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

To: TobagoJack who wrote (196332)	2/14/2023 11:29:49 PM
From: Riskmgmt	Respond to of 219538

Hi TJ, Re: >> looking back, I should have invested every spare dime I had into HK real estate and hedged with gold, a pair trade that would have beaten all other enterprises, and could have altered the risk-return profile by slide-adjusting leverage, real estate, and gold ratio.<< It is never too late. According to FRED now might be a good time to start. fred.stlouisfed.org Real estate being something I know a little about, as opposed to the future of Chinese population for instance, I would emphasize the old adage all real estate is local. Local laws, politics, work opportunities, migration all impact price. In the US for example, the sun belt states Florida, Texas Arizona, California etc. All have appreciated considerably in recent years. Some other states and areas not so much. Buying in Miami circa 2011-2013 after the “housing crisis” would have produced nice gains. fred.stlouisfed.org Thailand hasn’t done that well. fred.stlouisfed.org condo’s can be had in areas outside of Bangkok for about the same price they were 20 years ago. Koh Samui is a little harder to figure out but I’d say you did well to pass on buying there for an investment. Especially given the friend connection. As you are based in Hong Kong, it would make sense to consider any property investments there, first and foremost. Secondly, the USA now that the coconut is in school there, might also be worth investigation also. Lots of craziness in the USA but property there in general it’s pretty safe and a good investment. Lastly, I want to thank you very much for your prompt and thorough response to my earlier post on Peter Zeihan and his China “facts”. After digesting the data you sent I have recategorized his “facts“ on China’s future to his opinions about China’s future. R.

To: TobagoJack who wrote (196332)	2/15/2023 5:53:00 AM
From: sense	1 Recommendation Recommended By Cogito Ergo Sum Respond to of 219538

Agree with you about Thailand. I've loved it every time I've visited. And, real estate... but, have, unfortunately, lived an overly-mobile life... in which a lot of my time was spent in places where the last thing I wanted was to create any form of tether... Doing some shopping now, though... while looking ahead for opportunities still to come... But, not complaining... just back from a trip to my daughters place in Hawaii... with a couple of days in Waikiki... and, the trip was well timed. There were a couple of days that the surf was spectacular, and uniquely so one day, at least on the North Shore... Fortunately, I managed to avoid re-inventing the drama of the body surfing story I've told previously... Unfortunately, though... the day before the big competition... I did manage to find a wave powerful enough, while I was not wearing my surf shoes, that it resulted in my shredding my feet in some coral... and banging up my knee on a rock that was well enough coated with tiny barnacles that I left them a good snack... and, pretty far out... so spent more time than I'm comfortable with "chumming" the local waters getting back in... Walked gingerly for a few days... still have a bit of coral in my right foot that's slowly being dissolved... but now long past the point of causing any pain. By the time I felt like getting in the water again... it wasn't really worth making the effort... But, next time, will try to stick to the plan to surf Waimea Bay, which has the key advantage of fewer rocks and no coral at all, on a beautiful all sand beach that's usually got fewer tourists on it than a lot of others. Found a little cove on the west shore where the waves crashed in over the near shore rock reef, then flowed into the cove between some larger rocks where it got deeper again... so, I swam out to the rocks, and dove in off the rocks to swim against the incoming surge when a set of bigger waves came in... and then crawled back out onto the rocks before it sucked me back out over the reef... I do love playing in the water... at least in those more tropical climes... Got a decent sunburn... and a bit more rock rash... but, then... limited myself to walking the beaches for the rest of the time... Well... that, and eating insanely good food... randomly met someone I knew who had a condo just up the beach... and stayed out a bit too late, and enthusiastically, at the bar, one night... Didn't love the airline experience... which has had me studying what's going on there since getting back... which is interesting enough... but, for later...