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

To: TobagoJack who wrote (13259)	1/3/2007 10:06:04 PM
From: 8bits	Read Replies (1) \| Respond to of 217615

<<<given that Canada and Thai both took from investors in 2006, and may have formed a habit, or at least indicated an inclination to be so>>>>> Canada and Thailand both implemented (with Thailand partially rescinding..) governmental edicts which spanked investors. I am inclined to believe that Canada is done spanking and that the worst is priced in. Given that I (as a US investor) would have to pay a premium for Thai stocks but can buy Canadian stocks at a discount I am more inclined towards the later. <<<given that Malaysia had done worse before, during the Asian Financial Crisis>>> You are probably more familiar with Malaysia than I, however when I look at the chart patterns, Korean stocks have surpassed their previous levels before the crises. Thai stocks have not, but overall have outperformed Malaysia which has been relatively flat since 2000. I believe the crises was triggered by large current account deficits (among other things..) Malaysia is now running an expanding current account surplus: btimes.com.my <<<given that Japan had always manipulated its assets up and its purchasing power down>>>> No argument there... <<<<Taiwan? political instability coming up>>>> Priced in perhaps. Occasional sword rattling and hot air across the straits, while more and more Taiwanese businessmen striking deals on the mainland...? Again you know better than I. Could you give a ring to Hu JinTao to clear up the matter ..? :) <<<what are we to do? Gad, gold goes up without fuss why don't we just buy gold?>>> I have plenty. Along with Palladium, Silver, and some Platinum. Trading discipline and prices are such that I am disinclined to add any further. I think the possibility of a decline this year is as good as a continued rise. (It's been rising every year for 5 years along with global liquidity... the latter may lessen this year..) <<<Or, at the very least, I am inclined to just watch and wait, full stop.>>>> As you point out US cash value relative to assets has (likely will not) not stood still. Hence my desire for diversifying out of the US dollar.