Now he wants to start an investment group among me and 4 friends
this is what he is encouraging us to do:
"Emerging markets lag the US and Europe. There are still a whole lot of people in these markets. Foreign companies that serve those expanding markets and that are well capitalized (i.e. have access to liquidity in a sustained downturn) will do well (and will offer nice dividends). Therefore, when we see the bottom in the US (maybe post election?) get back in to top-tier emerging market growth. This fund is heavy on Brazil which I like too.”
"Silver is both a precious Metal and an industrial Metal. As the economy starts to grow again, demand for silver rises. Its also a nice inflation hedge (which seems inevitable by spring) since its backed by hard assets. What's more this mining company has locked-in contracts to purchase all or a portion of the silver production from mines in Mexico, Sweden, Peru, Greece and the US at low fixed costs (i.e. their extraction costs don't rise with the price of oil)"
Pudgie: hehe.. though, my thoughts are similar.. i think in about 3-6 months maybe invest some long term money in emerging markets.. like Africa, or the most emerging of the emerging.. but.. that's for looooong term (30 years) investing.. not for making some cash in 3 years or anything..
as for the inflation thingy.. and precious metals as hedge
that's a reasonable bet.. but my macro concern is that while currency will increase.. the money supply may decrease.. and metal prices won't necessarily increase but who knows
tell him you should start a fund investing rich peep money
all the hedge funds will collapse, and you can start a new one..
and collect fees
Versace: the only thing i would trust this guy to do with money is smoke it
Pudgie: he's perfect for starting a fund then
Versace: you seem sympathetic to his ideas, im surprised, i think he’s thinking very short term
he made 11k in the last month just futzing around
but the dow is spastic based on people trying to get rich off panic
Pudgie: well.. ideas.. really, are meaningless.. you make lots of money by risking lots of money
and you can be right on an idea but still lose you money due to timing
a lot of people think metals are some sure thing bet
like free money
i do not believe that. i think it's going to be a big upset for these metals gamblers
as for foreign markets being better growers or however he said it.. that, in my opinion, is total bullshit
foreign companies do NOT have access to cash.. a lot of emerging economies are going to get zapped bad in next 6 months
Versace: interesting
Pudgie: also, the market is spastic because.. it's locked up. money isn't moving as freely. so large entities are buying or selling in these spastic chunks
Versace: i often have the feeling abt people that talk trends in the market, that the way they think is part of a social consciousness, the way all of a sudden people get the same haircut without realizing it is a trend, that you should do the opposite of what people think, to avoid a trend... otherwise you're trying to cash in on the same hunch
Pudgie: hehe.. good thinking
i wouldn't trust anyone with an MBA
car salesmen.. that's what they is..
no offense to any mbas
maybe you should get ideas from him and we can start a fund where we do the exact opposite of what he is doing?
Versace: that would be a very interesting experiment, but unfortunately it leads us back to a prior question, what is the exact opposite of a noun
Pudgie: you say. "how are you playing Metals now, market genie?"
and if he says, "I'm buying Jan Calls on gold miners"
we short gold miners
Versace: i will tell him to invest in the fledgling abstract concept of "Two Yaks One Yacht"
Pudgie: aight.. "Two Yaks One Yacht One Global Financial Crisis"
oh.. if you ever email him back, ask him how he's playing the currency markets
Versace: 2 Yaks 1 Yacht 0 Inc.
Pudgie: I'd start that up.. shit.. running a hedge fund will be the way to go.. i say we start "2 Yaks 1 Yacht ∞ Capital LLC"
and push our bonafides as not having been to business schoool
or having been involved at all in any of the bs that led up to this
Versace: how much $ do we need?
Pudgie: well.. we have to go to parties and smooze rich folks for at least a few million
maybe we say we are boutique..
Versace: done!
Pudgie: and you can only put in $10 million
so.. please.. no more than that, ok?
Versace: this all sounds so, uh, doable
Pudgie: yeah.. i Mean.. shit.. i just walk down to the 11th floor.. find out from the manhattan real estate brokers who their biggest clients are
ones selling $20 mil units and shit
and then i contact teh customer.. and all charm them and say
"Hey man... you can't put the entire $20 mil into our fund.. but we can fit $10 mil in."
Versace: good strategy
Pudgie: i gotta start going to more parties with rich people
you know where they hang?
Versace: hotels
i think our ladies are tapped in with a few
Pudgie: yeah.. need to tell them to get richies to cough up the dough
Versace: but we might lose them in the process
they’ll come back to us when we're rich
Pudgie: aight.. yeah, leave them out of this.. we have to find outside rich peep
absurdly rich
ridiculously rich
Versace: branson?
Pudgie: i wanna be ridiculously branson
i think you just did it
Versace: we could cut him off in the atlantic, somali pirate style...
Pudgie: "branson" is the new "hot"
i want a branson bank account.. soMe fucking branson clothes... and a branson pad
Versace: and a branson spaceship
Pudgie: yeah.. and a branson planet to land my branson ass spaceship on that branson shit
Versace: i want a branson feeling
Pudgie: branson!
you need that branson worldview
branson Mentality
Versace: you know how much that branson emotion costs?
Pudgie: Bransonology
Versace: Bransonofagun!
Pudgie: Bransonofagedduboudit
Versace: 2 Yachts 1 Yak 1,000,000,000 Bransons Inc.
Pudgie: Branson Yachts Branson Yak Branson Bransons Inc?
Is branson branson branson?
Versace: Dick Branson's Yak Club Inc.
