Authors: Kim Itae
Tags: #bank, #john, #oil, #forex, #fed, #morning, #trader, #aiib, #gbp, #usd
30 Mar 2015
'Dead line of application for AIIB
foundation membership. Tomorrow.'
'Another dead line tomorrow. Iran
negotiation.'
'Combo of capital & oil.'
From KCIF
'Capital exodus from America
because of confusing financial indicators: GDP & Michigan
indicators are contradictory.'
'Which one is cooked? It does not
matter. Three in one. That's what matters. Low currency, Low oil
price, Low interest rate. 3 Lows for a Boom Boom Pow. Strong dollar
is a killer for USA. Then strong dollar is good for countries who
export to USA. Yap.'
'Then again, what happened
2008?'
'Anyway, what happened to Google
just a year ago? The stock price fell into half in a day. If that
kind of thing happened and the stock price did not recover, there
is something very wrong with the company. If I invested in that
company, I am out. Hell, no.'
'Well... Theory is a theory.
Thanks to 2008, new economic theory has to be made.'
"John, shall we go back to H1
MADC?"
Ana was doing the usual things.
She opened facebook chatting box to ask someone a favor. Then, she
saw Yuki. He is dead. He is still there. She thought it's so
unfair. Can they erase at least dead people's profile? She got
stunned. She couldn't do anything. She felt like a stone.
Paralyzed. Not sad. She could not move.
'Yuki, you are dead. I want to
live...'
There was chunk of time there.
Heavy, unmovable. Ana did not know how long she was sitting still.
Then she heard Yuki's voice. In her head. That crispy, cool
voice.
'Oke. Soreja, matta.'
There was sudden light wind around
her. She felt something was lifted. She had no idea what it was.
She felt lighter too.
31 Mar 2015
"Morning John, did you have a nice
breakfast? I did."
"Two things today: AIIB &
Iran."
From KCIF
'Possibility of messy default:
30%. US will not join AIIB.'
'Japan set to join Asian
investment bank: Ambassador to Beijing sees Tokyo breaking ranks
with US by June' (FT)
' The next step for Japan is to
change the mutual agreement as its valid date is out. They don't
have to keep on giving money to US. Also they can ask US to pay
back the debt(1.2tn).'
'Japan calls for Obama push on TPP
deal: Trade minister seeks ‘direct efforts’ from US president'
(FT)
'My pure assumption: AIIB will
work as a bank for minimizing the impact of US busting. United
capital is the best protection from liquidation tsunami.'
'My conclusion: US could not join
AIIB, nothing to do with their hope or decision.'
'Reason: who on earth wants to hug
that 18 tn debt? For example, if a man has a 18 million debt, would
you marry him? How much ever you love him, you wonder why he has so
much debt. Then, whatever the answer is, would you still love him?
More you find out about him, more disappointed. Quite hard if that
man is so out of reality or incompetent. Marriage should start for
a happy ending not for digging a grave together. Love affair for
some time, 3 months maximum, is fine, but not marriage.'
'I want strong Sterling. So, I can
spend nicely in foreign trips. I think, reasonable currency is the
answer for healthy economy. What is healthy? Natural, not
manipulated by either policy or greed or cheat. At the moment,
strong dollar is greedy and cheating. Out of Fed's control. Was it
last week? When Fed was trying to calm down dollars and
deliberately sell off? In no vain.'
'If your heart does not respond,
don't do it.' (Yellow Emperor's Internal Medicine)
"John, SkyNet is activated. Pay
more attention. Focus."
"What is SkyNet?"
"It's kind of surveying system.
Very similar to Things of Everything. It censor each individual
clicks and summarize them and give signal. Different from normal
computer buy and sell as the range of its surveying is vast and
calculating the information is beyond belief. If you want, you can
get the information of the finger temperature of that particular
click. The technology is already used with some domestic equipment.
I'm testing with some stocks too."
'This is not a science fiction.
This is modern technology. Update yourself. Anything illegal to use
modern technology?'
"If two programs are synchronized,
one click works in two programs. For example, Forex and Candy
Crush. You will see it works but will not understand how it works.
Ask Jose. He made it. That's why even though I do not click, it
clicks by itself. Both. Dragging seems still tricky."
