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.