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

To: pezz who wrote (623)	9/19/2005 8:43:50 PM
From: TobagoJack	Read Replies (5) \| Respond to of 217588

Hello Pezz, Today's Report: I am having a GUDU (Gold Up Dollar Up) day, made better by CAD-Up, NG-Up, OIL-Up, HOUSING-Down side dishes. It is as if all 12 cylinders are firing in microprocessor-controlled harmony. Or, as the Big Mac advertisement says, "I am loving it". I will also go pick up Coconut's Canadian papers, to go as a set with the rest of her papers. Papers, like investment positions, must be diversified. I will also be receiving guest from potential client wishing to hand over moolah so that I can tell them how to save themselves ... chaos is a gift, distress a calling card, crisis partner, volatility friend, lonely path right way, ... etc Looking forward to NYSE open tonight. Beats HBO :0) Chugs, J

To: pezz who wrote (623)	9/21/2005 10:28:56 PM
From: TobagoJack	Read Replies (3) \| Respond to of 217588

Hello Pezz, Today's Report: A black and yellow GUDD day. Besides watching Rita and thinking Katrina, I am working at home on this Thursday of a shortened week (this past Monday was a holiday), so that I can visit the town tomorrow, coincidentally a Friday, lunch with buddies and ruminate over what is apparent and what is. I just took the first of what ought to be enough loot from my latest paper certificate gold trades, at what I consider to be a reasonable-for-now price, falling back to a safer position before the counter-attack by the Central Banks starting September 27th, the first of 365 days of yet another Washington Agreement gauntlet for gold bugs. I do the sales even though there are a lot of zeros in the trillions of defaultable debt out there, because the deficit countries will have to sell there gold, like the good old days, to cover the shortfalls, like the good old days. This tranche of loot ought to cover my upcoming holiday in Thailand adequately. I generally prefer to be at the front of the line, see what's coming, and either step forward or fall back, eyes wide open in the first case, and in wild panic in the second. I fool myself into believing I am able to do so. I will sell more, and only the paper gold, and ultimately all my paper certificate gold position as and if gold prices rise. I hold physical gold, and trade paper (now 16% of total physical+certificate PM position) gold, so that I do not make the mistake of ever being out of all gold position, and am in position to generate paper profit so as to better solidify the physical hoard. BTW, I still hold every single ounce of my platinum bullion hoard I have ever bought starting in 1983. The Koala coins are resting comfortably in a box underground ... sometimes I suspect the central business district banks in Hong Kong is a bigger mine with higher purity/grade than the best in Australia, Canada, S.Africa. It is a good thing, else the moolah could easily have been lost in one dumb way or by another clever schema. Chugs, J

To: pezz who wrote (623)	9/23/2005 10:27:02 PM
From: TobagoJack	Respond to of 217588

Hello Pezz, Following this earlier misdirected report Message 21732704 , I have abandoned all HK-based paper gold certificate positions, before 12:00noon HK Saturday morning came around, and now only a small rearguard unit of GLD remain in your time zone. There is a time to run / hide, and a time to raid / loot. Chugs, J Message 21732704 Hello Pezz, Today's Report: (a) I took advantage of a chilling quiet and Starbucks Frappuccino moment on this Saturday AM in HK and sold down my paper certificate gold holdings to the last brave tranche. I may simply abandon position altogether before the 12:00 noon when the internet-enabled gold window closes for the weekend, or I may just leave well enough alone and be content with the underserved gains already realized. The physical hoard still lay lazily down in some basement, waiting for their day of calling. (b) I recognize a richly deserved gain off of this trade Message 21146916 <<shorted a tranche of Cameco September Puts strike 45 @ USD 4.30/shr>> ... it turned out that my original read <<I figured that there is no philosophical difference between Newmont and Cameco>> was spot on :0) ... and now, I get to do it again :0), then once more, in and out, and the ATM, always faithful, the moolah, forever accessible, option period after option period, .... the world is indeed a wonderful place, so full of conundrums that are not, and messes that are worldmarket.blogspot.com Looking back on my education, expensively paid for at the time, heart aches and moolah and scary moments, I am not certain that it was at all necessary, the electrical wave equations, quantum well ponderings, antenna theories, coding algorithms, option pricing formulae, discounted cash flow, balancing of the T accounts, and everything else that wasn't much fun. The parts that are really useful may simply be the good bits, weekly allowance training, the Monopoly and Risk games, poker nights, date nights, happy hours, comparative literature, theatre arts, Hotel School wine tasting and gourmet cooking classes, cross country zig and zag, chasing girl across meadows while having wine jug strapped to belt, in a haze of grape juice. Chugs, J

To: pezz who wrote (623)	9/26/2005 8:43:17 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217588

Hello Pezz, Last Night's Report: With great reluctance, and much trepidation, I unloaded my super-duper leveraged play on Canadian oil/gas that is finance.yahoo.com at CAD 15-15.2, claiming a win from this trade Message 20898375 <<secured some Energy Split II finance.yahoo.com at prices ranging from 12.60-12.75, by bidding, bidding, and bidding again, as in piling on, elbowing in, and squeezing through to the front of the line. I must take it easier; by the looks of it I accounted for a majority of the volume>> ... and don't forget the CAD vs USD move in the meantime, as well as the generous distributions along the way. This is what I would term a win-wwin-win wager :0) Now my Canadian energy allocation is 30% less than before, and so I will have to reinforce by accumulating more oil sands, by and by, and uranium, bit by bit. Chugs, Jay

To: pezz who wrote (623)	9/29/2005 12:00:36 AM
From: TobagoJack	Respond to of 217588

Hello Pezz, Today's Report: I made some last minute preparations before starting off on the annual family holiday within 24 hours; obtaining Thai currency and stocking up on sun screen. Found some loose Euro and USD change in baggage, and so exchanged them at the Heng Seng Bank (HSBC subsidiary) HQ and emptied them of their entire current pile of Aussie 1 oz bullion. Just exchanging fake moolah for real money, and reinforcing discipline to not trade away Coconut's blanket. Chugs, J