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

To: pezz who wrote (73395)	4/20/2011 10:49:46 AM
From: Amelia Carhartt	Read Replies (1) \| Respond to of 217630

LOL!

To: pezz who wrote (73395)	4/20/2011 8:09:05 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217630

i said sun and mango shake and nubile ladies dressed for the tropics sashaying across pool area what are "snow and sleet ... ice"? a dessert?

To: pezz who wrote (73395)	4/22/2011 10:17:02 AM
From: TobagoJack	Read Replies (4) \| Respond to of 217630

hello pezz, today's report: (i) did admin in the am (ii) made and gobbled super sandwich lunch with daughter (ham, cheese, egg, salami, truffle spread) (iii) napped (iv) did more moving of home office to new home office across the street (v) had a few drinks with friend and talked macro. friend is implementing big ($5bil) deal with big fund management group that features many ex-head of states as directors, and he says there is a shortage of lendable us$ cash from asian banks (vi) had duper dinner with family, mom, and in-laws, and watched kids play (vii) as i have been flying blind given the inadequacies of quicken program vs ms money combined with excel spread sheet regime, i tallied by hand my current allocations, and they be: physical n paper au / ag / pt = 29% equity = 8% (energy shares, gdx, paas, fcx, remx, aussie hotsie totsie, and stuff i do not remember, plus a private equity play that is showing promise but valued on books at 1/2 of cost and 17% of last raise valuation) cash = 18% (even spread between usd, hkd, cad, chf) rental estate = 45% The last tally january 29th 2011 was Message 27128420 20.5% physical metals 15.2% paper metals 9.8% mining n energy n private equities 16% cash 38.6% rental real estate, mostly hong kong yeup, you would be correct to say a shift has happened in allocation. basically from cash (which was shuffling in and out of paper pt and equity trades) to real estate. did not announce the shift that happened within the past two weeks and deal to close in mid june because i have not even told wife about it yet. am figuring that hong kong real estate is almost as good as gold and platinum, but maybe not as good as silver. we shall see. cheers, tj