Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
I do not know what will they do. John Perkins did mention about war.From: Lucky Trader soluckytra...@gmail.comTo: obrolan-bandar@yahoogroups.comSent: Monday, September 14, 2009 12:56:19 PMSubject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation By creating a WAR ?... US intends to keep hot issue with Iran N Korea, just in case they need it. On Mon, Sep 14, 2009 at 11:35 AM, Tony Prasetya tonyton...@yahoo. com wrote: Dear Elaine,From the EHM american dollar will be strong. If not they will find way to make it strong. How do they pay for oil, for example. From: Elaine Sui elainesui83@ gmail.com To: obrolan-bandar@ yahoogroups. comSent: Monday, September 14, 2009 11:20:27 AM Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. Elaine On Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail. com wrote: mmm…. I think I see what you mean… CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn… this currency thingy is so hard to comprehend…=( From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 11:05 AM To: obrolan-bandar@ yahoogroups. comSubject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD.USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? ===BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail. com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 10:20 AM To: obrolan-bandar@ yahoogroups. comSubject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing.===BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail. com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@ yahoogroups. comSubject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learnsomething on what happen to the economic. Since you put my name, I amtrying to share some of view.Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency isdevaluating? I guess, both is ongoing. Inflation is the future threatof what US peoples is most worrying about. While it is ongoing whereUS dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen.Look at China, they have also problems with over capacity which willlead to deflation but in the other hand they are very sensitive oncommodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both(Commodities inflation and US dollar deflation) by diversing theirreserve, at least for my perspective of thinking.I believe what peoples wiat is
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
*.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytra...@gmail.comwrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it. On Mon, Sep 14, 2009 at 11:35 AM, Tony Prasetya tonyton...@yahoo.comwrote: Dear Elaine, From the EHM american dollar will be strong. If not they will find way to make it strong. How do they pay for oil, for example. -- *From:* Elaine Sui elainesu...@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, September 14, 2009 11:20:27 AM *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation *You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. Elaine** * On Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: mmm…. I think I see what you mean… CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn… this currency thingy is so hard to comprehend…=( *From:* obrolan-bandar@ yahoogroups. comobrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 11:05 AM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman *From:* obrolan-bandar@ yahoogroups. comobrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 10:20 AM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@ yahoogroups. comobrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
EL, Malay punya apa sih ? Powered By D-Mobile (Blackberry Symbian) and D-On Line Trading (Web Based) -Original Message- From: Elaine Sui elainesu...@gmail.com Date: Mon, 14 Sep 2009 15:20:28 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytra...@gmail.comwrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it. On Mon, Sep 14, 2009 at 11:35 AM, Tony Prasetya tonyton...@yahoo.comwrote: Dear Elaine, From the EHM american dollar will be strong. If not they will find way to make it strong. How do they pay for oil, for example. -- *From:* Elaine Sui elainesu...@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, September 14, 2009 11:20:27 AM *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation *You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. Elaine** * On Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: mmm…. I think I see what you mean… CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn… this currency thingy is so hard to comprehend…=( *From:* obrolan-bandar@ yahoogroups. comobrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 11:05 AM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman *From:* obrolan-bandar@ yahoogroups. comobrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 10:20 AM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@ yahoogroups. comobrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Hot Issue With Malaysia? What hot issue? Considering America - already have war in Afghan - and still tidying up in Iraq, - as well as conducting diplomacy with Iran - and North Korea, - plus a huge budget deficit from those wars/conflicts, I am rather sure they will not want to have another war anymore. They will focus to their own problem. Healthcare, banking regulation, etc... So what is with Malaysia? On Mon, Sep 14, 2009 at 6:20 PM, Elaine Sui elainesu...@gmail.com wrote: *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytra...@gmail.comwrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it.
