SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: pezz who wrote (41467)10/17/2008 2:42:01 PM
From: dvdw©  Respond to of 218647
 
Climbed outa my small pontoon boat an slowly approached sitting down not 4 feet from this giant bird. We stared (an I took pictures) at each other for about 20 minutes

opportunity of a lifetime....transference emerges slowly.



To: pezz who wrote (41467)10/17/2008 8:40:56 PM
From: carranza2  Read Replies (2) | Respond to of 218647
 
had an interestin experience about a week ago.On a float trip down the Snake River...

Wonderful, wonderful, wonderful!

I'd give my eyeteeth to have something similar happen to me. Were you dreaming maybe? It sounds very dream-like.

I bicycled in your neck of the woods, Palisades Reservoir, Idaho, one summer. On the way to Jackson, one of these decided to follow me for about a mile. He was about 50 ft. above me. I think he was sizing me up as a possible meal. I first thought he was a baldy but the wing tips and tailfeathers were not white.

fishandgame.idaho.gov

[scroll down and enlarge the osprey]

Butterflies will do the same thing sometimes.



To: pezz who wrote (41467)10/17/2008 11:02:16 PM
From: TobagoJack  Respond to of 218647
 
that eagle experience is just neat!

on gold, clarification suggestion, buy physical, per script

in the meantime, i have not moved much one way or another since june, preferring to mostly just watch

movement means certain hurt

sitting still means certain hurt

sitting still is easier :0)



To: pezz who wrote (41467)10/22/2008 1:37:11 AM
From: TobagoJack  Read Replies (1) | Respond to of 218647
 
hello pezz, today's report:
purchased mucho maces (10 mace = 1 tael = 1.2 oz) of paper certificate gold at usd 754/oz equivalent

chugs, tj



To: pezz who wrote (41467)10/22/2008 8:43:42 PM
From: TobagoJack1 Recommendation  Read Replies (1) | Respond to of 218647
 
hello pezz, today's tally

position on nav is at -6.81% ytd:
- 32.8% cash (10.3% cad, cratering, rest usd/hkd appreciating to everything else, mostly in short term debt and must be kept dry for possibly 8+ lean years, for my wife is running scared, and if she is scared, others must be terrified)

- 14.4% gold (tanking, and the allocation to gold naturally decreases as prices tank, even as i am buying faster ;0/

- 32.6% real estate (not marking to any market, just on cost basis adjusted once so many years)

- 20.2% equities (canadian energies, pro-japan and anti-usa real estate, solar play, one gold share)

on the situation in hkg:
my single and good-looking (oops, did i say that?!) sister-in-law's says that her work-day yoga class in central business district has suddenly and very noticeably been flooded with idle, able-bodied, but perhaps less eligible men, and over heard sentence fragments were

"i wonder how bad it will get ..."
"jim just bit the big one ..."
"i miss my desk ..."

on the situation in hkg real estate:

(a) a singaporean financial type just plopped down 3 months of advance money and 2 months deposit, in cash, for a studio of my real estate club, so that he can visit hkg whenever and more economically - should the remaining 3 units go at the same level, and the g/f shop get renewed in november, then the yield would be 5.45% on cost, even as neighborhood continues improvement and someone is trying to consolidate plot and conversing with us on buyout at the 2x level.

(b) highly priced apartments and such speculated on by the masses have taken a 30% hit from the peak (june 2008), but the industrials the club bought are holding value better, at 10% below peak price, but 33% above our cost

(c) the small studios are all rented except for 3 units, and should be in more demand as what used to be folks of better means shift down a notch or ten step or a cliff

chugs, tj