Trading Ideas


Sunday, May 23, 2010
Euro not dropping more than 115 this year?

FNV WARRENTS – VERY GOOD

SBB – at 175 good buy now

EDV – net value is 5

Spx,can,oil – all move together

GGN – review end june

Cfo.v = don’t know, 450 now, recommends buying
Back up truck at 400!!

Dom asx
260 good price

Pez to
Good to buy 125

AGRI FUNDS
Softs

Therefore, one of the most important roles of the CEO of a small company reliant on equity financing is to ensure that his company's story gets out to the potential buyers of the shares and to the people who influence the buying of others.

Adm.v takes a few months, amended plan

Copper – high, should decrease,


however, if the government tries to soften the blow by, for example, propping up prices and supporting failed enterprises, then the adjustment process could take decades.


We think it's a good bet that China's government will make the same mistakes that were made by the US government during the 1930s, Japan's government post-1990 and the current US government, thus setting the stage for a long-term decline once the bubble eventually bursts. This is the main reason we are long-term bearish on China's economy.

best way to handle today's market and economic risk is to have plenty of cash in reserve AND substantial exposure to gold-related investments. The gold position protects against the combination of economic weakness and monetary inflation, while the cash position provides liquidity and protects against the possibility that the next intermediate-term stock market decline will create another deflation scare.

Euro 120 by end of year