Back to Top Gear. Watch this.
https://www.youtube.com/watch?v=iLRna0RRvxo
"John, I started a petition. I
like to see Top Gear again. Please sign it if you have spare time.
2 minutes."
April 2015
1st Week April 2015
01 Apr 2015
'When I invite my friends, my
friens are really coming.'
'Countries not in AIIB: North
Korea & US as Japan set to join. There were quite a few last
minute joiners like Taiwan, Sweden, Russia, Norway...'
'AIIB versus IMF, World Bank, ADB
= AIIB versus US'
'It is called a Currency war.'
'The question: Strong dollar is
damaging US own industries. How long can they stand?'
'Now I understand why US accused
UK of joining AIIB. UK did not join the droning Syria either. Also
US is squashing Sterling. So why, on earth, will UK stay with US?
Fat chance. 18tn. This is the nick name for you. 18tn. ye eaten
tree. I will check your nick name later when I come back from my
daily job. You shake your hands with North Korea, which can be the
only country, with whom you can shake hands.'
"Ana, what is your day job?"
"Didn't I tell you, John? I am an
acupuncturist. I started in order to cure myself from that
Fukushima radiation."
"Are you cured?"
"Don't know but it definitely
slowed down the progression."
"Do you think it will work for a
post-cancer patient like me?"
"Try. 39.8 heat for 2-3 seconds
can kill pre-cancerous cells. It's called Moxibustion, a type of
acupuncture using direct heat rather than needle. They work like
accurately targeted missiles."
"Great. See you later."
"By the way, Japan changed their
mind. Taiwan joined."
"I know..."
"Ok. Hasta la luego."
'US-style what? Do you want a
partial government shutdown like US? Talk about style.'
'100 business chiefs think Labor
threatens Britain's recovery.'(The daily Telegraph)
'100% agree with that. 2008 Credit
Crunch. What did Gordon Brown do? Nothing. How much did Tony Blair
earn from Iraq war? More than nothing. Debt. I do not want to get
that way again as I am living in UK. If it's David Miliband, I
might think twice. With Ed, there's no way. He does not have any
sense in money. He even did not know about National Insurance
Contributions. Pension? Hard to think.'
02 Apr 2015
'PMI Europe & China up, US
down, Japan still
coincidental with AIIB: EC in, US
out, Japan oh well...'
There will be an united currency
for Eurasia. Only US will be excluded. What will be called? Eura or
EUA? EUA sounds as Wow without w. Or just UA. Unprecedented
prosperity will be guaranteed without unnecessary competition,
purely focused on productivity and welfare. No war either. Whoever
provides better products or better service will win. Fascinating
big market place. NHS and state pension are essential.
'Google and China clash over web
breach' (FT)
"Worth playing with Google in this
case."
'The amount of debt which Tony
Blair made is £ 2 tn. Jesus... Usually you make money after joining
a war by selling weapons and stuffs, but what happened? 2001
Afghanistan 2003 Iraq. 2007 He resigned.
2008 Credit Crunch. Northern Rock
was smashed.'
'It is a real wonder. Even UK did
not make any money from Afghanistan, even Tony Blair was called
Bush's puddle, Blair joined Bush again in Iraq. And what happened?
Why did UK end up with £ 2 tn debt? He cannot be cheated... Anyway,
if you have this amount of debt again, there is no state pension.
No money.'
'Does Amazon have botox every
other week? How old is she? Whatever botox she has, she cannot hide
her hands and heck. Too complicated to do surgery. If you have a
girl friend, check her neck and hands. If her hands are like
Madonna, she is probably near 60. You had better check her neck
before you have a sexual intercourse for your mind's sake.'
'I twitted about the Downing
Street Memo by Tony Blair. £2tn debt.'
George said,
'Hey, Tony. Wanna go ahead? Need
some money?'
Tony gambled and lost badly. He
thought he could pay back the debt from Afghan.
In Korea, people say you should
cut the wrist of the gambler. Otherwise he will bring the whole
family into the nightmare of the debt.
03 Apr 2015
"Nomura Survey: Fed's
normalization of the currency policy after Sep 2015."
