You are so modest :) Thanks anyway for sharing and enrich us with macro view. Those should be helpful for them who analyze the market by 'top-down' approach. Keep sharing.
Salam, On Sun, Oct 4, 2009 at 11:38 PM, It's Elaine! <elainesu...@gmail.com> wrote: > > > *For day to day strategy, OB has JT, Tasrul, Embah, Boyz and Artomoro9 > which should be more than enough to guide everyone here. I, like yokorusi, > only express our opinion from the macro side. > > I also understand that my investment strategy is not quite relevant to > retail traders so please forgive me for my limited knowledge.* > > > On Sun, Oct 4, 2009 at 11:11 PM, boyz® <m457...@yahoo.com.sg> wrote: > >> >> >> Hahaha... You got me. >> Awas ya, gw cubit kalo nanti ketemu :P >> >> Pls EL... tell me. >> At least, tell me what are their strategies to minimize the devaluation of >> their assets. >> Thanks. :) >> >> Salam, >> >> >> >> On Sun, Oct 4, 2009 at 11:01 PM, It's Elaine! <elainesu...@gmail.com>wrote: >> >>> >>> >>> *I cannot tell you on that one [?]. I don't know the answer. Can somebody >>> help?* >>> >>> >>> >>> On Sun, Oct 4, 2009 at 10:35 PM, boyz® <m457...@yahoo.com.sg> wrote: >>> >>>> >>>> >>>> Thanks for sharing, EL. >>>> I don't think it is secret agenda. Like you said, just common senses. >>>> What will become secret agenda is the maneuver of the market's sovereign >>>> to anticipate that. >>>> >>>> From your perspectives, if you think there's asset/fund management >>>> institutions that have the same thinking with yours, >>>> where would they put their assets(funds) to secure it from '* >>>> devaluation*'. (USD devaluated against major currencies, right?) >>>> Commodities? Gold? Bonds? Sharia Bonds? Emerging Market Equities? >>>> >>>> Thanks again. >>>> >>>> Salam, >>>> >>>> >>>> >>>> 2009/10/4 It's Elaine! <elainesu...@gmail.com> >>>> >>>>> >>>>> >>>>> *This is a very bearish post you got there mate! Well, here's my 2 >>>>> cents, or should we call it, the GREAT AGENDA (ha ha whatever) for 2010: >>>>> * >>>>> >>>>> - *US dollar is losing its value, price goes up, but since the US >>>>> is the biggest consumers for now, inflation will make them lose their >>>>> purchasing power thus the demand will be weak (as imports get more >>>>> expensive), less workers and raw materials needed. A deadly spiral. >>>>> >>>>> * >>>>> - *Keep in mind that we must be careful to operate from the best >>>>> definition of inflation. Though it is commonly thought of as 'rising >>>>> prices', I prefer the more traditional (and ultimately, more >>>>> meaningful) >>>>> definition: 'an increase in the quantity of money and credit'. Rising >>>>> prices >>>>> are simply one of the effects of inflation; first you have the >>>>> inflation in >>>>> the form of an increase in money and credit and then as an aftereffect >>>>> we >>>>> experience rising prices. >>>>> >>>>> * >>>>> - *The demand for coal from China (the biggest consumer) and Japan >>>>> (the biggest importer) are expected to be lower next year as they >>>>> already >>>>> have excess supply from last year contract. >>>>> >>>>> * >>>>> - *When we talk about inflation, we really mean (cheap) currency. >>>>> Since China holds the most USD today it means they're in danger as >>>>> well. >>>>> Basically they're holding worthless paper. (It's not even in the form >>>>> of >>>>> paper), so CIC goes around the world to spread this worthless paper, >>>>> including to Bumi (lolz) >>>>> >>>>> * >>>>> - *Igor Panarin, a Russian economic professor, predicted that the >>>>> United States of America may disintegrate in late 2010 because of >>>>> civil war >>>>> and social unrest (like what happened in Indonesia eleven years ago). I >>>>> kinda agree with this guy. People's States of China.. >>>>> >>>>> * >>>>> - *USD collapses and replaced by SDR (or other form of global >>>>> money) for international trade. You know, currently only 4% of USD is >>>>> in >>>>> bank notes (paper), the rest (96%) is electronic money. USD can be >>>>> created >>>>> in a matter of a millisecond. >>>>> >>>>> * >>>>> - *There will be possibly the biggest (and the last) major >>>>> catastrophe for stock market around the globe in 2010, thanks to dollar >>>>> shock. I'd say Buy On Weakness (that is if the global stock exchange >>>>> doesn't >>>>> get frozen). >>>>> >>>>> * >>>>> - *Alternative energy sources such as biomass, solar, nuclear and >>>>> natural gas will play major roles in 2010 forward. >>>>> >>>>> * >>>>> - *Asia will be flooded with Americans that are looking for jobs. >>>>> Our job. >>>>> >>>>> * >>>>> - *Japan will have population crisis. Japaneses are simply refusing >>>>> to have children because of high unemployment. >>>>> >>>>> * >>>>> - *Many high profile hedge fund like Templeton and Mobius are >>>>> already betting in Asia ex Japan. >>>>> * >>>>> >>>>> *Well, it's not really an agenda, just common sense so please feel >>>>> free to discuss. No reason to be afraid though as I know Indonesia >>>>> survived >>>>> Asian Crisis, right? [?]. I know, sometimes I made crazy thinking. I >>>>> expect most of you will not agree with me (as usual), but please kindly >>>>> share your opinion too. After all these mess, everything will start over >>>>> again, this is only a lifecycle. We are so lucky to witness this epic >>>>> turnaround. Woohoo!! >>>>> >>>>> There is no secret agenda, all we have to do is open our mind and think >>>>> outside the box. Macro economy is not a science, it's an art. lolz.. >>>>> * >>>>> >>>> >>>> >>>> >>>> >>> >>> >>> >> >> >> > > > >
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