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

To: TobagoJack who wrote (77251)	8/4/2011 7:11:08 AM
From: elmatador	1 Recommendation Respond to of 218140

Yummy photos TJ!

To: TobagoJack who wrote (77251)	8/4/2011 7:22:14 AM
From: elmatador	1 Recommendation Respond to of 218140

With huge growth comes huge complexities. As the construction moves from simpler to complex it requires a higher level of political management. Stage 1 Hitting the simpler, I can attest from being a self learner, you skyrocket through. Stage 2 Once you move to a higher level, the momentum you have, get you through. Stage 3 Once you move to this third level, the degree of complexity slows you down. That because you need to use what you acquired before to build on top of it. That, what you acquired, needs to be solidfied for you to stand on it. China is entering Stage 3. You may noted that its 12th Five Year Plan call for much more sophisticated growth. I am not saying they will mismanage it. (I'm no Chanos!), I am just saying it will be hard and harder to achieve the goals (political and economic) as China move along. See, the more sophisticated your growth is, the more sophisticated your work force managerial level must be. That means you have less people to count to join you and pull you through. Don't my words for it. Just, whenever looking to the constrution look at it under this perspective.

To: TobagoJack who wrote (77251)	8/4/2011 7:54:02 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 218140

re: india - as yet uncertain, maybe just noise apparently they have less clout.. Message 27539400

To: TobagoJack who wrote (77251)	8/4/2011 8:12:57 AM
From: 2MAR$	Read Replies (1) \| Respond to of 218140

From Pizza ovens exploding in Italy, to Spain now running out of Tappas... ah bounty of provencial, bet you are sleeping well but ...a little too much butter n cream for my tastes but love the presentation must be a nice sensory overload ;) Futs unhappy again here ... lots of trading to be done Europe Again In The Spotlight After Latest Weak Spanish Auction, Sends Futures Much Lower Submitted by Tyler Durden on 08/04/2011 - 07:04 Bond European Central Bank Eurozone Ireland Italy Japan Monetization Portugal Reuters Switzerland United Kingdom While the key topic this morning is the BOJ's intervention in the JPY, which had been selling the Japanese currency virtually all night and was rumored to be constantly on the USDJPY bid (a move which is doomed to failure just like all such previous attempt by a central planner to take on the Bernank), the primary reason why futures are largely in the red is due to yet another very weak Spanish auction which sold €3.3 billion in 2014 and 2015 bonds at the highest yield since 2000. This is despite the rumored resumption of ECB bond buying as was reported by the Telegraph previously, a development which would mean that monetization via currency devaluation has commenced indirectly in Switzerland, Japan and the Eurozone, (soon the UK) in advance of the Fed's own third QE round. As for the Spanish bond auction specifics, the Treasury was expected to sell between €2.5 and €3.5 billion, ending with an amount of €1.111 billion of 4.4% bonds due 2015, a yield of 4.984% and a 2.4 Bid To Cover, and €2.2 billion in bonds due 2014 at a just modestly lower yield of 4.813% (compared to 4.291% in July) - the Bid To Cover was also a very weak 2.14. Once again, all these results assumed the ECB would backstop futures secondary market purchases: should this be proven to be a bluff, look for Spain to follow Italy in a self-imposed bond market exile.

To: TobagoJack who wrote (77251)	8/4/2011 8:14:20 AM
From: Cogito Ergo Sum	1 Recommendation Respond to of 218140

listening to BNN this AM... so many yet making decisions based upon and anticipating US recovery... hence wrong choices IMO.. England, EU and Japan... renewed out beggaring... and the beat goes on... loonie off sharply BTW... New race skis anticipated today via Fedex... 2 pair... dong our part :O)

To: TobagoJack who wrote (77251)	8/4/2011 12:44:10 PM
From: 2MAR$	Read Replies (2) \| Respond to of 218140

One of the larger trades in 6mos on Silver/AGQ/SLV this am ...just minutes after this post huge sell occured Message 27541094 * noted weakness topping action in AU yesterday & today @ $42...thus riding herd on AGQ/SLV and took the short & puts twice in the am pops & held on confidently thru the am after two double-tops put in with this currency war & pop in the USD .... SLV puts up huge , took AGQ short just under $238 am pop (twice adding ) , this was a perfect storm pullback even in the PM's today...up 40pts plus on the AGQ ...now thats enough for anyone's day ...or week , or month!