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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (64260)	6/17/2010 8:31:13 PM
From: elmatador	Respond to of 217669

Irish vindicated. France lost! Virtually out fo the World Cup. As we might know the French qualified thanks to a blatant goal with the hand at the dying minutes of their playoff match against the Irish.

To: energyplay who wrote (64260)	6/17/2010 8:44:44 PM
From: TobagoJack	1 Recommendation Read Replies (1) \| Respond to of 217669

just in in-tray, per GREED n fear · GREED & fear does not believe that the last of Europe’s problems have been heard about. Investors managing money against benchmark indices should use the 1,100-1,150 range on the S&P 500 as the area to reduce beta. · Any relief rally in Wall Street correlated world stock markets reduces the chances considerably that the Chinese will bring about a premature end to their current tightening policy. Whereas an Asian Crisis-style bout of contagion in Euroland would likely trigger a sudden U-turn on policy by Beijing. That would lead to a real rally in Asia but it would be a rally from significantly lower levels than prevail today. · In GREED & fear’s view it will be difficult for Asian and emerging markets to outperform again in any meaningful fashion until China has sent a signal that it has stopped tightening. The key lead indicators for Asia and emerging market equities remain Shanghai A shares and Hong Kong-listed Chinese property stocks. · Investors should assume that tightening in China remains in place throughout the third quarter unless global markets blow up again. On that point the most likely time for more market driven turmoil in Europe is the August to October period given typical seasonal patterns. · GREED & fear believes the real stress test for Europe lies in the future as the impact of fiscal tightening hits the real economy resulting in the obvious political pressures. There is also the critical issue of the European banking system, which continues not to have provided in the main for the problems stemming from the bad debts of the 2007-2008 credit crisis. · The exposure of the European banks to the PIIGS economies is massive. GREED & fear continues to recommend that investors owning GREED & fear’s long-only Asia ex-Japan portfolio should hedge that position by shorting European banks. The preferred index to short is the Euro STOXX Banks Index. · Euroland continues to sign up to austerity programmes raising the issue of whether it can really take the pain. The euro is doomed unless Germany and France can maintain some semblance of a common front during this deflationary stress test of the common currency. · As hopes fade for the sustainability of the current recovery in the West, and with it the end of the hoped for kicker from external demand, it is only a matter of time before market focus returns in Tokyo to Japan’s continuing domestic deflationary doldrums. · In GREED & fear’s view the departure of the controversial and increasingly unpopular Ozawa has improved the DPJ’s electoral prospects in the Upper House election due to be held on 11 July. · Naoto Kan’s appointment has renewed short term growth risks, given the deteriorating external environment, since he now appears to be calling for renewed fiscal austerity. Policy has become important again in Japan if Kan really decides to act on the fiscal issue such as by raising the sales tax. Such a policy certainly increases the deflationary risk; most particular if this coincides with a downturn in external demand. · The Japanese stock market, and the foreign exchange market, will be very sensitive to any formal change in the BoJ’s stance of which the most significantly would be a formal commitment to a positive inflation target. · China tightening is starting to bite on the ground. The CBRC has been conducting a series of investigations of the loans to local government special purpose vehicles. Still NPLs from last year’s new loans to such SPVs will not be a near term problem. · The inflation trend in India is likely to come down in the second half of this year. This outlook, the more negative external environment and the related correction in the oil-led commodity complex, make it unlikely that the RBI will raise rates before the central bank’s next monetary policy meeting on 27 July. However, incremental increases are expected at the next two central bank policy meetings. · The investment in Unitech in the Asia ex-Japan long-only portfolio will be replaced by another Indian quoted property play, Godrej Properties. The investment in ICICI bank will also be removed with the money added to the existing investments in Axis Bank and SBI. · The political problem for Obama is that most Americans do not believe in socialism which is why his support is fast ebbing away and why the Tea Party is flourishing. If Obama wants to rescue his presidency in an economy which is not going to recover in the nice and normal way his economic advisers tell him it will, he needs to be much more aggressive going after the banking lobby than he has yet shown the stomach for.

To: energyplay who wrote (64260)	6/18/2010 7:26:21 AM
From: TobagoJack	1 Recommendation Read Replies (2) \| Respond to of 217669

<<Good nutrition and a healthy mother might not need nine months>> ... wife consulted nutritionist all along the way, a napalese doctor, and ate less-usual stuff like millet instead of more prevalent potatos or plentiful rice also took in organic free range everything that can walk, and organic jet fresh everything that grows from seeds the absorption rate of nutrient by baby is noticeably high, with wife gaining only 10 lbs on own body, but the baby go big instead very interesting approach