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


To: pezz who wrote (57292)11/2/2009 7:25:54 PM
From: TobagoJack2 Recommendations  Read Replies (2) | Respond to of 217557
 
hello pezz, today's report:

(i) to fulfill a secured gold loan obligation, yesterday i cleaned out the official hk distributor of gold pandas at hkd 8,410 (usd 1,085) per piece and made a very small dent at the official aussie nugget bullion distributor at hkd 8,540 (usd 1,102). i will hold the coins until it is time to hand them over in bulk to refugee in exchange for cost plus annualized 5.5% interest - enough to tie up rapidly depreciating and yieldless fiat cash, and i am doing my bit to popularize gold, guide path to redemption, and illuminate way to sovereignty.

this coming friday more refugees will be in town from afar, to engage with physical gold.

in the mean time, gold rises again, to a less dirt cheap price.

imo, at some juncture gold will slingshot to heights no one thought possible.

(ii) speaking of gold, someone asked daughter last week what her dada did for work, and coconut, now 5 years young, responded that (i) dada bought gold, (ii) worked from office and home computers, and (iii) fighting fighting enemy dark walkers from the empire



i must educate daughter properly, and so far so good ;0)

(iii) speaking of education, yesterday morning i attended my first pta meeting at new school (transition year) to learn about the curriculum for the next 12 months and 3 years - all good stuff explained over 150 minutes of presentation and q&a.

i only need to teach coconut how to play monopoly really well, and in two languages, in order for her to be locally competitive in money rock hong kong, but she may well gain some useful knowledge from her school ;0)

but while walking her from the car drop off (wife apparently signed up for kiddie limo service - a merc about 3x the size of our mini - so that 20 minutes more sleep time is squeeezed in - yes, must short more options to harvest the energy of the market place though coconut says she likes the mini because its roof can be opened - must keep her from seeing topless mercs for as long as possible - yes yes she rides on school bus on the way back home, to get in touch with the masses, washed and otherwise ;0), coconut first watched me several times as i tagged, and finally, taking hold of her lunch box, told me, her dada, in that no-uncertainty way, not to follow her to the classroom - argggggh ;0)

that little lady is soooo going to summer session at china shaolin temple locale for martial arts training discipline and simpler rice and veggie living !

(iv) speaking of classroom, life has been rather pleasant the last week, because wife had been in nyc where her brother just did solo gig in carnegie hall to good enough reviews nytimes.com

Zhao Jiping’s “Zhuang Zhou’s Dream” was written in 2008 for Yo-Yo Ma, who gave the premiere performance with this orchestra in Hong Kong. It is an undulant, soft-spoken and elusive meditation for solo cello and Chinese orchestra, lasting 20 minutes. The excellent cellist Trey Lee, born in Hong Kong and trained at the Juilliard School, played the solo part with enveloping richness and lyrical sensitivity.

(v) about the coming year, the weather is turning light sweater crisp, the year is coming rapidly to a close, all went and going well enough, so far, so near closure, and it is nearly time to start being concerned about the coming year which i of course expect to be dire, as usual, because whatever the powers did, they just made it all the worse for later.

cheers, tj



To: pezz who wrote (57292)11/7/2009 12:37:04 AM
From: TobagoJack  Read Replies (3) | Respond to of 217557
 
hello pezz, update report

(i) just tallying today, in between mid-morning reflexology session (9:00-11:00) and afternoon music accompanied deep nap (1:30-3:30). i am marked-to-market on equity, cash, and gold, and marked to cost on real estate, and at:

Cash @ 7.3%
- CAD 6.3%
- CHF 0.5%
- Euro 0.1%
- RMB 0.1%
- ZAR 0.1%
- HKD minus 6.8%
- USD 7.2%

Gold/Platinum @ 33.8% (25/25/50 - more or less physical/physical/paper) - i treat/think of the 50% share in gold certificates as as-good-as-or-better-than cash)

Bonds @ 2.6%

Rental real estate @ 41.5% (30 industrial, 70 residential)

Equity 14.8%
- energy (23.6% of 14.8)
- GDX, PAAS, AEM (34.4%)
- private equity (teeth, dental, 1.1%)
- Other (40.9%)

no debt, yet.

I compared notes with my most respected investor, and he be at, i quote:


30% gold stocks (60-70% of which medium/short term trading positions)
25% physical (mostly gold, some silver), incl. numismatic coins
15% govt. bonds (in Euro/ChF/Eastern European currencies)
10% Japanese shares (via two funds)
10% hedge fund (emerging market long/short equities & credit)
5% biotech shares
5% cash (euro/USD)

i occasionally change weightings, depending on what happens. trade options as well. (my best trade in 2008 was in VIX calls incidentally)


(ii) i am working out a new schema to engage with mr wastrel obama's stimulus to pass the time, and i am confident the solution will allow me to reach deep into some fiscal goodness and engage with monetary nirvana, and help mr wastrel obama to fulfill his declared mission ;0)

as we post, china clean energy factories are gearing up with tools, jigs, fixtures, and ordering bits and pieces and parts, and dutch trade bank is spinning up l/c facilities, and astute american middlemen outfits enabled by contact networks are negotiating with otherwise idle workers to make all-out conquest on the plenty stimulated markets, distributors by sector, locale by geography.

our proposition is simple, either enthusiatically engage with the new sovereign and illumination, or get used to despair in darkness.

the ashore party will make no allowances for prisoners, for there will be no prisoners; just with us or against us.

we aim to be first ashore, fully certified, D-day like, and then fan out, to be present in enough homes and too many institutions, to illuminate the future. we aim to go weapons free simultaneously in usa as well as latam.

i am giddy with excitement, for the initiative is at once socially relevant, historically proper, economically sound, and very extremely naughty, for the defenders will not even get a chance to scream, never mind defend.

cheers, tj