Hi everyone ,
Hope everyone is well... it is quite time ...
This year i would like to start with theme"if Alien earth what would they take, gold or dollar?" I guess you guy knew the answer.
--- News Flash -----
There is a report that the alien is planning a massive invasion in europe and usa with their most advance technology and weapon for our gold . . .
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Anyway ... we are all caught by surprising strong job report and europe business confident strength which after a deep though and thinking , and then realised what do i missing to mistake calcalate about the rally...
Early last year Japan face tsunami which wipe out production base for lot of product, as the result of this , the manufacturing is moving to uneffect country like usa or europe, hundred of thousand worker immediatelt out of job in japan, i suspect this job is moving back to usa and europe, and finally flood in thailand which paralysis major manufacturing in thailand estimate 300 -400 thousand people out of job, these job is move out of thailand to find temperary place in europe and USA ..
so we see a unique situatyion where the strength in dollar does not effect the manufacturing job in USA or europe... so what the catch here.
From what i last check both Japan and Thailand which was effect by the natural diaster is gearing for a come back.
Like japan, with the yen and manufacturing is gearing up for the recovering and same for Thailand which I think the job data in USA for time to should get a bit weaker then anticipated
With Europe debt is far from over and china still refrain from huge stimulus for economy. I bet the best part is over.
Al thought I still make lose in my s&p short and I still gear more fund to massive short the s&p from here , this is one of the huge investment position I ever accumulate .
I add more comment later on cheer everyone
Monday, January 2, 2012
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