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
..what a good view jeng elaine.u also think that indonesia VS Malaysia is one of well planned n created thing ...???...setujuh...! --- In obrolan-bandar@yahoogroups.com, Wong Cilik gajahpelan...@... wrote: Hot Issue With Malaysia? What hot issue? Considering America - already have war in Afghan - and still tidying up in Iraq, - as well as conducting diplomacy with Iran - and North Korea, - plus a huge budget deficit from those wars/conflicts, I am rather sure they will not want to have another war anymore. They will focus to their own problem. Healthcare, banking regulation, etc... So what is with Malaysia? On Mon, Sep 14, 2009 at 6:20 PM, Elaine Sui elainesu...@... wrote: *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytra...@...wrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it.
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
ya, kaget juga si pembuat iklannya... ternyata ada divisi pembuat iklan di sana ya? On 14/09/2009, rangga_the_demon rangga_the_de...@yahoo.com wrote: ..what a good view jeng elaine.u also think that indonesia VS Malaysia is one of well planned n created thing ...???...setujuh...! --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Wong Cilik gajahpelan...@... wrote: Hot Issue With Malaysia? What hot issue? Considering America - already have war in Afghan - and still tidying up in Iraq, - as well as conducting diplomacy with Iran - and North Korea, - plus a huge budget deficit from those wars/conflicts, I am rather sure they will not want to have another war anymore. They will focus to their own problem. Healthcare, banking regulation, etc... So what is with Malaysia? On Mon, Sep 14, 2009 at 6:20 PM, Elaine Sui elainesu...@... wrote: *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytrader@ ...wrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it.
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Iran Gains U.S. Military Technology Through Malaysia Middlemen Source: http://www.bloomberg.com/apps/news?pid=20601087sid=aK4daf8MD.Bw On Mon, Sep 14, 2009 at 4:48 PM, anrusing data anru.s...@gmail.com wrote: ya, kaget juga si pembuat iklannya... ternyata ada divisi pembuat iklan di sana ya? On 14/09/2009, rangga_the_demon rangga_the_de...@yahoo.com wrote: ..what a good view jeng elaine.u also think that indonesia VS Malaysia is one of well planned n created thing ...???...setujuh...! --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Wong Cilik gajahpelan...@... wrote: Hot Issue With Malaysia? What hot issue? Considering America - already have war in Afghan - and still tidying up in Iraq, - as well as conducting diplomacy with Iran - and North Korea, - plus a huge budget deficit from those wars/conflicts, I am rather sure they will not want to have another war anymore. They will focus to their own problem. Healthcare, banking regulation, etc... So what is with Malaysia? On Mon, Sep 14, 2009 at 6:20 PM, Elaine Sui elainesu...@... wrote: *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytrader@ ...wrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it.
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
*That was quick. lolz.. Elaine** * On Mon, Sep 14, 2009 at 7:48 PM, Henri Purnawan henri.jc...@gmail.comwrote: Iran Gains U.S. Military Technology Through Malaysia Middlemen Source: http://www.bloomberg.com/apps/news?pid=20601087sid=aK4daf8MD.Bw On Mon, Sep 14, 2009 at 4:48 PM, anrusing data anru.s...@gmail.comwrote: ya, kaget juga si pembuat iklannya... ternyata ada divisi pembuat iklan di sana ya? On 14/09/2009, rangga_the_demon rangga_the_de...@yahoo.com wrote: ..what a good view jeng elaine.u also think that indonesia VS Malaysia is one of well planned n created thing ...???...setujuh...! --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Wong Cilik gajahpelan...@... wrote: Hot Issue With Malaysia? What hot issue? Considering America - already have war in Afghan - and still tidying up in Iraq, - as well as conducting diplomacy with Iran - and North Korea, - plus a huge budget deficit from those wars/conflicts, I am rather sure they will not want to have another war anymore. They will focus to their own problem. Healthcare, banking regulation, etc... So what is with Malaysia? On Mon, Sep 14, 2009 at 6:20 PM, Elaine Sui elainesu...@... wrote: *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytrader@ ...wrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it.
