*Artmoro implicitly just said he will jack up bumi tomorrow, so let's just enjoy it. What a generous person he is. [?] *
On Sun, Oct 4, 2009 at 11:50 PM, boyz® <m457...@yahoo.com.sg> wrote: > > > 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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