"Goldman Sachs: For the recovery
of oil price, US rather than OPEC should reduce in production."
'Question: US oil production has
been decreased steadily. How can they reduce further? Either Russia
or Saudi Arabia or Iran can do.'
'Conclusion: Iran should have
nuclear weapons just to protect their oil.'
'China & Iran's positive
effect on global stock markets, whereas US behaves separately. US
10 yr note down by their own insecure employment situation.'
'Iran could not export oil before?
Now, Iran can export oil? Wow.'
'US is very soft to Iran. Why?
They need the oil from Iran as Saudi Arabia refused dollars as
payment. Russia?'
"John, Henry got me a ring."
"What kind of a ring?"
"A ring of Lapiz lazuli."
"Do you like it?"
"Yes."
"Ana, it's time you have to
decide."
"Yes?"
"You have to decide."
"Yes. I do not have to choose. I
don't have to choose between you and Henry. I don't have to. If you
push me further, you are out."
05 Apr 2015
"Happy Easter! Egg hunting?"
"Yap."
"Thank you, John."
2nd Week April 2015
06 Apr 2015
"Moody's: PetrolBras: disqualified
for investment"
'In this case, there is no
question about Exxonmobil. Can be worse. I bet Ca at least.'
'The direct result will be the US
first quarter earning season result. Minus for profit increase rate
is expected after 2 years due to strong dollar and low oil
price.'
'Now AIIB started, I don't care
about what IMF will say.'
From KCIF
'Capital exodus from US is getting
serious.'
'OPEC said they are heading for
40/barrel. They know what they are heading for.'
"Margin Level 200 is ok."
"Keep it at 200."
Ana wondered about her brother in
New York.
"Carl, did you have a nice
Easter?"
"What is it?"
"You know, Easter."
"I'm sick of chocolates."
"Why?"
"Too sweet."
"Flash boys? Ho Ho. 150 should be
all right. We don't do pre-order kind of shits. Too old fashioned.
If you got hooked, clear it now."
07 Apr 2015
"John, BlackRock got really
agitated by dollar. They will behave quite nasty to dollar today.
Rather watchable."
'The funny thing about this US Fed
is that they all have different voices. New York, Atlanta... Is
that a really Fed or what? I take it as a first sign of dismantled
US. Dis-United or Ununited.'
"John, if you are hooked today, it
will be quite painful."
"BlackRock is in. They act. They
don't sit pretty. Though, they have a pattern. Let's say a habit.
Drop down, and up, up, up. Drop down, and up, up, up. When they
drop, if you sell, you are clear dead."
"Oops! Sorry. Larry is not like
old days. He is more cautious. He is old. In that case, we do our
things as usual. Free style."
"Who think that Free style is
dancing out of tune? Man, that is not free style. That's no
style."
Ana thought,
'What on earth am I talking about?
Suger. Style? Sorry. No style. Now I forgot what the target was.
And something is not funny...'
'BlackRock lied. They are the ones
who makes money with strong dollars regardless of US economy. Why
did they lie? God knows...'
'The U.S. government contracted
with BlackRock to help clean up after the financial meltdown of
2008.' (Wikipedia)
'If there is another credit
crunch, they will get the job again. Why did they lie? With strong
dollar, there will be another credit crunch very soon. Why did they
lie? Why not? They lied and they made dollar stronger. Nobody knows
who induced the 2nd credit crunch quicker than expected. Jesus...
Is this true? Was the 1st Credit Crunch artificially induced by
companies like BlackRock? Before and after the credit crunch, they
made profits. But the point was that the government contacted them.
Self-induced credit crunch. The reason: the debt. US could shift
their debt crisis to other countries. That's why AIIB was born.
Almost all the countries joined except for US. They knew that 2nd
credit crunch is coming and what US is going to do. No more shit
from US. That is what AIIB means for. So, whatever happens to US,
this time, it's their own problem. They cannot shift their shit to
anywhere. Is there any other word than shit? I would like to know
as I have to submit this report.'
08 Apr 2015
'Mineapolis Kocherlakota, Atlanta
Lockhart, New York Dudley. All have different opinions or
expectations about the currency policy. Means?'