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


To: Muthusamy SELVARAJU who wrote (5055)3/27/2006 1:15:38 AM
From: TobagoJack  Respond to of 218633
 
on energy i am counting on energyplay and taikun and some other in SI space

on real estate, i rely on the Seeker here and some others in HK.

on strategy, i chat with my pals in hk and some on SI via skype

on non-precious metals, i shy away because Message 22297672
and what i see on trips

chugs, jay



To: Muthusamy SELVARAJU who wrote (5055)3/27/2006 6:01:15 AM
From: elmatador  Read Replies (1) | Respond to of 218633
 
a) where on earth do you recommend that I stay for the next 30 years of my life;

ELMAT: In a place where there is economic activity and less capital. They pay more for you to lend your money, which they need to finance economic activities.

b) should I rent or buy my place of abode;

ELMAT: Buy your place to live in places where there is economic activity and less capital. Home prices will not go up artificially as they do in places where there's a lot of capital but no economic activity.

c) if I had say, USD 1m in electronic cash for 'investment purposes' (i.e. I need not touch any returns from this investment for another 3 years) that I could deploy instantaneously (i.e. by cob Monday), which assets should I deploy it to, for e.g. in:

- commodities (which ones), and should I take physical delivery or are ETFs good enough, and if former, which countries should I store them at;

- commodity stocks and related instruments (which specific ones);

ELMAT: Vale do Rio Doce, (iron ore) Petrobras,

- currency investments (by type);

ELMAT: Euro, Swiss francs and US

- energy related investments; and

ELMAT: Ethanol and biofuels (have a look into biodiesel palm oil too) should get 10% of your investments

- any other investments.

For each of the above categories, what mix should I have of the above.

ELMAT: Do not touch tech stocks at all. Keep one Km away from telecoms!!!

d) if I had another say, USD 1m in 'income funds' which I need to invest to generate enough income in order to live, i.e. to fund ongoing living expenses (since I don't derive any employment income), which instruments should I invest in, and in what currencies;

ELMAT: Leave this up to TJ

e) should I be 0 debted, or should I borrow in some currencies and leverage the above available funds. If so, which currency mix should I be long and short in;

f) Last but not least, what kinds of lifestyle choices would you suggest to me, for example in terms of where to live, what music I should listen to, books to read, kind of company I should keep, places in the world I should rush to visit over next 3 years, etc. etc.

ELMAT: Brazilian life style and everything naturally comes out of it.