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

To: TobagoJack who wrote (24355)	10/20/2007 8:03:52 PM
From: energyplay	Read Replies (2) \| Respond to of 217591

I never understood how the relatively small mis allocation of capital via "crony capitalism" was suppose to account for the entire Asian financial crisis. The vast majority of 'Western' commentators have a hard time understanding name order in Asia, and who is related to whom, let alone who is good buddies, I suspect that many of the examples of "crony capitalism" were hand fed to to Western critics from various economists, government officials, bankers, etc. in Asian countries who saw this as a good time stop certain inefficient practices, like state funding of projects for EVERY relative (even the ones who sleep during board meeting) of the Vice Minister for Frozen Foods. Or do you think that most Western commentators had some real insight into how Thailand, Malaysia, Korea and China work ? Yeah, that's a rhetorical question ;-) Anyway, some people will be running successful business, building brands, etc. and some will be whining. Maybe the Asian whiners can get together with our victimized sub-prime whiners and form a singing club. Meanwhile, how about some new China resource plays ? Do you have part of that gold / rare earth company ? Is anyone in China building giant mining equipment yet ? China builds the world's largest ship loading cranes for container ships, I expect they can learn to make dragline excavators. By the way, I expect BRIC will become BriC, with Brazil and China (the more capitalist countries) doing better than the more socialist pair.

To: TobagoJack who wrote (24355)	10/20/2007 9:41:52 PM
From: elmatador	Respond to of 217591

Neither global nor hyper nor even stagflation. The scale won't allow that. BRIC surge will create a a series of concentric circles of other entities gravitating around them. The danger would be a concocted wayo to throw the system in turmoil, through widespread conflict. Even that won't be possible. There's not critical mass.

To: TobagoJack who wrote (24355)	10/21/2007 12:56:58 AM
From: Dr. Voodoo	Read Replies (1) \| Respond to of 217591

Jay, This weeks report: 1.) Big pharma note: The FDA has yet to approve a single New Molecular Entity(NME)for all of 2007. Odd but true. 2.) Child arrested for filling sharpie marker with gunpowder. Parent turned him in... As a kid we called this "fun". wftv.com 3.) Capital One (COF) cancelled my credit card because of "fraud", called at 11:30 pm Wednesday only to be placed on hold for more than 1 hour because of heavy call volume. Bot Jan (60 strike) puts Thursday. Rewarded handsomely. Will buy more Monday. 4.) Stopped out of part of my BCON position for 2.00. Message 23910160 Will load up the truck if/when it drops to below $1.80. Still holding core position. 5.) Sold entire position of OLN. for approximately 7% gain. Message 23904175 6.) Bot, ADM. Bot more ADM. finance.yahoo.com Bot HNP, bot more HNP. finance.yahoo.com 7.) Mining looks mixed despite people looking for exits, I think gold goes higher near term, pullback later?? Who knows. Will probably unload/reduce exposure on strength soon. 8.) Thought a little thank you, as I unloaded a small position of BTE, picked up at your behest. Message 23899299 Will recharge in a week or two. All the trusts look ready for a pullback, but fundamentally look sound. 9.) Admired handywork for 0857.hk, and 2899.hk. Both made my first large adventure into the world hk stocks worthy of the trip. Message 23904175 May seek to reduce exposure if too many feet start making for the door. 10.) Bot modest position in cll.to @ 3.96. finance.yahoo.com Preserving Cash right now. Waiting for firesale comming soon. Will add tech.