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

To: TobagoJack who wrote (40044)	9/17/2008 11:27:29 PM
From: gregor_us	Read Replies (1) \| Respond to of 218151

Greeting, TJ. Some comments this evening on gold. And, oil and gas equities as safety trades: investorvillage.com G PS: I did some analysis this Summer of the all-in costs from taxes and duties to an exporter of Russian oil, and came up with the level of 90.00 as the point where the Russian exporter becomes profitless. Turns out, I was too low. The level is more like 100.00. So I am both fascinated and unsurprised that the financial crisis in Moscow comes just as the profit margin disappears. There perhaps was an anticipatory awareness in the financial community that Moscow was addicted to export duties, and perhaps started to price in much lower revs? Don't know. The main point is that, in my work, I have determined that at price levels of 100, then 90, and then 80--varying levels of supply or future plans for new supply, disappear. G

To: TobagoJack who wrote (40044)	9/17/2008 11:35:36 PM
From: Siddhartha Gautama	Respond to of 218151

will the liquidation be worldwide or will it be north american? what's your take on the chinese market?

To: TobagoJack who wrote (40044)	9/18/2008 3:48:35 AM
From: Rolla Coasta	Read Replies (1) \| Respond to of 218151

tj, HK govt injects huge sum of money into the Hang Seng market this afternoon. I think this will be a costly mistake as in HKex shares - lost millions in the book for the govt. Global money is drying up very quickly in pumping stock markets. I think the FED's shareholders are the only ones who can save the credit market in the US. But I am not surprised to see them folding their arms and watching poor indebted people being slaughtered and killed. Some silly folks in this forum don't admit what the fact really is, and they continue to play silly and foolishly regarding corporate conspiracy. See how they have proved themselves like SI corporate asses in this spiraling black hole. They are in denial like the Japanese in the '90s. As long as there's denial, no solution and absolutely no bottom is in sight.

To: TobagoJack who wrote (40044)	9/18/2008 6:53:18 AM
From: Dr. Voodoo	Read Replies (2) \| Respond to of 218151

TJ, Yesterday + Today's Report: Unwound derivative part of AIG deally thingamawopper. Message 24956975 By selling poots @ 0.55. Covering short calls at likewise ~0.54. Hoping for brief sanity check, and fat check to arrive soon, by way of Hank. Thanks Hank. Literally doubled my DGP position yesterday this is almost a otcruple from here: Message 24566866 Sitting tight on UYG, adding in dabs and drops, for the eventual recovery. We have not tested the Bear Stearns Lows yet. I tend to think that if short term liquidity recovers, gold will skyrocket, in addition to financials. We'll see! V

To: TobagoJack who wrote (40044)	9/18/2008 10:35:22 AM
From: elmatador	1 Recommendation Read Replies (3) \| Respond to of 218151

TJ, banks will sweep everything under the carpet and pass it to the FED. To avoid this wayo, the FED let them go right to the edge of the abyss, so that they cough up everything before FED steps in. That's why the FED and the Central Bankers can't act proactively. If they did so, they will get all other non-related losses (bundled with all the sub-prime poison). Slowly, when it becomes clear that the banks and institutions are going to go belly up, FED and Central bankers step in. They do so because by then it becomes clear that the crying is not wolf, it is the real thing. Always look to the facts as someone trying to play wayo. When you have a insider -like Paulson- in the government, is exactly to act based on a knowlegeable guy who knows how to recognize wayo since he has played it. The important thing is, the collapse is localized and is going to be dealt with subreptiously (even www.dictionary.com doesn~t have this word). But FED is acting subreptiously. The US is not Brazil. When Brazil was in a crisis, the taps were colsed ruthlessly. Interest rates increased com gusto. Then we were left to die in the shadow. After a while, for good measure, we were dragged to die in the sun. Now let me see everyone coughing up the money... It is there. It is just a matter of time for it to come out.

To: TobagoJack who wrote (40044)	9/18/2008 8:33:32 PM
From: prosperous	Read Replies (1) \| Respond to of 218151

Banning short selling seems like interesting twist in the rules of the game in the middle of the play. Do you think that would now ignite the fire-crackers under the hedge fund stack with this if they are not able to play both sides and reconcile positions? would be a change of place moving it from under banks/brokerages with probably same end result. I have been wondering how these creatures managed to stay unaffected through this mess without many blowing up, but looks like the govt is coming through, 8000 to squat, so little time :-) we will revert to the mean

To: TobagoJack who wrote (40044)	9/18/2008 9:07:08 PM
From: Dr. Voodoo	Respond to of 218151

Good Evening TJ, Today's Report: Doubled position in AUY acquired here: Message 24956975, adding an equal sized scoop @ 9.25. Sold Oct, 10 strike calls on the whole lot @ 1.00. V

To: TobagoJack who wrote (40044)	9/19/2008 7:57:14 AM
From: Rolla Coasta	Read Replies (2) \| Respond to of 218151

Wow, most accounts in Lehman HK have completely been wiped out clean. Other lehman products introduced by other major banks have lost all of their values too. Investors get nothing with no help. If they file lawsuits, it would not be at their advantage to go against the bankers with possible lengthy trial. Besides, I still don't understand why Australian MacQuirie Bank still do warrant business in HK and screw things around. They better leave and go bankrupt for god's sake. So much toxic scam job !