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

To: Cogito Ergo Sum who wrote (28249)1/24/2008 12:09:19 AM
From: Taikun  Respond to of 218385
 
Aside from small exposure to some equities I really like (see Capitalstreetgroup.com for my firm's placements)I would prefer more cash and ultra high quality paper (Canada Gov't Bonds, Equities, Debt by the Dow 30) to the massively overweight position I have now in PMs and PM equities and thus I would reduce PMs to underweight. Wads of cash notes stored strategically would be part of a deflation survival plan.



To: Cogito Ergo Sum who wrote (28249)1/24/2008 1:52:09 AM
From: Taikun  Respond to of 218385
 
By the way, today on BNN (regrettably the interview isn't archived online at bnn.ca) Canada's top private equity firm Onex said there is now no money for $12bn LBOs ...the most that can be done is a $1bn deal. The problem is bank's balance sheets and the lack of space, and appetite, for debt financing though the interview doesn't specify whether the problem is Canadian or US and foreign banks


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