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

To: pezz who wrote (19236)	6/5/2007 9:33:24 AM
From: TobagoJack	Respond to of 217544

taking a look

To: pezz who wrote (19236)	6/5/2007 9:37:28 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217544

pezz, what's the gag? this sif seems like a real company with genuine revenue actual profit and no geewhizwhoaohgollymy

To: pezz who wrote (19236)	6/6/2007 11:03:35 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217544

when the ship starts to sink, do not pray, instead, jump ... survive, so as to fight another day

To: pezz who wrote (19236)	6/6/2007 11:06:23 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217544

Morgan Stanley issues triple sell warning on equities By Ambrose Evans-Pritchard Morgan Stanley has advised clients to slash exposure to the stock market after its three key warning indicators began flashing a "Full House" sell signal for the first time since the dotcom bust. Teun Draaisma, chief of European equities strategist for the US investment bank, said the triple warning was a "very powerful" signal that had been triggered just five times since 1980. "Interest rates are rising and reaching critical levels. This matters more than growth for equities, so we think the mid-cycle rally is over. Our model is forecasting a 14pc correction over the next six months, but it could be more serious," he said. Mr Draaisma said the MSCI index of 600 European and British equities had dropped by an average of 15.2pc over six months after each "Full House" signal, with falls of 25.2pc after September 1987 and 26.2pc after April 2002. "We prefer to be on the right side of these odds," he said. The first of the three signals Morgan Stanley monitors is a "composite valuation indicator" that divides the price/earnings ratio on stocks by bond yields. It measures "median" share prices that capture the froth of the merger boom, rather than relying on a handful of big companies on the major indexes. "If you look at all shares, the p/e ratio is at an all-time high of 20," he said. The other two gauges measure fundamentals such as growth and inflation, as well as risk appetite. "Investors are taking far too much comfort from global liquidity. Markets always return to fundamental value, so people could be in for a rude awakening. This is the greater fool theory," he said. "The trigger may be rate rises by the Bank of Japan, or a widening of credit spreads. There are lots of little triggers." Morgan Stanley is not predicting a recession, believing bond yields will fall during a correction and act as an "automatic stabiliser" for the world economy. Once the market shakes off the latest excesses, it's back to the races. telegraph.co.uk

To: pezz who wrote (19236)	6/7/2007 11:09:06 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217544

Helo Pezz, Today's Report: Exchanged some HKD fiat money for some Japanese Yen dictate cash, unloading the former because it is in fact USD, and accumulating the latter in case it becomes fashionable again. The one time pain of Yen going to 85:1 to the USD was so joyous that I wish to experience same all over again, should we be fortunate. Anticipation is part of the fun. On SIF, I hope you are unloading by tranches rather than dollops, for it doesn't look good finance.yahoo.com Chugs, TJ

To: pezz who wrote (19236)	6/7/2007 6:43:53 PM
From: TobagoJack	Respond to of 217544

Hello Pezz, Early Morning Report: I just put in orders executable in a few hours to convert some US$/HKD moolah into Singapore cash, and also some more into Japanese Yen. I may buy some physical gold as it has blessedly come near the buy range once again. Chugs, J

To: pezz who wrote (19236)	6/11/2007 6:43:50 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217544

Hello Pezz, Today's Report Following on to this Message 23607522 (i) I just moved some AUD-domiciled troops to HKD space (ii) relocated some CAD stationed legions to Yen bases and (iii) transported some Euro-camped soldiers to HKD as well as Yen arena and (iv) I will likely sell down some goodies tonight in CAD & USD equity locale and retreat to cash. Summary, I am preparing for equity space thumping, currency arena insanity, and a lot of screaming and dying all around. The thing about panic is that it is rational, and best done early and The thing about fear is that it is rational. Chugs, J

To: pezz who wrote (19236)	6/12/2007 7:36:48 PM
From: TobagoJack	Respond to of 217544

Hello Pezz, Last Night's Report: Sold off some Suncor SU; claiming winnings and recognizing losses was not what the action was about. I am just cutting back the size of the book, anticipating bad stuff happening, and preferring to enjoy the show with less attachment. All in alignment with the Force that moved me to do as earlier Message 23614357 Chugs, J

To: pezz who wrote (19236)	6/13/2007 11:29:31 AM
From: TobagoJack	Read Replies (3) \| Respond to of 217544

Hello Pezz, Tonight's Report: Got rid of Impala Platinum, Suncor, a portion of Canadian Oil Sands, all at profit, and some substantial. The so obtained cash is awaiting orders at USD/CAD, looking perhaps to, at an opportune moment, amble over to Yen/HKD territory. Continuing to trim back, cut down, pull back, etc, in line with earlier moves Message 23619878 Chugs, J

To: pezz who wrote (19236)	7/16/2007 9:18:37 AM
From: TobagoJack	Read Replies (3) \| Respond to of 217544

Hello Pezz, Today's Actions: (1) Deposited first of nine monthly checks that will progressively free me from my 2005-mentioned outsized private equity deal. Given that I feel all assets might be punished relative to cash, the signing of exit deal was an anxiously awaited, eyes wide open, at 4:30 everyday for too many days over the past 2 years. I feel fortunate and hope luck will stay true. Given that I am collecting HK$ on the way out of the deal, the mpney that is in a debt-ly embrace with the for sure to be eventually no-more US$, I am now anxious about the value of the dollar, even as I am unwilling to hedge the US$ proceeds because US$ could well go up as all assets collapse in value. Decisions are not easy. (2) Feeling newly robust, I purchased two (2) tranches of finance.yahoo.com coal at HKD 31.95 per share, intending for a LTBH, and will add more should collapse happen. (3) Feeling renewed friskiness, I bought a hotsie totsie microcap stock @ HK$ 1.54, given that my reflexologist tipped me off to what some of his tycoon clients are machinating. My reflexologist's track record has been good. I will release the name after my accumulation is done. In the mean time, the name has 11 letters in it, or 9 :0) I do feel perhaps the market is frothy, because one of reflexologist's client offered to put HK$ 4 mil (US$ 500k) with him to speculate with. I get the tips because, unlike CB Ilaine and such, I treat people correctly and try to learn from them. Chugs, J