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

To: Slagle who wrote (402)	9/11/2005 1:43:06 PM
From: Moominoid	Respond to of 217713

Usually I am too early.... so I hedge bets and gradually change my stance... and learn in the process. I own a few Aussie stocks (Mayne, Ansell, Croesus, Loftus Capital) and recently bought shares in listed hedge fund type operations (Platinum Capital, Everest Brown Babcock). I have units in two small cap Aussie stock funds and an Aussie "global resources stock fund". I reduced the former two recently. My core investments there are in something called Diversified Fund and a little in Conservative Fund. I am thinking of getting much more neo-con :) Oh yes I have shares in a pile of gas pipelines and transmission towers in Britain (Challenger Infrastructure Fund). I am thinking going forward to devote again new savings to paying off AUD debt (incurred to buy hedge funds, pipeline funds etc.). That is a very low risk investment. My US (non-retirement) account is totally short and in Aus I have an effective short position on News Corp with heavily ITM puts. I bought OTM puts on the Aussie Index. That was a mistake. US retirement account 75% bonds and 25% real estate. Continued rise does seem possible in non-US markets for a while. Even my most bullish prognosis on the US markets has a shallow decline straight ahead. See my post on the NASDAQ McClellan Summation.