Tuesday, July 5, 2011

Zynga IPO : A study in the channeling of Funds

Snapshot Summary
-------------------------
. See how the money flows
. From (deposits/hedge funds/investment bank)
to IPO (eg Zynga)
to Infrastructure (I.T)


http://www.datacenterdynamics.com/focus/archive/2011/07/zynga-to-use-ipo-proceeds-for-large-infrastructure-investment

. Global coordination of infrastructure projects proposals & financing

SnapShot Summary
-------------------------
. Global infrastructure Projects
. Global coordination of infrastructure projects proposals & financing


http://www.thehindu.com/news/states/tamil-nadu/article2161303.ece

The Street : Stock Picks

http://www.thestreet.com/story/11174142/1/cbs-check-point-new-targets-estimates.html?cm_ven=GOOGLEN

Goldman's NewZealand Political money

Snapshot Summary
-------------------------
. Goldman's aid to Christchurch, NZ
. Goldman's political money


http://www.nbr.co.nz/article/goldman-sachs-gives-1m-christchurch-db-96570

Changing Face of Goldman Sach

Snapshot Summary
-------------------------
. Changing Face of Goldman Sach
. The political Goldman
. Advisor & broker to Central Banks
. Relocating to Asia, Singapore

http://www.fiercefinance.com/story/goldman-sachs-now-washington-lobbying-power/2011-07-05

Taiwan & Bio-Tech

Snapshot Summary
................................
. Taiwan investing in BioTech
. So is India, Russia, Malaysia, Pakistan


http://www.taiwantoday.tw/ct.asp?xItem=169937&ctNode=421

Australia Infrastructure Proposals : Victoria 0

Snapshot Summary
-------------------------
. Australia Infrastructure Projects Proposals
. 59 proposals this year.
. Queensland 13
. NSW 9
. WA 7
. Victoria 0


http://www.theage.com.au/victoria/passive-victoria-set-to-miss-out-on-infrastructure-billions-20110704-1gz69.html

Lynas : Malaysia's Headache

http://www.smh.com.au/business/malaysians-bring-their-protest-to-lynas-hq-20110705-1h056.html

Monday, July 4, 2011

NASA space shuttle ends as US Downsizes

Snapshot Summary
-------------------------
. US Downsizes & Downscales
. NASA space shuttle program is chopped.
. Space flights goes private & goes to Russia.
. NASA upscales its research.

http://www.ibtimes.com/articles/173765/20110704/nasa-final-space-shuttle-atlantis-nasa-next-step.htm

Pentagon Downsizes : Bearish for Millitary Stocks

Snapshot Summary
-------------------------
. Pentagon downscales
. Goes covert
. Bearish for the Companies in the Millitary Complex


http://australianaviation.com.au/2011/07/lockheed-martin-cuts-1500-aeronautics-jobs/

The Great Billion Dollar Drug Scam

Snapshot Summary
-------------------------
The Great Billion Dollar Drug Scam

Part 1 : http://english.aljazeera.net/indepth/opinion/2011/06/20116297573191484.html
Part 2 : http://english.aljazeera.net/indepth/opinion/2011/06/201162994039172374.html

Sunday, July 3, 2011

MSCi & Emerging Markets

Snapshot Summary
-------------------------
. Morgan Stanley raises Emerging Market Stock Holdings
. MSCI : Morgan Stanly Capital International.
. Just a few weeks ago, MSCI just hold back on upgrading Taiwan, Korea


http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2011/07/03/bloomberg1376-LNS7Q56JIJUO01-55LOP2TIP8VN561H31B480IVG6.DTL

Goldman Sachs, Food Prices will drop

SnapShot Summary
-------------------------
. Goldman Sach - wishy washy in recommendations lately
. Going through a transformation
. To broker of the central banks
. Employing ex-Central bankers
. And Central Banks employing ex-Goldman Sachs, eg Russia

. GS reverses forecast for Food prices
. Wheat, Corn, Soybeans
. Says Prices will stay high for 2011 but drop in 2012


http://247wallst.com/2011/07/02/goldman-sachs-calls-for-much-lower-food-prices-gs-adm-bg-tsn-sfd-kft-cag-gis-k/

Hyperinflation !!

http://www2.tricities.com/news/2011/jul/03/prepare-hyperinflation-ar-1148576/

Media now turn away from Greece saga to Global economy .

