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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (242)	9/2/2005 9:55:18 PM
From: Moominoid	Read Replies (2) \| Respond to of 217592

Yes, much more difficult to do mark-to-market now. I was only up 3.6% at end of August about the same as the MSCI (better than US big cap indices). But in the last couple of days already the fall back of the USD added a couple of percentage points at least to the USD return and NWS short and Croesus long have done nicely in the last couple of days too. Croesus have announced a new corporate strategy under their new CEO. Worth checking out I think (CRS.AX). I bought back in on TA the day before it was announced and I sold out on TA just before they announced the closure of half their existing capacity. Funny how that worked :) Another new trading idea is shorting Boeing. The TA looks like the current move is just the beginning of something bigger. They may sort out the strike, but how will oil prices affect demand for planes? The military stuff they make might protect them as long as the US government can keep spending... but purchases from the Middle East migth be forthcoming instead. The petrodollars have to go somewhere.