Thursday, October 30, 2008

Making it flatter

Ok so another move to make the world flatter....

Fed Opens Swaps With South Korea, Brazil, Mexico

http://www.bloomberg.com/apps/news?pid=20601086&sid=aUNPTGKAY_bQ&refer=latin_america

In the battle of uncertainity

In the battle of uncertainity ... The winner is who can hold the ground for longest....
Perseverence is the key ...

So play by sessions.... The way gavaskar used to play in test cricket... Play by sessions...

Have a plan for each session and play for it.... Be sure to account for the variable change

nityn

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Strongly believe

Strongly believe...
I very strongly believe that one should be given enough free time in office to be able to bring out some new thing ... i am talking about innovation....
It also comes to SAV concept... Still don't know about then read tompeters.com

Tuesday, October 21, 2008

Bleeding World economy

The world economy has started bleeding... From North America to South America .. From UK to Asia to Africa. There has been one or the other significant impact.

This is going in favor for US economy. I guess...

Saturday, October 18, 2008

China Participates


Any successful bailout of the US financial system would likely rely heavily on
China, the largest surplus country which already holds close to $1
trillion in dollar claims, given that the U.S. will likely need to issue more
debt. . Furthermore investing in US financial system might be in China's
interest as it is already suffering from falling U.S. and global demands -
Suggestions are being made that China might invest directly in financial
institutions rather than indirectly through purchases of U.S. debt as it has
done in the past

So it seems CHINA will get involved. Now it is remained to be seen if middle east gets involved. The moment it gets involved we have pushed it. Yes pushed the crisis by few more years and made the world more complex and more FLAT (world is flat :))

We will then just do a tangential miss with the recession and then do a V turn and retrieve the growth path ... This is also called the PARADIGM shift ... or the breakthrough shift

nityn

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Thursday, October 16, 2008

Should or Shouldn't

Some feel that US govt should not have taken in their hands the reins of large banks by giving them money...
If they hadnot given the same then the effect would have been in many other places and that too uncontrable...

Now when will this be over????

  • Until middle east participates
  • Until third world economies understand that ASIA is knocking at the door and their growth will be deoendent on others growth ... So lets grow together

mmmmm.......

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Tuesday, October 14, 2008

V turn

Its going to be a V turn ....
Its going to be a V shaped recession.... At least this is what I feel... It fell fast and it should recover fast... As per liquidity is concerned, it will come in....

Only that this time middle east is going to participate too..... The money is going to get circulated even more

nityn
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Monday, October 13, 2008

Dude -- Gear up

Yes dude gear up.....

You listening .............. gear up..... Its going to be raining men ..............

Loads and loads of work is required to be done in order to redo and clean up the mess created by the SMART folks....

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Never have I seen this world Unity

World seems to be united to fight the oncoming recession (if I may call it so) -- the financial turmoil... It has been a coordinated effort....

Never have I seen such a will and effort in past ......

Doesn't that remind of world becoming more FLAT

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Buy US / EU

13th October 2008
The valuations of the companies in US and UK have gone so low that suddenly there will be interest by the cash rich organizations to pick up stake.
If I have got tempted to pick up some shares or some stake, I am sure big corporates would be trying their level best to get some cheap picks (value buying)
This phenomenon will exist for the next 6 months...
RBI gives individual to remit 200,000 $ a year for investing in overseas market.....

Caveat: Be sure that the profits you get should not be lost with currency changes ... :)

Nityn