Thursday, June 30, 2011

GMCR : Short term short play

Snapshot Summary
-------------------------
. 60 miniute Chart
. Stochs Bearish Divergence
. Extreme O/S
. Broke out of Triangular uptrend consolidation
. Target $87

5 Yahoo Finance Breakout Stocks.

Snapshot Summary
-------------------------
. Yahoo Finance Breakout Stocks.
. Soda Stream (SODA)
. krispy Kreme (KKD)
. Coffee Holding (JVA)
. Service Source International (SVA)
. Cardiovascular System (CSII)

http://finance.yahoo.com/blogs/breakout/5-technically-strong-stock-picks-180109795.html

Infrastructure Investments to Soak up excess liquidity

Snapshot Summary
-------------------------
. Australia NSW, sets up a infrastructure company
. Mission to repair and upgrade NSW
. 20 years broad plan and a 5 years action plan
. Infrastructure investment is a global theme.
. India says it has $1Trillion of investable projects
. Where is the money coming from ?
. No new liquidity with interest rates going up.
. Herding of idle funds, speculative funds, equities Mkt into Savings
. To soak up excess liquidity


http://www.supplychainreview.com.au/news/articleid/74557.aspx

Cities' Vietnam Strategy

Snapshot Summary
-------------------------
. CitiGroup practicing Buffet theology
. Be greedy when others are fearful, fearful when others are greedy.
. Vietnam, 20% inflation .
. Economy floundering
. Investing and grabbing market share when there are no competitor .


http://online.wsj.com/article/SB10001424052702303763404576417431464478002.html

US to cancel Egypt's debt by 1/3 in 3 years

Snapshot Summary
-------------------------
. US to cancel 1/3 debt in 3 years


http://www.almasryalyoum.com/en/node/473201

End of Tanjong Pagar Railway Station

http://www.todayonline.com/Singapore/EDC110701-0000361/The-end-of-an-era-rolls-out

China's Beijing-Shanghai Bullet Train

SnapShot Summary
-------------------------
. US$30 B Bullet Train.
. To celebrate the 90th Anniversary of Communist rule in China
. Its about 1,400 km from Shanghai to Beijing
. At 300km/hr it will take about 5 hours to arrive
. So now the Political-Commercial center of China is nearer & more assessable.
. The economy might be the biggest but the ego born out of a need to prove is also big.

http://www.latimes.com/news/nationworld/world/la-fg-china-train-20110701,0,7394150.story

July's Geopolitics diary of Events

Snapshot Summary
-------------------------
. 1 July : China celebrates 90 years of communism
. 3 July : Thailand Goes to Election
. 4 July : USA celebrates Independence Day


http://online.wsj.com/article/SB10001424052702303763404576417503968123210.html

Soros : Lays out goals for Open Society Foundations.

Snapshot Summary
-------------------------
. George Soros plans for his after-death
. Lays out goals for Open Society Foundations.
. Soros is 80yrs old.


http://www.advisorone.com/article/george-soros-lays-out-goals-open-society-foundations-after-his-death

HSBC cuts jobs in Europe

SnapShot Summary
--------------------------
. HSBC cuts jobs in Europe.


http://www.reuters.com/article/2011/06/30/us-hsbc-idUSTRE75T3LH20110630

Singapore & Malaysia partnerships

Snapshot Summary
-------------------------
. Rivals becomes partners
. Singapore & Malaysia
. Who were once the same country
. Till they split up in 1965.
. Singapore became an independent State.
. Why the partnership ? In what was a friendly hostile competitors.
. Could be due to the stepping down of Lee Kuan Yew who has been a
Deterent factor in partnership probably due to old wound and baggage.
. Could be due to the rise of Islamic finance and Arab world.


http://online.wsj.com/article/SB10001424052702303627104576413483673299262.html

Singapore to have tougher capital rules than required

Snapshot Summary
-------------------------
. Singapore to have tougher capital rules than required
. Going overboard ?
. Trying too hard to please ?

Taiwan increase interest rate

Snapshot Summary
-------------------------
. Taiwan raises interest rate 5th time this year.
. From 1.75% to 1.875%
. Or 25%
. What effect does that have on the economy.
. Gradually decreasing money supply.

http://online.wsj.com/article/SB10001424052702304584004576417421592049558.html

Bullish On Airlines

Snapshot Summary
-------------------------
. JP Morgan Bullish on Airlines
. Oil price down.
. Better management
. Take a look at JetBlue : CNBC Option Stock


http://www.businessinsider.com/jp-morgan-airline-industry-to-stay-profitable-despite-weaker-demand-2011-6

Japan's Production Increased

Snapshot Summary
-------------------------
. Japan's Industrial Production Increase
. Yen Rebound.
. Deflationary trend continues.

http://www.ibtimes.com/articles/171280/20110629/japanese-yen-rises-on-rebounding-industrial-production.htm

India offers $1 trillion investment opportunities.

