My heart goes for people of Japan but let me have a look at how strange things can become.
In last few days, no fund managers bothered to notice economic data and most of them were glued to TV sets watching Japan. World financial markets discussed Nuclear reactor Number 3 , 4....how critical it is.....and so on. Now, anyone interested in world financial markets would have become expert in Nuclear power generation,... how nuclear plant operates,....what precaution needs to be taken etc...
I am not underestimating fallout if worst had happenned. My point is world financial markets are best tutors. World financial markets will teach you nuclear power generation, deep water oil exploration etc.....and everything...
-Shrihas Pandharkar
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DYOR.
Saturday, 19 March 2011
Tuesday, 15 March 2011
Buy Japan?
My heart goes for people of Japan.
Nikkei is expected to touch 6100 intrday in next about Month. It is SOUND BUY at that level.
-Shrihas Pandharkar
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DYOR.
Nikkei is expected to touch 6100 intrday in next about Month. It is SOUND BUY at that level.
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
Saturday, 5 March 2011
Illusion?
Let me have a look at 3G/4G communication technologies. These techonlogies allow people to surf web from their Handheld.
Let us say, I log in to my account on Skype or Yahoo using Handheld. All of us know that with yahoo messenger, one can call friends (who are also on Yahoo messenger) for free. Now, let us say, I log on to my yahoo/skype account and talk to my friend using Handheld (with 3G/4G).
End result is, I speak to my friend for free (excluding cost of 3G/4G provider). I extend this further and I can speak to my boss/work colleagues also for free.
Get the picture?
Big investment firms do go wrong but if someone is valuing Facebook at 50 billion dollars, there is some sense.
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
Let us say, I log in to my account on Skype or Yahoo using Handheld. All of us know that with yahoo messenger, one can call friends (who are also on Yahoo messenger) for free. Now, let us say, I log on to my yahoo/skype account and talk to my friend using Handheld (with 3G/4G).
End result is, I speak to my friend for free (excluding cost of 3G/4G provider). I extend this further and I can speak to my boss/work colleagues also for free.
Get the picture?
Big investment firms do go wrong but if someone is valuing Facebook at 50 billion dollars, there is some sense.
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
Thursday, 3 March 2011
Team-Work
I will help you and you help me.
FED will help Banks and Banks will help FED. FED indirectly asks banks to create bubble by asking them to buy "Facebook" at 50 Billion dollars and "Twitter" at few billion dollars. This is how bubbles are engineered.
Now, if any bank does not co-operate, it is not team player. FED then withdraws support to this bank and bank goes under. Therefore, if FED asks banks to value "Facebook", then it must be done. Some months later, GOOD NEWS about Facebook can be filtered for valutions to further go up.
Let me explain you how trap is set. Bernnake is right when he is following expansionary polices. If paper valuation does not increase, then all banks are in trouble. When FED runs stimulus program and takes MBS on its book, it helps create liquidity. However, for the show to go on, House prices must go up. If they do not go up, trap is set. Dollar must be debased for house price to go up. If dollar is debased, it has risk of losing its reserve currency status. If that happens, USA will pay for oil in Yuan or some other currency and that is when real inflation will kick in.
The reason is, lot of jobs that exist today do not belong to "Necessities OF LIFE".
Therefore, FED must somehow create categories which may be called "Necessities OF LIFE".
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
FED will help Banks and Banks will help FED. FED indirectly asks banks to create bubble by asking them to buy "Facebook" at 50 Billion dollars and "Twitter" at few billion dollars. This is how bubbles are engineered.
Now, if any bank does not co-operate, it is not team player. FED then withdraws support to this bank and bank goes under. Therefore, if FED asks banks to value "Facebook", then it must be done. Some months later, GOOD NEWS about Facebook can be filtered for valutions to further go up.
Let me explain you how trap is set. Bernnake is right when he is following expansionary polices. If paper valuation does not increase, then all banks are in trouble. When FED runs stimulus program and takes MBS on its book, it helps create liquidity. However, for the show to go on, House prices must go up. If they do not go up, trap is set. Dollar must be debased for house price to go up. If dollar is debased, it has risk of losing its reserve currency status. If that happens, USA will pay for oil in Yuan or some other currency and that is when real inflation will kick in.
The reason is, lot of jobs that exist today do not belong to "Necessities OF LIFE".
Therefore, FED must somehow create categories which may be called "Necessities OF LIFE".
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
Cruel World Financial Makrets?
Event that caught attention last week was, "dollar fell during Libya crisis".
Dollar is (or was) considered safe heaven currency and suddenly people bought gold, swiss franc, silver and yen during this crisis.
Ben Bernanke gave enough hints about extension of QE programs to infinitive and yet S&P moved up little.
Till date, World financial markets worked in America's favour giving it due credit for military/technological superiority, talent base cutting across every field etc.
As you see, situation is slowly changing. World financial markets will stop giving credit to America.
"Facebook" deal by Goldman Sachs and "twitter" deal by JPM is another attempt to inflate bubble.
1980s- Housing boom
1990S- Tech boom
2000s- Housing Boom
2010s- Attempt of Tech. Boom?
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
Dollar is (or was) considered safe heaven currency and suddenly people bought gold, swiss franc, silver and yen during this crisis.
Ben Bernanke gave enough hints about extension of QE programs to infinitive and yet S&P moved up little.
Till date, World financial markets worked in America's favour giving it due credit for military/technological superiority, talent base cutting across every field etc.
As you see, situation is slowly changing. World financial markets will stop giving credit to America.
"Facebook" deal by Goldman Sachs and "twitter" deal by JPM is another attempt to inflate bubble.
1980s- Housing boom
1990S- Tech boom
2000s- Housing Boom
2010s- Attempt of Tech. Boom?
-Shrihas Pandharkar
© Copyright. No reproduction, please.
DYOR.
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