Pudgie: Branson Note?
Versace: Branson & Sons
Pudgie: Open SUndays?
Bransundays
Versace: exactly - we will change the calendar
Pudgie: i say we start a branson movement
Versace: like julius C
Pudgie: all numbers are Branson
so you have..
Bransonday the Branson of Branson
instead of Sunday the 1st of july
could compress all words down to branson
so.. every book would just be one word.. "Branson"
Versace: it's an inflection based semiotics
Pudgie: yah.. and also writing based
so.. depending on how you write "Branson"
Versace: all written signs are Branson, but we return more to an oral tradition
Pudgie: you got it
maybe could allow spacing
so
"b Ra n Son"
or
"bra n SON"
Versace: my response would be like "ha ha ha aa ha ha! that was funny" except i'd say "Br AN son"
Pudgie: "BRANsOn"
b
R
a
NS
oN
Versace: i like Bra n Son
very oedipal
Pudgie: or gangsta branson.. like "what's up Bra n Son"?
Versace: word
Pudgie: guess not saMe without teh "h"
but.. coudl say that if you saw one of your brahs with his son
Versace: or your baby mama + child
Pudgie: bRAn s o N
Versace: esp fitting if your baby mama is a hermaphrodite
Pudgie: bransonrodite
hermaphrobranson
Versace: bransonofsam
Pudgie: bransonofsammich?
Versace: bransanfordandson
Pudgie: this is an entire new language we have discovered. these words have NEVER existed before.. every new one we discover..
the entire world of ideas grows
we are advancing bransonkind
Versace: it's sort of like the language concept of "smurf" but bransonized
Pudgie: nah, this is totally new
totally unlike the inferior smurf concept
this is branson
Versace: b r a n so n
Pudgie: b r a n s o n b r a n s o n b r a s o n b r a n s o n branson b r a n s o n b r a n s o n b r a n s o n b r a n s o n
b r an s o n b r a ns o n b r a s on b r an s o n branson b r a n s on b r an s o nb r a n s on b r a ns o n
Versace: that shit is obtaining
it's a mixture of onan and 7-digit code
Pudgie: branso n?
(translation: "does branson allow re-arranging branson?"
Versace: b
r
a
n
s o
N
Pudgie: ranbrso!
Versace: r b a s onn
Pudgie: raB s n?
Versace: a bro son
Pudgie: O ra Bsnn?
Versace: n'abronos
Pudgie: BRANSno?!
b'rans?!
Versace: bras ONN!
Pudgie: b ransON..
Versace: non bras!
Pudgie: sraB nno
Versace: i think "Bras ONN" amd "Non Bras" shd signify the Yes or No of Branson language, but which is which
Pudgie: depends on branson-context
or the Meta-branson situalisationability
braNNNSONN!
Versace: there is no fixed branson, only branson
Pudgie: bras on.
Versace: bras ONN!
Pudgie: bras on! branson1!
Versace: n=0, n=bras
Pudgie: then branson
Versace: BRANSON
!!!!!!!!!!!!!!!!!!!!!111
Pudgie: BBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBBRANSON!
branson*branson = BRANSON
(bras on)*(branson) = no branson
(non bras)*(branson)= ?
Versace: (non bras)*(branson) = nonnon branson [matrix=branson] / Rob A Sno
+ branson
=======================
B R A S N O N
Pudgie: Rob A Sno + branson!?
Versace: we must move to Branson, MO
Pudgie: non bras
Versace: bros b4 bras non?
Pudgie: non bras
non bras b4 bros!
not sure what "non bras" means when used as something beside yes/no
Versace: it Means "no french brassieres"
Pudgie: was thinking like "no bras on my french girls".. but the meaning is bransonable
Versace: sans orbs
Pudgie: on barns..
Versace: S.O.B. Arm
m can be two n's if put together, e.g. Om bras
the n's conjoin
Pudgie: Om bras == Onn bras
Versace: Bras ONN!
Pudgie: branson has bransoned
Versace: bn Arson
Pudgie: how coMe "has" and "has"?
Versace: has and has?
Pudgie: Branson has to Branson
Branson has branson
this is off the branson topic
Versace: as if that's bransonically possible
Pudgie: i can has soMething
or i can has done soMething
Versace: third branson vs first branson?
Pudgie: yeah, i got blasted out of bransonville and stuck on meanings of “has”
Versace: having, as in having a cheezeburger, vs having, as in having to do something
Pudgie: or has done something
like.. branson has made money.
and branson has money
how is it the word has those two uses? you aren't possessing "made money" is branson?
how is has two diff things.. if.. we accept the general bransonizeability principle.. has = has.. has != has is unbransonable
"non-finite" verb..!?
Versace: branson is possessing "made money" not in a material sense but in a time/action sense
Pudgie: ∞ verb
hmm
Versace: i have thought abt this deeply vs i have deep thoughts
i have the process of thinking abt it vs i have the thought
Pudgie: hmm
i accept the answer!
b
r
a
n
s
o
n
∞
Versace: it's part of a construction, so its meaning within the construction is more inscrutable
but i think that's how they might relate
Pudgie: yeah, don't go into the cracks
then you can't get out
Versace: non bras
Pudgie: i donno.. has verbed vs has noun
i have to sleep on this
now i'm out of branson abranson
Versace: I have my actions vs i have things
or i have actions vs i have things
Pudgie: stock market went inverse-branson today
Versace: silver?
Pudgie: silver will go BRANSON
:BRANSON
that's my branson-emoticon
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