To: Riskmgmt who wrote (81405 ) 10/18/2011 7:02:22 PM From: TobagoJack Read Replies (2) | Respond to of 217572 hello riskmgmt, barely had enough time to get a hair cut in between between early 'end of year' lunches and dinners, once-a-year visitors, wife-n-daughter on beijing school trip, me catching up against 50 work-in-process e-mails, 5-7 small but bothersome to-do's (all requiring some 'quality time'), work (whatever that is), and preparing for an upcoming 3-cities over a 4 day period next week, am stretched. by necessity i have adopted 'i would do what i can when i can' methodology as i am also discovering that my new home and home office and neighborhood is rather enjoyable in this season, with a light breeze, gorgeous view, easy atmosphere, and quietude aplenty. am also enjoying spending time with jack, my one year young son, and am spending perhaps 1/2 time at home which necessarily mean 'lower productivity'. at the same time someone dropped my pals and i a substantial portfolio that we are supposed to generate an above market return for over the next 6 months - i.e. a problem that requires rumination and skype discussion time. re hk vs florida real estate, i am pretty sure that on a total return basis (net distributable income + capital gain) w/ or w/o adjusting for hassle factor, hk industrial real estate is of extreme merit, even as certain hk residentials are also of good enough merit. if we subscribe to global equalization of per capita cost and per capita income, and i do, and we submit that there would always be a global 1% surviving somewhere where true freedom reign supreme, and i do submit, then between hk and florida the bet is a simple one. i shall express my take of the occupy this and surround that actions by separate post cheers, j