Title: 1.8 million jobs and a jug of Wild Turkey

The Taipan Group�s 247profits e-Dispatch

Baltimore, New York, Chicago, Berlin, Bonn, London and Paris

October 8-11, 2004



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*** �Only� 1.8 million jobs were added by US businesses in the year since August 2003. Reason to sell dollars, buy euros, and drink yourself into a depressive stupor with a jug of Wild Turkey? We don�t think so�

***Plus, e-Dispatch bonus recommendation is taking gains�


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Dear Friend,

What terrible news: US companies added 96,000 net jobs to their payrolls in September!

That means �only� 1.8 million jobs have been added by US businesses in the year since August 2003. The unemployment rate in the United States remains at 5.4%.

Reason to sell dollars, buy euros, and drink yourself into a depressive stupor with a plastic gallon jug of Wild Turkey!

Or maybe not.

Because as we�ve been faithfully reporting here over the past weeks and months, politicians in Europe have a technical term for 5.4% unemployment rates and close to 4% GDP growth. They call it �Nirvana.�


***After setting new records borrowing to keep the global economy from turning European, American consumers are apparently tightening their wallets: demand for revolving credit has fallen an annualized 5.4%, or US$3.3 billion.

Overall, consumer credit dropped by a seasonally adjusted annual rate of 1.4% or US$2.4 billion in August from the previous month - the largest dollar decline since December 1990.

Total consumer credit outstanding is now pegged at US$2.04 trillion.


***French President Jacques Chirac warns of a �catastrophe� for global diversity if American �cultural hegemony� goes unchallenged.

Speaking in Hanoi, Chirac said France was right to stand up for cultural and linguistic diversity, as different cultures could be �choked� by US values.

There is a dainty little irony in the the president of a country that employs a language police to keep out linguistic imports preaching diversity in the capital of a former colony�

I myself revel in the idiomatic diversity of English, which is flexible enough to include such French imports as the word �cretin.�


***Our recent play on Turkish EU membership (and the speculation that this Turkish company could snag Iran�s second private mobile phone network license) looks like it is appreciating nicely:

TurkCell (TKC:NYSE) today clocked in at US$12.89 with an intraday gain of 4.97%. That�s close to US$ above our recommended entry price.

We think it still has plenty of upside left!



***
Presidential Punting

Today�s tradesports.com standings for the 2004 Presidential Election are:

PRESIDENT.GWBUSH2004: 58.6/59.0 (yesterday�s standing: 60.0/61.0)
PRESIDENT.KERRY2004: 41.0/43.0 (yesterday�s standing: 39.2/40.0)



Earnings Announcements for Monday, October 11, 2004:

AU Optronics Inc., Charles Schwab Corp., Echelon Corp., Fortune Brands Inc., Investors Financial Services, Lindsay Manufacturing, MDC Holdings Inc., Orbital Sciences Corp., Qlogic Corp., Rambus Inc., Shaw Group Inc., Tractor Supply Co., Vasogen Inc., and Willis Group Holdings are some of the companies releasing earnings.



***Quote of the Day:

�Oil-for-Food helped Saddam create his own coalition to buy influence in the Security Council, blocking any U.S. attempt to enforce the U.N. resolutions. For all the French talk of Jacques Chirac�s principled objections to Operation Iraqi Freedom, Saddam realized that the way to France�s vote was through its pocketbook. Lucrative contracts for French companies, as well as firms from China and Russia, were part of Saddam�s bid for diplomatic protection.�
���� --Andrew Apostolou, Oct. 8, 2004



***
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***WORLD OF PROFITS***

*** �For tomorrow, our indicators point to similar upward and downward ranges as they did yesterday.�

Fluctuating between 13,186.21 and 13,380.52, the Hang Seng came in at 13,241.46, down 80.27 points (0.60%), by the end of the trading day.

There are signs of reinvigorated bullish movement on Monday, probably maxing out at 1%.


*** �For tomorrow, our indicators expect drops ranging from 0.2% to 0.4%.�

The Nikkei 225 hit daily lows at and near 11,302.75, with temporary expeditions into the black that resulted in an overall breakeven day at 11,349.35, a loss of a mere 5.24 points (0.05%).

For Monday, we expect gains ranging between 0.5% and 1.2%.



***DESK OF DENHOLM***

This just in from Taipan�s resident Editor-at-Large, Martin Denholm:

Martin is on vacation. His regular column will resume next Monday.



***TAIPAN TIDINGS***

***Time-Sensitive Election Alert. You must act immediately to prepare for the volatile market ahead.

Current economic, political and security factors are forming a turbulent market climate that will bring masses of unprepared investors to their knees.

But a select few inventors who see it coming - and act accordingly - will prosper. You can be one of them. Learn more�


J. Christoph Amberger
Executive Publisher
and The Taipan Group�s
247profits e-Dispatch Team



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