SnapShot Summary
-------------------------
. Media now turn away from Greece saga to Global economy .


http://economictimes.indiatimes.com/markets/analysis/global-markets-focus-now-on-state-of-the-global-economy/articleshow/9077330.cms

YingLuck Shinawatra

Snapshot Summary
-------------------------
. Maybe that's what Thailand needs, a fresh face.
. Politically naive, "dumb blond" admits political frenzy and fatigue
. Not to mention disillusionment.


http://www.bangkokpost.com/news/local/245285/the-making-of-a-prime-minister

Global Infrastructure (Repair & Upgrade)

Snapshot Summary
------------------------
. New Zealand Infrastructure plan
. Part of the global coordinated effort to stave off decline of economic growth.
In the midst of Inflation in the East & South.
And financial crisis and recession in the North & West

. Global infrastructure to absorb unused liquidity & prevent asset bubble burst
And cushion the fall off.


http://www.nzherald.co.nz/economy/news/article.cfm?c_id=34&objectid=10736181

China : First Africa, Now Europe, then USA

SnapShot Summary
--------------------------
. The World's financier & Engineer & Builder
. From Bay Bridge in San Francisco to Spain.
. Winning contracts after contracts.
. Improving in Europe, on what they learnt in Africa
. Next stage of the World's factory evolution : Branding !

. 0f course lurking in the background of Global finance
. Are the bad boys of International finance.
. Goldman Sach the broker of the central banks, including the emerging markets.
. JP Morgan


http://www.catholic.org/international/international_story.php?id=41977

Trading the US housing Turnaround.

Snapshot Summary
-------------------------
.Trading the US housing Turnaround.

Trading Goldman Central Banks's Connection

Snapshot Summary
-------------------------
.Trading Goldman Central Banks's Connection

Tiger Airlines Shares plunge

Time To Buy : Tiger Airlines

Snapshot Summary
-------------------------
. Time to Buy
. Tiger Share


http://www.reuters.com/article/2011/07/04/us-tigerairways-idUSTRE76309Y20110704

Rivals talking : China/Taiwan, Singapore/Malaysia, US/Russia

Snapshot Summary
-------------------------
. Taiwan's need to transform
. As manufacturing flows to cheaper base in China
. As ties thaws between the 2 countries.

. Another case of rivals talking is
. Singapore & Malaysia

. Money talks.

http://www.bloomberg.com/news/2011-07-03/taiwan-jobs-sucked-to-china-by-failure-to-mimic-singapore-economic-model.html

Buy US properties . Bottomed !

Snapshot Summary
-------------------------
. When a politician tells you the houses has hit rock bottom
. And is putting money where the mouth is.
. It is trying to make a bottom in house prices.
. JP Morgan, Bank of America among other big Amarican Banks forgiving debts on mortgages.
. Negotiating with Obama Administration.
. Maybe its time to look at Housing stocks.


http://politicalticker.blogs.cnn.com/2011/07/03/obamas-housing-chief-nows-the-time-to-buy/

Muslim Brotherhood

http://www.sfgate.com/cgi-bin/article.cgi?f=/g/a/2011/07/01/bloomberg1376-LNPVSX1A1I4H01-5QOB6GBDOBA77SJU6L96JBMMQG.DTL

Opening up of China Financial Markets

SnapShot Summary
-------------------------
. Reformation of China Financial System
. Opening up, liberalizing of the Financial system
. Like the liberalizing of the "A" share


http://news.xinhuanet.com/english2010/business/2011-07/03/c_13963163.htm

Goldman Sachs : Cental Banks Advisors

Snapshot Summary
------------------------
. Goldman Sach's Transformation
. From Investment banking advisory to central banking advisory
. After the heat of the crisis
. Going after Inter-Govermental Works
. Employs ex-central bankers and advises governments
. Especially emerging market central banks like China & Russia

http://www.koreaherald.com/national/Detail.jsp?newsMLId=20110703000098

Whats is Credit Default Swap ?

http://money.howstuffworks.com/credit-default-swap.htm

India stop payment, Iran may stop Oil supply

Snapshot Summary
-------------------------
. India owe Iran $2B for Oil
. International sanction for its nuclear programme.
. India & China are Iran's biggest Oil client.
. Iran may stop Oil to India in August
. Pressure between national survival and US & International friendship

http://www.google.com/hostednews/afp/article/ALeqM5hDxlzD9yvcFLAPwBjB5PBtT27Kkw?docId=CNG.c45b1499618bdfc8c2602868ded684ec.111

Politics of High Speed Rail

Snapshot Summary
-------------------------
. Russia invites China for high speed rail.
. High Speed Rails - Inter Goverment Infrastructure Projects.


http://www.chinadaily.com.cn/china/2011-07/02/content_12823874.htm