Friday, May 29, 2009

SOS Manipulation


According to Bob Chapman, the price of GOLD or Silver or crude oil has been manipulated since the 80s and the manipulator may not be able to withstand this CRISIS, hence, the precious metals will eventually replect its true price, which is a few times higher than the existing price.

Thursday, May 28, 2009

SOS Natural Gas


What Marc Faber says on 26 May 2009 on Bloomberg:



  1. Natural gas is the most undervalued commodities today

  2. Marc is 100% sure that hyperinflation will happen in USA, may not be tomorrow, but in years to come i.e. exceeding 30%

Monday, May 25, 2009

SOS USDollar!


New Zealand dollar appreciate about 30% over the last 2 months against US Dollar (March to May 2009)

SOS Bailout Bubbles


By Gerald Celente, the US government has created a new bubble of USD13 trillion which is much worst than the internet bubble, or the sub-prime mortgage bubble and debt bubble. He predicted 2012 US will face with riots, civil unrest etc.

Sunday, May 24, 2009

SOS Main Media vs Sub-Media


Equity Markets goes up from 666 to about 950 from March low to 21 May 2009 in NYSE.


BY MAIN MEDIA


Near ending of a recession, rates of deteriorating economy data stops eg unemployment rates slows to below 600,000 im May, retails sales deteriorates at a slow rates, home prices drops at lower rates, equity charges up 40% on improved confidence index.


BY SUB MEDIA


Unemployment rate peaking at historical high, close to 7 million, worst than four previous recessions. The government figures shows unemployment after taking off employment figures created by government jobs, hence shows a slowing sign below 600,000 in April.


Diliquency rates are rising or peaking on both credit cards and commercial properties, what the market called it "see through city" where in the London city, miles and miles of commercial properties are empty. Forget home properties, now is commercial properties delinqueny rates is peaking.


Home price drops has slowed down, due to what? Government intervention, which is not sustainable or create a false picture or reflating a phony bubble like what happens in the first place.


Equity price up 40% in NYSE, due to "green shots"? Well, not according to Davidowitz, who says worst is yet to come as commercial properties market is sinking, debts are rising, credit cards defaults are rising. He called it "greater fool theory." The reason market is up is mainly due to the printing of money couple with a technique called "painting the tapes" where there are heavy tradings before the market close to shows market are higher.


On top of that, over the last 6 weeks or so, insider selling at furious pace, i.e. net sellers peak over the last few weeks or people called "pump and dump scam" and also manipulations of the future contracts, which traded at unusually high over the last few weeks with more than 100,000 future contracts transacted. That is when the "smart money is selling" while the "new suckers is coming into the market"
BEWARE OF WHAT WE READ, THE UNDERLYING FACTS SAID OTHERWISE.

Friday, May 22, 2009

SOS Commercial Real Estate Next


Good news and Bad news for USA


The Good news is, the bubble for sub prime mortage is poked.


The Bad news is, the bubble of Commercial real estate is next.


History has told us and it is also a fact that .........


  • Government do not know how to run a Business (proven)

  • Government intervention in the economy will cause misallocation of resources (proven)

  • Government intervention into private business will cause more tax payer a lot more (proven)

  • Government printing of money will cause hyperinflation (proven)

  • Government bailouts will cause burden the taxpayers (proven)

  • A bubble or phony economy will sooner or later going to find its next level, printing money will cause a bigger inplosion, however delay the effects (proven)

  • Overspent and overgear issues can only be resolve through painful readjustment of savings and deleveragings and much reduced spending

Myths

  • stock market rises, of course when the government print so much money and put into the system, but inflation will eventually rise faster than the assets prices rises
  • confident index shows recession is over. overgearing and overspending solved? Far from it. Look into the picture above.
  • too big to fail myths
  • economy is deflating (i.e. standard of living improve)

Sunday, May 17, 2009

SOS Everybody Wants to Rule the World


What it takes to rule the world?

What do one need to control?
  1. Crude oil

  2. Printing of Money Machine (Bank Fractional Reserve System - deposit One dollar, the bank can lend about 26 dollars)

How did you then control crude oil? Most of it came from Middle East or OPEC countries. In the early 70s, the Arabs or Middle East people do not know much about drilling for oil or international banking either. The elites help the Arabs to build oil drilling machines and transfer technologies on oil and gas to the Arabs. The Arabs are very greatful to the Elites. Then, the Arabs are bribed by the EHMs, into a situation where the Elites promise to push the oil figure high and the profits or earnings used to build the Arabs countries on their defence, infrastructure, financial centres, etc. Guess who are the contruction or engineering companies, the Elites. With so much of profits from oil, the Elites made the Arabs one condition, you must put your earnings into our Banking System in London and New York for 30 years minimum with interest, which in turn using the Fractional Reserve System and the Elites became the Loan Shark of the WORLD.

Do you get it?

Such a successful plan, why don't the Elites duplicate it into a franchise? Exactly, that is what the EHMs set out to the third world countries to do. Btw what is EHMs? Economic Hit Man, read John Perkins' book on Concious of an Economic Hit Man.

Also youtube - "Syndrome of Control - Lindsey Williams"

Perhaps, one fine day there will be a new world currency, after the collapse of USA in the next one to two years.





Friday, May 15, 2009

SOS Malaysia Living Standards


In Malaysia ---------------1973 ------------2008

Japanese Car 1.3litre -----RM7,000 ----- RM60,000
House --------------------RM45,000-----RM300,000

Total ---------------------RM52,000---- RM360,000

Net Salary (engineer) pm-- RM1,000------ RM2,000

Yrs to pay back --------------4.3 yrs -------15 yrs

Hmmm..... did our standard of living improved over the last 35 years? What about education? What about medical? What about transport? Where did all the money gone?

