Reports. Besides these Message 21583118 gambits, I just got confirmed for the following trades: Opti Canada uk.finance.yahoo.com at CAD 37.75 Petrobank Energy uk.finance.yahoo.com at CAD 7.70 Peyto uk.finance.yahoo.com at CAD 33.20 (waited an eternity to collect this one, better late than never) I am figuring we will see oil at USD 70 and then at CAD 70, long before we see it at USD 2 as Maurice promised Chugs, J

To: pezz who wrote (66879)	8/16/2005 9:34:10 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Pezz, Last Night's Report: I trimmed 50% back on Blackrock Ventures finance.yahoo.com at CAD 10.3x, having so enthusiastically purchased Message 21568467 at CAD 10.85. There seems to be a debate going on about its actual worth, between CAD 4 and CAD 14. I do not wish to be caught in the crossfire. There is a greater argument going on regarding Gold and Black Gold, either the former is too cheap at USD 450, or the latter is too expensive at USD 65. I suspect the former, and figure the latter may be wrong in any case, as both Gold and Black Gold ought to be more dear. But, I am practical, and am willing to adopt a wait and see given my already established positions. Chugs, J