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

To: 2MAR$ who wrote (93768)	8/21/2012 1:14:31 PM
From: 2MAR$	Read Replies (1) \| Respond to of 217592

U.S. equities faced Italian reality check? They have shed the bulk of their session gains. The "whoops" moment may have come from Italy, where S&P downgraded the massive region of Campania to BBB from BBB+ and outlook negative. This comes after they downgraded Italian growth prospects on Jul-30 and given risk that Campania debt will underperform its sovereign amid "risk that Campania's liquidity could deteriorate." That stands in stark contrast to the 2.40% rally on the Italian MIB, which outperformed its peers today by a wide margin. :theflyonthewall

To: 2MAR$ who wrote (93768)	8/21/2012 3:58:13 PM
From: elmatador	Respond to of 217592

That's a hint to invest in Brazil mining!! Adding to a massive fleet of haul trucks, extracting iron ore from the open pit mine, Vale in 2009, added two of the largest haul trucks in the world. The Liebher T282B. Each costing a cool $3.5M. caminhoes-e-carretas.com

To: 2MAR$ who wrote (93768)	8/21/2012 4:07:12 PM
From: elmatador	2 Recommendations Read Replies (1) \| Respond to of 217592

(CAT) a sharp increase in corporate profits, including a record $1.7 billion for the second quarter, announced this week. The surge in profits has not lessened the drive to slash wages, but rather has merely whetted the appetite of corporate management, which is seeking to vastly increase the profitability of American manufacturing by impoverishing the working class.~ wsws.org This is part of what I write to ggersh about the capitalism good on the way up. When the going gets tough, socialism get the ear of the masses.

To: 2MAR$ who wrote (93768)	8/22/2012 5:48:30 AM
From: TobagoJack	1 Recommendation Respond to of 217592

hello 2mar$, today's report: (i) bit by bit comrades are returning to hk from their summer breaks, and so we re-start our lunches and gatherings, to figure out what, if anything, there is to do to make ends meet. i had lunch w/ my aussie partner, and tonight shall gather with other aussie associates. i like to believe i am hanging out w/ the smart aussies. (ii) i added paper gold and paper silver, and have practically exhausted my paper cash (down to 0.05% paper cash); any more adds from here on out would involve leverage, and should such be called for, okay. (iii) am at *"all-in / risk-on / scared-enough"* ~0% cash (0.05%) 41% metals 11% public equity (gdx, gdxj, fnv, slw, nem, abx, energy ... nly, mcd, tplm, cpf ... shorted puts on tplm and nus) 7.5% p.e. (below cost) 40.5% rentals (cost) (iv) iow, of the traded stuff, am at *"all-out / risk-off / terrified"* if we treat the metals as the best cash 0.10% cash 78.61% metals (73% au, 18% pt, 9% ag) (paper au : physical au @ 67:33; paper pt : physical pt @ 16:84; all paper silver) 21.29 equity am up 10.3% ytd on traded stuff. (v) the non-traded hk rentals would just be gold of the yielding sort, whilst the p.e. holds some hopes for the future. (vi) am up 5.6% ytd overall. need to improve. (vii) am prepared for leverage should markets (my markets) hiccup due to euro whatever and fiscal cliff whatever else. (viii) perhaps i am too close but am not seeing much danger from china, although the japanese trade deficit is 'new' in our midst. have not yet had time to think about the implications, especially in light of the truth that japanese diaper company unicharm sold more adult diapers than those for babies. cheers, tj