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

To: pezz who wrote (15289)	3/13/2007 7:54:20 PM
From: TobagoJack	Respond to of 217593

Hello Pezz, The Feb 27th swoon was just the warm-up, I believe, and events will get outrageously worse, I figure, because this time it is different, I reckon, and remaining close to home, taking cover, and do not make a sound is best course of action, I think, unless ones home is in epicenter of subprime crater, I suspect. This is when, were we on the battle field on the eve of the big push, it is time to make peace, say prayers, bid well of comrades, and pretend to be deathly ill. Chugs, J

To: pezz who wrote (15289)	3/13/2007 9:31:08 PM
From: TobagoJack	Respond to of 217593

Hello Pezz, Today's Report: Tora Tora Tora ... I am expecting a horrible day quote.yahoo.com here in Asian markets, starting with Japan, and ending with India, which probably means it will all go up rather than down, driven by hope rather than the reality that USA markets are at the early implosion stage. I expect my Yen to head up, but Gold to drop down. We shall see. I just got word on the latest HK land auction as printed in the news, and it appears that the Gold Citadel syndicate's purchase of the building is even more astute than I hoped, because on mark-to-market basis, the land underneath our building accounts for 78% - 91% of the total purchase price, making the rental flow 'business' as good as free, just about or almost. Better still, the land parcels that were auctioned were 'out there' in the boonies, not in Central Biz District, and further more, the bidding result for the land parcels were machinated to the low side by developer collusion, and, as a last note, the land out there only has a 99 year lease hold, whereas Gold Citadel is sitting on 999 (less at most the age of average human adult, whatever that is) years authorization. Chugs, J

To: pezz who wrote (15289)	3/14/2007 6:39:56 AM
From: TobagoJack	Read Replies (3) \| Respond to of 217593

Hello Pezz, Today’s Report: (1) I will be traveling tomorrow to Shanghai, and will have a view on how that city is positioned for what they may believe is coming. While walking about on the streets of HK today, I got nervous, and so it seemed that all traffic lights acted to divert me from where I had planned to go and impelled me to the Hang Seng Bank HQ and its gold counter in the deep basement. I purchased my customary one piece of bullion for each business trip, as a good luck act. I opted for the USA Eagle, to help out how I can with the deficit, and to fortify my Coconut’s tuition fund. I keep her tuition fund as an off-balance sheet asset, so that when I am eventually hit with the bills, there would be no pain. (2) Asia had another tremor today, following on to the tremor on February 27th. At some point we will have the main earthquake, and at that juncture, folks around the world will be looking forward, with trepidation, to the follow-on tsunami. At the moment very few folks believe we will be hit with a big quake and a tsunami; most around me believe what we have is simply and merely an earlier version of “sell in May and go away”. Geographically speaking, of course it is still an open question whether the main quake will be epi-centered around New York, Tokyo, Shanghai, or Hong Kong, or whether the supposed main event will in fact trigger main events all around the planet. We will see. Asset-class wise, it is also an open question whether debt, debt derivatives, equity, equity derivatives, real estate, or commodities will suffer the initial blow. Of course each will suffer, in concert or in turn, but suffer never the less. We will see. Chugs, J