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

To: TobagoJack who wrote (13234)	1/2/2007 9:35:10 PM
From: carranza2	Read Replies (1) \| Respond to of 217588

You are slowly growing old, impatiently waiting for 1929 redux. Does it not bother you that cataclysms are simply not occurring, that all we see is the fine tuning of economies, the slow grinding away of markets which makes winners loser and losers winners and vice versa/versa vice all over again? And all without too much trauma, no huge dislocations, no soup lines, no Sandy Weills selling applies and pencils out of tin cups on Wall St., no dust storms, no Okies? In the meantime, what? Teotwawki is indeed happening, but it is a new birth, no cataclysms. And you can blame globalization for it. Slowly but surely the old truths die and the teotwawki brings us new ones. The newest one is this: the global and the American economies are so big and so flexible that teotwawki as you define it will not happen in the way you expect. But teotwawki is indeed taking place under our noses. It is sporting a cheery, sunny smile. Oh, you'll make good money on that Aztec barbarity, but I will, too, on my scrupulously and minutely researched American stocks. Foreign exchange rates will ebb and flow, the dollar will go up and go down, and it won't make any difference in the long run as all currencies, except for the truly hopeless ones, will go up together in the long run. I plan to peacefully sleep on the bed at night, not under it. You had it right the first time, Jay: Don't worry, be happy. Cheer up, my friend.

To: TobagoJack who wrote (13234)	1/3/2007 2:35:30 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 217588

Hello TJ, I have it from reliable Egyptian sources that when the dictator Mubarak's sons see an Egyptian company that they like they simply ask for free ownership, say of 50% of said company. It would be dangerous to demand that they fork up some money for the deal. The 14 times rise in the Egyptian stock market that you mention probably means that the issues that enter into that calculation are all or mostly all "government" owned. Seeker of Truth

To: TobagoJack who wrote (13234)	1/3/2007 8:59:09 AM
From: Slagle	Read Replies (3) \| Respond to of 217588

TJ, Nibble on some of these BDC's, they are on a roll. Large and growing yields, could last for a year or more, who knows? ARCC, AINV, ACAS, PCAP, KFN, CSE Even dodgy old ALD is showing life. Collect the yield and then "mineralize" it. <grin> There is even one, GLAD, for the seriously impatient, with a monthly payout. BTW, ALD might be the best wager of the lot right now, I have heard for years that it is a "Democrat" outfit, connected to that party by various ways and means. I have several of these. Slagle

To: TobagoJack who wrote (13234)	1/3/2007 9:20:06 PM
From: 8bits	Read Replies (1) \| Respond to of 217588

<<<Buy USA big caps, Egypt, India, China? Now? I know China is not cheap (obligation saddled ICBC is valued more than global HSBC), even if I suspect the rise will continue, perhaps even go parabolic.>>>> What are you thoughts on Malaysia, Taiwan, and Thailand as investments? (Marc Faber in a recent article recommends Taiwanese and Malaysia stocks...) I am looking at several closed end mutual funds of the aforementioned countries. Currently the ones for Taiwan and Malaysia are selling somewhat below net asset value, while Thai funds are decidedly above net asset value: finance.yahoo.com Given the Thai funds premiums over NAV and the recent haphazard declaration of capital controls by the Thai government I am inclined to just watch and wait on Thailand.