tag:blogger.com,1999:blog-7944902213075756335.post1128681604689792470..comments2024-03-28T10:39:01.047+08:00Comments on A Singaporean Stocks Investor (ASSI): Stakeholders should worry as credit is tightening.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger26125tag:blogger.com,1999:blog-7944902213075756335.post-13260352287077357002011-11-22T15:20:43.496+08:002011-11-22T15:20:43.496+08:00Hi trade futures,
Yes, that was a big issue and s...Hi trade futures,<br /><br />Yes, that was a big issue and still is. Much of the liquidity injected into the system was used in speculative activities. Many of those activities were in Asia as money tried to look for higher returns, causing massive inflationary pressure here. How will things turn out next?AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55646992030715136382011-11-22T15:10:19.224+08:002011-11-22T15:10:19.224+08:00It appear funny to us, because there were a lot of...It appear funny to us, because there were a lot of free printed money flowing around for the past 2 years, and the banks chose to use them to play the stocks markets rather than lending them out, and now with the tightening, stakeholders are getting worried. They should have enforced that the free money goes to the rightful places.trade futureshttp://www.futures-explained.comnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-15822677107357366642011-11-22T10:17:24.255+08:002011-11-22T10:17:24.255+08:00Hi Drizzt,
I suppose we should expect more "...Hi Drizzt,<br /><br />I suppose we should expect more "radical" thoughts from Buffet in the coming months. Thanks for the insight. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-42022886635169585012011-11-22T07:41:33.739+08:002011-11-22T07:41:33.739+08:00todd combs is the one buffett brought in to take o...todd combs is the one buffett brought in to take over his investing scope most probably. this is his baptism of fire. look at the picks. pretty different from buffett. if buffett doesn't understand apple, its even harder to understand ibm.Kyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-70431768838622541672011-11-21T12:21:19.487+08:002011-11-21T12:21:19.487+08:00Hi financialray,
Yes, patience is a virtue.
Hav...Hi financialray,<br /><br />Yes, patience is a virtue. <br /><br />Have a warchest ready and act decisively if opportunities present themselves. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-69957057258653638482011-11-21T11:53:29.597+08:002011-11-21T11:53:29.597+08:00Ha ha
It does not matter whether it is LHL, Thar...Ha ha <br /><br />It does not matter whether it is LHL, Tharman or LSS.<br />As long as all agree the direction is still down over next 6 mths or so, we wait patiently.financialraynoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-14477673517357352872011-11-21T10:35:10.131+08:002011-11-21T10:35:10.131+08:00Hi financialray,
Of course, if I were the Germans...Hi financialray,<br /><br />Of course, if I were the Germans, I would say the same thing. Few in this world are altruistic. :)<br /><br />I don't know if Lim Swee Say has perfect foresight but Lee Hsien Loong warned that things could get much worse. So did Tharman S.<br /><br />I just read this earlier today:<br /><a href="http://sg.finance.yahoo.com/news/AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-52953311821362378182011-11-21T10:22:39.440+08:002011-11-21T10:22:39.440+08:00I think when we put ourselves in Germany's sho...I think when we put ourselves in Germany's shoes, we will also act like them. We insist all the other European countries account for their actions and take fiscal prudence. <br />Perhaps it will take another Lehmann to jolt the Europeans into a final drastic action.<br />In the mean time, we enjoy our Christmas and fish for more news.<br />Lim Swee Say says this time will not be as bad as financialraynoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-68775294822233594212011-11-21T08:23:22.745+08:002011-11-21T08:23:22.745+08:00Hi Mental head,
Yes, Greece is insolvent no matte...Hi Mental head,<br /><br />Yes, Greece is insolvent no matter how they package and name it. Problems in the eurozone are likely to get worse. Unlike the USA, it is made up of so many countries, each with its own vested interests.<br /><br />In the last global financial crisis when credit froze, many companies stopped credit to customers too. In cash they trust. I wonder if it would ever come to AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47229992969981251442011-11-21T08:18:35.818+08:002011-11-21T08:18:35.818+08:00Hi Temperament,
Indeed. Buy at a price we would n...Hi Temperament,<br /><br />Indeed. Buy at a price we would not sell at and sell at a price we would not buy at. How easy is that in practice? ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25741768510420158102011-11-21T08:17:26.954+08:002011-11-21T08:17:26.954+08:00Hi Drizzt,
I don't know who that is but Buffe...Hi Drizzt,<br /><br />I don't know who that is but Buffet was the one who was interviewed. However, you are the one in the know when it comes to IT. So, I will find out who Todd is. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-918712368760907032011-11-20T22:17:12.726+08:002011-11-20T22:17:12.726+08:00Eurozone has no assets to back up their debts.
