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

To: Riskmgmt who wrote (8187)	8/11/2006 10:59:23 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217741

Hello Ray, BTW, the housing shorts are most definitely in the money, and google ... oh well, a cheap lesson of limited risk that had been realized, and given the position size, I excuse myself for not paying attention, because it just didn't matter. I believe it is now contrarian indeed to buy gold now worldmarket.blogspot.com , and yet it is done, because a bull market in paper will bail out the gold buyer, matching rewards to risks. Even so, allocation at the mo is publicly traded CAD / Euro / Yen / Baht cash, gold in all its flavors, and energy of various sorts, plus the usual illiquid stuff that remain in side pockets, more or less evenly. Within equity, I do have the shorts against housing, as well as banks, brokerage, and intend to add more. Why, because the script is playing out almost exactly as described achamchen.com way back when. The grand slam finale is closer as opposed to further away. You must sense the perturbations in the force, surely? Do I worry about the fact that gold is mostly useless? Sure, of course, because if I am not worried, I am not betting enough. OTOH, I worry about everything else as well. Worrying is fun, sometimes; but then I daydream about the renewal of the mental charge we will get when ... when ... well, when gold rises, day after night after day. <<Many on SI were making huge gains daily in 99-00 and thought it was a new era of Technology. Some were so convinced they flamed anyone who had a different view, even one backed up by facts. So convinced that, not only did they refuse to take profits, they bought the dips.>> Yes, I was there, and enjoyed the experience greatly. The energy was intoxicating, and the undeserved gains wonderful. Chugs, J