Saturday, June 06, 2009
4 June 2009
not short anything at the moment
only long commodities
will be currency crisis later this year
own some gold, prefer silver,
maybe nat gas
rather
not heavily invested in emerg markets
brazil, australia better
CANTOR FITZGERALD
as limping along, treasury along
2014 not til inflation
but haveto give it some time
stress coming in 11,12
refi commercial, half not funded, ripping through system
not short anything at the moment
only long commodities
will be currency crisis later this year
own some gold, prefer silver,
maybe nat gas
rather
not heavily invested in emerg markets
brazil, australia better
CANTOR FITZGERALD
as limping along, treasury along
2014 not til inflation
but haveto give it some time
stress coming in 11,12
refi commercial, half not funded, ripping through system
Monday, June 01, 2009
Jerry Lou, Morgan Stanley
market up 47%
wait for train to slow down
china wisely stocking up on commodities
china, india won't save the world
decades before china approaches US gdp per capita
IMF trying to sell big chunk of gold
may depress prices
silver, commodities better
india
market
Sri Lanka good investment possibility
war come to an end, very good opportunities
market up 47%
wait for train to slow down
china wisely stocking up on commodities
china, india won't save the world
decades before china approaches US gdp per capita
IMF trying to sell big chunk of gold
may depress prices
silver, commodities better
india
market
Sri Lanka good investment possibility
war come to an end, very good opportunities
