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

To: Riskmgmt who wrote (25877)	11/30/2007 10:03:21 AM
From: elmatador	Read Replies (2) \| Respond to of 217576

A quarter of the whole water but only 6% of the people is in LATAM. Which we hold 14% of that water. The $661 Billion Market Your Broker Didn’t See It’s not oil. Nor is it gas, gold or silver. Not Google, not Microsoft. Nor tech or biotech. Instead, says Lehman Brothers, it's the one investment with a market destined to “grow 500% over the next 10 years.” But I'm ready right now to give you three of the world's best ways to get in... plus, a full year of more “special situation” stocks like these...absolutely FREE and backed by my absolute “300% payoff” guarantee... ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Brazil and Argentina have something else of great value: water. Take a look at the chart, which shows that South America has about 26% of the world's water supply. Asia, by contrast, has many more people to support with its water supply. Then again, this chart makes things look better than they are. Most of China's water supply is in the south, while most of its people live in the north: In any case, Brazil alone holds 14% of the world's supply of fresh water. I remember, too, visiting a ranch in Argentina and having the owner proudly show me how water generously bubbles out of the ground from underground streams and then waters acres of crops. Quite a natural advantage. Perhaps it goes without saying that the biggest risk down here is the populist and interventionist policies of governments. That is a risk one takes everywhere these days — even in America, and even in Canada (remember the income trust fiasco?). Political risk seems to be on the rise the globe over, something we should expect after a long period of fat years. People get complacent and take economic growth for granted. While the political risks of South America bear watching, I believe the investment merits of owning farmland down here outweigh the risks. Sincerely, Chris Mayer P.S.: Investing in foreign markets is not limited to just the agricultural sector. In the December issue of Capital & Crisis, you will receive important investment information for many different emerging economies. As domestic trouble continues to mount, diversifying your portfolio in commodities markets overseas may be the wisest play you can make. Click here to read more… howestreet.com

To: Riskmgmt who wrote (25877)	12/1/2007 2:59:46 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217576

Hello Comrade Ray, <<I am very curious as to your change here>> ... I am afraid of what must be, the collision of twin and paired and soon to be colliding black holes, super-leveraged debt depression, and most absurd electorate taking, affecting all asset prices, all negatively, for at least a while, and the most liquid assets affected the most, most negatively. <<Not too long ago you were swapping useless fiat USD and HKD for shares, gold, yen, anything to get rid of the worthless paper for something deemed valuable>> ... changed my mind when the Florida teachers are clamoring to get paid and most conservative European banks will be announcing bad sh*t soon enough. <<Now you reverse course>> ... I am fickle, not proud, cowardly, and am as without a map as anyone else entering the uncharted abyss. <<I can not take this lightly, as Mq might, as I know that your calls and timing have been excellent, with a few minor exceptions>> ... you can take the approach that the greater majority will be unusually lucky this time ;0) or you can panic while panic is still not in fashion. <<Have you have moved your ETA on TEOTWAWKI up to imminent?>> ... no, just that the path will be more twisty, enabling more drama over a longer grinding time, so that wealth is pulverized more finely. <<Stateside, there is no panic, no revolt, no real awareness of any pending doom, except for a small band of people such as we have on this blog. Life goes on as normal for most people here.>> ... good. When the NYC police starts screaming for their pay as the Florida teachers, perhaps that would be the signal that the music has stopped, and it is time for "Bye Bye American Pie" :0) <<So whatever you are seeing or sensing isn't apparent to me here. So, is this something your gut is telling you or do you have info?>> I do not see anything you do not see. I may take it more personally than most, because I have had all my goodies taken away from me at least twice in my life, and so more genuinely fear the true terror. <<And why USD>> ... it is not popular. <<... and T-Bonds?>> ... it is a way to put my name and thiumb print and wax seal on cash, so that when abnormally large custodial institutions go belly exposed to the sky and shirt tail hanging out, what is mine remains mine, even if delayed in repossession. <<Why not the Renminbi?>> ... do not jest <vbg> <<You got me up nights>> ... SELLINGJUSTABOUTEVERYTHING enables sound sleep, even when the purchasing value is dribbling away at 1% per month. Chugs, TJ

To: Riskmgmt who wrote (25877)	12/1/2007 9:35:06 PM
From: Seeker of Truth	Read Replies (6) \| Respond to of 217576

Hello Ray Smith, I have been a TJ-ologist for maybe nine years. Let me explain his behaviour. To my observation he always gets the main trend correctly. There are a number of other aspects. 1. Where he lives there are no capital gains taxes. So he can go in and out without tax consequences. 2. He has a deal with his broker to pay a fixed small fraction of his assets annually instead of brokerage fees. This means that he has no ADDITIONAL brokerage cost when he buys and sells. 3. He is extremely aware of the ZIG and ZAG of things. Let Zig mean the main trend,and Zag mean the counter trend, usually the most popular one. When there has been a strong Zig then he expects a Zag, the opposite move. But instead of simply holding his position he jumps ahead of the expected Zag. My sense is that he makes only a trivial sum on those Zag forays. But it satisfies his deep desire to be on the minority side. Also to have some action. Inaction is not Tobago Jack's middle name. He loves action. For example, he was enthusiastic about the future of China Shenhua Energy, the second biggest coal company in the world. Recently he sold and took a large profit. My guess is that he will be back in at approximately the price at which he sold it. People who have capital gains tax to pay, and are poorer each time they pay brokerage fees, tend to hold on. He has better contacts and will get in early and almost always in the right direction. Anyway he convincingly explains the main trend to those who want to listen. Searcher of Truth