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Showing posts from December, 2014

Why John Oliver Is A Must Watch Show ...

The comedic talents emanating from the cavernous  cave of illicit intellectual masturbation that is The Daily Show, have sprouted wings to conquer the airwaves and brainwaves as well. It all started with Jon Stewart, who is actually a less angry incarnation of the indefatigable late George Carlin, the father of honest/rude/crude/intellectual/in your face commentary that happens to be extremely funny. From The Daily Show, the first to sprout wings was the "hard to box in" Stephen Colbert, who may have sold his soul a little to take over David Lettermen's show.


The third member who left The Daily Show was John Oliver and his Last Week Tonight with John Oliver is a must watch for his incisive commentary of what's wrong with politics, people in power, people and corporations that make stupid decisions, on the often anal attitudes of some Americans and the general riff-rafts that make you shake your heads. Its highly educational, informative and brilliantly funny.

Here are …

Following On The 11th Commandment ...

Even if you are financially successful or career wise or has been able to involve yourself in sustainable charitable works ... I can safely say that you will not necessarily have great relationships. Its not a matter of acceptance or the need to endure, most of us just do not have the 'bigger perspective', the devotion needed and the "hows" to nurture loving relationships. Anyone, and I do mean anyone getting married will have a 5050 chance of getting divorced, with another 20% ending in listless, loveless, cumbersome ties. I am no expert but the 11th commandment and the two things below would really sum up what we lack.

http://www.businessinsider.com/lasting-relationships-rely-on-2-traits-2014-11?IR=T&

Science says lasting relationships come down to—you guessed it—kindness and generosity. Every day in June, the most popular wedding month of the year, about 13,000 American couples will say “I do,” committing to a lifelong relationship that will be full of friendshi…

The 11th Commandment .....

This is a great truth, and would go a long way to saving, healing, mending your many relationships ... In fact the most enduring relationships reside with those who totally get this truth ...


The First Time ...

I am going away for a short trip and just left my dog with a reputable (high cost) pet hotel. It comes with different sized rooms, some with fans, some with aircon .... so I got the best they had at RM125 per night. Seems like more expensive than Tune hotels but they wouldn't take my dog I think. It seems expensive but its guilt-fees I think. 

Though I have traveled before and left my dog behind before, ... before it was always with my mum back in Ipoh or the numerous times when I had a maid in the house (who loved Dali anyway). Now my maid has ran away a few months back and mum is tagging along in the trip ... no choice. First time at a pet hotel.

I guess its the same kind of feelings when you leave your kids at kindergarten for the first time ... or even leaving your kids for the first time to travel. No matter how well you plan it, the guilt is enormous.

I can still see it in her eyes when I ushered her into the 'new room' ... its the "don't leave me here look&quo…

Why S&P500 Keeps Rising

by Charles Hugh Smith

As long as corporations continue borrowing money to buy back their own stocks and the yen keeps dropping, the SPX will continue lofting higher. The unmanipulated sector rose a bit, while the stock buyback crowd soared:Why is the S&P 500 rising, even as valuations are getting stretched, profit growth is declining and sales are stagnant? Two charts explain it all. Here is a chart showing the S&P 500 companies that have been buying back their own stocks (often by borrowing cheap money to do so) and companies that haven't bought back hundreds of billions of dollars in their own stock.
Source: Business Insider Here is the S&P 500, with red lines marking its recent lows: Here is the Japanese yen ETF (NYSEARCA:FXY), with red lines marking its recent highs. The correlation is near-perfect: when the yen drops, the SPX rises. This is a function of the carry trade, in which speculators borrow money in near-zero interest-rate yen and buy U.S. stocks with the ca…

Will We Have A CNY Rally (Gulp)

What an untimely... or timely seminar on the local bourse!!! Please note that the seminar will be largely in Mandarin and Cantonese.


Money vs Currency

Currency performance is but a true reflection of the underlying dynamics of economic growth, inflation, a country's competitiveness and revenue streams ... among others. The table below reveals all that in one go. 

HKD is on a false sense of security. It is tied to the USD and will bring about havoc in its economy as it does not deserve the "low interest rate environment couple of good economic recovery", all the while the HK side has to contend with a slowing China economic engine  plus a deflated shipping industry,and a flattening housing/real estate market in China". The strong USD basically causes a highly uncompetitive kick to its travel/conference industry. Its a false sense of security which translates into a housing market that is primed to go off a cliff anytime soon - what with the usually strong currency, a crackdown on corruption in China (which ay lead to cash withdrawals).

IDR - Still on a high from the recent elections with a promise to reduce corruptio…