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

To: Haim R. Branisteanu who wrote (48684)	4/17/2009 6:18:01 AM
From: TobagoJack	Respond to of 217661

hello haim, on way back to hk after so many weeks holiday, equity light, trouble not a lot, tanned much, ready to rejoin aggregation game in a few hours. re au/pt, early days of faith, renewal of faith, and 1:1, here reminders be, all splendid :0) Message 15774371 (5/9/2001 12:34:21 AM) ... guiding principles and position declaration w/r to gold/platinum <<... On gold and platinum, maybe a better idea would be to convert the off-table chips derived from speculation into a contra-speculation asset, such as platinum or gold. The idea that one can start all over again from a starting stake of a few boxes of imperishable metal appeals to my sense of safety, fun, and yes, even romance ... 39% Cash (86% US$, 14% Euros) in the form of staggered fix-term deposits; 25% Bonds ... 25% Industrial real estate ... 7% Equity comprised of ... AAPTY ... AU ... IMPAY ... NEM ... SWC ... 4% Metals (72% platinum, 28% gold); I am adding gold, holding on the platinum, and am happy to have this allocation to go as high as 5%, but no higher ...>> Message 15774373 (5/9/2001 12:34:42 AM) ... basic convictions w/r to au and pt <<on Barbaric Gold and Savage Platinum ... (a) It is industrially useless, for all material impact; (b) The mines are shutting down; (c) The CBs are selling; (d) The mines are selling; (e) The commercials are selling; (f) The masses are selling; (g) The existing inventory far outweigh any conceivable production; but (h) All the selling are balanced by buying, buy some folks.>> Message 25202464 (11/24/2008 3:56:49 AM) ... renewing faith in platinum after it fell from usd 2xxx grace, Message 25242140 Message 25259671 Message 25288029 Message 25307256 Message 25341761 Message 25359184 Message 25428744 Message 25439075 and specifically mentioning 1:1 au:pt since renewal of platinum faith Message 25334317 Message 25402110 Message 25560629 Message 25561231 cheers, tj

To: Haim R. Branisteanu who wrote (48684)	4/17/2009 6:36:44 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217661

... and, on platinum reminder again Message 25505246 :0)

To: Haim R. Branisteanu who wrote (48684)	4/17/2009 6:46:20 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217661

re gold advocation and 1999 Message 11919728 (11/13/1999 11:40:00 PM) <<... (b) spillover of mania to other asset classes - hedge with GOLD via selling of puts;>> ... :0) but no specifics as the back-n-forth reporting of all trades with pezz started later than than above referenced date now do you remember :0)

To: Haim R. Branisteanu who wrote (48684)	4/18/2009 2:16:17 AM
From: elmatador	Respond to of 217661

Brazilian economists forecast CB will cut rate to 10.25% from 11.25% when it meets April 29, according to a weekly central bank survey published on April 13. “It’s clear that the next move is a cut; the question is how much,” said Gabriel Levy, an economist at asset-management firm Sparta Administradora de Recursos in Sao Paulo. Brazil’s central bank President Henrique Meirelles has room to cut the key lending rate by another 1.5 percentage points, Levy said. Brazil’s Real The yield on the overnight contract for January 2010, the most-actively traded on the BM&F commodity and futures exchange in Sao Paulo, rose 17 basis points to 9.88 percent. Brazil’s real slid 1 percent to 2.1952 per U.S. dollar, from 2.1740 yesterday. It has gained 5.4 percent this year, the second-best performance among the world’s 16 most-actively traded currencies after South Africa’s rand. “We had a strong gain over the last two weeks, and it’s natural to see the real falling after such a rally,” said Mario Paiva, a currency strategist with Rio de Janeiro-based Liquidez Corretora. bloomberg.com