should be the settlement of water concession takeover... which the selangor gov want to settle it by end of this month... could speculate a good deal..... to enter now is like sitting on fence up/down..could be either way... however the trend b4 this whenever reach 3.3x the shareholder utilico emerging market always dispose but EPF r there supporting for the moment...

where r u now? - got from cashcolor.com




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If you’ve not yet gone short, don’t worry. Tomorrow’s (Thursday) performance gaming due to options expiration could very well offer you a good entry point.

You see, August’s options expire on Friday. Because of this, traders who are underwater on their positions will try to push the market higher in order to close out their positions for a gain. Historically the day before expiration (Thursday) sees the largest market jumps as traders pile in pushing the market higher.

In light of this, It would not at all be surprised if the S&P 500 rallies hard tomorrow. When and if it does, you should get a good entry point to establish some shorts. Once options expiration is over after Friday’s close, the fundamentals should take hold of the market again, pushing stocks lower.

China is Going to Blow Up

Authority in Beijing were walking in Alan Greenspan's footsteps in trying to inflate their country back to prosperity. Just as Greenspan held interest rates at historically low levels for far too long a time, inflating the housing bubble, China has done much the same.

Chinese bank lenders have been saddled with quotas and "must lend" mandates little different than the free-for-all "we'll lend to anyone" mentality that fueled the housing bubble. China's version of the NINJA loan (no income, no job, no assets) is to throw sacks full of money at the collapsing manufacturer or exporter in the hopes of sustaining the unsustainable. And just as Greenspan's easy money spigot fueled an orgy of real estate speculation, Beijing's flood of cash has fueled an orgy of business speculation, with hundreds of billions in lent funds flowing into speculative commodity stockpiling and the Shanghai A shares market.



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refer

http://www.taipanpublishinggroup.com/taipa...68&g=181&r=Milo

But the one i highlighted they quoted from members of 'Macro Trader' which has been published 4 weeks ago.

Found their webz.

http://www.themacrotrader.com/

This post has been edited by tessei: Aug 19 2009, 10:59 PM

new IPO Today HALEX HOLDINGS BERHAD


sucking more investor money... together with Right Issue... seem they r eager to take our money before the market getting bearish again..

even mr. N & Mr O got limit when going to support market like this... that's why market fail to push the liquidity/volume past 1.2B since few weeks b4... only institution participation with little help from FF playing the blue chip..

Breakdown of Trading Participant at Bursa M'sia


This post has been edited by tessei: Aug 21 2009, 12:25 AM


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Recovery… What Recovery?

Long time readers know that I don’t buy the claims of economic “recovery” in the slightest. Often times I see folks on CNBC asking, “when will things get back to how they were?” The simple answer is…

NEVER.

The US has entered a New Normal… a new economic climate… and it is one dominated by:


§ Higher consumer savings

§ Lower consumer spending

§ Rising unemployment

§ Lower corporate profits

§ Increased Government spending/ transfer

§ Reduced private sector growth

§ Excess capacity

§ Reduced production

§ Excess bank reserves

§ Reduced lending

This is, in a nutshell, a bleak economic picture. It is, however, reality. I know the media is now rife with folks predicting the end of the Recession. I even know “smart” analysts who are saying the same at independent research firms.

In terms of the REAL economic picture, these folks are completely misguided and wrong. The US is facing the worst economic contraction since the Great Depression. This is NOT a plain vanilla recession. And while stocks may (and I emphasize that word) have staged their major bottoms in March, the US economy has yet to remotely turn around.

Consider that:


§ 34 million Americans are on food stamps

§ 18% of incomes coming from an already broke government

§ Seven million people will run out of unemployment insurance by Christmas (add their families and you have 13 million folks becoming destitute)

§ Tax receipts are at their lowest levels since 1932

§ 32 states have budget problems ($121 billion in total deficits) and the Federal Government is running a $2 trillion deficit

§ Civil unrest growing: National Guard May Be Called to Alabama

§ Industrial capacity for May ’09 was 68%: an ALL TIME low (roughly 1/3 of our plants and production facilities are doing nothing at all).

§ Rail carload volume for 1H09 is down 19% from the already plunging level of 1H08.

§ Even after laying off people and cutting costs, Quarter over Quarter Corporate Revenues and Profits fell 17% and 33% respectively in 2Q09.


Hard to get the word “recovery” out of the above. However, economics is a dark art, and in the hands of a deft accountant, you can dream up all kinds of nonsense, including a positive GDP… which we are likely to get in 3Q09.

However, with the Feds even openly acknowledging that their GDP findings are wrong (see the numerous revisions to the downside over the last year), this will be largely meaningless to anyone outside of the DC beltway.

On that note, the next time you see or hear anyone proclaiming that the recession is over, feel free to forward them the above list of data points and ask for their explanation as to how those items spell recovery.


Good Investing!

1st time our Bursa volume fell to 600++M level.... yesterday around 800++M level

getting lower each day.....

This post has been edited by tessei: Aug 21 2009, 05:22 PM

Chart Of The Day - WOW!!

PE Ratio vs. Years

This post has been edited by tessei: Aug 21 2009, 05:31 PM


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why don't u apply for HALEX HOLDINGS BERHAD?... just out last week

no ship to sell = no dividen...

A Day in the Life of the Stock Market
(If there are aliens watching us humans invest in the stock market, chances are they are disappointed.)


http://www.elliottwave.com/freeupdates/arc...ock-Market.aspx

Have a look at this book...Detail explanation & studies has been made...


Seasonal Stock Market Trends: The Definitive Guide to Calendar-Based Stock Market Trading (Wiley Trading)

http://www.amazon.com/Seasonal-Stock-Marke...d/dp/0470270438

:- either browse at your favourite bookstore or google & download ebook version (of course illegal...

Finally the BEAR r out perhaps for a few months!! the BULL r out of breath already...

sadly, our gov decide to increase petrol price from MIDNITE tonite + the Electricity bill comeout higher as a Merdeka gift ....

it could be a sign to M'sian ppl for the next gen election.. (anyway Japan did it today)

KLSE is a good learning ground.. if u can't make something overhere, for sure u can't survive outside there... really no mercy, get slaughtered in matter of few minutes/hours...