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

To: TobagoJack who wrote (71793)	3/10/2011 8:52:54 AM
From: Cogito Ergo Sum	1 Recommendation Respond to of 217645

Canada trade surplus paltry 100 million.. last month trade surplus revised big DOWN... US trade deficit bigger than expected.. China big trade deficit ... who is net exporter...

To: TobagoJack who wrote (71793)	3/10/2011 4:49:41 PM
From: Cogito Ergo Sum	Respond to of 217645

Isn't China importing more what other countries want ?

To: TobagoJack who wrote (71793)	3/15/2011 8:11:21 AM
From: alpine_climber	Read Replies (2) \| Respond to of 217645

At the time I read your reply last week, I wondered why you were feeling bearish, as both gold and silver were heading for the skies. Again and again, I tried to make sense of your lunch and dinner comments, and they didn't make sense to me, at the time. And you went on to state, rather ominously "I am trying to sense the perturbation in the force. Very quiet. Too quiet." In retrospect, your 'psychic' powers seem to at least match all the other powers you possess! I am wondering what your deepest thoughts are now, as many of the old trends seem to be broken, all at the same time: - all precious metals are falling - stock markets are all going down - commodities of every shape and kind are going downhill - there is only a sense of gloom and doom everywhere, as everyone I read about or talk with is saying they are reducing/cutting spending, not trusting anything, and yes, watching out for "The Real Financial Collapse of 2001", etc - there even seems to be a serious likelihood of an unimaginable, nature-imposed human catastrophe that hasn't happened in some 100 years. USD and USTs seem to be the only game in town right now. Are you still in favour of your pre Mar 11th portfolio profile, or are you pondering some serious alterations now? (I think Mr. Gross must be feeling quite sorry for himself now). It is strange, I even received a personalised, handwritten note in my postbox from a stranger in town (for the first time in my life) asking if I would consider discussing with a lady the benefits God/Christ could bring to my life....and beyond!

To: TobagoJack who wrote (71793)	3/31/2011 12:09:37 AM
From: alpine_climber	Read Replies (2) \| Respond to of 217645

Re: your comment "warren buffet's reputation must be pulverized", it's barely a month and this news has hit the wires: marketwatch.com which is hardly of the high (VVV??) holier-than-thou standards you'd held BRK management to. As for China, methinks tonight's issue of a healthy Chinese PMI number is finally going to lead to a sustained rise in Chinese equities during 2011. The indexes are priced to Mr. Chanos 'doom' forecasts, not what is happening on the ground: industrials, banks, mining, properties, consumer goods, infrastructure and even telecom stocks are ALL bargains at this point. A piece of CZM?