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

To: pezz who wrote (66340)	9/22/2010 9:34:05 PM
From: TobagoJack	1 Recommendation Read Replies (1) \| Respond to of 217588

re "industrial" silver, i do not believe the economy is 'recovering' silver is going up for lots of other reasons, but recovering economy is not amngst them i believe we are sliding into the once in so many generations time of currency battles and trade wars should there be any policy mistakes, we discontinuously get blown into hyper inflation, where economies stop but money press keeps working, triple over time, or diaper depression, where the money flow stops and the less than familiar operating environment reign supreme, continuous drop in price and cost of everything geopolitically we watch a whole lot of interesting and developing situations re china-japan-usa, should the china-japan-usa money flow machinery hiccup, all bets are off, all chips must head home, for it be diaper depression time should all work out as usual yieldless paper monetary gold hedges deflation-proof paper cash, for hyper inflation yieldless diligent paper silver hedges paper gold, for economic growth and inflation yieldless noble paper platinum hedges paper silver, for energy ramp yield-less hk luxury real estate earn a healthy (relative to bank deposit rate ;0/ ) yield in wallop strength yield-less hk industrial lowers average psf cost of hk real estate portfolio trading / option premium profit and rent flow gets siphoned into physical gold and platinum, for keeping score round and round it all goes, until the call of duty to stand down re that coin, born to dire moment, it then went round and round over the ages, to answer calls of duties and respond to screaming imperatives it is now simply sleeping excess capital and napping surplus savings, for score keeping, and may it sleep a good long time and never again be called to duty amen

To: pezz who wrote (66340)	9/23/2010 8:45:17 AM
From: TobagoJack	Read Replies (1) \| Respond to of 217588

hello pezz, an observation: G20 (or for that matter G155) can all take a number, line up, take turns to take a try to get team china to revalue her currency, and my guess be that the rmb rate would stay the same, and true, solidly embracing the world, because china's needs for fiat money is not less than anybody else's imperative for same fiat money should the world trading system blow up because of global wastrelism gone mad, it was going to happen anyway, and after the blow up, folks who need to buy whatever from whomever at wherever still must do same, except on "level" playing field without anyone have command of any universal trading / reserve currency printing press team usa always yelp for even playing field, and the wish may come true fast in event of currency and trade war. when team usa is freed of its secret printing press, the playing surface would be very level, except for the indebted who needs continuing financing to maintain old global order, for at that locale would be a monetary crater in view of above take, dare i suggest that gold is not only cheap, but actually cheaper now than it was when at usd 250/oz is this some kind of wonderful? that we can accumulate the worthwhile at ever higher prices and still have the newly dear actually cheaper relative to our earlier buy-in, even as others, due to ignorance or inattention, let us keep doing it to them, treating them as 2/20 hedge fund investors :0) pezz, recommendation: getgold, stacksilver, pileplatinum cheers, tj

To: pezz who wrote (66340)	9/24/2010 8:07:14 PM
From: TobagoJack	1 Recommendation Read Replies (1) \| Respond to of 217588

hello pezz, today's report: (i) this trade Message 26721178 that shorted gdx put ended well, meaning i deservingly get to keep premium moolah and am freed of obligation to do anything. i like the "cloud atm" (ii) this trade Message 26819990 that went long gdx gold miners, short gdx puts and gdx calls, is looking good, as gdx stays more or less steady, and the options waste away. "cloud atm" is nice. (iii) this trade Message 26833623 that went long slv silver and paas pan american silver, and short their puts and calls, is trending right, as the wager stays in straddle and options waste away. clear skies for "cloud atm". (iv) these observations Message 26841911 re team usa is still playing out (v) these observations re japan Message 26843903 Message 26843795 Message 26842339 Message 26841327 Message 26833248 Message 26831211 Message 26821639 Message 26811792 Message 26811743 Message 26786479 Message 26757037 are playing out, and in the mean time, japan blinked news.yahoo.com ... which may well mean japan will keep blinking, as in taking in beijing help in the form of jgb purchases, and in turn buying usa t-bills, to allow beijing to lighten its load of wasting paper, and to keep usd well supported until beijing clears the field. now we must watch whether team usa also blinks, bravely, post mid-term election, and keeps taking back its paper and let out its industry and interest payments, and load up its people with debt-ly debt gone hyperbolic at low interest rate, also bravely. my guess is yes, and that is why above trades should work out, and their successor trades should also work out; meaning the money shall keep going round and round for awhile longer. besides the absence of genuine trade war, and continuation of what i believe to be agreement by all governments to engage in sequential devaluation, we must watch what happens with qe2, qe3, qe4 ... a rise in interest rate must be avoided, and so the fed must eventually buy t-bills as a matter of course, along with the japanese. it is just math. i figure that all qe2 ... qex shall happen in due time. so, yes, <<More Gold an more silver ,huh? well ask me if I'm surprised....Go ahead ask me>> we must not fight the fed. (vi) i recommend this youtube.com i note that should my above described scenario plays out, stocks should do well in the coming 12 months. however, should the scenario not play out, a halving shall probably happen to stocks. cheers, tj