-------------------------
. Acer to supply PC to Thailand schools.
http://focustaiwan.tw/ShowNews/WebNews_Detail.aspx?Type=aECO&ID=201106270025
Monday, June 27, 2011
Thailand to equip it's Schools with 20,000 Acer PCs
-------------------------
. Acer to supply PC to Thailand schools.
Egypt Promoting tourism to Thailand
------------------------
. Market for Egypt Tourism in Thailand.
. The Pyramid People reaching out to the Temple People
. Egypt unrest ?
. Promoting tourism
. Or there is no unrest
Macy's ships globally.
-------------------------
. Macy's go Global.
. Virtually going Online , Shipping Globally.
. US economy maybe down
. But US technology and finance knowledge
. Is not to be underestimated.
. Its the economy that is down not the American Corporates.
. Soon it will, not country specific companies but Global companies.
. US corporates going global
. New wave.
. Global customers, not just US- centric or country specific .
. New World Order. One World Governance.
http://www.daytondailynews.com/business/macys-launches-international-e-commerce-venture-1194841.html
Malaysia : Johor Dvelopment
-------------------------
. Friend or Foe ?
. Right now there is Money to be made.
. 2 Sovereign Funds cooperate to develop Johore, Malaysia
. Khazanah & Temasek .
. M + S Inc
. 60/40 JV.
. Whatever it is, Malaysia is going places . Is trading up.
The US wars
-------------------------
. The illusive US terrorist war.
. Six wars (Iraq, Afghanistan, Pakistan, Libya, Yemen, Global war on Terror)
. Nine Words to avoid
- Victory
- Enemy
- Covert War
- Permanent Bases
- Withdrawl
- Drone War
- Corruption
- National Sovereignty
- War
Australia : ASX ETF
-------------------------
. EWA downward Trend Channel
. High Volume Jan27 Calls
http://community.nasdaq.com/News/2011-06/bulls-charge-back-into-australia-etf.aspx?storyid=82505
Russian Pharmaceutical Industry
-------------------------
. Russia going economics
. Economics first, ideology last.
. No money, no talk
. Pharmaceuticals initiating the first moves.
. Russian companies raising funds , IPO, through London Stock Exchange.
Sunday, June 26, 2011
Walmart : Top US companies moves overseas
-------------------------
. TOP US companies
. Maybe the Forbes or Fortune 500
. The 20% that makes the 80% that matters
. Expands overseas
. Walmart to South Africa
BIS - Warns of New Financial Crisis
-------------------------
. BIS (Bank for International Settlements)
. Central Banks to the world's Central banks
. From the vantage point of World Finance
. Warns of New Financial Disaster.
. Unfinished regulatory reform
. Why warn now ? Not earlier ?
Indonesia : The World's workshop
-------------------------
. Indonesia
. Indonesia : The World's workshop.
. Not quite factory. Workshop.
. The Komodo Dragon awakens
. International firms commits Billions in Indnesia Investment
. Reserve for a time such as this
. Even as China becomes the World's financier.
http://www.thejakartapost.com/news/2011/06/27/indonesia-workshop-world.html
China : From The World's Factory to The World's Project Engineer & Financier
SnapShot Summary
-------------------------
. China : The World's Factory becomes
. The World's Financier (Europe, US ....)
. The World's Investor (Africa)
. The World's Civil Engineer.
. US companies don't have these types of
. Fabrication
. Warehouses
. Equipment
. Cash-flow
. China has standy $1 trillion of funds to invest in US infrastructure.
. Privatisation of US national & State assets ??
. As part of the Debt restructuring program ??
Chinese Built Bay Bridge in San Francisco
------------------------------------------------------
The new Bay Bridge, expected to open to traffic in 2013, will replace a structure that has never been quite the same since the 1989 Bay area earthquake. At $US7.2 billion ($A6.9 billion), it will be one of the most expensive structures ever built.
'I don't think the US fabrication industry could put a project like this together,'' the project director for the American Bridge/Fluor Enterprises joint venture, Brian Petersen, said.
