So, buy mining? Inflasi -> USD hancur -> komo/emas naik... hehe ELaine? Isn't Sima's message the same like yours?
On Thu, Feb 19, 2009 at 11:30 AM, Ratu Sima <ratus...@gmail.com> wrote: > Wieden, 5:30 am, 19 February 2009 > > Freezing cold here in Wieden, Vienna! > > People in Eastern Europe predict that the Eastern Eurozone Line is > to suffer from regional economic debacle in bigger magnitude than > that of East Asia in 1997/1998. Total Eastern Europe's current > indebtedness is nearing 2 trillion USD abroad of which majority is > in short-term maturities. Unless it soon repays, the amount will > roll over and twist up to a third of its GDP. Hungary, the Balkans, > the Baltics, Ukraine, Belarus, and Iceland are crying in parish for > help. > > Aimee predicts whether in months or even in weeks, the world is > going to find out that Eastern Europe & Europe's financial system is > sunk. Additionally, they have no such a `The EU Federal Reserve" yet > of which `lender of last resort-ness' is absolutely needed. > > ECB should have cut its rate to zero & bought in-bulk of bonds, but > it doesn't. IMF has been in so as to help, but sanely, the amount > they need is beyond the limit of IMF itself. The same as what they > did to our region in 1997/1998, Aimee is rest-assured that they will > issue its final weapon, SDR (Special Drawing Rights) which can lay > the ground even dustier. Don't they comprehend the terrain that a > failure to salvage any of this country will trigger a massive crisis > of which contagion can widespread throughout EU? > > Wew… what's in the mind of this much of Ex-Soviet's government? > > By the way, onto the recession status: the reason why deflation > won't last long is because of the nature of current debt de- > leveraging is only short-termed. In this scenario, dollar > depreciation is inevitable in the long run. I predict around 1.5 – 2 > years from this moment. Please be extra careful of you who hold `big > fat dollars'. Can inflation take place while the Neverland is still > in deep recession? Let me be clear: YES. It might even be worse than > that of Japan. If you still reckoned, Japanese do have much better > saving rate during its lost decade compared to Neverlanders. > > We have anticipated this with short-coverings on precious metals > before its `mania euphoria' to take cover from upcoming inflation, > dollar depreciation, and further economic collapse. I have > instructed our soldiers to set strongly-hedged portfolio as our big > agenda combined with tight entry & exit point in every linear. > > Our nearest plan is FS on `properties' & `short-covering oil'. We've > been eyeing on National Oil Varco. On Sunday I am leaving Vienna and > going to Dubai to meet local businesspeople and a Prime Group of > Korea's counterpart of which property & construction project is in > serious trouble as well as foreseeing whether something can be > learnt from this `iconic city of real estate and construction of > this century'. I promise to report to you of our survey findings. > > By the way, traders, just reminding, no matter how you are savvy in > technical charting, there are alarming risks if your trade is > against fundamental. Counting on stop loss isn't wise, either. > > Short term = sideways. Medium & long term = SO bearish. > > RATUSIMA, KALINGGA > > PS : > Neither disclaimer nor allies is needed. > > >