Snapshot Summary
-------------------------
. India offers $1 trillion investment opportunities.
. Where is all the money going to come from ?


http://timesofindia.indiatimes.com/business/india-business/India-offers-1-trillion-investment-opportunities-Gopalan/articleshow/9040778.cms

Russia Privatisation : China Buying

Snapshot Summary
-------------------------
. Russia's Privatisation programme
. Market opening up.
. Foreign investment drive
. Opportunity for Chinese Investment.

http://news.xinhuanet.com/english2010/china/2011-06/30/c_13958096.htm

BIS urge Central Banks to raise rates to fight inflation biting into economic growth

Snapshot Summary
-------------------------
. Central Banks urge to raise Interest Rates.
. To avoid derailment of economic growth by inflation
. BIS aim is economic growth.
. Mortgage payment is a domestic issue.
. Basically to reduce any more new liquidity into the market.


http://www.toboc.com/tradenews/Interest-Rates-Must-Raise-Says-Bank-For-International-Settlements/1718.aspx

Commercial Space Projects Heating Up.

Snapshot Summary
-------------------------
. NASA's last manned spacecraft will come to an end on July 8th
. Atlantis will make a last journey to International Space Station.
. However it is the beginning of privately funded space flight.
. Projects by Bowing, SpaceX, Blue Origin and Sierra Nevada
. Not forgetting Caterpillar with it's remote controlled Space Terrain vehicles.

http://www.networkworld.com/community/node/75693

Wednesday, June 29, 2011

Low Put/Call Ratio triggered for MSCI Taiwan Index

Snapshot Summary
--------------------------
. Low Put/Call Ratio triggered for MSCI Taiwan Index


http://www.avafin.com/articles/1002919.html

Oil : May 2nd 2011 : Inside story

SnapShot Summary
--------------------------
. May 2 : Osama KIA
. Also Obama's plan to KIA the high oil prices
. This is the inside story of what transpired.
. For tell tale signs see previous posts, 1 week before.


http://www.reuters.com/article/2011/06/28/us-usa-oil-timeline-idUSTRE75R7U520110628

DJIA : Wave A : Financial implosion , Wave B : Credit induced Rally : Wave C

>

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China : Short Term Bear, Long Term Bull

Snapshot Summary
-------------------------
. Jim Rogers says even if he sees big problems in China he is not going to stop
His children learning Mandarin
. Jim Rogers says all China shorts are hurting

Kenya top investment destination in Africa

SnapShot Summary
-------------------------
. Kenya top investment destination in Africa


http://www.busiweek.com/11/news/117-todays-news/1277-kenya-chosen-as-top-investment-destination

Wave A(down) : Deriviatives implosion. Waves B (up) : QEi & QEii : Waves c ??

Snapshot Summary
-------------------------
. Wall Street cuts jobs as Deriviatives wind down
. The culprit catalyst for the financial melt down 2008 (Wave A)
. Which is also the impetus of QEi & QEii (Wave B)
. Wave A & Wave B is like Mr Jekly, Dr Hyde
. If one is bad, the other is equally evil
. Will it result in a menacing Wave C ?


http://blogs.wsj.com/deals/2011/06/29/heres-why-wall-street-is-cutting-jobs/

No IPhone 5 till 2012

Snapshot Summary
-------------------------
. No IPhone 5 till 2012
. No drivers for Apple stocks
. Watch AAPL

Female Sports Stars : Golf & Soccer

Snapshot Summary
-------------------------
. In 2 Sports, Golf & Soccer, female stars a rising
. Compared to their man counterparts
. Yani Tseng to Golf champ Tiger Woods
. Marta Silvia to Soccer legendary Brazillian Pele

. Sports marketing coming to the women market.
. Rise of Women soccer and Golf
. Nike : Just do it !

Philippines : Property Boom

SnapShot Summary
-------------------------
. The economic center of gravity has moved into Asia
. Namely the Beige(Yellow) & Browns
. When the Beige Prosper, the Browns will benefit as well.
. Beige (China,Taiwan,HK,Vietnam),(Japan,S.Korea)
. Browns (Indonesia,Malaysia,Thailand,Phillipines,Myanmar)

Of course not forgetting the Browns and Blacks on the other side of Atlantic
. Africa & Arabs & India

. Looks like its going to be a United Benetton of colours.

http://business.inquirer.net/5593/philippine-property-boom-seen-to-continue

China's Bank Ranked in Top 10

US company : HP : design, make , sell in China

SnapShot Summary
-------------------------
. Another Major US company invest into China
. Market pentration.
. Viewing China as a Customer Base in it's own right.
. US company develops, manufacture, markets in China.
. So what does that make HP ?
. An Amarican company, a Chinese company ?
. US economy may tank, but US corporate may yet buffer the coming storm.
. US may call in foreign investments.

http://www.marketwatch.com/story/hp-deepens-commitment-to-china-2011-06-29?reflink=MW_news_stmp

Lorillard : LO (Bearish Engulf or 5th Wave. ?)

