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

To: TobagoJack who wrote (70635)	1/29/2011 11:25:04 AM
From: St. John Smythe	Read Replies (1) \| Respond to of 219076

TJ, when you say "paper metals" do you mean - metals ETFs such as IAU, SLV, PPLT, PALL, etc - pm mining equities and ETFs - something else? Also, I note your cash allocation doesn't include renminbi (unless in "odds n ends"). Any particular reason why not? I ask because Bank of China in NYC has begun offering renminbi savings and CD accounts and I am pondering parking some cash there. Your asset allocation updates are always appreciated.

To: TobagoJack who wrote (70635)	1/29/2011 3:18:55 PM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 219076

Everyone on the Black Swan bandwagon now LOL... note Black Swan Insights at bottom and top... lewrockwell.com

To: TobagoJack who wrote (70635)	1/29/2011 3:58:20 PM
From: alpine_climber	Read Replies (3) \| Respond to of 219076

Thank you very much for your sharing, it is very informative and one continues to admire your 'lone warrior' thinking. But, needless to say, one does wonder (very respectfully) if your portfolio strategy should not in fact be risk/reward adjusted to the following: - considerable 'beam' warnings about worldwide inflation, leading to interest rate hikes/financial tightening of easy money policies worldwide, leading to pressure on precious metal prices as the latter do not earn 'normal' income; - as pezz could possibly testify, there seem to be lots of tech (e.g. Qualcomm, but strangely MQ has gone AWOL on this favourite drumbeat subject of his!!), biotech, medical devices, banking, even industrial companies (such as even GE, Boeing, Honeywell!!) that seem to show 100+% share price appreciation potential over the next 1-2 years, with little downside risks as the recovery seems sustainable, real and even credible, as all the roads for these companies lead to your own backyard, ie China's continuing economic success; - surely China's continuing economic success is more assured than your views on precious metals price appreciation from here, especially given that many shares of HK-listed Chinese companies in infrastructure, automotive, financial, luxury goods, etc are at bargain basement prices; - so many stocks in remote markets like Vietnam, Russia, Indonesia, Malaysia, Australia and even USA are screaming buys in terms of their current price vs earnings potential, so why does one want to consciously ignore this factor for gold and precious metal physicals alone. One could go on and on about the perils of ignoring these bright headlights, but of course, one respectfully kowtows to your track record first. Happy and prosperous Year of the Rabbit.