(no subject)

your uncle wanted to speak again today. I will be flying to new york. I can be reached after 1 pm. please transmit to him the following

Sheik Hamad.,

It was fun talking to you. I'm sure I would also enjoy talking houses, planes and life. re: how to take financial advantage of the dramatic future movement of world currencies, I would make the following suggestions. 1, When you have a few hours, or as much time as you would like to devote - I, as you might know, used to teach this subject as well as physics. I would be happy to share my knowledge on the subject. When explained well, it becomes obvious. 2. We live in a different world than our parents & grandparents and their parents. The Art of Money today making is a more complex task. Investments need to be reported and structured with a view toward currencies, taxes, asset protection, liquidity and political risk. Value comes in many forms a) family history, b) ownership, c) control. I would argue that the most valuable thing today, unlike in the past, where it was family name, then, amount of land owned, then number of companies owned or controlled. Today, the most valuable asset you have is your INFORMATION, combined with your vast experience and insight. Why try to guess, along with the multitude of others, that also guess, when the euro is at its low, and then consider holding for ten years. Why try to merely guess when Russia will stabilize. Why try to guess alongside every other player in the financial community. You, respectfully have a better feel than most for when uncertainty is about to hit, how far and for how long. Your personal political experience is unique, it should not be separate from your financial life, it should be at its core. For example, the insight that Europe is very unlikely to become successful in the next three years has true, significant value. Asset allocation should in today's world mean taking advantage of declines, not only trying to buy at the lowest price hoping the price would go up. (the only way for our grandparents to make money). The entire Rothschild Fortune, a history I am intimately familiar with, was based on Nathan Rothschild knowing that Napoleon was losing at Waterloo. You and I sharing intuitions would be enjoyable.

I thought I should be very clear. I do not manage money for others nor do I have any type of a fund. I am not a financial merchant. I make money using my own money on things I enjoy, complex problems and their structures not unlike real physics. I would gladly talk to the person you suggested and share my views. He may call me in New York today, labor has the number.

My travel takes me to Europe often. I would look forward to meeting you either Xmas time in Carib or Cuba or before in Doha if your schedule permits. Xmas, being not a holiday either one of us truly celebrates.

sincerely,
Jeffrey

footnote: In the mid 80's I was privileged to have a sit down with King Fand, I told him I thought it strange that he was asking a Jew for a financial opinion. (i.e. would Europe combine into one currency?). He smiled a little smile and told me, it had always been true that money and finance was like many clouds, difficult to see through, but if you spent enough time the clouds would part, and there in the center you would find a Jew. we laughed - Oil was under 10 dollars a barrel.