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

To: pezz who wrote (30837)	3/13/2008 2:12:40 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217485

pezz, today's report: hong kong share mkt down 3% at mid-day hong kong is struck down by bad, and as yet unknown disease, with flu-like symptoms three kids died ;0/ bird flu? sars? something worse that can do more than asset damage? do not know. the authorities announced emergency school closure last night at 10:30pm. schools closed for 2 weeks, to be followed by 14 additional days of regularly scheduled easter break a whole month without school coconut likes school, and now cannot go must play at beach instead the adults discussing whether we will be ... get this ... have a financial collapse so that stocks and real estate can be picked up dirt cheap watch and brief imagine that, global financial crisis, coupled with regional economic desperation, co-happening with local contagion of the virus sort sure glad i do not have debt <ng> we have made emergency plans to de-camp hong kong, should push come to shove Japan mkt also down 3% mid-day, for reasons not clear (supposedly because of oil price defying gravity) ... perhaps preceding a 3% drubbing in usa tonight, so as to revitalize my trade in the ultra shorts as i have oil and gas and coal and uranium, i tend not to fuss over energy prices not obeying the laws of gravity 2008 has been heck of a year so far, and we are ONLY in March chugs, tj

To: pezz who wrote (30837)	3/13/2008 4:36:35 AM
From: Moominoid	Respond to of 217485

Sold more bond fund bought more levered stock fund.... yesterday bought NNDS, RICK, XLF, BWLD, SHLD. Day before SSRX (someone on here recommended it), PBW.... Well either I'm crazy or brilliant :P

To: pezz who wrote (30837)	3/17/2008 3:02:47 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217485

hello pezz, today's report: sold all off-balance sheet paper gold @ 9450/ tael. still have on-balance sheet physical and paper gold, as well as off-balance sheet physical physical. i have defense against temptation, in-depth. chugs, tj

To: pezz who wrote (30837)	3/18/2008 12:19:47 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217485

hello pezz, report: bj-hk flight now hk-manila tomorrow all is still well this Message 24410860 was fortunate in hindsight. chugs, tj

To: pezz who wrote (30837)	3/18/2008 4:15:43 PM
From: TobagoJack	Read Replies (3) \| Respond to of 217485

Hello Pezz, Tonight's Report: (1) Bought UltraShort Real Estate finance.yahoo.com @ 105.31 (2) Bought Gold Double Short finance.yahoo.com @ 24.35 (3) Bought Silver finance.yahoo.com @ 194.48 What ever is happening in the big trend is just getting started, imo, and the best is still yet to be, i figure, to enrich and educate, i suppose, and entertain as well, which is just as well. The rate cut just done has done nothing except guaranteeing a worse than worst outcome for the most had the market been simply left alone. Ben Helicopter BurnAndKaput cannot possible save the situation under the best of the circumstances, had he even been educated in a modicum of the most basic of economics and trained modestly in black financial art, tested by real market, and genuinely bettered same before. He hasn’t, and take a good look at the imbecile, know that he will fail to navigate whatever lies ahead. We have not been here before. Chugs, TJ

To: pezz who wrote (30837)	3/19/2008 5:55:02 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217485

hello pezz, today's report: (i) enjoyed flight on geewhizbang brand spanking new ohwhoawee plane to manila (ii) browsed the net (iii) ruminated (iv) took a nap, and (v) reversed this trade Message 24410860 and just bought back off-balance sheet paper gold certs at HKD 9,210, so as to be ready for the next hammer down on everything else, because ben helicopter burnandkaput changed nothing last night except guaranteeing a worse than previously worst outcome; (vi) now looking forward to a nice and tidy japanese meal, to be followed by a hollywood flick, and perhaps some partying before monitoring the situation on nyse; and (vii) returning home tomorrow in time for 4-days easter weekend. first up, easter egg painting with the little darlings on day 1, outings on day 2, backyard bbq on day 3, and this and that on day 4. chugs, tj

To: pezz who wrote (30837)	3/19/2008 12:24:56 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217485

hello pezz, tonight's early report: just back from silly movie about treasure hunt in the caribbean. (i) sold off the gold double short finance.yahoo.com @ 26.02 that was purchased early this morning hk time Message 24418026 for 24.35, and (ii) used proceeds to buy gold double long finance.yahoo.com @ 24.17 i hope the volatility of gold increases further so that i can make two round trips every 24 hours, and the the amplitude of the up/downs widen more so that i can aggregate at greater wallop amounts. faster and more = fun, insanely chugs, tj p.s. this trade is still on Message 24358807 , undisturbed

