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

To: TobagoJack who wrote (1354)	10/22/2005 1:32:41 AM
From: Taikun	Read Replies (1) \| Respond to of 217859

Contrarian indicator? Roach just capitulated-sees no China slowdown Message 21815244 "The long-awaited China slowdown has failed to materialize"

To: TobagoJack who wrote (1354)	10/22/2005 8:47:19 AM
From: orkrious	Read Replies (1) \| Respond to of 217859

On change of seasons, altered states, and master plans .. TJ, re: photos1.blogger.com photos1.blogger.com I want to be Tobago Jack when I grow up, and Mrs. Ork wants to be Mrs. Tobago Jack right now. <g>

To: TobagoJack who wrote (1354)	10/23/2005 11:37:46 PM
From: jennifersilversun	Read Replies (2) \| Respond to of 217859

Please forgive me for being literal and linear to the point obtuseness here, but my investing inexperience makes me doubt my ability to correctly interpret your graceful ruminations: You previously believed it wise to buy dips on energy, uranium, oil sands, and gold and silver. You now evidently think it prudent to move to cash, while presumably holding on to the physical stuff, namely gold, platinum--and silver? Is this because you anticipate a massive exodus from all paper assets that will sink all boats, including the commodity boats? I wonder if this puts you in the same camp as Russ Winter, who seems (if I understand him correctly) to think the spike in gold and energy equities (prior to the most recent downturn) was due to "hot easy money" that was leveraged and thus instable. jennifersilversun, envying jay's warm sunny environs

To: TobagoJack who wrote (1354)	10/24/2005 12:04:08 AM
From: Taikun	Respond to of 217859

I wish I had followed your brother (kidding) Jack Chan and been really aggressive on my NEM short. I think I might be abe to add a little to it tomorrow at the open. Methinks it will be a doozie. So are we now at the part where the hot money starts to flow so fast and furious that it spikes volatility and starts wiping out fortunes rapidly as it rushes sector to sector. A virtual trading wrecking ball? With the speed of the moves in energy and commodities and gold next, that is what it seems. (Homies started their move awhile back so I excluded them). I will not be surprised to see the hedgies park said hot money (actually hot money principal and pillaging gains) in bonds, so will move aggressively on TLT, for I think the beneficiary of the flows out of commodities (this move continuing in Asian session as I type) shall be bonds. (I wonder if the homies will bounce?) If it is true we can price risk, and we saw that with the hurricane's effect on energy stocks up and down, and if same event shall continue to hit other sectors, while option volatility is cheap - buy those sectors.