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

To: pezz who wrote (10520)	10/24/2006 10:10:01 PM
From: TobagoJack	Respond to of 217705

Hello Pezz, Today's Report: I have got a few (seven) choice targets picked out for accumulation before the end of the week, and you will be notified as usual. Chugs, J

To: pezz who wrote (10520)	10/25/2006 1:56:54 AM
From: TobagoJack	Respond to of 217705

Hello Pezz, Today's Report: I decided to again invest with the same group that had gotten me involved in - Freedom Mountain brothels in Mongkok, and SARS-enabled seafood restaurant eviction on Tsimshatsui Road, - Japanese offices, and - posh residences on Money Rock Hong Kong The group has graduated from raising 10s of millions to now raising hundreds of millions. The minimum this round is on the high side, and so I had to beg to elbow in, squeeze through, pile on, and was allowed so due to my founding patron status way back when. Again, it goes to show, that one ought to make friends when able, and not when needed. I thought, but only for a fraction of a moment, to liquidate my yield-free physical PM position to measure up, but thought better of it. I also pondered, again only for a fraction of another moment, to sell down my paper gold allocation to increase heft, and once more thought better of it. And so, precious but low yielding cash will be used, especially of the USD variety, destined to otherwise be inexpensive wallpaper. The earlier funds (1 &2) have so far netted, respectively 152 and 102%. At least one gentleman on this thread participated in the looting that was. The new fund will concentrate on Greater China (Mainland, Taiwan, Hong Kong and Macau), and Japan. In an unrelated development, the HK government has finally confirmed that the old airport will be re-developed into a cruise ship terminal, and the immediate surroundings re-zoned from riff-raff use to high-end shops, hotels, low density housing, etc, and will be served by modern urban public transport infrastructure. The effort will supposedly generate a few hundred million USD of economic benefits per year, with some of it allocated to my two industrial units in a dilapidated low-rise large foot-print building on the shore line. My in-law tells me that I should figure on a ten bagger for my patience since 1997. Say one bag for every year waited. I feel bullish on this Wednesday, and am thankful that Deng Xiao Ping kicked off China reform, and the successive USA presidents funded same by leveraging up, using Japanese money and American credit know-how. Thus fortified, I am ready to execute some trades on the NYSE and Toronto share exchange tonight. Chugs, J

To: pezz who wrote (10520)	10/25/2006 12:31:37 PM
From: TobagoJack	Read Replies (4) \| Respond to of 217705

Hello Pezz, Tonight's Report: Did some moves for the LTBH portion of the portfolio: Went Long ... ICICI Indian bank finance.yahoo.com @ 43.14 Microsoft finance.yahoo.com @ 28.34 Seaspan finance.yahoo.com @ 21.97 Cash America finance.yahoo.com @ 41.46 Recovery finance.yahoo.com @ 43.45 Prison finance.yahoo.com @ 32 Altria finance.yahoo.com @ 80 Impala Platinum finance.yahoo.com @ 43.70 Gold Star finance.yahoo.com @ 2.75 Newmont finance.yahoo.com @ 44.46 Cameco uranium finance.yahoo.com @ 35.21 Fording met coal finance.yahoo.com @ 24.82 Water ETF finance.yahoo.com @ 17.84 Gone Short ... Guess? finance.yahoo.com @ 55.20 Home builders finance.yahoo.com @ 34.58 Regional bank hldrs finance.yahoo.com @ 156.76 Consumer discretionary finance.yahoo.com @ 36.94 Basically, the premise is USD will fall, and J6P will stumble. The idea is to short J6P to raise what will prove to be cheap carry-trade financing, and buy the Chindia stuff, for the 21st century convergence trade. The intention is for the Long and Short trades to emerge win-win, respectively :0) Chugs, J