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

To: Elroy Jetson who wrote (139081)	2/7/2018 8:52:05 PM
From: TobagoJack	Respond to of 218074

hello elroy, re <<Many people definitely got hurt but not in the share markets Jay. I don't think you appreciate how many people were over-leveraged to real estate in the post-9/11 real estate bubble.>> i know. i appreciated it at the time, cried wolf, few listened. i sold my last piece of usa that year, in hindsight at the tippy-top of that california cycle, and fortunately also loaded up on non-usd monies, and as a btw gave the puts on housing a good crank. it was a time of win-win-win-again, per applied macro, divorced from theory, and execute flawlessly, and rewarded fine this is why i have little bandwidth for theories divorced from practice, opinions de-linked from evidence, future w/o the history, and logic minus the math, especially when the would-be purveyor denigrates others as olives, forgetting always to take leak in toilet so as to reflect and repent, understudy and learn :0) 2006 was perfect. led to a fine 2007. phase-changed to lazy 2008, and then, energise 2009 - 2012. here we might go again, just different music and not the same dance. here be progression, note the decisiveness, alacrity, choreography, and flawless execution ... 29 march 2006 Message 22308051 <<(b) Now I just need the USD to collapse, and then everything will be fine, but not before I collect on real estate sales proceeds and convert same to something other than USD ... 21 days to Exodus.>> 29 march 2006 buy non-USD stuff Message 22308644 6 april 2006 Message 22331264 <<I bought more Thai Baht, paper gold, and Euro, using HKD, the USD proxy; enough to offset expected infusion of USD cash from real estate closing in T - 6 days.>> 17 april 2006 Message 22362574 <<I am looking to reallocate the cash proceeds to Berlin real estate, in part, and whatever else in other parts. General direction ... away from USD and US-space domiciled assets, as in anything but and anywhere but>> 7 june 2006 Message 22522421 <<... and I purchased on own more puts on XHB (homie ETF) at the 33-34 level, given that the earlier trade is working out well Message 22446091 at the 40 strike level :0) BTW, all those housing puts and shorts, not yet closed after my US real estate sale, are now solidly in the moolah. I am reconsidering what to do to get even with GOOG.>>