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
What do you mean elaine? That was quick for them to create the news or that was quick of henry to find the article? Guess it's the first one rite? Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -Original Message- From: Elaine Sui elainesu...@gmail.com Date: Mon, 14 Sep 2009 20:32:53 To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation *That was quick. lolz.. Elaine** * On Mon, Sep 14, 2009 at 7:48 PM, Henri Purnawan henri.jc...@gmail.comwrote: Iran Gains U.S. Military Technology Through Malaysia Middlemen Source: http://www.bloomberg.com/apps/news?pid=20601087sid=aK4daf8MD.Bw On Mon, Sep 14, 2009 at 4:48 PM, anrusing data anru.s...@gmail.comwrote: ya, kaget juga si pembuat iklannya... ternyata ada divisi pembuat iklan di sana ya? On 14/09/2009, rangga_the_demon rangga_the_de...@yahoo.com wrote: ..what a good view jeng elaine.u also think that indonesia VS Malaysia is one of well planned n created thing ...???...setujuh...! --- In obrolan-bandar@yahoogroups.com obrolan-bandar%40yahoogroups.com, Wong Cilik gajahpelan...@... wrote: Hot Issue With Malaysia? What hot issue? Considering America - already have war in Afghan - and still tidying up in Iraq, - as well as conducting diplomacy with Iran - and North Korea, - plus a huge budget deficit from those wars/conflicts, I am rather sure they will not want to have another war anymore. They will focus to their own problem. Healthcare, banking regulation, etc... So what is with Malaysia? On Mon, Sep 14, 2009 at 6:20 PM, Elaine Sui elainesu...@... wrote: *.. and Malaysia. * On Mon, Sep 14, 2009 at 12:56 PM, Lucky Trader soluckytrader@ ...wrote: *By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it.
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Dear Elaine,From the EHM american dollar will be strong. If not they will find way to make it strong. How do they pay for oil, for example.From: Elaine Sui elainesu...@gmail.comTo: obrolan-bandar@yahoogroups.comSent: Monday, September 14, 2009 11:20:27 AMSubject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. ElaineOn Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail. com wrote: mmm…. I think I see what you mean… CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn… this currency thingy is so hard to comprehend…=( From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 11:05 AM To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail. com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 10:20 AM To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail. com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@ yahoogroups. com [mailto:obrolan-bandar@ yahoogroups. com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@ yahoogroups. com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
*By creating a WAR ?...* US intends to keep hot issue with Iran N Korea, just in case they need it. On Mon, Sep 14, 2009 at 11:35 AM, Tony Prasetya tonyton...@yahoo.comwrote: Dear Elaine, From the EHM american dollar will be strong. If not they will find way to make it strong. How do they pay for oil, for example. -- *From:* Elaine Sui elainesu...@gmail.com *To:* obrolan-bandar@yahoogroups.com *Sent:* Monday, September 14, 2009 11:20:27 AM *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation *You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. Elaine** * On Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: mmm…. I think I see what you mean… CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn… this currency thingy is so hard to comprehend…=( *From:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 11:05 AM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman *From:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 10:20 AM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail. comtv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com[mailto:obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@ yahoogroups. com obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation.
[ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Thanking you very much in advance for your time to answer. s|n Sent from my BlackBerry?0?3 powered by Sinyal Kuat INDOSAT + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links * To visit your group on the web, go to: http://groups.yahoo.com/group/obrolan-bandar/ * Your email settings: Individual Email | Traditional * To change settings online go to: http://groups.yahoo.com/group/obrolan-bandar/join (Yahoo! ID required) * To change settings via email: mailto:obrolan-bandar-dig...@yahoogroups.com mailto:obrolan-bandar-fullfeatu...@yahoogroups.com * To unsubscribe from this group, send an email to: obrolan-bandar-unsubscr...@yahoogroups.com * Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
*US inflation means deflation for the rest of the world. US inflation means the USD loses its value thus will affect consumer spending and since the US is the biggest consumer in the world, it will have impact on foreign exports to US. Lower export to US means less product to make that turns into massive unemployment. Did you know, one third of Chinese new graduates are currently jobless this year. 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? It supposedly will affect any country's USD denominated foreign reserves. Most treasurers sell their USD and switch to gold (like China has been doing all this time) or other instruments such as bonds. Indonesia foreign debt is around IDR 1600 trillions. This means foreigners sold/short USD, buy IDR (let's say @ IDR 10k/USD) to buy govt bonds at premium. IF the dollar falls, let's say to 7k/USD, foreign investors will see this as a capital gain and may sell them even at discount. Not good (for you ^_^). Strong IDR is unfavorable though it has some positive effect on the imported things like drugs, heavy machinery and oil consumption. 2. Will it drive the value of oil south? If so, could you please elaborate?! I think oil will go nowhere for sometime and so do other commodities. 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? No. Gold is precious metal and used as hedge to inflation, nickel, copper and tin are non ferrous (industrial). 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Embah has said this, company with USD debt IDR revenue will benefit from USD decline. Best stock picks? I dunno, currently I only own bonds. lolz.. damn I'm good. (Of course I will sell them when the price is good leh). I'm not trying to scare anyone but we're at war (against economic turmoil), let's face it. http://www.mail-archive.com/obrolan-bandar@yahoogroups.com/msg152335.html I'll tell you a trick: go contrarian on ANY STATEMENT from the officials. If they''re pessimistic, BUY. If they''re optimistic and confident, SELL. Now the fed has just said that the recession is easing, so... you know what to do. Based on the damage of the financial system in the US, I think they need at least ten years for recovery. Buy on US weakness (which can be easily monitored by the strength of its currency index. Chartists! Take note.) Elaine** * 2009/9/13 tV.kun0 tv.k...@gmail.com Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Thanking you very much in advance for your time to answer. s|n Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com: Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Thanking you very much in advance for your time to answer. s|n Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
RE: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Dear Elaine,. Thanks for your very useful insight.. However, there are a few questions that I have in mind. 2 3 I believe that the current commodity prices are overvalued and will follow the fall of the overall market. However, my concern is, we have all known that the China, India, and Indonesia have been able to create their own domestic market. Do we see demand in these countries strong enough to maintain or even to push the current oil and commodity prices forward? 4. I have read that during the high inflationary periods, investors are advised to build up their stock portfolios on World Dominant Brands such as, PG, Coca Cola, Wal-mart, and Unilever. What most investors don't know about World Dominating businesses is that they are among the world's best inflation hedges. They use their dominant brand name positions to increase prices as needed. Their share prices rise as a result. Do you agree with the above statement? Regards s|nnerman From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Elaine Sui Sent: Sunday, September 13, 2009 11:02 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation US inflation means deflation for the rest of the world. US inflation means the USD loses its value thus will affect consumer spending and since the US is the biggest consumer in the world, it will have impact on foreign exports to US. Lower export to US means less product to make that turns into massive unemployment. Did you know, one third of Chinese new graduates are currently jobless this year. 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? It supposedly will affect any country's USD denominated foreign reserves. Most treasurers sell their USD and switch to gold (like China has been doing all this time) or other instruments such as bonds. Indonesia foreign debt is around IDR 1600 trillions. This means foreigners sold/short USD, buy IDR (let's say @ IDR 10k/USD) to buy govt bonds at premium. IF the dollar falls, let's say to 7k/USD, foreign investors will see this as a capital gain and may sell them even at discount. Not good (for you ^_^). Strong IDR is unfavorable though it has some positive effect on the imported things like drugs, heavy machinery and oil consumption. 2. Will it drive the value of oil south? If so, could you please elaborate?! I think oil will go nowhere for sometime and so do other commodities. 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? No. Gold is precious metal and used as hedge to inflation, nickel, copper and tin are non ferrous (industrial). 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Embah has said this, company with USD debt IDR revenue will benefit from USD decline. Best stock picks? I dunno, currently I only own bonds. lolz.. damn I'm good. (Of course I will sell them when the price is good leh). I'm not trying to scare anyone but we're at war (against economic turmoil), let's face it. http://www.mail-archive.com/obrolan-bandar@yahoogroups.com/msg152335.html I'll tell you a trick: go contrarian on ANY STATEMENT from the officials. If they''re pessimistic, BUY. If they''re optimistic and confident, SELL. Now the fed has just said that the recession is easing, so... you know what to do. Based on the damage of the financial system in the US, I think they need at least ten years for recovery. Buy on US weakness (which can be easily monitored by the strength of its currency index. Chartists! Take note.) Elaine 2009/9/13 tV.kun0 tv.k...@gmail.com Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it
