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hisah
#551 Posted : Monday, October 11, 2010 11:03:11 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
youcan'tstopusnow wrote:
Frontier markets reap from euro crisis www.businessdailyafrica....44/-/hh8d0s/-/index.html



For this year, the returns have been outstanding. But, for the last 5 years compounded, nop. And the same story is reflected across all markets. Note, I'm not saying that all equity markets are bogus, emerging and frontier markets will be the leaders going forward while the west fights out the debt and default monster.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#552 Posted : Monday, October 11, 2010 11:05:28 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977


This is last week's equity movement insider sellers vs buyers of the stocks listed on S&P500. The Oracle and Google corp sells are eye popping.

Does NSE have such records on daily basis?

http://www.zerohedge.com...ing-buying-update-1169-1
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Scubidu
#553 Posted : Tuesday, October 12, 2010 6:17:48 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
GOLD IS FAR FROM TOPPING, ITS JUST GETTING STARTED

The dollar rally could be starting now

Marc Faber: A major market "turning point" is coming

Read more:

http://goldscents.blogsp...m-topping-its-just.html

http://www.thedailycrux....tent/5990/US_dollar/eml

http://www.thedailycrux....5987/Interest_Rates/eml

CHRIS WHALEN DESCRIBES WHY 2011 COULD MAKE 2008 LOOK LIKE A CAKEWALK

Read more:

http://pragcap.com/chris...08-look-like-a-cakewalk

“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
hisah
#554 Posted : Tuesday, October 12, 2010 9:04:27 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Scubidu wrote:
GOLD IS FAR FROM TOPPING, ITS JUST GETTING STARTED

The dollar rally could be starting now

Marc Faber: A major market "turning point" is coming

Read more:

http://goldscents.blogsp...m-topping-its-just.html

http://www.thedailycrux....tent/5990/US_dollar/eml

http://www.thedailycrux....5987/Interest_Rates/eml

CHRIS WHALEN DESCRIBES WHY 2011 COULD MAKE 2008 LOOK LIKE A CAKEWALK

Read more:

http://pragcap.com/chris...08-look-like-a-cakewalk



@scubidu - this one is interesting - http://www.zerohedge.com...akawa/Gold%20GS%203.jpg
If US 10yr TIPS yield falls to 0.5%/yr gold should surge to $1600. At 0.00% yield gold would be headed to $2000.

Goldman sachs (GS) recommendations for this month - http://www.zerohedge.com...wa/GS%20Gold%20Reco.jpg

I'm usually skeptical about GS advice especially after the scandalous issues they had with their clients on derivatives in the 2008 credit crunch especially mortgage backed securities and oil contracts. But their FX team is good at calling the EURUSD tops and bottoms without fail..?! They called the 1.40 EURUSD top 2 weeks ago. So this confirms $ strength is coming soon. I wonder what this does to the USDKES rate if the $ rebound is huge.


Million dollar bet - http://goldprice.org/gol...llion-dollars-gold.html

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#555 Posted : Thursday, October 14, 2010 6:39:26 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Some headlines back in 1929 - 1931 when US stocks were going through the wringer.

Brokers Believe Worst Is Over and Recommend Buying of Real Bargains – New York Herald Tribune, October 27, 1929

“Time to Buy Stocks” John J. Raskob, one of the country’s leading industrial and political leaders
-October 30, 1929

“The Government’s business is in sound condition.” Andrew W. Mellon, Secretary of the Treasury
-December 5, 1929

“The worst is over without a doubt.” James J. Davis, Secretary of Labor.
- June 1930

We have hit bottom and are on the upswing.” James J. Davis, Secretary of Labor.
-September 12, 1930

“The depression has ended.” Dr. Julius Klein, Assistant Secretary of Commerce.
- June 9, 1931

NEW YORK JOINING IN BRITISH CREDIT; Federal Reserve Bank Agrees, if Requested, to Buy Prime Commercial Bills.
-August 2, 1931
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Scubidu
#556 Posted : Thursday, October 14, 2010 7:45:48 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
@hisah. Jim Sinclair, martin armstrong. I have been meaning to read all there stuff but can't find the time. Keep posting. I'm learning so much from you.

And just to get off topic...do people have meat futures...apparently they now have meat that doesn't get bad quickly. lol. Actually reminds me of the movie Food Inc and The Corporation. Amazing what American's will put in their bodies.

http://news.yahoo.com/s/...mposition-for-six-months
“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
hisah
#557 Posted : Thursday, October 14, 2010 8:55:08 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
[quote=Scubidu]@hisah. Jim Sinclair, martin armstrong. I have been meaning to read all there stuff but can't find the time. Keep posting. I'm learning so much from you.

And just to get off topic...do people have meat futures...apparently they now have meat that doesn't get bad quickly. lol. Actually reminds me of the movie Food Inc and The Corporation. Amazing what American's will put in their bodies.

http://news.yahoo.com/s/...position-for-six-months[/quote]



In China they dry roast meat in small strips (stir-fry type) and roll it in candy - meat candy lollipop! With current freezer technology I wouldn't be surprised to see a meaty futures.

Research on liquid chicken, what is used to make McNuggests. Despite the numerous studies done on the harmful health effects of too much fast foods or junk foods, we humans still want to try the forbidden Sad
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Scubidu
#558 Posted : Thursday, October 14, 2010 9:22:59 PM
Rank: Veteran

Joined: 9/4/2009
Posts: 700
Location: Nairobi
@hisah. eehh "meat candy lollipops"...that's messed up dawg.
“We are the middle children of history man, no purpose or place. We have no great war, no great depression. Our great war is a spiritual war, our great depression is our lives!" – Tyler Durden
hisah
#559 Posted : Friday, October 15, 2010 10:37:00 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
http://www.businessdaily...4/-/msn2ho/-/index.html

This inflation rate model manipulation is going to create chaos in future to the money supply. As long as the economy recovers and expands, bankers will overlook it. But during a pause or recession, bankers might boycott using this gauge and a money crunch will follow suit.
It's no wonder the Kenyan banks ignore the CBK's fund rate (CBR) and refuse to lower the loan interest rates to single digits since the risk models are out of sync with the Banker.
What is keeping the KES rate lower against the €, £ & $ if indeed the econ is on recovery and is expanding?
At the moment I can't understand this ultra low inflation rate & a devalued KES.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
karanjakinuthia
#560 Posted : Saturday, October 16, 2010 9:43:35 AM
Rank: Member

Joined: 11/13/2006
Posts: 551
Location: Nairobi
Joint Venture and/or Takeover - Engineering, Construction, Property, Finance and Mortgage Sectors

A Singapore based fund is funding +100 Million Euro into a European holding company, listed on Frankfurt Stock Exchange, who is engaged in engineering, construction, property, finance and mortgage sectors.

1. They are looking to engage with liquid listed companies in order to take opportunity to draw down their funding requirements

2. With the funding, it is seeking to take over and/or JV with ebitda positive companies internationally.

Some of the key criteria:

a) SECTORS
- Engineering & construction
- Property
- Finance & mortgage


b) KEY CHARACTERISTICS OF TARGETS
- Excellent brand
- Capacity & ability to ramp up
- Asset rich
- Multiple revenue streams
- Listed or private
- Efficient decision making process and capability
to provide accretive ebitda
- Ability to add value geographically and strategically
- Acquisition model based on earn out, part cash, part equity.

Please let me know if you know of a good candidate via karanjakinuthia@hotmail.com
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