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

To: TobagoJack who wrote (81334)	10/13/2011 9:24:38 AM
From: dvdw©	Read Replies (1) \| Respond to of 218092

Amusing: A few more snippets: don't buy into current rally!Potentially a short period of more calm weather with Euro-Summit, G20 meeting and not Greek debt maturing... (8b of great debt matruring at year end)On a positive note: Jim coming out with overweight view on HK market: PE's at very low levels and balance sheets very healthy (as are S&P 500 balance sheets)Expect a sharp correction in markets when a haircut on greek debt becomes official Its always the missing information that bites....Jim is exhibiting the habit of them that will create correlations where none exist...there is a contradiction in this summary, as to who actually originated it is not clear. The gross target of the uncorrrelated correlation is "the current rally". Which Current rally is jim referring too? There are many, and each is tied to some discreet set of circumstances where measurables can be authenticated or not by balance sheets, iterated as they are. What does jim base his surmise about HK on but measurables. Thats right, and therein rests the contradiction, the gross aggregate potential is being used as a call for action, meanwhile the call for action "dont buy into current rally" might be jims self self interest, as its an uncorrelated correlation call to action.

To: TobagoJack who wrote (81334)	10/15/2011 12:51:25 AM
From: elmatador	Read Replies (1) \| Respond to of 218092

Gap closing about fifth of U.S. stores, expanding in China The struggling retailer, which runs the Gap, Old Navy and Banana Republic chains, detailed plans on Thursday to close 189 locations, or 21% of its namesake Gap stores in the U.S., by the end of 2013. At the same time, the largest U.S. clothing chain said it plans to triple the number of Gap stores in China from about 15 by the end of the year to roughly 45 by the end of next year usatoday.com