RE: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Thank you for your inputs sir,. I am sure you are just being humble.. Currently China's main problem is the devaluating USD. There's no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com mailto:tv.kun0%40gmail.com : Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Thanking you very much in advance for your time to answer. s|n Sent from my BlackBerryR powered by Sinyal Kuat INDOSAT + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links image001.jpgimage002.jpg
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com tv.kun0%40gmail.com: Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Thanking you very much in advance for your time to answer. s|n Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + + +Yahoo! Groups Links
RE: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Agree. but, isn't that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry.. I am not good at this economy thingy. s|nnerman From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 10:20 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,. I am sure you are just being humble.. Currently China's main problem is the devaluating USD. There's no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com mailto:tv.kun0%40gmail.com : Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that if the US inflation do really happen, gold price shall soars. Will the non-ferrous metal prices climb as well? 4. Are there any stock that will rise along with inflation? If so, what sector(s) would it be? Thanking you very much in advance for your time to answer. s|n Sent from my BlackBerryR powered by Sinyal Kuat INDOSAT + + + + + + + Mohon saat meREPLY posting, text dari posting lama dihapus kecuali diperlukan agar CONTEXTnya jelas. + + + + + +
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail.com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 10:20 AM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com tv.kun0%40gmail.com: Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
True that China is buying gold (and I believe they are also switching from USD to EUR and other hard currency). But particular for gold, US Fed can somehow control the price since they have the physical assets in huge stock. By loading and unloading, they can monopolize the price to their vested interest. But agree that holding gold is protecting from inflation. As for non ferrous metal, it depends whether China buying is just for stock purpose or intention to hedge against inflation. If for stocking, the cheaper price is the better and making the price will be going nowhere and even tend to sluggish. As earlier, China is also having problem with their manufacturers. What I believe, China should not only focus the use of commodities for building infrastructures but more should use for manufacturing products, enterprise and create jobs. But again who will consume them? So, bottom line. If market is shrinking and buying appetite is low, the price will be going even lower for all product and as well as the resources. That's why the concern is how to boost the spending in all over the world to create the real economyc (recovery grow) rather than stimulus make up... On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com tv.kun0%40gmail.com: Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll be inflated away by the Federal Reserve's monopoly on money creation. That will erode the value of the money in your pocket, in your bank account, and, yes, in your stock portfolio, too. My questions are: 1. How severe will the US inflation impact on our country's (RI) economy and stock exchange? 2. Will it drive the value of oil south? If so, could you please elaborate?! 3. Many believe that
RE: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
mmm.. I think I see what you mean. CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn. this currency thingy is so hard to comprehend.=( From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 11:05 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail.com wrote: Agree. but, isn't that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry.. I am not good at this economy thingy. s|nnerman From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 10:20 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,. I am sure you are just being humble.. Currently China's main problem is the devaluating USD. There's no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com mailto:tv.kun0%40gmail.com : Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
*You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. [?] Elaine** * On Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail.com wrote: mmm…. I think I see what you mean… CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn… this currency thingy is so hard to comprehend…=( *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 11:05 AM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail.com wrote: Agree… but, isn’t that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry…. I am not good at this economy thingy… s|nnerman *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *CUMI.JK (Buy, TP 5000) *Sent:* Monday, September 14, 2009 10:20 AM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,… I am sure you are just being humble.. Currently China’s main problem is the devaluating USD. There’s no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n *From:* obrolan-bandar@yahoogroups.com [mailto: obrolan-ban...@yahoogroups.com] *On Behalf Of *YUTA *Sent:* Sunday, September 13, 2009 11:07 PM *To:* obrolan-bandar@yahoogroups.com *Subject:* Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com tv.kun0%40gmail.com: Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts.
