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

To: TobagoJack who wrote (30565)	3/8/2008 2:47:11 AM
From: Moominoid	Respond to of 217557

I'm bullish (relatively). 32% bonds (via funds) 6% real estate (via funds too) 12% hedge funds (listed and long-short mutual funds) 5% listed private equity 9% cash (USD mainly) 54% stocks 6% other (receivables etc.) -24% borrowing (mainly AUD, also USD, Euro). Net currency exposure is: AUD 57%, USD 30%, other 13%. Portfolio beta to the stock market estimated in 0.75+ range. For my Mom's portfolio that I help manage we are at: 26% Equities 31% Bonds 17% Cash 21% Alternative investments (Permal and managed futures) 5% Real estate (owner occupied) Nominal currency exposure is: USD 47%, GBP 32%, Euro 15%, Sheqel 6% Our USD exposure is really less than this probably... Would be interesting to see how others on this thread are positioned...

To: TobagoJack who wrote (30565)	3/8/2008 3:03:25 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 217557

So Tibet belongs to China and Taiwan belongs to the Taiwanese. <we will not go back into history and bring up the time of Adam and Eve as my wife tends to do during any argument about any and everything. > Perhaps that makes sense if we ask the Tibetans and Taiwanese to vote on their constitutional arrangements. Forget Adam and Eve, where to from here? I do agree with you. That's an excellent philosophy. Mqurice

To: TobagoJack who wrote (30565)	3/13/2008 1:54:05 AM
From: pezz	Read Replies (10) \| Respond to of 217557

Today's report.....OK yesterdays report as well, actually, bought some Oct 20 strike calls on CSIQ yesterday but after a sleepless night sold'em this morning for a tiny profit. I'm too scared to buy anything lest it go to zero and know if I sell anything it'll go to the moon. <<Recommendation: if you will do only one trade, then buygold, and if two trades, buyultrashorts.>> If I do gold will go down an everything else UP. <<houston,we have a problem,me thinks>> Nooo ya don't ....Not yet. Little girls that age are so cute. Many moons ago hada girlfriend with a little girl about coconut's age . Used to take her on the swings at the beach and the Merry go round on saturday mornings . Blab bla told me evert detail of her week...You shoulda seen her make excuses so her mother couldn't come with us...(When her mom wuz there she wouldn't get all of my attention.) Enjoy while you can cauz when she becomes a teenager THEN you gonna have your hands full