It...Eurozone has no assets to back up their debts.<br /><br />It is dependant on just promises. <br /><br />In such a case, they cannot pay for KepCorp's oil rigs, they cannot pay for hard disk drives.<br /><br />Many industries will be in a situation where they cannot collect money or do not feel confident to ship products to them.<br /><br />How will companies here respond to this?<br /><br />Mental head....noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3250825996704398512011-11-20T11:30:54.887+08:002011-11-20T11:30:54.887+08:00Hi AK71,
Regarding the behavior of MR Market and w...Hi AK71,<br />Regarding the behavior of MR Market and what we should do, May i share a quotation:-<br /><br />“Bull markets are born on pessimism, grow on skepticism, matured on optimism, and die on euphoria. The time of maximum pessimism is the best time to buy, and the time of maximum optimism is the best time to sell.”<br />----- Sir John Templeton, 1994<br />There you have it. It seems so Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-65080492697841691482011-11-20T03:59:35.697+08:002011-11-20T03:59:35.697+08:00the one that made the decision to invest in ibm is...the one that made the decision to invest in ibm is likely to be todd combs not buffett.Kyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-4104694892911607942011-11-19T23:38:53.948+08:002011-11-19T23:38:53.948+08:00Hi INVS 2.0,
Personally, I am staying partially i...Hi INVS 2.0,<br /><br />Personally, I am staying partially invested. We can never be too sure of anything. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-78322610174963156852011-11-19T23:16:46.527+08:002011-11-19T23:16:46.527+08:00Hi AK71,
I am still thinking whether to sell my ...Hi AK71, <br /><br />I am still thinking whether to sell my shares when they are still at normal levels or not. Sell now and buy when economy depression arrives next year? But what if there is none? Or simply hold it, earn dividends and be positive of the economy outlook? Hmm...INVS 2.0noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-37887890783498533822011-11-19T22:41:32.042+08:002011-11-19T22:41:32.042+08:00Hi Ah John,
Buffet is in a class of his own and h...Hi Ah John,<br /><br />Buffet is in a class of his own and he is also very flexible and willing to make changes. <br /><br />He didn't want to invest in IT companies before, saying he didn't understand them. He has changed his mind with IBM.<br /><br />This is not the first time he has changed his mind about something.<br /><br />The lesson for me here is that as investors, we want to AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-28501218213153846462011-11-19T22:13:43.748+08:002011-11-19T22:13:43.748+08:00Now, a big news is Buffett bought IBM shares, here...Now, a big news is Buffett bought IBM shares, here is a great article: http://www.gurufocus.com/news/153455/ibm-a-good-company-at-a-fair-price<br /><br />Do you think any similar stocks at Sg? 10 years continuously perform!Ah Johnhttps://www.blogger.com/profile/08143011578144039532noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8558293790958460052011-11-19T21:08:26.339+08:002011-11-19T21:08:26.339+08:00Hi Hwang,
I do not know if the repatriation of fu...Hi Hwang,<br /><br />I do not know if the repatriation of funds will accelerate but it could continue. To shore up confidence in their banks, the eurozone is asking the banks to increase their tier 1 capital. As their share prices are depressed, it is unlikely that these banks will issue new shares. A recall of funds from overseas is logical.<br /><br />Even if the eurozone banks were to recall AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-8494521867664250152011-11-19T20:28:03.563+08:002011-11-19T20:28:03.563+08:00i think they have started to do this considering t...i think they have started to do this considering the amount of outward fund flows, but will it accelerate?<br /><br />for the time being they need to cover the holes in their balance sheet due to loses in home countries, but if they recall everything, they have no means to generate future incomes anymore. that is what those investments are for in the first place, no?Hwangnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-12421060643007998602011-11-19T16:22:32.775+08:002011-11-19T16:22:32.775+08:00Hi Temperament,
I agree and I sleep better at nig...Hi Temperament,<br /><br />I agree and I sleep better at night with a plan. :)<br /><br /><a href="http://singaporeanstocksinvestor.blogspot.com/2011/08/sleep-well-at-night-with-plan.html" rel="nofollow">Sleep well at night with a plan.</a><br /><br />I continue to hope for the best too. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-40258255159129535352011-11-19T14:41:50.047+08:002011-11-19T14:41:50.047+08:00Hi AK71,
In terms of investment/life i agree we m...Hi AK71,<br />In terms of investment/life i agree we must be fully prepared for the worse and hope for the best.<br />We must learn how to hedge in such a way, head i win and tail i also win. Instead of winner takes all and loser knock out attitude; which is prevalent, normal happenings in casino.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-15352345084745091502011-11-19T10:18:52.385+08:002011-11-19T10:18:52.385+08:00Hi INVS 2.0,
A part of me is still hoping that th...Hi INVS 2.0,<br /><br />A part of me is still hoping that the next crisis could be averted. There is always a little escapist in me. I suppose it is the same for Mr. Market and that is why a bear market goes down a river of hope. ;)<br /><br />In the more likely event that the crisis could not be averted, Singapore would not be spared and we should make preparations if we have not done so already.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-2615895930974206512011-11-19T10:15:42.191+08:002011-11-19T10:15:42.191+08:00Hi Jaime,
I am glad you like it. :)
A reason for...Hi Jaime,<br /><br />I am glad you like it. :)<br /><br />A reason for blogging is to share my ideas freely with more people and not just my family and circle of friends.<br /><br />With this blog post, I hope to reach out to people who are still given to conspicuous consumption and who might be stretching their finances to the limits.<br /><br />I am continually astounded by how many people I AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-3113479191365251212011-11-19T09:57:54.826+08:002011-11-19T09:57:54.826+08:00Hi AK71,
Although the SG gov controls the econom...Hi AK71, <br /><br />Although the SG gov controls the economy through MAS and other measures, it still cannot resist the impact from the weakening Eurozone and US. It will hit us, definitely, but in a matter of time.INVS 2.0noreply@blogger.com