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

To: TobagoJack who wrote (44484)	12/30/2008 5:14:14 PM
From: carranza2	Read Replies (2) \| Respond to of 217540

Jay, I see your holiday has re-charged and re-energized you. Don't disagree with much of what you say. In fact, made an after hours trade in GDX after reading your hair-raising stuff. Most of my purchases are at the 23-24 level, and am about sated. Agree completely about SRS. With all the retailers bankrupting, who is going to rent mall space? With all the banks scaling down, who will rent/own Class A space in NYC, Chicago, etc.? I am a bit concerned about time effect, but have no way to analyze it. Once velocity of money picks up, inflation is certain. There are huge piles of cyberpaper will-o'-the-wisp sitting, hoarded. Globally. Once they emerge from their hibernation, they will move around restlessly. Inflation will hit. I like energy a lot, particularly Canadian energy. I bought VNR at 4.84, look at it now. Even better, look at its yield. Best - check out its hedges and counterparties. Happy and Prosperous New Year to all!

To: TobagoJack who wrote (44484)	12/30/2008 8:58:24 PM
From: Maurice Winn	6 Recommendations Read Replies (2) \| Respond to of 217540

TJ, the greatest empire that ever lived did not "kaboom" nor did rot. The British politely folded their flag in Hong Kong and left you to the untender mercies of your bosses in Beijing: <empires do not go quietly. they go rot and then kaboom. it is nature's law.> The 100 year lease was up. Time to move on. When NZ decided to do what Taiwan considers, there was no kaboom or rot or war or threat. NZ simply said "CU lata". Still friends and synergistically profitable. It's not quite a law of nature. Meanwhile, the QCOM empire backed by the biggest Armada that ever sailed the seven seas continues to help China drag itself out of the medievil era. They still need to go CDMA/OFDM in 450MHz and 800MHz instead of TD-SCDMA in a mess, which is happening if you follow the TD-SCDMA news of cutbacks in development work on the silly "CDMA with Chinese characteristics" ideology. Gung Ho for 2009 Mqurice