Zeev's Turnips Patch-No Politics (ZEEV)

[Doesnt Add Up]

Positioning for 2004

Buy shares in real companies producing products which will benefit from a falling dollar, deteriorating environment, contaminated food supply and corrupt banking system.
I especially like water services sector, natural gas, environmental service companies, and selected biotechs.

Fiat money will be proven worthless within a few years so you might as well spend it on something of value now.

Purchase gold and silver bullion to max of 25% of total assets.

For remaining cash be sure that money market funds are backed by U.S. government securities only - no GSEs (FNM, FRE). One step further for large sums of money is to purchase diversified positions in foreign currencies to protect against dollar devaluation.

Short positions in U.S. stock indicies should be kept small as its possible that Japan/U.S continuing intervention in the stock market will work temporarily and bears will catch the big one at a later date. But carrying a small short index position against a basket of selected real company stocks is good strategy imo.

Bitch about current government administration on message boards frequently and hope that people come to their senses <g>


Peace and Good Health to All in 2004

d.