Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Slagle who wrote (13248)	1/3/2007 6:08:45 PM
From: TobagoJack	Respond to of 217576

i looked at them before per russell comments etc i hesitated because they are usd generators will take another look because the issue may simply be 'need to escape cash' had a delightful lunch discussion yesterday with some fund managers and private client advisors and china, clean environment, food, gold were raised as possibilities going forward

To: Slagle who wrote (13248)	1/3/2007 8:11:50 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217576

slagle, for a global investor, usa has been a bad bet for 6 years running from here on out, i figure 50/50 solution, meaning 50% cut in usa asset prices, and 50% devaluation of usa currency as a global investor, those two headwinds are difficult to overcome for any amount allocated to usd space we must aim to earn a real return after accounting for purchasing power loss of monetary schema reality = housing inflated, along with commodities, and even groceries and education/health services, because of monetary inflation, resulting in S&P500 up by 13%, and USD down by 12%, even as US wages stay still, and more production move off shore folks point to oil dropping from 70 back to 60, but fail to indicate that oil went from 20 to 60 the dollar is already crashing, 40% so far, against euro 50% against gold the dollar not crashing against yen and yuan is not good news so, now that housing is about to take a serious tumble, ripping away the asset value backing the growing debt on the current and future generations, where is the good news 8% dividend less a withholding tax, and less a currency debacle just doesn't get the necessary job done perhaps best to wait for a clearing event of appropriate and substantive size now, there may be case to be made for a course of dangerous action, to do the usd carry trade, by shorting a bunch of usa shares (subprime, shopping, etc) and either buying a bunch of other usa shares (close end funds, utilities, prison reits, pawnshops, war suppliers) and china/india shares

To: Slagle who wrote (13248)	1/3/2007 9:30:44 PM
From: 8bits	Read Replies (1) \| Respond to of 217576

<<<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.>>> You may wish to also consider PHD and EFT, closed end bond funds with a current payout of around 8.9%. For currency hedging I have some FAX which has over 50% of it's currency exposure to the Australian dollar and is currently selling below it's net asset value. (Compare FAX to the closing price of XFAPX which is basically the same thing but open ended..) Canada and the US are tied at the hip economically but I think the Canadian dollar may do better in the future than the US dollar. (Canada has a budget and trade surplus...) One may wish to consider: EIT-UN.TO (US symbol EVDVF.PK) which is selling more than 10% below it's NAV and is a fund of funds (or trust of trusts..) Canadian royalty trust. Current payout is around 14%.