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Posts by "partisan"

43 Posts by member
partisan
(London, United Kingdom)
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partisan
London, UK
Posts: 43
14 years ago
Jan 22, 2010 14:34
In Thread: More Euro Losses Ahead
Ashraf -

Having just checked your Twitter I think I'm right in assuming you are CHF positive. I'm invested highly defensively - mainly USD, also NOK, with some JPY and CHF, hence my queries. Apologies for any time wasting.

John
partisan
London, UK
Posts: 43
14 years ago
Jan 22, 2010 14:08
In Thread: More Euro Losses Ahead
Ashraf -

How do you see the prospects for the CHF as a defensive currency for risk averse times, along with USD and JPY, particularly if the Eurozone's problems accelerate?

Many thanks,

John
partisan
London, UK
Posts: 43
14 years ago
Jan 14, 2010 18:37
In Thread: Gold & Yen's Perfect Desert Storm
Ashraf -

Do you still see USD resuming up and gold back down to 1070 (or lower?), and over what time frame?

John
partisan
London, UK
Posts: 43
14 years ago
Jan 12, 2010 12:12
In Thread: Gold & Yen's Perfect Desert Storm
Idiot question in a rush. How do I get Ashraf on Twitter (once I've signed in)?
partisan
London, UK
Posts: 43
14 years ago
Jan 11, 2010 20:45
In Thread: Gold & Yen's Perfect Desert Storm
Pipped Off -

I have now seen your apologies on What About The Yen since you made your 11.55 ET posting here below which provoked my response. Many thanks. I will follow your views with interest.

John
partisan
London, UK
Posts: 43
14 years ago
Jan 11, 2010 20:22
In Thread: Gold & Yen's Perfect Desert Storm
Dear all,

I and my stockbroker pay close attention to Ashraf. He may get some things wrong, change his mind - we all do. And, yes, given all the traffic on his site, we sometimes miss more immediate, clear explanations for these when they occur. It would help us in our factoring of his thinking into our's. But thats his call, on his freely-given time, and we retain very great respect for his judgement.

Lack of Twitter-space prevented me from adding very, patient and courteous to my voting citations for him - not words that one could use for Pipped Off. Postings of his like that below are an insult not just to Ashraf and but to the rest of us who choose to consult him.

John
partisan
London, UK
Posts: 43
14 years ago
Jan 8, 2010 20:31
In Thread: Don't Forget the Yen
Ashraf - Just to say that my stockbroker (at JM Finn's, London) is now an impressed follower of your's after my recommendation, with particular regard for the range and accuracy of your analysis and forecasting. Re Keynes' "When the facts change, I change my mind!" it would be helpful for followers like us if you could acknowledge any such changes and the reasons (eg. recently on oil?) so that we can synthesise your thinking with our's. This request is in hope rather than expectation!

Best and many thanks, John
partisan
London, UK
Posts: 43
14 years ago
Dec 18, 2009 10:55
In Thread: Gold & Yen's Perfect Desert Storm
Ashraf - With your opening of the door on USD/JPY could you see it going up to 94? At what point would the carry trade shift out of the USD? Do you see a danger of that? And would it move back into the JPY?
Many thanks,
John
partisan
London, UK
Posts: 43
14 years ago
Dec 17, 2009 9:13
In Thread: Don't Forget the Yen
Ashraf - Many thanks for taking the trouble to clarificy.
John
partisan
London, UK
Posts: 43
14 years ago
Dec 16, 2009 17:39
In Thread: Don't Forget the Yen
Ashraf - Very kind of you to respond. The JPY 'sprint' reference was in your Dec 11th 10.37ET Forum blog.

Many thanks,

John
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