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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: Canuck Dave who wrote (98604)	11/11/2007 5:26:50 PM
From: koan	Respond to of 312311

CD: "My philosophy is keep some wiggle room to go either way, respond as events unfold." Exactly what I am trying to do.

To: Canuck Dave who wrote (98604)	11/12/2007 7:02:08 AM
From: TobagoJack	Read Replies (2) \| Respond to of 312311

"wei xian" = danger "ji hui" = opportunity "wei ji" = crisis = danger + opportunity fwiw, for context, i am positioned high (48%) cash (yen, hkd/usd, chf, cad, in order of allocation size) (9.7%) physical gold/platinum (10%) energy (petrobank, vermilion, suncor, shenhua, sxr uranium one, canadian oil sand, baytex, peabody, karoon gas, cameco, oilsands quest, ...) (2.5%) pm shares (agnico eagle, barrick, yamana, golden star, pan american silver, silvr standard, nova gold, northern dynasty, nevsun, minefinders, metallica, claude resource, zijin, impala platinum, (1.3%) misc resource plays (baffinland iron, noble group, cresud) (0.4%) real estate plays (MTR - metro in hk, alexander & baldwin, koh samui airport, (0.4%) proshare ultra short financial (0.8%) hk hotsie totsies (27%) rental real estate i believe inflation is real debt depression will be put off by deliberate inflation but will eventually happen anyway i.e. zimbabwe solution first, argentine outcome later if to hold only one asset, then gold is good enough.