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


To: 2MAR$ who wrote (80114)9/22/2011 8:47:19 PM
From: TobagoJack  Read Replies (3) | Respond to of 217740
 
i note that amongst folks who have contacted me privately, whether they (retirees or house wives, professionals or bankers, business types or taxi drivers) be systemically high chf or usd, mining or metals, equity or real estate, bonds or operating businesses, all are asking just one burning question, "what should i now do?" and doing so with sincerity minus rhetorical question mark.

my discomforting comment, and with equal sincerity, "all have chosen the time and place to fight to the death, no null positions, all are engaged, all are professional speculators now, so now we draw our weapons, and they better work"

and i think frightened or frightening thoughts:

nav down 3.4% since 72 hours ago and against last noted mark-to-market high watermark.
someone else must be made to pay, but

dynamic rmb sinking against dying usd,
strong chf dropped against weak euro,
dead yen rising above all,
best gold droops with worst equity,
yield-less risk rises against yield-plenty gold mining
no place to run to, too late to hide.

once again, the one who loses the least may be the winner,
and the guy who picks up something good after falling down may be the smart one.

new world order, for a day or several month, or eternity?
no telling until telling time.

central question: can capital be printed or is to be destroyed by printing?

let us pray before we draw our weapons, then let us prey.
vengeance be our witness, and most must fall so a very few may rise.

i wanna my high watermark.

was bored by 1st half market. now end of ennui.
only the good fight to now do, all-in. tout ou rien.

amen.

tonight shall have drinks n dinner with a group of managers attending the clsa conference, along with two speakers. wonder what we should hold discussion on?