Tuesday, November 29, 2011

Has Toyota lost its mojo?

What is mojo?

It's a noun. I know stupid. Be more serious.

It's something related to a magic charm when I looked up in Oxford dictionary.

Okay.

Has Toyota lost its mojo?

I would like to answer a question with a question. Why Toyotas' chiefs frequently shed tears?





http://youtu.be/OItBnWHjlFM

A doctor says it's got to do with biology.

Explain.

It's got to do with the level of testosterone.

How?

The higher the level of testosterone, the higher the level of aggression.

That makes sense, when the level of testosterone drops -- especially when they grow older -- they become more compassionate. Don't send them to kill a lion or else they........use your imagination to figure that out.

I see. When Toyota announced their withdrawal from F1, it's all about giving up something that they really passionate in exchange for something "bigger than my Alpha male ego" mission. It's painful you know. The future is not about something who can make a "beast" louder, stronger but about something is more friendly to our earth.

You mean there is a quiet revolution going on?

Yeah....check this out.



Can you feel the ice, not heat?

Driving L badge that starts at 168 k?

Yeah, it's very cool but you still have not answered my question.

Is it important?

Yeah.

Young man, young man. You don't like what you hear, don't you?

The young man had just turned into a classic stonewall. Muted.

All you care is UMW, isn't it young man?

Grin.

Sunday, November 27, 2011

Drive carefully, don't flip like a turtle



It's fun to watch these World Rally Championship(WRC) pros flipped their cars like turtles. Most of them are rarely hurt because those cars were equipped with roll cages. A normal car is not, a driver will not survive any crashes like those in the video. Please drive carefully, especially it's a raining season now. Like investing, most people tend to think their driving skill is above average. I know you are good but there are many factors are not within your control - cows, snakes(yes, I met them once), elephants, dogs, spilled oil, rocks, other people lost control, etc......Live to drive another day people. Take care.

Friday, November 25, 2011

Christina's World



I love Andrew Wyeth's works. So much so that I was dreaming to buy one of his prints but my minister of finance stops me. He is one of the most celebrated American artists in the 20th century. His works were mostly contemporary realism, expressed in tempera and watercolor mediums. He has been referred as the people's painter because he painted mostly everyday's subjects around him, that kind of make an average Joe like me feels at ease.

One of the most famous piece is Chritina's world painted around 1948. I do not know what comes to your mind when you see this painting. Feminist would probably want to shoot him and me for promoting sexual objectification -- the curvy lady that you see. It's not what they think. They think we think women are weak and submissive, and an object of sexual pleasure. I do not wish to start a battle of sexes and I maintain that the world will be a wonderful world(less breakup or divorces) if a man behaves like a gentleman and a woman behaves like a lady, just like the old fashion way.

If you get to know the real story behind it, you probably will grab some tissues. Again, it's not what you think ............ you need it to wipe your tears.

Andrew Wyeth's world was shattered when his father met with an accident. His father was struck and killed at a railway crossing. My imagination could be too rich, I heard the rushing train, the scream and the smell of the blood. I felt my heart had just been pierced as I typed. The unspoken grief must be terrible. That was the turning point in his life at the age of 28. I felt it when I see the landscape was barren and his palettes was muted........the emptiness and tasteless world.

Something inspired him. He saw his neighbour Christina Olson sprawled on a dry field facing her house in a far distance. It broke my heart actually when I see her skinny hands. She suffered from an unknown disease, suspected to be polio, caused her unable to walk. Imagine that you were there, watching her crawling back to her house. It's a gigantic efforts. That was what inspired him. In his word, Christina "was limited physically but by no means spiritually." Wyeth further explained, "The challenge to me was to do justice to her extraordinary conquest of a life which most people would consider hopeless."

Added another link



I sometimes wonder investors really care about Corporate Governance(CG). Our actions do not seem to match with our words. They will only care when they lose money. From an illiterate, they suddenly will dress up something like this



They suddenly can argue so eloquently that everybody will be hypnotized, nodding their heads, screaming yeah GUILTY, GUILTY and GUILTY -- condemn those son of the bitch to hell. They forgot one point, it takes two hands, not one, not two left and right fingers, to clap. Yes, it takes two hands to clap!