To: pezz who wrote (30837)	3/19/2008 9:29:56 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217485

hello pezz, today's report: at manila still, but added on-balance sheet gold certificates in hong kong at hk$ 8,597/tael, taking the gift. chugs, tj

To: pezz who wrote (30837)	3/20/2008 4:25:17 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217485

Hello Pezz, Today's Report: (i) Got back to HK safely last night from Manila. Note that all is still well in that land, with politics democratically corrupt and economy still bubbly. Given that I was away from my main PC for so many days, and that I was too lazy or otherwise engaged to call up the relevant data file from memory stick, I had not updated my MS Money tracking since Monday, and so I am not sure about where I stand, or even whether I am still solvent or melted, liquid, or frozen, standing or down for the count. Thus relieved of having to deal with reality that is, I did a few trades on this dire night, as below: (ii) Shorted a bunch of finance.yahoo.com Bunge Puts July strike 85 @ 9.40; (iii) Shorted a handful of finance.yahoo.com Pan American Silver Puts strike 35 @ 4.40; (iv) Grabbed a bushel of Cresud finance.yahoo.com @ 14.35. It does farming down in Argentina and Brazil; and (v) Bought a bundle of Faircourt Gold finance.yahoo.com @ 9.00 via GTC order that someone stepped on. The business, if you can call it that, makes money by trading options on gold, stuff and its derivatives, and serving the greater good of society; As tomorrow will be Good Friday everywhere, I anticipate the following: (a) This Message 24246346 earlier executed trade (Shorted March 90 Put on FXP Ultrashort China finance.yahoo.com at 13.90) to expire worthless, allowing me to book mucho profit at infinite annualized rate, given that China is less desired than earlier times; and (b) This Message 24246279 earlier executed trade (Shorted March 110 Put on SRS Ultrashort Real Estate finance.yahoo.com at 10.60,) to result in a forced buy for me, and given that the share is at 98+/-, and that I had collected 10.6 of premium, I am OK, especially given that real estate will surely collapse and I will be in-the-money quite soon. Chugs, TJ

To: pezz who wrote (30837)	3/22/2008 5:07:48 AM
From: TobagoJack	Respond to of 217485

hello pezz, today's report: on this second day of a 4-days easter weekend (we in hk work 24/7 full-on, either tasking or thinking), i signed for and on behalf of our gold citadel property club a preliminary sale & purchase agreement to acquire an industrial property comprised of most (4 out of 6 units) of one floor in a 22/F building with a big footprint located in what will be the future end of the line of the extending subway, which, most people expect, should open up the neighborhood to robust redevelopment. the building is located so few minutes to the tunnel that connects the southside of hong kong to its retail core, and not a lot of minutes to the entrance of the subway extension will connect the neighborhood to hong kong's financial heart. six hotel projects have been announced, and one, fortunately, will be just two doors away. the building is within walking distance to the nice enough ocean park and its shark pool, multi-level aquarium, pandas, and assorted other fun. one complication - the vendor will lease back the building at 4.2% net net (net of property tax and management) yield for the next three dire years, with an additional option for 24 months at no more than 10% annual rent increase. we have agreed to pay the construction cost less land value - in other words, a darn good deal, especially in view that (i) hk$ interest for deposit is now close to zero due to our peg to the wastrel us$, (ii) hk$ mortgage rate is at 3.75% per annum, adjustable monthly and dropping, and (iii) hk remains the most desired city in the heart of 1.3 billion people. had the building been an apartment just 10 minutes drive away, it would have sold at 10x what we are paying. why did the vendor sell? i guess the credit squeeze is squeezing her business, and she needs the cash for her enterprise. should her biz go belly up, like the seafood restaurant once did, no worries, because the lease-back rent is about 14% below a rising market bid, and so i am not fussed about a risk that is more an opportunity. strategically, i have asked, and all club members have agreed, that we will fund up for the acquisition with 100% equity, and save our now not insubstantial borrowing power for a dire shopping day that may be upon us sooner than we expect. i am expecting at the very extreme least a 2x capital value within 5 years, perhaps a 3-4x, and should the hk$ revalue up against us$, all the better. now our property club has 100% debt-free claim on a small building within a rejuvenating zone near the gold & silver exchange in CBD, two old but full ocean view apartments in gentrifying fishing village embraced by a gentrified residential neighborhood within 30 minutes bus ride from CBD, and now, an industrial property just so few feet away from all that will be happening. real estate investment seem easier than same in shares and bonds, more sure, more transparent, and more amenable to application of nutritious leverage. chugs, tj