Politics of Oil : US, OPEC, IEA, RUSSIA

Snapshot Summary
-------------------------
. Russia, IEA, US Oil...

http://arabnews.com/economy/article465647.ece

Obama : The modern day American's Robin Hood.

Snapshot Summary :
---------------------------
. Obama fighting to increase the rich's taxes
. The Oils & Hedge Funds.
. Debt forgiveness to the lower end Mortgagees
. Looks like the modern day Robin Hood
. Releasing Strategic Oil Reserves

. Reversal of the debt induced growth.
. Simulating the economy from the ground up.
. Unlocking negative equity mortgages.

http://www.arabtimesonline.com/NewsDetails/tabid/96/smid/414/ArticleID/171028/reftab/36/t/Obama-singles-out-hedge-fund-managers-oil-cos-to-take-hit/Default.aspx

US Banks Debt forgiveness to Mortgagees

Snapshot Summary
------------------------
. JP Morgan & Bank Of America
. Giving debt forgiveness to Mortgagees.
. Who are under water, negative equity.
. Releasing liquidity in the market.
. Big Banks negotiating with Obama Administration on Debt forgiveness.
. Just as releasing Strategic Oil reserves.

http://www.nytimes.com/2011/07/03/business/03loans.html?_r=1

Malaysia : Alor Gajah : Malacca : Bio City

Snapshot Summary
-------------------------
. Malaysia
. Alor Gajah : Bio City

http://www.bernama.com.my/bernama/v5/newsindex.php?id=598569

Wall Street backing Climate Change

Snapshot Summary
-------------------------
. How big is this Renewable Energy Sector
. Alternative Energy
. What about Nuclear ?
. How serious is this Renewable Energy ?
. Alternative to Oil energy ?
. How much dent will nuclear & renewable energy make to Oil ?

http://www.climatefundsupdate.org/

1/3 of UK Energy/Water/Transport industry undergoing foreign ownership

Snapshot Summary
-------------------------
. UK infrastructure (Energy, Transport, Water)
. 1/3 of it is undergoing foreign ownership.
. Li Ka Shing's Cheung Kong Infrastructure making a bid for UK water.

http://www.yorkshirepost.co.uk/business/business-news/northumbrian_confirms_approach_from_hong_kong_1_3536806

Renewable Energy : Wind Farm

http://online.wsj.com/article/BT-CO-20110622-708159.html

Indian Asset Mnagement

http://www.thehindubusinessline.com/markets/article2153706.ece?homepage=true

US debt ceiling ??

Snapshot Summary
-------------------------
. To avoid raising debt ceiling US has to find $738B
. To cover interest payment.
. It has suspended payment to 2 pension funds.
.

http://www.huffingtonpost.com/2011/05/26/debt-ceiling-chart_n_867631.html#s284086&title=Explaining_The_US

US debt ceiling : July 22nd

SnapShot Summary
--------------------------
. July 22nd next and last dead line before August 2 Deadline.
. US has reached its debt ceiling of $14.3trillion
.
.
http://www.allbusiness.com/government/government-bodies-offices-us-federal-government/15747695-1.html

JP Morgan predicting 6% upside.

SnapShot Summary
--------------------------
. Bad economic data is over.
. Greece debt is behind us for now.
. JP Morgan predicting 6% upside.
. That is about 600-700 pts up.
. Probably the 5th Wave
. Before the bad news catches up again.

http://www.cnbc.com/id/43608126

George Soros : Sell Gold, Keep Cash

Snapshot Summary
-------------------------

http://uk.ibtimes.com/articles/20110627/george-soros-we-are-on-the-edge-of-collapse.htm

33 of 79 Central Banks tightens monetary policy

Snapshot Summary
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. Out of 79 Central Banks, 33 tighten money flow

http://www.dailymarkets.com/stock/2011/07/01/global-interest-rate-movements-half-year-review/

Gold Where to now ?

SnapShot Summary
-------------------------
. The negatives for Gold
. Slower growth, deflation
. Gold's over valuation
. End of QEII

http://economictimes.indiatimes.com/markets/global-markets/end-of-feds-qe2-portends-rocky-ride-for-gold-rally/articleshow/9071717.cms

Chart of Dow Jones, US$ Index and Gold

Snapshot Summary
-------------------------
. Chart of Dow Jones, US$ Index and Gold
. Dow Jones rebounded from Support
. US$ in a consolidation phase.
. Gold Toppish if not topped for the near term.
. If US$ consolidates & loses the volatility in range.
. Gold may lose some of it's monetary lustre
In the near term
. As Dow Jones makes it's Wave 5 climb.
. Probably Wave iii of 5 is in progress.
. So expect a 4th wave consolidation & a 5th wave rally
. Before a major Reversal or correction

BYD : Can recover from missteps.

