*Ayy I need to go to my dentist, but okay, here it is:** * *Bearish for short term, Q309 (may be extended to Q4). Deflation, North Korea Crisis, Unfavored Election Result (to the market, obviously), and unemployment (>10%). ** * *What to do: Switch to high quality triple AAA bonds, except TIPS. Avoid gold. * * * *Worst case scenario: If all issues above happen at the same time, IDX (along with global market) can decline down to minus 1000 (in 2008, IDX dropped -1800pts!!), focus on US earnings, and USD vs Renminbi. * * * *Bullish, long term 2012, bullish on all sectors because Indonesia will be one of the Asian Tigers. I'm still bullish for long term, but I won't let anyone take my profit. Bullish for long term doesn't mean we have to hold blindly forever. If fundamentals change, then I must change my strategy too. There are declines, the difference between me and JT is he's a short term investor...lolz.. [?]* * * *You know, the economic power is shifting, from the western+eurozone to Asia, and westerns are basically zionist. If they can't win, then everyone must lose.* * * *Anyway, thank you Embah for asking. Hope this is clear enough. Btw, Billy is 17, I'm 9 years older.* * * *Elaine* * *
2009/7/14 jsx_consultant <jsx-consult...@centrin.net.id> > Ini adalah pendapat pribadi embah tentang analisa2 yg pernah > dibuat Elaine: > - Analisa El umumnya bersifat jangka panjang dan didasarkan > analisa fundamental > - Analisa El umumnya banyak yang benar dengan berjalannya > waktu. > - Analisa El sering Contrarian dengan pendapat mayoritas > > Jadi menurut Embah, pendapat El tentang koreksi harus mendapat > perhatian, kalo soal benar atau tidak, biarlah waktu yg > menentukan. > > Karena prediksinya bersifat jangka panjang, bisa saja pada > suatu saat nampaknya analisa El salah, tapi pada akhirnya > bisa saja analisa El yg benar. > > Note: > - Berapa lamasih timeframe koreksi yg diberikan Elaine ?. > > > > > > > > > > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
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