i take it as "big fund is coming to stay, but not without a discount".
which sector? - the one benefiting from weak dollar and strong rupiah - the one with domestic driven revenue what do you think? btw, can someone please jack ASII up to 50K? :-) On 9/18/09, Elaine Sui <elainesu...@gmail.com> wrote: > > > Elaine suka memaksa ya? [?] thank's Embah. -500 is fine to me. Elaine bantu > ya.. Artomoro juga.. together we will have our super-discount!!! (no > actually I'll just wait until the market correct itself, I dunno how and I > dunno when [?]) > > Elaine > > On Fri, Sep 18, 2009 at 6:41 PM, jsx_consultant > <jsx-consult...@centrin.net.id> wrote: >> >> Prediksi kedepan itu lebih banyak salahnya dari pada benernya. >> >> Tapi kalo anda insist, ini bayangan embah tentang IHSG kedepan. >> Dan prediksi inipun masih berubah setiap ada perkembangan macro >> economy yg BARU !!! >> >> http://www.obrolanbandar.com/pwlihsgbumpy.png >> >> >> --- In obrolan-bandar@yahoogroups.com, Elaine Sui <elainesu...@...> wrote: >> > >> > *[?][?] Please.... kasih Elaine technical juga Elaine senang.. [?][?] >> > >> > Have you tried to analyze intermarket bandarmology? >> > >> > Elaine** >> > * >> > On Fri, Sep 18, 2009 at 5:25 PM, jsx_consultant < >> > jsx-consult...@...> wrote: >> > >> > > Elaine, >> > > >> > > Kalo soal macro economy, embah lebih baik dengerin Elaine dan >> > > expert ngomong, daripada menuh menuhin mailbox orang dengan posting >> > > engga >> > > bermutu. Embah pernah tahu soal Keynesian dll tapi sekarang >> > > sudah banyak yg lupa... >> > > >> > > Dari baca2 analisa macro tsb, embah gabungkan dengan analisa embah >> > > dengan pendekatan Technical dan bandarmologi dan hasilnya adalah >> > > Marketwise technical yg sering embah posting... >> > > >> > > >> > > --- In obrolan-bandar@yahoogroups.com, Elaine Sui <elainesui83@> >> > > wrote: >> > > > >> > > > *Thanks for the comments, guys. I'm sorry I really can't disclose my >> > > > pos >> > > > more than I'm allowed to. >> > > > >> > > > Anyway, the US national reserve is 78% gold, while China is 0.9% and >> > > japan >> > > > 2%, Indonesia only 3%. So even with the destruction of the dollar >> > > > value >> > > (and >> > > > the rise of gold price), the US (not the dollar) will still be >> > > > considered >> > > as >> > > > safe haven. Most european countries also have above 30%. >> > > > >> > > > I have a crazy thinking, that whatever any country do, the westerns >> > > > will >> > > > always outsmart everyone. If there's a war, though unlikely, all >> > > currencies >> > > > will fall (and all paper assets like stocks, bonds) and the >> > > > Americans are >> > > > laughing to us while sitting a big pile of gold bullions. >> > > > >> > > > They know that many countries are holding foreign currency (USD) as >> > > > their >> > > > reserves, so the US WILL PRINT AS MUCH MONEY AS THEY CAN, that will >> > > > bring >> > > up >> > > > the inflation, devaluate the USD and pushing the GOLD price up. That >> > > > way, >> > > > everyone is INDIRECTLY paying for US debts. Obviously, they are not >> > > stupid.