''Most US companies don't have these types of warehouses, equipment or the cash flow,'' he said. ''The Chinese load the ships and it's their ships that deliver to our piers.''
-------------------------
. China : The World's Factory becomes
. The World's Financier (Europe, US ....)
. The World's Investor (Africa)
. The World's Civil Engineer.
. US companies don't have these types of
. Fabrication
. Warehouses
. Equipment
. Cash-flow
. China has standy $1 trillion of funds to invest in US infrastructure.
. Privatisation of US national & State assets ??
. As part of the Debt restructuring program ??
Chinese Built Bay Bridge in San Francisco
------------------------------------------------------
The new Bay Bridge, expected to open to traffic in 2013, will replace a structure that has never been quite the same since the 1989 Bay area earthquake. At $US7.2 billion ($A6.9 billion), it will be one of the most expensive structures ever built.
'I don't think the US fabrication industry could put a project like this together,'' the project director for the American Bridge/Fluor Enterprises joint venture, Brian Petersen, said.
''Most US companies don't have these types of warehouses, equipment or the cash flow,'' he said. ''The Chinese load the ships and it's their ships that deliver to our piers.''
Russian - London Connection
-------------------------
. Russia cashing out .
. Russian companies IPO in London Stock Exchange
. Will this be a trend of Russian companies going London IPO
http://business.scotsman.com/industry/Russian-mines-giant-plans-LSE.6791600.jp
Solving USA problems.
-------------------------
. If only solving the problem is the objective.
. Read this article.
. Also suggesting but not the main point of the article
. President Obama is a 1 term President
http://www.marconews.com/blogs/making-america-competitive-global-economy/2011/jun/25/catch22/
China : World's Factory becomes World's Financial Hero !
SnapShot Summary
-------------------------
. While Troika was discussing Greece Debt restructure, China was the unseen guestLike the secret buyer in an auction. Giving the secret nod.
. China to the World's rescue
. The World's Factory becomes the World's Hero & Investors
. From Africa to now Europe and US infrastructure soon.
.Could it be the concerted effort of central banks interest rate raisings
.Some sort of "conspiracy"
. Could it be if like it has been said its not the Quantity of Money but velocity
. That somehow liquidity is going to be pumped out of the system.
. Not neccessary into equities,
. Near term probably but eventually even equities monies will go into infrastructures
. So the recent tightening means no new monies coming Into the system
. So the banks has to released & market has to absorb whatever is in the system now.
http://english.peopledaily.com.cn/90001/90776/90883/7420627.html
-------------------------
. While Troika was discussing Greece Debt restructure, China was the unseen guestLike the secret buyer in an auction. Giving the secret nod.
. China to the World's rescue
. The World's Factory becomes the World's Hero & Investors
. From Africa to now Europe and US infrastructure soon.
.Could it be the concerted effort of central banks interest rate raisings
.Some sort of "conspiracy"
. Could it be if like it has been said its not the Quantity of Money but velocity
. That somehow liquidity is going to be pumped out of the system.
. Not neccessary into equities,
. Near term probably but eventually even equities monies will go into infrastructures
. So the recent tightening means no new monies coming Into the system
. So the banks has to released & market has to absorb whatever is in the system now.
"China has been supportive to euro area countries facing difficulties experienced by the euro, just as the EU supports China's stable development with investment and technology," Van Rompuy said, "We are becoming part of the solution of the other side's challenges."
Wen's ongoing visit to Europe, with a small delegation of heavyweight figures, including Minister of the National Development and Reform Commission Zhang Ping, Minister of Commerce Chen Deming and central bank governor Zhou Xiaochuan, is expected to help EU further battle the debt troubles that have lasted 18 months.
Wen's ongoing visit to Europe, with a small delegation of heavyweight figures, including Minister of the National Development and Reform Commission Zhang Ping, Minister of Commerce Chen Deming and central bank governor Zhou Xiaochuan, is expected to help EU further battle the debt troubles that have lasted 18 months.
http://english.peopledaily.com.cn/90001/90776/90883/7420627.html
Troika agrees on Greece debt
-------------------------
. Debt Agreement reached by the Troika - EC, IMF, ECB & Greece Authority
. Pending final clearance from Greek Parliament
. Will this be just a formality to clear ?
