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

To: TobagoJack who wrote (57940)	11/15/2009 7:08:56 PM
From: Box-By-The-Riviera™	Respond to of 217567

i think, that whole thesis is sooooooooooo thin. sure china shanghai market can crash. it does that every three months LOL. its a slot machine. and a culture driven exchange, until it matures. and the slot players will grow up, and start moving to card counting and all the other crap, than finally, make something like an investor class. but even so... are we not playing the wider umbrella. the one i started talking about in HK, the one, we have yet to discover, and all of our pundit friends, are still hung up on punditry, instead of moving on, and trying to discern the next operationally correct discipline? you watched me with wide eyes when i started my little speech in that bar to you know who, mr. minus return in a 60% up correction... either you thought i was nuts, or you thought, hmmmmmmm. i know what i thought. i thought it got traction. just as it got traction in shanghai among the keiretsu crowd. i think it still has traction. and i'm working on it every day and every sleep to tune it. because i think it will save me, from stupid stuff and big error stuff. i.e. we do well when we have a solid investment framework in which we work. we do not do well, when we stay with a tired, and now dead, investment guideline. i think... we are at the cutting edge of NEXT. and i don't give a shit if some of those guys won't discuss it with me. they are locked in their mind process. in a box. the classic killer. and they will claim later, when they get it, they got it first. i will watch them do it. LOL. i don't write newsletters or have to kow tow to some social standing based on last week's performance. hence i am free, and will only shoot pigmi darts at them, to remind them they are only as good now, as little "retail". time marches on. and gold is now at 1126 for the open. i think i'll be back for shanghai expo. already working on it, via montevideo. <g> if so, meet me for a reflexology session in shanghai. and we will be quiet, drink tee, and quietly bless that moment, in pure bliss, as we, each ponder........... that we are still here, doing exactly the above. no talking allowed. <g> J

To: TobagoJack who wrote (57940)	11/15/2009 8:24:48 PM
From: Amark$p	Read Replies (2) \| Respond to of 217567

as stated: Having your savings in Chinese real estate, rather than cash in a Chinese bank is okay, hoarding copper at your pig farm better, but gold is best...

To: TobagoJack who wrote (57940)	12/25/2009 6:34:02 AM
From: elmatador	Read Replies (1) \| Respond to of 217567

Our top 10 trades are: (1) long EM equities; (2) short USD versus EM FX; (3) short USD versus EUR and JPY in 1H; (4) short US agencies and MBS outright; (5) long US HY outright; (6) overweight US HG and EM external debt versus USTs; (7) long EM corporate credit; (8) overweight cyclicals within equities; (9) long lower-tier II bank bonds outright and versus government debt; (10) long AAA CMBS/RMBS and A-rated CLOs. Source: JPM JPMorgan: Short The Dollar, Buy AAA CMBS, And Go Long Emerging Market Credit In 2010 businessinsider.com