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

To: pezz who wrote (55634)	9/29/2009 10:53:11 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217556

hello pezz, today's report: am still on island of samui, spending time to teach paul and erita about the ways to survive - and so swimming, jogging, and the hk edition of monopoly where the streets and utilities are named after local places and entities (i) i figure to teach them about inflation, hyper inflation, debt recall deflation, and credit squeezing interest rate hikes, by and by. there is much to learn by monopoly, and the game actually can accomodate financial derivatives and well as political wastrelism features. it took no time for the kids to figure out the truth, that one should aim to be the banker, and they had to be refrained from cheating by highlight of the jail feature. they also sharply learnt to buy the more expensive real estate to lock them up as quickly as possible, taking those out of play, and, to leverage up to buy the less expensive properties but often in the way properties to simply collect. i note to you the monopoly banker rules richard_wilding.tripod.com BANKER Select as Banker a player who will also make a good Auctioneer. A Banker who plays in the game must keep their personal funds separate from those of the Bank. THE BANK Besides the Bank's money, the Bank holds the Title Deeds, and the houses and hotels prior to purchase by the players. The Bank pays salaries and bonuses. It sells and auctions properties and hands out the proper Title Deed cards when purchased by a player, it also sells houses and hotels to the players and loans money when required on mortgages. The Bank collects all taxes, fines, loans and interest, and the price of all properties which it sells and auctions. The Bank "never goes broke." If the Bank runs out of money, the Banker may issue as much as needed by writing on any ordinary paper. (ii) Attached pls find the China and Hong Kong sections of DB's Asia Economics Monthly. CHINA: June-August data show a strong sequential recovery of the export sector. We see some modest upside risk to Q3 GDP growth. We expect CPI inflation to rise to or above 4% by mid next year, and the PBOC to begin hiking rates from end Q1 or early Q2. We think a sensible roadmap for the government to exit from its expansionary macro policy is to shift its policy tone at end-Dec, announced a neutral fiscal budget in March, hike rates from March-June, and let the RMB appreciate from Q2. We expect market sentiment to swing from fear of overheating in early 2010 to worry about stagflation in mid 2010. HONG KONG: We expect a strong, export-led recovery in growth, but with interest rates rising only slowly, anchored by a Fed that will remain on hold. The economy remains firmly linked to the US and EU, so therein lies the main source of risk to the economic outlook. We see growth slowing in 2010H2, possibly rapidly. Jun Ma Chief Economist, Greater China Head of China/Hong Kong Macro Strategy Deutsche Bank Hong Kong cheers, tj

To: pezz who wrote (55634)	10/1/2009 7:56:41 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217556

hello pezz, today's report: (i) woke up early, swam a bit, breakfasted as usual, then watched chi-com parade, and felt planet will soon be safe from terror and assuredly to be in better peace, then drank french stuff to celebrate napolean's astute prediction coming very true (ii) lunched, napped, o.d.-ed on 2-hours massage to sounds of ocean and songs of sirens (del mar and co) (iii) read delicious book, and celebrated more, but this time while in surf (iv) dined on crab and chicken, on rice, simple fare, and looking forward to murder mystery, "state of play", about the likes of blackwater, featured as "point corp", taking over the empire from within, turning all residents into serfs - prophesy could well be, let us watch n brief (v) downloaded a few files from here to catch up on watch n brief by others martinarmstrong.org

To: pezz who wrote (55634)	10/2/2009 7:05:06 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217556

hello pezz, last night's report: (i) i sold a lot of covered call contracts gold miner etf (gdx) december strike usd 43 @ usd 3.50+, thus committing 65% of my gdx holdings to a bearish wager, and had the proceeds placed on usd call deposit, believing that while the usd is worth-less, it is not worthless, at least not yet, and certainly not before onset of 2010; will use the newly generated cash to offset obligations to do with renovation of the beachside rental's renovation, so that i can engage with more gold out of the eventual rental flow. the virtuous circle marked out by gold, gold shares, cash, rental units, and gold once more is a good circle, going round and round, inflation, disinflation, deflation, and disdeflation. (ii) watched old movie "murder by numbers". (iii) will return this day to money rock hong kong by way of liberty isle lantau airport and freedom mountain kowloon tunnels. thankfully we will have an entire sunday tomorrow to equalize koh samui holiday and hong kong go go go pressures. cheers, tj