Snapshot Summary
-------------------------
. BYD missteps . Blunders
. Charlie Munger says it can recover

http://www.bloomberg.com/news/2011-07-01/byd-can-recover-from-missteps-munger.html

Congress to Resolve US debt issue

Snapshot Summary
-------------------------
. Congress will continue to bring a resolution to the Budget, Debts & Deficits
. Unemployment rate next Friday, expected to stay same.
. Retailers to report good figures.

http://online.wsj.com/article/BT-CO-20110701-710821.html

US republicans wants a Balanced Budget Constitutuonal Ammedment

Snapshot Summary
--------------------------
. US republican senate wants a Constitutional change for a Balanced Budget Ammedment

http://www.statesman.com/opinion/cornyn-the-u-s-constitution-needs-a-balanced-1575926.html

Phillipines : On the Infrastructure project trail

Snapshot Summary
-------------------------
. Countries putting their house in order.
. Reorganizing, restrategising for next era
. Era of consolidation.
. Phillipines after foreign investment.
. Capitalizing the country.

http://www.mb.com.ph/articles/325031/companies-lining-build-infra-projects-after-rating-upgrade

Cayman vs Singapore as a Tax & Regulatory Haven

Snapshot Summary
-------------------------
. Singapore positioning itself as a Tax & Regulatory Haven
. Offers itself as a Living Laboratory as well to attract Foreign Investment

http://www.gfsnews.com/article/2267/1/Cayman_hits_back_at__gloating__Singapore

US icon exports Overseas : Japan

Snapshot Summary
-------------------------
. US icon exports Overseas : Japan
. Tiger Woods does Japanese Commercials for Pain Relief rub.

http://theweek.com/article/index/216887/tiger-woods-sad-japanese-heat-rub-endorsement

Africa : Astronomy Hub ?

Snapshot Smmary
-------------------------

http://www.southerntimesafrica.com/article.php?title=Africa_seeks_to_become_astronomy_hub&id=6091

Fidelity Select Stocks

Snapshot Summary
-------------------------
. Fidelity Select Fund's Trending Stocks
. A : Agilent Technologies
. AH : Accretive Health Inc
. BIIB : Biogen Idec

http://www.investors.com/NewsAndAnalysis/Article/576960/201106301807/Trends-In-Fidelity-Sector-Funds.htm

Countries competing to grab market share globally

Snapshot Summary
-------------------------
. If Countries are thought of as conglomerate whose measure of activity is GDP
. It must reach out globally to increase customer base.
. Competition of countries to grab market share in this globalization.

http://www.chinapost.com.tw/taiwan-business/2011/07/02/308282/Taiwan-firms.htm

Gold as a Currency

Snapshot Summary
-------------------------
. US$ delinked from Gold
. Central Bank hold Gold as Reserves
. So although US$ is not pegged to Gold anymore
. It's still held by Central Bank.
. So couldn't countrIes like Australia instead of printing money just mine for money ??

http://www.fool.com/investing/general/2011/06/29/lifting-golds-veil-of-secrecy.aspx

BYD ShenZhen IPO

Bearish Defense Stocks

Snaphot Summary
------------------------
. Defense spending will reduce with Troops pull out.
. As Pentagon goes covert
. Boeing spends $4.1m to lobby for contracts.
.
http://www.forbes.com/feeds/ap/2011/06/30/business-industrials-us-boeing-lobbying_8544876.html

IMF going Legal & Administrative with Lagarde

Snapshot Summary
-------------------------
. Why a woman ? - To get the job done.
. Why a lawyer ? - To get the job done.

. Woman lawyer - practical, doggedness, meticulousness & attention to details.
. IMF going legal.

http://www.businessdailyafrica.com/Opinion+++Analysis/Why+Lagarde+was+elected+IMF+boss/-/539548/1192150/-/w1dbpsz/-/

US Millitary goes Covert

Snapshot Summary
-------------------------
. General Petreus : From the battlefield to Covert Agency CIA
. Leon Penatta : From Covert Agency to policy making Pentagon

So what we get is covert policy & operation as US withdraw troops from Middle East.
CIA gets an understanding of ground experience
Pentagon gets an understanding of Covert experience.
Left and right hand coordination.

Richest Person in the world is a woman . Gina Rhinehart

Snapshot Summary
-------------------------
. Richest Person in the world is a woman
. Gina Rhinehart
. $100B
. Mining Industry

http://www.nbcsandiego.com/news/business/The-100B-Woman-Youve-Never-Heard-of-124775019.html