RE: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Thank you sir!! I completely agree with you!! So glad to be here. there are lots of wonderful people who wants to share their knowledge. Thanx.. s|nnerman From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of YUTA Sent: Monday, September 14, 2009 11:09 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation True that China is buying gold (and I believe they are also switching from USD to EUR and other hard currency). But particular for gold, US Fed can somehow control the price since they have the physical assets in huge stock. By loading and unloading, they can monopolize the price to their vested interest. But agree that holding gold is protecting from inflation. As for non ferrous metal, it depends whether China buying is just for stock purpose or intention to hedge against inflation. If for stocking, the cheaper price is the better and making the price will be going nowhere and even tend to sluggish. As earlier, China is also having problem with their manufacturers. What I believe, China should not only focus the use of commodities for building infrastructures but more should use for manufacturing products, enterprise and create jobs. But again who will consume them? So, bottom line. If market is shrinking and buying appetite is low, the price will be going even lower for all product and as well as the resources. That's why the concern is how to boost the spending in all over the world to create the real economyc (recovery grow) rather than stimulus make up... On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,. I am sure you are just being humble.. Currently China's main problem is the devaluating USD. There's no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase interest rate) as well. You can imagine if accross the universe is raising their interest rate from one to another place . That's the comment from newbie too...Doesn't answer your question. Fool me... To Seniors, please correct if something wrong... 2009/9/13 tV.kun0 tv.k...@gmail.com mailto:tv.kun0%40gmail.com : Dear Pak Hendra Bujang, Embah, Pak Pengamat Market, Pak Yuta, Elaine and other macro economic experts. Please allow newbie to ask a few questions related to macro economic issue. Recently I read some news regarding the threat of the US inflation. Below is some copy and paste from the articles. Buffett is sounding the warning that America's enormous and mushrooming public debt presents an enormous inflation risk. He points out that private savings and foreign loans won't adequately cover our huge borrowing. All that spending originates as borrowing, and there's no way it'll ever be repaid. It'll
Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
I think that the tool for price controlling can also include the speculation in the market, seeing that the Chinese government is trying to diverse it's asset into Gold and other commodities, current price reflect the bigger picture. The main strategy is that The Chinese government have to buy these assets at a higher price thus which ever way the Chinese government tries to secure their reserves they are forced to pay a premium price. Just look at who's regulating the hedging, speculation market and where is the main market at and you will see it clearer. It also answer all the market anomalies, how can the price of monkeys stays so high when there isn't that many people wants to *use* them. It is not the businesses that created the demand, it is the speculators that is creating the 'demand' to jack up current prices of commodities. It's a war out there, it happens in various fields employing various strategies. It all ends up to the US government trying to saves themself while squeezing all possible money from the Chinese government, killing two birds with a stone ey. The question is how long will this happen? cos when it ends an the economy hasn't picked up yet we will be in a very deep doodoo ( s h i t) that the world may never see the light at the end of the tunnel for a long long time. How deep is the Chinese government's pocket, can someone enlighten me? Anyway that's just my point of view. On Mon, Sep 14, 2009 at 11:09 AM, YUTA yuta.tizi...@gmail.com wrote: True that China is buying gold (and I believe they are also switching from USD to EUR and other hard currency). But particular for gold, US Fed can somehow control the price since they have the physical assets in huge stock. By loading and unloading, they can monopolize the price to their vested interest. But agree that holding gold is protecting from inflation. As for non ferrous metal, it depends whether China buying is just for stock purpose or intention to hedge against inflation. If for stocking, the cheaper price is the better and making the price will be going nowhere and even tend to sluggish. As earlier, China is also having problem with their manufacturers. What I believe, China should not only focus the use of commodities for building infrastructures but more should use for manufacturing products, enterprise and create jobs. But again who will consume them? So, bottom line. If market is shrinking and buying appetite is low, the price will be going even lower for all product and as well as the resources. That's why the concern is how to boost the spending in all over the world to create the real economyc (recovery grow) rather than stimulus make up...
