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

To: TobagoJack who wrote (5026)	3/26/2006 11:42:02 PM
From: Muthusamy SELVARAJU	Read Replies (2) \| Respond to of 218633

Dear TJ, I've always delighted in meeting people who could do or perform things that noone they personally knew were better at it than them. Examples of such people include one Englishman who could guzzle 1 litre beer faster than anyone else (at the Ratskeller in Munich), and there was this other guy who could drink beer from a 1 pint glass while standing on his head, with hardly any spillage, and to top it all, there was this guy I know who made people sit through an expensive bet of drinks all round over a 3+ hour session while he literally chewed (and swallowed) through a red wine glass, excepting the stem! In your case, it is more harmless of course, as I've tried to go through the 'cut and paste' list you sent me, and have to honestly admit that I couldn't intellectually 'straddle' it. It is amazing to me that you could, as you said in your original reply, pause everyday, like almost not moving, and keep watch, review and act on such a wide spread of instruments. To be sure, I have not known anyone else who can do this, esp with recurring success as you seem to :) Sincere good luck to your continuing on this path, esp since Coconut still has a good few years of growing ahead of her. Still, I wondered if you have a view on non-PGM commodities, be they be metals such as copper, aluminium, zinc or more recently, sugar. I've been reading a lot about sugar lately, and was relatedly, interested in Belize sovereign bonds, which I read is a sugar producing country, whose USD bonds have a YTM of no less than 11%+, and I expect more of its produce is now being siphoned away from rum-making to methanol. So, my questions are: - do you think Belize bonds are a good buy from where you (used to) sit? - do you like non-PGM metals, and sugar, and - what do you think of stocks that produce the above? Thanks, Selva