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


To: energyplay who wrote (24352)10/20/2007 6:30:46 PM
From: TobagoJack  Read Replies (3) | Respond to of 217573
 
I am in sympathy with the rant because, to me, it is payback for "crony capitalism" lecturing that followed the asian financial crisis. There will be a lot of that on tap as we progress through the Empire Financial Crisis.

On strategy, I remain high cash, though am moving, obviously, toward emerging market, and am raising resource allocation. End game, to own more gold to finance the acquisition of high yielding cash flow real estate that in turn enables the purchase of cheaper equity shares which then allows a life style of still more leisure, enables family values, and protects tradition, while having fun still showing up at offices doing whatever for as long as possible.

... sounds like a plan:0)

My premise, supposition, suspicion, and gut feel is ... global hyper stagflation mixed in with underlying BRIC surge, on average everything will be OK (one feet in super heated water, and the other foot packed in dry ice), but eventually discovering that many in all places will be less OK by end of process, and then, dark interregnum, when gold rules. Elapsed time? 20 years.



To: energyplay who wrote (24352)10/20/2007 9:52:59 PM
From: elmatador  Respond to of 217573
 
You are right. It must be done at an impersonal level. Must be pragmatic and above all according to the rules. If the evaluation transpires and appeal for the the emotions, the issues are ot seen clearly nor we can move ahead.

We don't want to solve that a la Moslem world.

It'se done by simply saying:
get the rule book. Now read what it say about this or that. No discussions. The rule book is there. It is just about applying the rules therein.

No one wants to re-wriote the rule book. It deviates the efforst to move ahead. Hyper pragmatism is what is required.