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

To: pezz who wrote (5082)	3/28/2006 6:02:41 PM
From: TobagoJack	Respond to of 217574

Hello Pezz, Last Night's Trade: (1) Short sold Pan American Silver (PAAS) July Calls 30 against some of my PAAS at 0.95/share net (2) Short sold PAAS July Puts 22.5 at 1.30/share net (3) Short sold Agnico Eagle (AEM) Aug Puts 25 at 1.37/shr net (4) Short sold AEM Aug Calls 30 at 2.07/shr net (5) Bought AEM at 27.85/shr net (6) Short sold Suncor June Put 75 at 6.17/shr net (7) Short sold Cameco June Put 32.5 at 1.47/shr net (8) Short sold Enerplus May Put 50 at 1.97/shr net Wanted to get in practice again. I figure, whatever BurnAndKaput may say, he will print more, even if he will do it later and/or more expensively, and I wanted to exchange more USD for anything else. Chugs, J

To: pezz who wrote (5082)	3/29/2006 6:37:15 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217574

Hello Pezz, Report from Just Now: (a) The urge that provided the psychological oommph to do Message 22294090 and Message 22301719 and Message 22304100 and whatever else involving gold, oil, silver is working better than before. (b) Now I just need the USD to collapse, and then everything will be fine, but not before I collect on real estate sales proceeds and convert same to something other than USD ... 21 days to Exodus. And yes, the USD will collapse, because it has to, and because China, Japan, HK, Taiwan, and Singapore has more than 2 trillion of the stuff, and must lose some of it. This may be the psychological moment and when it is legal to rob the central banks :0) In such a scene, some US-based equities will rise, and rise a lot. In a similar way, the Zimbabwe stock exchange was the best performing market in local currency terms for a long time ... 979900% since Sept 1998, and yet few folks in Zimbabwe got wealthier as a result. Take Maurice Message 22010666 as a case in study, his QCOM went from nowhere to nowhere in so many years, and now, as a result of the drama with NZD, he is 'wealthier' in some sense, but only if he sells QCOM, exits one soon to collapse currency regime and buys into a now collapsing currency regime, or, perhaps more wisely, opt out by voting with gold. (c) To front-run my own trade on the USD, I just Internet actioned the conversion of another few tranches of USD to Thai baht. Chugs, J

To: pezz who wrote (5082)	3/29/2006 10:16:50 PM
From: TobagoJack	Read Replies (3) \| Respond to of 217574

Hello Pezz, Report: I purchased wallops (in alphabetical order): (a) Australian Wheat Board finance.yahoo.com at AUD 3.97 (b) Australian World Exploration finance.yahoo.com at AUD 2.58 (c) (added to) Energy Resources of Australia finance.yahoo.com at AUD 14.32 (d) Record Investment finance.yahoo.com at AUD 10.58 (e) Newcrest Mining finance.yahoo.com at AUD 22.80 (f) Woodside Petroleum finance.yahoo.com at AUD 44.75 That covers oil, grain, uranium, financial speculation, gold, and gas in more or less equal-weight blend. I have owned and off-loaded all of the chips before, but this time the acquisitions are meant to be LTBH. To refuse to recognize the interim reality that is up and down, I may turn off the auto-update by nullifying the symbols on MS Money program or Excel spreadsheet tally. Regarding item (a), it is tainted by a Iraqi export scandal and had meandered at an interim bottom after a 33% collapse. I figure the beast will recover by being off of the news pages after a hopefully whitewash by some investigation committee this summer. Why now re-entering these shares? Because paper money is no good, and will be less good, and these companies have some items of value, and Australia is an OK place. In re-entering these shares, I may have once again marked the top, as I did with some junior golds a few weeks back, until getting bailed out by the most generous central bankers. As I pointed out earlier, ZIMBABWE stock exchange was the best performing market in local currency terms for a long time ... 979900% since Sept 1998. In other currency collapse episodes, even as shares increased in the relevant jurisdiction, wealth disappeared, because currency went down faster than stocks in aggregate. The issue is what assets/shares to escape to. I continue to recommend gold, of course, and now silver, naturally, but wish to spread the volatility, and so dab of this and drab of that. I feel, given the, markets' resiliency and your current in/outs, speculation is alive and well, and so BurnAndKaput may well raise interest rate several more times until an accident occurs. I simply need to choose the lesser of all evils, and besides, the above moves are in part done in anticipation of liberating the real estate equity from real estate Speculation Central in the Golden State - Exodus date now moved forward to close in 13 days. Chugs, J

To: pezz who wrote (5082)	3/30/2006 7:01:04 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217574

Hello Pezz, Last Night's Log: Followed up the buy program in Australia Message 22308644 , and raid in Thailand Message 22308051 with similar recon in force in Canada (a) reinforced w/ tranche Blackrock Ventures finance.yahoo.com @ below CAD 15 (b) reinforced w/ tranche Connarcher finance.yahoo.com @ below CAD 5 (c) newly bought wallop of Paramount Resources finance.yahoo.com @ below CAD 43.5 (d) wishing to again test the theory that in a bull market, just buy, newly bought dollops of CanWest finance.yahoo.com @ USD 7.65 Today is Friday in HK, meaning I can stay up later than late, and so may launch another option rampage across USA market, chanting "GUDDEEU or GUDDEED, but GUDD for sure", because the world still ought to work the way it is supposed to work. USD may have turned the rounded the corner, now staring at the abyss. I hope it holds together for just a two weeks more. Images of Indian Jones in Temple of Doom flash through mind ... run, scram, run again, and must not stop to try and hide, for the roof will cave in, perhaps. Chugs, J

To: pezz who wrote (5082)	3/31/2006 6:52:02 PM
From: TobagoJack	Respond to of 217574

Hello Pezz, Early Morning Log: (a) I sold to open Agnico Eagle AEM August Put 30 for USD 2.5, after just having done same for AEM August Put 25 a few dozen hours earlier for USD 1.37 - free money, why leave them on the table? (b) I sold to open Suncor SU Sept Put 75 for USD 6 - give me cash or give me sand. ... and all this completes the buy program for now: Message 22294090 Message 22301719 Message 22304100 Message 22308051 Message 22308644 Message 22311756 I am testing the theory that in a bull market, it doesn't matter when you buy, just that you do buy, and I am trying to see if I can mark the high point again, and by my action, trigger a bull trap :0) Chugs, J

To: pezz who wrote (5082)	4/20/2006 11:18:49 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217574

Hello Pezz, Tonight's Report About these Message 22315264 trades, I just closed out both the Agnico Eagle and the Suncor Put options trades at 1.65 and 3.20 respectively, earning astronomical yields. About this Message 22304100 trade, I just closed out the Cameco Put option at 0.35, earning astronomincal returns. I was tempted to sell out my paper gold this HK morning, but greed over-powered fear, and now I am sorry. Oh well, why does it matter, for gold will soon enough reach escape velocity at USD 870/ounce, and then leave gravitational field. Now off to bed, feeling safer. Chugs, J