. Will there be last minute changes or complications .
. Troika is invoked.
. Next week will be Tenterhooks.
. Will this celebrative rally be short-lived
. or will it usher in a July 4th rally
http://www.thisdaylive.com/articles/world-stocks-rally-on-greece-plan-china/93891/
Greeks austerity measures
Snapshot Summary
-------------------------
. Greeks people protest against Austerity measures
. Next Parliament will vote next week.
Greek Prime Minister George Papandreou and his PASOK party government survived a June 21 confidence vote in parliament. This came ahead of a parliamentary vote scheduled for a week later on the austerity measures demanded of Greece in return for new loans from the European Union (EU) and International Monetary Fund (IMF).
Saturday, June 25, 2011
Ranking of Global Cities
Ranking of Global Cities
"World city" redirects here. For other uses, see World city (disambiguation).
A global city (also called world city or sometimes alpha city or world center) is a Specialized City deemed to be an important node point in the global economic system. The concept comes from geography and urban studies and rests on the idea that globalizationcan be understood as largely created, facilitated and enacted in strategic geographic locales according to a hierarchy of importance to the operation of the global system of finance and trade.
The most complex of these entities is the "global city", whereby the linkages binding a city have a direct and tangible effect on global affairs through socio-economic means.[1] The terminology of "global city", as opposed to megacity, was popularized (not coined or invented) by the sociologist Saskia Sassen in reference to her 1991 work, "The Global City: New York, London, Tokyo"[2] though the term "world city" to describe cities which control a disproportionate amount of global business dates to at least May 1886, to a description of Liverpool by the Illustrated London News.[3] Patrick Geddes also used the term "world city" later in 1915.[4] Cities can fall from such categorization, as in the case of cities that have become less cosmopolitan and less internationally renowned in the current era, e.g., Kaliningrad, Russia; Thessaloniki, Greece; and Alexandria, Egypt.
-------------------------
. When Trade slows, commodities demand lessens ,
. Aud dollar & interest rates may go divergence.
http://online.barrons.com/article/SB50001424053111904548404576397761824923934.html?mod=BOL_hpp_mag
Gold & Soros
-------------------------
. Is the market right or Soros ?
. Well, Market is always right.
. Chart wise there is a double top.
. Break of neckline.
. Where will Gold go ?
. If it's a hedge against US$, probably down.
http://www.marketwatch.com/story/soros-is-selling-his-gold-should-you-too-2011-06-06
Greece debt Crisis
-------------------------
. Greece deadlock looks set to settle.
. IMF chief should settle soon
RIMM : Who wants to take it over ?
-------------------------
. RIMM
. Stunned by Apple, Killed by Andoid
. Apple's market share had stayed pretty constant in the smart phone market
. It's Android that has jumped.
. However RIMM, still has useful technology
. And the corporate market that its still has salvageable value
. Touted as a Takeover target at this price.
. However in the near term, price might fall to $20.
. To play takeover candidates.
. Still use technical as a short-term guide.
. Watch volume
. Monitor corporate & technical indicators.
. It takes times for something like that to happen.
. It might or not happen
Privatizing US national assets : Ohio Example
-------------------------
. US State selling Prisons.
. Which are the US states that is pro privatization ?
Amtrak for Sale !
-------------------------.
. Will this be the start of Privitisation of State's Assets in America
US : QEiii : its time to bite the bullet !
---------------------------
. Something has to give.
. People & country has spend years in advance.
. Cannot continue to spend.
. This seems to be the turning point.
. Businesses has to be given incentive to stimulate the consumers
. Interest free loans
. Reduce prices, etc....
. Everybody still loves a bargain.
. The secondary market
. Businesses has to build up its reserves, it needs new markets.
. US needs to open up, allow for foreign investors, privatize
. As it's parochial local businesses goes overseas.
. US$ supply reduces from the market.
