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


To: Riskmgmt who wrote (39857)9/12/2008 1:33:30 PM
From: carranza2  Read Replies (1) | Respond to of 220322
 
Thank you.

Today, however, is a very windy. We probably have a steady 35 mph with gusts to 50 and perhaps more. Not too bad, and a lot better than the Texans are going to get. My heart goes out to them. I was briefly in Houston following K. and was treated magnificently by the hospitable Texans.

Ike is a beast of a storm. The reports I see indicate that it's larger than K., a storm I thought was a fluke in that regard. Ike will push a lot of water ahead of it. In fact, the NO metropolitan area communities outside hurricane protection levees are getting flooding from Ike's surge. Many are evacuating.

Yes, I am still holding Yen and Swissies as well as gold. No significant changes in my PF in a long time. Still hold coal, energy, gold, the Rogers commodity ETF, all the stuff that has tanked recently. My intention is to hold them for a very long time. The macro/fundamental picture is nonetheless good so I am counting on a return to the mean as they all seem oversold.