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Decoupling Concept
42 posts
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Re: Decoupling Concept
by winston » Wed Jun 09, 2010 12:24 pm
We make our decisions. Life goes on. Hopefully, I'm smart enough to learn something from it
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Decoupling Concept
by winston » Thu Jun 17, 2010 10:23 pm
Hmmm.... EUR is up while the Dow is down 
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Decoupling Concept
by kennynah » Thu Jun 17, 2010 10:27 pm
there was never any convincing reasons for their movements to be +ve correlated in the first place...
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Re: Decoupling Concept
by winston » Thu Jun 17, 2010 10:35 pm
kennynah wrote:there was never any convincing reasons for their movements to be +ve correlated in the first place...
Ha Ha ... I see the correlation everyday for the past few weeks so I'm conditioned already ...
I have no problem salivating when the bell is ring ..
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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Re: Decoupling Concept
by winston » Fri Aug 27, 2010 9:21 am
TOL:-
With the Dow dripping down 100 points everyday, when would the Asians get fed up and decouple from the US markets ?
Things maybe depressing in the US and Europe and Japan, but I still see a lot of Asians especially the Chinese, spending money like water ....
Recently, I was at the Island Shangri La HK for about two weeks. Everyday at breakfast on the 7th Floor, the place was packed with a lot of Nouveau Rich Mainlanders .....
With the Dow dripping down 100 points everyday, when would the Asians get fed up and decouple from the US markets ?
Things maybe depressing in the US and Europe and Japan, but I still see a lot of Asians especially the Chinese, spending money like water ....
Recently, I was at the Island Shangri La HK for about two weeks. Everyday at breakfast on the 7th Floor, the place was packed with a lot of Nouveau Rich Mainlanders .....
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Decoupling Concept
by kennynah » Fri Aug 27, 2010 11:02 am
winston wrote:Recently, I was at the Island Shangri La HK for about two weeks. Everyday at breakfast on the 7th Floor, the place was packed with a lot of Nouveau Rich Mainlanders .....
noisy or not ?
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Re: Decoupling Concept
by winston » Fri Aug 27, 2010 11:21 am
Ha Ha .... ok, lah. Got money can make noise
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
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Re: Decoupling Concept
by winston » Thu Sep 30, 2010 8:34 am
TOL:-
I'm starting to move towards the camp that thinks that the Emerging Markets may actually be able to decouple from the Developed World:-
1) As long as the Developed World does not enter a "Great Depression", I think the growth will continue in the "Emerging Markets".
2) As long as there's no crash in the US, the inflows into Emerging markets may continue
And where would the money for this inflow be from ? How about US Bonds ?
3) And maybe this time the consumers of the Emerging Markets may actually be able to replace some of the slack from the Developed World.
4) And maybe the rest of the slack can be replaced by Intra-Emerging markets trade.
Or would there be outflow from Emerging Markets back to the Developed World ?
1) Corporate Governance issues and
2) High Valuation in Emerging Markets
I'm starting to move towards the camp that thinks that the Emerging Markets may actually be able to decouple from the Developed World:-
1) As long as the Developed World does not enter a "Great Depression", I think the growth will continue in the "Emerging Markets".
2) As long as there's no crash in the US, the inflows into Emerging markets may continue
And where would the money for this inflow be from ? How about US Bonds ?
3) And maybe this time the consumers of the Emerging Markets may actually be able to replace some of the slack from the Developed World.
4) And maybe the rest of the slack can be replaced by Intra-Emerging markets trade.
Or would there be outflow from Emerging Markets back to the Developed World ?
1) Corporate Governance issues and
2) High Valuation in Emerging Markets
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
-
winston - Billionaire Boss
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- Joined: Wed May 07, 2008 9:28 am
Re: Decoupling Concept
by winston » Thu Sep 30, 2010 10:04 am
Dear All,
I have moved the discussions on online retailers into the "Retailers" thread.
Take care,
Winston
I have moved the discussions on online retailers into the "Retailers" thread.
Take care,
Winston
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
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winston - Billionaire Boss
- Posts: 119441
- Joined: Wed May 07, 2008 9:28 am
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