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

To: Seeker of Truth who wrote (36628)	7/5/2008 5:05:04 PM
From: energyplay	Respond to of 217617

That's what I think usually occurs. But if the cash does not buy more gasoline, food, or other items, then maybe it has not increased in value, but the value of assets that produce streams of future income - like real estate, royalty trusts, government bonds - has declined. What we saw for for a number of years after the 9/11 attacks in 2001 was general decline in interest rates, as everyone's time horizon became longer, and interest rates came down, and perceived risk declined. Now, even loans to big name banks are seen as risky, so investors want BOTH shorter terms and higher interest. But cash has not become stronger compared to most everyday expenses. Having cash can be great, because we will be able to buy future streams of income at a very low price - sort of like 1981, when US treasuries hit 14% interest rates. People who bought those bonds did very well over time as interest rates declined.

To: Seeker of Truth who wrote (36628)	7/5/2008 7:07:31 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217617

hello seeker, ordinarily your equation of Oil > Gold > Canadian Cash would be good, but there are moments when the officialdoms across the planet (incl. canada) feel compelled to legislate against cash (add/remove zeros, or simply force exchange to govt bonds ala argentina) and/or oil (price cap, windfall tax, limit on use), and even gold (legality of ownership). the legislation against gold is usually the final hammer blow before we navigate the dark interregnum. a bit of each of three may be a good idea, plus platinum, silver, uranium, coal, iron, ... coffee, bacon, ... etc ... abode in freedom land ... sense of humor chugs, tj

To: Seeker of Truth who wrote (36628)	7/6/2008 10:05:36 AM
From: elmatador	Respond to of 217617

“In New York and London you get the impression that the world is slowing down, but if you go to China, nothing is stopping. China is going to urbanise 300m people over the next 15 years. That’s the whole population of Europe — think about the kind of infrastructure investment needed to cope with that.” The scale I keep hammering here: Message 24715609 “I remember meeting investors in London and America and they thought we were very aggressive and were about to flood the market with iron ore. They thought China was a bubble. But we had an office there for decades and were convinced that what we were seeing was nothing short of a transformation.” business.timesonline.co.uk This means people think with their home-made mindset guiding thier views. This people need to go out and see how things are in the real world. The emerging markets is the real world now.

To: Seeker of Truth who wrote (36628)	7/12/2008 9:13:26 AM
From: elmatador	Respond to of 217617

"Teachers holdings in Brazil hit by raid" How campaigns of misinformations are made to scare the incautious. --Eike Batista is a rich man. --People in Brazil dislike rich men. --Most Brazilian journalists are left leaning. They hate rich and successful men MMX the mining company of Eike Batista started a project without environemental impact. Is now been investigated. See how the news came in Canada... Teachers holdings in Brazil hit by raid ANDY HOFFMAN MINING REPORTER July 12, 2008 Seeking evidence in a fraud and tax evasion investigation, police raided the home and offices of Brazil's richest man, Eike Batista, whose companies' major shareholders include the Ontario Teachers' Pension Plan. Brazilian federal authorities are investigating the possibility of fraud in the state government's granting of a concession to operate a railway in northern Brazil to a Batista company, MMX Amapa. They are also investing allegations of smuggling of "gold mined in its mines in the state," the company said. In a statement, Mr. Batista's company denied the allegations. It also said "it does not carry out any gold-mining activity in the state of Amapa or in other regions of the country and is not involved in any smuggling activity." Shares in three of Mr. Batista's publicly traded companies fell sharply in Brazil, erasing as much as $6-billion in market value. Teachers has major stakes in Batista companies that include iron ore miner MMX Mineracao e Metalicos SA, oil and gas play OGX Petroleo e Gas Participacoes and a 15-per-cent position in logistics company LLX Minas-Rio Logistica SA, which had been planning a public stock offering. "We are trying to find out as much information as we can," Bob Bertram, Teachers head of investments, said in an interview. The pension fund's holdings in Mr. Batista's companies are among its five largest. "I'm personally 100-per-cent confident in Eike Batista and his companies. These are simply allegations that will be dealt with," Mr. Bertram said. Canadian investment bank BMO Nesbitt Burns is also closely tied to Mr. Batista, having led financings and stock offerings for MMX and OGX.

To: Seeker of Truth who wrote (36628)	7/19/2008 4:55:11 PM
From: elmatador	Respond to of 217617

Tie-up Daiwa with the Banco Itau is part of an aggressive overseas strategy by Daiwa to boost its operations outside Japan, whose growth prospects are limited as a mature economy with a shrinking population. Daiwa Securities Group joins Itau to cooperate in the areas of asset management, investment banking and brokerage services in South America's largest country. In the first stage, Daiwa will set up a mutual fund to invest in Brazilian securities and other assets; Banco Itau will advise on the portfolio composition, and Daiwa will use its network to market it in Japan. Daiwa will submit an application to the Kanto Local Finance Bureau, a Tokyo-area regulatory body, on Thursday and will announce the plan later in the day, hoping to begin selling investment trusts as early as this summer. forbes.com