. US$ Demand stays the same
. US$ will appreciate not that it's strong.
. But lesser of it is going around.
. But because of its inherent weakness, at best, US$ will bottomed out here
. Hover around this level.
. As for Gold, if US$ is stabilized, there is no need for Gold as a hedge.
. Silver will be down as well.
http://www.businessday.co.za/articles/Content.aspx?id=146711
Bernanke's : It's Velocity not Quatity of Money !
-------------------------
. Line of thoughts shifts from Quatity to Velocity of money
. Its not there is no liquidity but there is no velocity
. Consumers have lost the appetite to spent.
. They are in credit, mortgage to pay, credit card to pay,
. They have spend, decades in advance,
. Bernanke's is out of touch
. Maybe the people have it right, "Spend Less, Save More"
. Thats the mode people are in.
. Or they are in the stock market trying to make some extra bucks.
. Deflating of the debt induced economy.
. To a more real level.
. Time now to pay off mortgae and credit cards which has maxed out.
. Businesses has to reduce price.
. Productivity has to increase.
Friday, June 24, 2011
Thai General election : 3 July
SnapShot Summary
-------------------------
. In Thailand's electoral democracy, election winners cannot rule, but those who rule cannot win elections
. Stalemate
.
US-China : Yuan rhetoric again.
---------------------------.
. Pro-Higer Yuan, Anti-Hi Yuan
. Pro-Pressuring China, Anti-Pressuring China.
. Congress Bill : Protectionist
. Strength of China Trade Surplus is not reflected in the exchange rate.
. US buys more than it sells to China
. Unequal trading partners.
. I buy more from you than you from me.
. You make more from me than I from you.
. And you are making your currency cheaper so my people can buy from you more.
. Not fair !
. However pressuring China may have retaliatory effect
. However raising Yuan may work in China favor as well,
. As it can then buy US assets cheaper.
. Although it means their US denominated assets will also devalue.
. Higher Yuan is good for China based companies
. As far as trade is concern,
. Some favor higher Yuan to stem the flow of imports.
. As a means to reduce the Trade deficits .
. US then should discourage imports domestically.
. Encouraging US citizens to consume less.
. Go back to savings mode
http://www.reuters.com/article/2011/06/24/businesspro-us-usa-china-currency-idUSTRE75N5JE20110624
2012 : Change of Leadership in US & China
-------------------------
. 2012, end of the world ? Ha ha
. No, not quite,
. New beginning ?
. China & US elections.
. Change of leadership.
Silver : Technical Elliot Wave vs Fundamental Analyst
SnapShot Summary--------------------------
. A discourse of Technical Elliot Wave vs Fundamntal Analysis
. The Gold Money writer takes a jab at Elliot Wave technicalists.
. According to technicals, Silever has broken out of a triangle in a downtrend
. Applying Elliot A-B-C, the downward projection will bring it to $25-$30 range
. With a major 200MA support at $30
. However the writer almost to the point saying that Elliot are for the naive
. As there are so many other bigger issues affecting the Silver market
. Like the secretive central bankers
. And the bullish demand from Indians and China
. The writer claim further that only the big commercials precipitate the Silver sell down in May
In his words
The people who really know where this balance lies are the market makers, or in the case of the futures market, the commercials. They learn with great rapidity the quality of business a floor broker has, and how successful that broker and his clients are in their trading activities. This is important knowledge that is denied to the rest of us, which is why the commercials were so successful in precipitating the severe shake-out in silver in late-April.
. I beg to differ, as me and my friend during lunch on the eve of the Silver sell down were just talking about the Silver reversal that is to come and to take a short position that night. And there were many newsletter advising of the Silver Top in the week prior.
. So we may see Silver at $25 yet !
. Just as Elliot wavist maybe naive, going by what the writer says Fundamentalist has no clue either. Actually they too do not know the whole picture. There is no way to assemble the jig saws pieces of all market players and data. Therefore one should let the price action tell him whats going on.
. As any player big or small who wants to play Silver has to buy and sell Silver ! And all that negotiations between buyers and sellers are reflected in the price actions.
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