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


To: Amelia Carhartt who wrote (24483)10/25/2007 7:15:58 PM
From: TobagoJack  Read Replies (4) | Respond to of 217556
 
clue? you mean bubble?

no, cannot be, this time it is different, there is a new dynamic at work, driven by never-before imperatives, supported by group faith, underpinned by officialdom policy, and fueled by planetwide ZIRP truth, and given the empire's urge to survive, place of setting sun's desire to export, and chindia playalongtogetalong playbook, a while to go yet

i am still on the strategy of:
- high cash, a good deal of it non-usd / non-hkd
- overweight physical gold and real platinum
- overweight energy
- harvest friction heat from paper gold
- gather bubble dynamism from hotsie totsie
- keep allocation to real estate on even level with nav
- stay away from just about everything else