* >> > > > *** >> > > > >> > > > The Chinese are trying to diversify their reserve by buying other >> > > > commodities inc. gold, but I don't think they can catch up and I >> > > > don't >> > > think >> > > > the US want to sell their gold reserve to anyone as gold is >> > > > considered as >> > > > the base of the economy. I also read that historically Islam >> > > > teaching >> > > > (sharia) considers gold as the true investment, which amazes me. >> > > > **Is >> > > this >> > > > correct? * >> > > > * >> > > > I won't be so surprised if ppl will start talking about Keynesian >> > > > Economy >> > > > and the Bancor anytime soon. lolz.. >> > > > >> > > > Embah sombong sekali tidak mau comment. [?][?] >> > > > >> > > > Elaine** >> > > > * >> > > > On Fri, Sep 18, 2009 at 1:22 PM, iching_prediction < >> > > > iching_prediction@> wrote: >> > > > >> > > > > ob kurang cewenya nih..pada love you seemua >> > > > > ke el..he..he >> > > > > >> > > > > --- In obrolan-bandar@yahoogroups.com, "[ M S ]" <mimpi.saham@> >> > > > > wrote: >> > > > > > >> > > > > > >> > > > > > Yup, it's heavy, but I hope ur slim and not heavy. >> > > > > > >> > > > > > Lop u full baby... >> > > > > > >> > > > > > >> > > > > > >> > > > > > Sent from my BlackBerry® >> > > > > > powered by Sinyal Kuat INDOSAT >> > > > > > >> > > > > > -----Original Message----- >> > > > > > From: Elaine Sui <elainesui83@> >> > > > > > Date: Thu, 17 Sep 2009 23:08:12 >> > > > > > To: <obrolan-bandar@yahoogroups.com> >> > > > > > Subject: [ob] Re: [Night discussion] bonds, currency, and stock >> > > > > > >> > > > > > *If you think these topics are too heavy, just be cool and say >> > > 'Elaine, I >> > > > > > love you'. [?] Happy hari raya! >> > > > > > >> > > > > > Elaine** >> > > > > > * >> > > > > > On Thu, Sep 17, 2009 at 10:54 PM, Elaine Sui <elainesui83@> >> > > > > > wrote: >> > > > > > >> > > > > > > *Dear all, would you like to share with me? >> > > > > > > >> > > > > > > **#1 About bonds:.. >> > > > > > > I took big bets on IDR bonds in the past months. If you were >> > > > > > > on my >> > > > > position >> > > > > > > where your main task is to PROTECT (instead of GROW) your >> > > > > > > assets, >> > > will >> > > > > you >> > > > > > > take the same strategy? If so, why? I know most of you are >> > > > > > > stock >> > > > > traders, >> > > > > > > but please share your opinion, at least from your point of >> > > > > > > view of >> > > the >> > > > > > > monetary condition. >> > > > > > > >> > > > > > > #2 About currency:... >> > > > > > > ID govt must be very careful with intervention to the currency >> > > > > > > as >> > > we >> > > > > all >> > > > > > > know that since they signed up with ACFTA, Indonesia's trade >> > > surplus >> > > > > >> > > > > >> > > > > >> > > > > ------------------------------------ >> > > > > >> > > > > + + >> > > > > + + + + + >> > > > > Mohon saat meREPLY posting, text dari posting lama dihapus >> > > > > kecuali diperlukan agar CONTEXTnya jelas. >> > > > > + + + + + >> > > > > + +Yahoo! Groups Links >> > > > > >> > > > > >> > > > > >> > > > > >> > > > >> > > >> > > >> > > >> > > >> > > ------------------------------------ >> > > >> > > + + >> > > + + + + + >> > > Mohon saat meREPLY posting, text dari posting lama dihapus >> > > kecuali diperlukan agar CONTEXTnya jelas. >> > > + + + + + >> > > + +Yahoo! Groups Links >> > > >> > > >> > > >> > > >> > >> >> >> >> >> ------------------------------------ >> >> + + >> + + + + + >> Mohon saat meREPLY posting, text dari posting lama dihapus >> kecuali diperlukan agar CONTEXTnya jelas. >> + + + + + >> + +Yahoo! Groups Links >> >> >> > > > > -- ======= BUY, BUY, BUY! KEEP BUYING AND NEVER SELL!
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