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

To: carranza2 who wrote (25922)	12/1/2007 5:52:05 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217560

there ought to still be a nice ramp, 20%, that allows cheap buys on skf and other short funds, as the bears could get reamed first, as before, and generally as bad as always, for that is what happens to bears, sudden death, where as the bulls generally get slow roasted my so called 'out' is no more 'out' than any other stance no one is allowed to quit the game folks merely bleed out faster or slower, over elapsed time we are merely aiming to bleed out last, over a long elapsed time so, once you strip out the rental real estate (average holding period of the group weighed by assessed value is probably in the 7 year range now) that is earning every month, and re-define then strip out the 'bond' which is actually cash surrender value and future premium sum of life insurance policy that has been in force since 1991 and actually, the future premium sum has just been directed to an asian real estate fund operated by the insurer, my then equity allocation is: Cash @ 74% (11.2% CAD, 40.4% HKD, 22.4% USD in 3-6 mths T-bills) Physical gold & platinum @ 12% Equity (then about 1.5% in the negative SKF bet) @ 14% very reasonable 'null' position for a USD/HKD base currency combatant. The issue now is counter-party risk. Meaning all custodian outfits are suspect, because their counter-parties are suspect, etc. Must put name on cash, and if cannot find suitable names in cash space, can only stay in cash for a short while, must retreat to true cash that is gold, and private party (HSBC etc) paper gold cannot do, ETF is a maybe. It has come to this, for a few, and soon ... lines around street corners, with Florida, Montana, ... California states lined up first amongst equals, along with the sovereigns, and of course, the financial institutions, led by fannie and freddie, as the teachers and policemen and even soldiers in the desert gets upset. it will not be different overseas, because the USA-exported toxic waste, via derivatives, is everywhere, all sustaining the unsustainable. At the end, the announcer, "Game Over, Players, Cooling system malfunction. Duo-Core thermal switch set. System reset on 3"

To: carranza2 who wrote (25922)	12/1/2007 9:25:35 PM
From: elmatador	Respond to of 217560

US agricultural exports looking really good for 2008. Carryover stocks support cotton trade December 1, 2007 The fiscal 2008 cotton export forecast is raised to a record $5.8 billion, but volume remains unchanged at 3.6 million tons. An increasing share of higher grade cotton exports, coupled with shipments later in the season, raise export unit value. This outlook is supported by the largest U.S. carryover stocks since 1967/68, record exportable surplus and strong foreign demand, especially from China, while global production growth remains limited. World stocks are forecast to decline, while trade should increase, driven primarily by China’s import demand. Canada and Mexico will continue to be the top two destination markets for U.S. agricultural exports in 2008. Exports to both are forecast to continue the impressive growth shown over the past 15 years. Fiscal 2008 exports are forecast to reach a combined $28.4 billion--up $1.5 billion from the previous forecast and up almost $3 billion from 2007. Exports to Canada are projected to reach a record $14.7 billion, up from $13.2 billion in 2007. Shipments are overwhelmingly dominated by high-value products such as fresh horticultural products, processed food, and beverages. Exports of these products are expected to benefit from a strong Canadian economy, and the continued strength of the Canadian dollar against the U.S. dollar. Exports to Mexico are forecast to reach $13.7 billion in 2008, up from $12 billion in 2007. U.S. gains are expected across a wide variety of products, benefiting from higher export unit values, stronger import demand for cotton, and continued rapid growth of Mexico’s middle class which is boosting import demand for a wide range of high-value products. Cotton continue to be the largest U.S. agricultural exports to China, accounting for 63 percent of total sales, and both are poised to expand further in 2008. With China’s cotton imports from all suppliers forecast to increase almost 50 percent from the previous year, and the U.S. being China’s leading cotton supplier, U.S. exports are set to increase in 2008. United States Department of Agriculture