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  1. T

    here come the drums of a global slowdown #2

    Still in the sharemarket… will ride it for as long as it wants to go. A lot of positive news and sentiment are building up, esp domestically, so since about June domestic stocks like banks etc have performed very well… I didn’t pick up any banks, but they done very well … I think element of...
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    here come the drums of a global slowdown #2

    .... so where to from here.. equity markets have exploded from the lows. They have been backed by turn in various economic indicators and also earnings beating forecasts .. short term the market is stretched up. Economically I think sept, dec and 2010 march qtr will be quite strong. After...
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    here come the drums of a global slowdown #2

    its been a while, so i thought i'd venture on and see whats happening. Its been a really big year for me. Bought a PPOR at Sydney bayside suburb not far from water, on big land, with ability to build duplex - for what i considered a good price. Its a shabby old house, requiring quite abit of...
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    here come the drums of a global slowdown #2

    Cheers guys.. just doing what I love doing.. investing.. I don’t post too often, esp about property (even though it is a property forum) because just get tagged as D&G, even though my views aren’t that dramatic. Hi boz, im not into short term trading (weeks, months).. I look for trends (long...
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    here come the drums of a global slowdown #2

    the flickers of hope, and small signs of strengths have been picked up by the markets and now the general media... and the decoupling has started (actually better word is divergance) ..
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    here come the drums of a global slowdown #2

    Hi chilliaa, cheers for the heads up.. im not investing in BDI.. im using that and various other leading gauges to determine changes in trends and pick future investments. im slightly optimistic now (looking year in advance).. and have been for couple of months now ... theres an...
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    here come the drums of a global slowdown #2

    Big moves in BDI over the last week, with strength gaining. It has moved up strongly to near 1500 since the low of mid 600s and base of 800-900. The point to note here is downtrend is weakening and may possibly have broken. There are various areas of strength appearing, or areas of...
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    here come the drums of a global slowdown #2

    thanks TC.. and thanks for the info willair and BT. BDI showing fluttering signs after a total collapse in the past 6 months (a fall of about 92% from the top - now thats scary).. At current rates shipping companies worldwide are losing money. Lets see if the index can slowly claw back...
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    here come the drums of a global slowdown #2

    A flicker of hope amongst the despair... Things have greatly shifted and so have my views. Its not easy being doomy and gloomy especially for such a long time, but that what reality was and I accepted it. Time to move on. Moving on my views are: - Credit markets are slowly easing up...
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    here come the drums of a global slowdown #2

    Hi Ethann, that initial fall of copper was only a hint to the slowdown – it wasn’t the cause of the slowdown. Also, it alone didn’t signal a slowdown. It was a combination of things that was the basis for the ‘drums of a global slowdown’ - historically low credit spreads even for junk rated...
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    here come the drums of a global slowdown #2

    Hi KKoh, Dont have much time atm, so will try summarise. There is a lot of fear and uncertainty at the moment. Guess what, it comes as no surprise to many. The biggest weakness of many investors and general media is 'extrapolating'. They see a trends and assume it to continue to...
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    here come the drums of a global slowdown #2

    Hi Kenneth, I think u mis-understood me.. i said "By the time recession is announced and publicly admitted it will be all over.. IMHO we’re not there yet in land of OZ." what i meant is by the time everyone acknowledges the recession, the recession will be over and the world will be...
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    here come the drums of a global slowdown #2

    non-recourse.. i def remember you mentioning 3500 level, when it was far-far away, amongst other things.. kudos to you. thanks sheryn, dont really have one particular book.. have read quite a few. the most thought provoking is probably 'think and grow rich'.. mostly i read finance and...
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    here come the drums of a global slowdown #2

    thanks BC.. always good to maintain perspective..
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    here come the drums of a global slowdown #2

    MW, yup, hence I finally took some positions… Not sure how successful govts will be in ramping up the bubbles, but for now its good enough… im not going to argue with the markets… simply play them as they are. If they succeed, then commodities will win the next round in the battle between...
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    here come the drums of a global slowdown #2

    well, well here we are.. about a year since this thread was started.... http://www.somersoft.com/forums/showthread.php?t=37403 finally there is acknowledgement of a slowdown, and appreciation of the size of this whole problem... it took a while but its happened.. and as suggested post olympics...
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