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

To: Maurice Winn who wrote (137444)	12/26/2017 9:40:45 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217567

paid attention to your note, reflected, compared, contrasted, and believe generally deciphered as limited by text communication in snips as opposed to face to face dialogue over time re <<Hoping to be bought out of QCOM by Broadcom but it's a work in progress>> ... 2016 / 2017 saw distributions from past wagers, be they in concrete hong kong or wilds of tasmania and queensland. Result be some re-up investment back into asia real estate (via fund), some retained shares as tail-risk / hope in the aussie gold projects, and some cash on the bench. re <<That will make me nearly all US$ and NZ$ cash, with a couple of houses as material assets.>> ... am at ~22% cash yielding zip ~12% metals yielding nothing ~14% direct investment / private / public equity yielding between zip to nothing, except for a sliver that is HK Exchange (0388.hk) that pays out and is defensive. ~52% direct real estate yielding perhaps 2-2.5% on capital value (looks better yielding on cost) re <<I have also committed to buying a Tonka Truckload of Tesla at some time in the future, by shorting a load of TSLA at $339.>> ... am not expert by any means in shorting stocks and so generally refrain from such. have not done any public equity trades since 2012. did some round trips on paper metal trades that generated returns akin to yield. due to bandwidth allocation had to play defensive, but am looking at the situation of japan and the japanification of global monetary arena, and taking temperature of speculative froth here there everywhere, am generally inclined to play defensive even as am thinking to re-engage w/ slaughter-arena option wagers ala cloud atm protocol. re <<Having cash is a crime against humanity and should be a very temporary state while phase shifting to something useful, or at least defensive as the end of the world as we know it can happen at any time and probably will because it has always done so, and often at times when things seemed quite hunky dory. In fact hubris is a Greek curse that applies to golf, and nearly everything else in life.>> ... yeup, and a crime against humanity is also being committed against our cash. end of the world generally happen at inconvenient times, ala anytime. But am deliberating on what constitutes 'defensive' in current global monetary-fiscal-econo-politico-socio unreal tournament last person standing deathmatch. re <<I would like to invest in CDNA [tm] - Cyber DNA. Or my idea of how money should actually be done. Bitcoin is a Johny Come Lately that arrived complete with poor design that dooms it. >> ... between electric this and that, long or short, vs dna / cdna longs, am biased towards dna / cdna. ... on btc / crypto / blockchain, i was not paying attention, and the exchanges available in HK have been too if-ish. am fairly certain that many shall perish so that a few may rise, but shall do so with my contribution; albeit am watching the preparations for launch of a (allocated physical) gold-backed crypto - may engage by tagging friends, but wait and see.

To: Maurice Winn who wrote (137444)	12/27/2017 12:10:32 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217567

in calibration w/ latest watch & brief of olives have tallied 2017 return-to-date, 6.17% ... nothing to shout about, but pretty good for essentially no activity and no risk, and realised as opposed to marking up from end-2016. Would be happy w/ 3% for 2018. deliberated, and made a move ... am now at ... ~18.1% cash ~14.3% metals ~15.6% equity, direct investment / private equity plus ... . China Construction Bank (0939.hk), yields 4.47% . Industrial Commercial Bank of China (1398.hk), yields 4.29% . Bank of China (3988.hk), yields 4.96% . HK Exchange (0388.hk), yields 2.15% ~52% direct real estate yielding perhaps 2-2.5% on capital value am intending HK Exchange to be a LT hold the China banks to be a <12 months wager per current probable mis-pricing the metals to be a round-trip w/i 12 months should there be a wobble would probably wade into silver, and add more HK Exchange started the day at ... Message 31408359 ~22% cash yielding zip ~12% metals yielding nothing ~14% direct investment / private / public equity yielding between zip to nothing, except for a sliver that is HK Exchange (0388.hk) that pays out and is defensive. ~52% direct real estate yielding perhaps 2-2.5% on capital value (looks better yielding on cost) this olive watch seems fun, if true we would be relieved of our cash problem at some juncture :0) coinworld.com Federal Reserve appointee wants to abolish paper money? Arthur L. Friedberg /07/25/2016 The newest appointment to the Board of Governors of the Federal Reserve System does not like paper money. Marvin Goodfriend, a professor of economics at Carnegie Mellon University, was nominated to a 14-year term by President Donald Trump on Nov. 29. Among the Federal Reserve’s responsibilities are deciding how much paper money to print, placing orders for it, and distributing it to the 12 Federal Reserve banks. A Dec. 5 story in Bloomberg Business Week by Peter Coy, as well as in a few other online financial journals, focused on Goodfriend’s belief that abolishing or reducing the status of paper currency would make it easier for the Fed to lower interest rates to less than zero. He thinks he existence of cash makes this harder to do because, as soon as rates are lowered to subzero levels, people would logically withdraw cash from their bank accounts, which now would have become income-reducing, and keep it in their mattresses and elsewhere. He therefore proposes that high-denomination bills could be phased out, and if that is not enough, he says paper money could be abolished. He has also written that if negative interest rates on deposits were in force, the incentive would be strong to spend whatever was in an individual’s savings account. Another of his proposed suggestions is currency cards, which are not credit or debit cards, but ones linked to real money, straight from the Fed, the value of which the Fed could control electronically. Goodfriend’s ideas are well-known, are not a joke, and have not gone without comment. The Mises Institute, a think tank espousing the Austrian school of economics and libertarian political theory, asked on Dec. 1, “Is Marvin Goodfriend the Worst Fed Nominee of All Time?” Earlier Mises said, “Given his radical views on monetary policy, it’s not hyperbole to suggest that Goodfriend’s nomination would represent a genuine danger to the economic well being of every American citizen — or at least those outside of the financial services industry.” Goodfriend’s nomination requires Senate confirmation.