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

To: pezz who wrote (39586)	9/6/2008 6:53:04 PM
From: TobagoJack	1 Recommendation Read Replies (2) \| Respond to of 218055

hello pezz, today's report: i have a whole series of travels coming up, starting at the end of this week, and really only ending at some point at end of october, with a few days in hk, going everywhere. so, my suspicion is that conditions will go dire while i am out and about, and the best for me to do about the portfolio is to do nothing. i am at: cold cash 33.8% (cad 8.7%, chf 1.5%, euro -1.9%, hkd 7.5%, yen 2.2%. rmb 0.1%, sgd 2%, baht 0.6%, usd 12.9%) hard metal 12.49% solid rental real estate 32.73% various equity 21% (energy royalty 3%, energy 4.4%, mining 0.8%, gold 0.2%, real estate 1.6%, health 0.6%, finance 0.3%, other 6.3%, certificates on gold/silver/commodities 3.9%) <<tax franchise board is dunnin me for back taxes. Can't seem to understand that I don't live there anymore just an occasional tourist....Bastids!>> ;0) i am unfamiliar with the notion of taxes. is that where the government is running a surplus and forego property taxes even as one is charging healthy rent, extracting goodness from the willing economy, and officialdom picks up my domestic helper's health cost as a favor? no? you americans run an odd system, taxation without obvious representation, and followed by a kick in the behind when the officialdom makes a mistake that requires bailing, and all chip in on the bailing, except the officialdom of course, so that they can wreck the boat once again whereas we who live in hk enjoy economic freedom, tax forgiveness, and watching political candidates, mostly idiots, all dressed up formal, with placards around neck, waving arms at bus stops, smiling under the hot baking sun, without a political message at all, just begging for votes. i love democracy, where the pols get baked under hot sun like three tins of putrid cat food, waving at passengers riding in comfy airconditioned buses passing by, taking in the diesel fume. serves them right. our system, if applied, could be a welcoming change to your schema. chugs, tj :0)

To: pezz who wrote (39586)	9/8/2008 3:41:18 AM
From: TobagoJack	Read Replies (1) \| Respond to of 218055

hello pezz, today's report: 3:40pm-ish; been up and working since 4:30am, my usual waking hour, after nodding off @ 9:30-10:00pm each night. no complaint, for we must work when we can. was able to and did exchange a lot of paper claim on hk monetary exchange for much physical panda gold bullion @ hk$ 6610/oz, a price about the same as my start of year exchange for 2008 mineralization quota - the us$ 32/oz premium is say 2x the usual, and this is of course accounted for by the volatility of gold per black & scholes option pricing reckoning. in any case, i am happy, having mineralized another year's (2009) quota of mineralization of excess savings and metalization of surplus capital, thus saving same from officialdom depravity and ruling wastrelism; iow, what is mine is now indisputably mine, chilling in vaulted and air-conditioned comfort, hopefully forever waiting for the call of duty that never calls. the monetary value of the new add will be kept off of balance sheet, on a/c for the coconut, per my central banking rules, so that i would not feel hesitation when shifting control of this particular tranche of goodness to the coconut, assuming she will be worthy and pass the test i have yet to devise. i trust off-balance sheet asset as much as i fear off-balance sheet liabilities. chugs, tj