Mc Donald in Malaysia RM3.00 per hour x 8 hrs x 25 days = RM600 per month
Gloria Jeans in Australia AUD14 x 8 hrs x 25 days x 2.7 conversion = RM7,840 per month


So, in Australia, they make about 13 times more than Malaysian, cars is about 25% cheaper, house price similar to Malaysia.


Tuesday, May 12, 2009

SOS Elite Globalists


Elite Globalists believes to be in power you have to control both
  1. the printing money machine (World Bank, IMF)
  2. crude oil

Google and You tube Lindsey Williams, John Perkins (Economic Hit Man)

Who are the Elite Globalists? Are they............

Bilderberg Group

Trilateral Commission

Council of Foreign Relation

Etc...

Sunday, May 10, 2009

SOS Economics 101

Verdict
USA - Hyperinflation, Deleveraging

Friday, May 8, 2009

SOS Rock Bottom


Are we there yet? Grrr..........................
Jim Rogers on 6 May 2009 says we have yet to reach the rock bottom (he was refer to the economy of US and Europe, not the stock markets)
Peter Schiff says, if you are American and has a lot of US dollars, do not keep too much in cash, buy foreign stocks, which will do better than NYSE. If you keep cash (US dollar), you will lose purchasing power.
Max Keiser says when the US and Europe financial crisis reach its peak (far from it at the moment), gold will goes up.
MyView
  • US & Europe hyper inflation (especially consumables like food) is on the way up (sugar price lately doubled) as a consequences of US and Europe printing of money to buy toxic waste (economically it is insane, especially, the countries are in huge deficit and leverage)
  • Asia is a better place to invest in equities than US and Europe
  • crude oil is reaching its peak, hence, in the medium and longer run, demand will exceed supply (no major findings over the last 30 years)
  • food inventories is on 50 years low, so, consider agricultural stocks

So, allocation of your portfolio should be different nowadays, to protect your money. There is no right or wrong, you have to know your risk profile, example, an elderly say 60 yrs old may want to put more in cash & high dividend yield stocks and precious metals. A 3o yrs old may want to consider higher risk profile, like, buying agricultural stocks, silver stocks, gold stocks etc and less cash (if no major financial commitment).



Wednesday, May 6, 2009

SOS Gold & Silver




Gold production p.a. 80 million oz @ USD867 per oz = USD69 billion market
Silver production p.a. 600 million oz @ USD11.88 per oz = USD7.1 billion market
Platinum production p.a. 8 million oz @ USD1206 per oz = USD9.6 billion market

Bank of international settlement
Non gold precious metal derivatives (mainly silver) is USD190 billion (mainly held by JP Morgan)

Silver derivatives market/production real market = 190/7.1 = 25 times

Hmmm..... once the real truth is out, or the ponzi scheme unveil, I wonder what will happen to the price of Silver.

Historically Gold:Silver ratio is about 1:16
Today Gold:Silver ratio is 900:12 or is about 1:75 times

Hence silver price is out of whack. If it stays at the historical ratio, silver price will be about USD56 per oz, today is only USD12 per oz about 5 times to go. What happen if gold goes to USD2000 per oz, using the historical ratio, silver will be about USD125 per oz, i.e. about 10 times from today's price.

MyView

Even if the ratio is half of the historical ratio say 1:32, if gold goes to USD2000 in two years time, silver will be at least USD62.5 per oz, which is about 5 times to go.

Some of the silver stocks listed in NYSE is SLW & HL. Take a look, invest a little bit perhaps, it may suprise yourself.
For those who likes gold perhaps Ivanhoe IVN will be interesting.

Monday, May 4, 2009

SOS Rally


Is this for real?


DJIA closes to 9,000 points on 4 May 2009. Cheers....... I told you sold........

Then again, statistics indicates that the 1st 3 weeks of April 2009, insider sell more shares in value by 8 times as against what is bought.


Example, insider (CEOs, senior officers) bought about say USD100 billion worth of shares and sold USD800 billion worth of shares. Hmmm....... I wonder what that means.


MyView


Well, the facts says that fundamentally, the US economy statistics over the last few months did not improve much, in fact the first quarter of 2009, it posted a contraction of GDP of 6.1%, worst than the consensus.


What about unemployment figures? Are they improving? What about banks? What about mortgages? CDS? MBS? Did most of the fundamentals of these assets class improved over the last 3 or 4 months?
Well, but the rally is so convincing, it went up from 666 and now to about 900 points? So what are we missing hear? Well, one must really read between the lines. GoOD LucK. Invest wisely.

SOS Federal Reserve


31 March 2009


Fed Reserve assets inflated to USD2.19 trillion - 31.03.09

Fed Reserve assets is about USD1.24 trillion - 31.12.07

Two years ago, 89% of Fed Reserve consist of AAA assets

Today, only 24% of Fed Reserve consist of AAA assets


So what are mainly the Fed Assets


  • USD833 billion of toxic assets

  • USD355 billion of Mortgage Backed Securities

  • USD61 billion Freddie and Fannie Mae mortgage

Fed Reserve capital as at 31.12.2008 is about USD46 billion


Fed Reserve leverage is about 48:1 (27:1 two years ago)

The American Elites (banks and wall streets & politicians) is privatising profits and socialising losses. And the sad part is the main street or the masses cannot do much about it, and even sadder, they do not know they have been screwed. So are the UK and the Europeans.