Lorillard : LO
(Bearish Engulf or 5th Wave. ?)

AGRO : Update

Kraft : KFT

Snapshot Summary
-------------------------
. Triangular Consolidation
. Breakout zone
. $37
.14 days

RIO : Rio Tinto

. Break out of triangular onsolidation
. Target $76
. 2 weeks

$10 Billion Russian for MENA investments

http://www.cpifinancial.net/v2/News.aspx?v=1&aid=8460&sec=Alternative%20Investments

Malaysia's biotechnology sector gets recognition

Snapshot Summary
-------------------------
. Malaysia's biotechnology sector gets recognition


http://www.bernama.com.my/bernama/v5/newsindex.php?id=597552

Wheat Prices : Happenings in July

SnapShot Summary
-------------------------
. Russia lift Ban On Wheat
. India may lift ban on wheat
. Japan reviving Rice Exchange
. Thailand may double Wheat prices for farmers

Tuesday, June 28, 2011

Tiger - Correction Phase




http://tippypips.blogspot.com/2011/06/tiger-woods-vs-dow-jones-indea.html
http://tippypips.blogspot.com/2011/06/tiger-dow-jones-2-crippled.html

Tiger - The Bull's Poster child - Is out till healthy

Dow Jones and Tiger's Rise and Fall (1982 to 2011)



Tiger - Out till Recover ! - Same as Dow Jones ?? (June 2011)

Tiger and Dow Jones - 2008 to 2011
The Fall, The Correction, .........and Game Over !

SnapShot Summary
--------------------------
. In my mind there are 3 Poster Child of the US Bull market that started in 1982
. one is Bill Gates
. 2nd is Tiger Woods
. 3rd is Warren Buffet.
. 4th is Steve Jobs if he is not so much a contrarian indicator.
Striving in correction than in the main trend.

Bill Gates was in college when he started Microsoft , Bull run started when he was 27.
Warren was 52 yrs old.
Tiger was only about 3 years old.
So really Tiger was the Bull child.
His rise and fall traced the DJIA, refer to chart.

Now that he is not coming back till he is healthy, could really be said the Stock Market as well.
Looks like the topping out of "B" might be in place for the "C" wave down

------------------------------------------------------------------------------
Previous Posts
http://tippypips.blogspot.com/2011/06/tiger-woods-vs-dow-jones-indea.html
http://tippypips.blogspot.com/2011/06/tiger-dow-jones-2-crippled.html
------------------------------------------------------------------------------

6 steps to Explosive Profits

. Importance of Agro Biotechnology

Snapshot Summary
-------------------------
. Importance of Agro Biotechnology

http://www.ntxe-news.com/artman/publish/article_70363.shtml

KLSE Index Stocks

SnapShot Summary
--------------------------
. KLSE
. Kuala Lumpur Stock Exchange
. The KLSE Index Stocks
. 29 top dogs

Monday, June 27, 2011

South East Asia Infrastructure boom. (?)

SnapShot Summary
-------------------------
. Initial stages of an infrastructure boom.
. Money is flowing.
. Global economy may not be zooming off with this boom.
. More like going back to basics.
. Return to jobs and paying off debt

http://www.chinapost.com.tw/taiwan/foreign-affairs/2011/06/28/307778/Mayor-Chu.htm

US-Taiwan : Bilateral Relations

http://www.chinapost.com.tw/taiwan/foreign-affairs/2011/06/28/307778/Mayor-Chu.htm

PTR - Weekly Candlesticks

PTR - Weekly Candlesticks: "



via StockCharts.com

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ASEAN Stock Exchanges Interlinked by Q1 2012

Snapshot Summary
-------------------------
. ASEAN exchanges
. One step closer to Asia Monetary Fund
. Manila, Kuala Lumpur, Singapore, Bangkok


http://m.gmanews.tv/story/223408/business/asean-exchanges-eyes-trading-interconnectivity-by-q1-2012

Central Bank Interest Rates around the world

Snapshot Summary
-------------------------
. Central Bank Interest Rates around the world
. Growth Rates around the World
. Graphical Representation

. Growth is basically higher in the South than the North
. The growth regions are basically BRIC, AFRICA, SEA and Australia
. North regions are economically Colder.
. The hotter inflationary are also the growth areas with higher interest rates
. MENA and Russia is also growing.

. United States central bank , the FED has opened the monetary tap full throttle.
But the money is stucked in the system
The money has no velocity.


http://globalpublicsquare.blogs.cnn.com/2011/06/27/central-bank-current-interest-rates-by-country/

GDP Growth rates [2009]