RE: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation
Darn... I got it wrong?? Really should opened up all those all text books on economy.. Now I remember why I didn't take my major on economic.hahaha. Thank you for trying to explain it to me though!! Really appreciate it.. From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of Elaine Sui Sent: Monday, September 14, 2009 11:20 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation You got mixed up between value and price. (Like weight vs mass, potential vs kinetic, astronomers vs astronauts). lolz I think I confuse you even more ya.. Elaine On Mon, Sep 14, 2009 at 11:12 AM, s|nnerman tv.k...@gmail.com wrote: mmm.. I think I see what you mean. CMIIW, my understanding is that, all other currencies appreciate on USD, therefore it shows little or no value of appreciating? Darn. this currency thingy is so hard to comprehend.=( From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 11:05 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation I think it should be the same, if your currency appreciate also to USD. USD is only a medium of exchange, intermediary agent for the exchange of commodities to your own currency. Leave USD out of equation, and it should be simpler. Sell tins and CPO in Rupiah, Buy crude oil in Riyal, buy gold and diamond in Rand, buy heavy machine in Yen, buy durian monthong in Baht, import Shahrukh Khan in Rupee. It will be more interesting, eh? === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 10:55 AM, s|nnerman tv.k...@gmail.com wrote: Agree. but, isn't that if you are holding USD? If however in other currencies (presumably will appreciate on USD), the value of commodities are cheaper?? Sorry.. I am not good at this economy thingy. s|nnerman From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of CUMI.JK (Buy, TP 5000) Sent: Monday, September 14, 2009 10:20 AM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Let's say that the value of commodities and energy are constant for now, but its prices are increasing because the currency is devaluating. The value of money is diminishing. === BUY, BUY, BUY! KEEP BUYING AND NEVER SELL! On Mon, Sep 14, 2009 at 9:28 AM, s|nnerman tv.k...@gmail.com wrote: Thank you for your inputs sir,. I am sure you are just being humble.. Currently China's main problem is the devaluating USD. There's no country in the world that would just sit quietly and see their money (treasury/reserve) diminishing. We have agreed that US is facing serious inflationary issue. And based on my discussion with Miss Elaine is that , do we see India, China and Indonesian markets able to push the commodity prices up? I am convinced that the energy and non-ferrous metal prices are overvalued. However, with the devaluating in USD, I see the possibilities that China will diverse her reserve in various forms, including precious metals, non-ferrous metals, and energy. If that happens, will China able to push the prices north?! Regards s|n From: obrolan-bandar@yahoogroups.com [mailto:obrolan-ban...@yahoogroups.com] On Behalf Of YUTA Sent: Sunday, September 13, 2009 11:07 PM To: obrolan-bandar@yahoogroups.com Subject: Re: [ob] To: Pak Hendra Bujang, Embah, Pengamat Market and others on US Inflation Hi I am not expert on fundamental things but just a guy who keen to learn something on what happen to the economic. Since you put my name, I am trying to share some of view. Uhm so difficult questions. Perhaps we need to agree on future, is this inflationary is happening in US or contrary their currency is devaluating? I guess, both is ongoing. Inflation is the future threat of what US peoples is most worrying about. While it is ongoing where US dollar is devaluating to other currencies. There should be a trade off which we don't know what's gonna happen. Look at China, they have also problems with over capacity which will lead to deflation but in the other hand they are very sensitive on commodities fluctuation which will trigger to inflation. Confuse, right? Then it does make sense where China is also curbing both (Commodities inflation and US dollar deflation) by diversing their reserve, at least for my perspective of thinking. I believe what peoples wiat is how US government will end the stimulus and their method take out the liquidity from the market. Once they increase the interest rate, stock and market will negatively react. And once it happen, as you aware, the US dollar will increase their value which other currency should follow (to increase