Everybody knows the risk of having many fucking partners will have high chances of contracting AIDS. When they fuck, they don't even put on a condom. Be smart-lah. When they finally contracted with AIDS, they will argue the society is at fault, religion institutions have collapsed, law enforcement is zero and the list will go on and on..........

Have you visited a mad house? If you have not, I suggest you do. It will give you the best investing lessons in your whole life. Those people will argue so logically that you will begin to doubt that whether you are crazy or they are crazy. The best part is everybody is at fault but not them.

My "friends", ask ourselves, do we really care about CG? My gut feelings tell me otherwise. Why?

A "friend" of ours spends hours of his free time to write about CG but it has less than 200 clicks a day. For such a good blog, I think he deserves better than that. It ought to be on the link of every financial blog out there.

My blog is not that popular, [I can't help him to spread the fire -- added 10.30 am] but at least I voice out. I wish him the best of luck. Keep charging, keep up the good work.

P.S. Don't ask why I suddenly put up Demi Moore today.

Thursday, November 24, 2011

Happy Thanksgiving Day

The US market will be closed tonight to celebrate Thanksgiving Day. It's a remembrance of the pilgrims rendered their thanksgiving to All Mighty God for his blessings. They were giving their whole-hearted thanksgiving to the Above for his guidance to see them through in the whole struggle and succeeded. But they remained humble, they did not pump up their fists, yeah I did it my way - unlike the Americans we see today. Instead they gathered men, women and children, probably have tears rolled down their cheeks, said it gratefully -- Thank You Lord.

I too want to thank you Lord for your mercy, kindness, blessing. I pray for other too that they will receive your love and kindness. Amen.

Wednesday, November 23, 2011

Market Commentatry

You may have noticed that I have been writing a lot about individual stocks lately. That's a preparation to wait for opportunity to show up. I find that the market participants are still a little too optimistic. They have not gone more bearish. I ran a list of FBMKLCI 30 and found that 20/30 stocks are below 200-day MA and another 10 stocks are abover 200-day MA.

Stocks below 200 MA
1. Tenaga
2. Genting
3. KLK
4. MISC
5. IOI Corp
6. MHB
7. YTL
8. YTL Power
9. HLB
10. CIMB
11. PCHEM
12. PBBANK
13. PPB
14. UMW
15. SIME
16. Gamuda
17. RHB Cap
18. Maybank
19. MMCCorp
20. AMMB

Stocks above 200 MA
1. HLFG
2. GenM
3. PETGAS
4. Maxis
5. Digi
6. Axiata
7. BAT
8. PLUS
9. PETDAG
10. TM

Upon closer examination, I found a lot of people still believe that they can find some kind of safe heaven. I would like to see these holders to be really be shaken. Then only, I think there is enough fear in the market that qualifies as blood on the street.

A lot of people are making references or anchoring 2008/2009 crisis. I do not believe S & P will make 666 or KLCI goes down to 800+ points. But I do believe S & P 500 ought to go down to about 950 +/- 50 points or KLCI to be around 1,250 +/- 50 points in another 3 - 6 months time.

2008/2009 was about credit crisis. It was about the whole world went into Matrix frozen moment. Can you imagine real business cannot get credit? Ships were grounded because nobody can get a Letter of Credit(LC)??? That was because the world did not how deep the derivatives hole was. European hole is known but they are just playing chess with one another - calling each other bluff. They may go to the extend of "manufacture crisis". I believe if they continue to play that game, the market participants will ask them to fly k***(wanted to use stronger words but points already got through, no dramatic words needed!).

This time is about a slow down or a low grade recession. We just have to shake off a little bit of optimism and bulls ought to charge!

P.S. Got a nice day off today. Had a nice morning hike and I felt extremely good. I need get back in shape -- and I have a plan to get up to Mount Kinabalu. Will make public announcement once I feel I'm fit enough. Have a good day everyone.

Tuesday, November 22, 2011

Eat to live or live to eat?

This entry is dedicated to kampong boys and girls.

My blog don’t talk a lot about foods because I’m kind of a guy who eats to live and not lives to eat. Given a choice, between going to a hawker center or a fine dining restaurant, I’ll choose hawker center anytime. It’s not about money or class but it’s about personal preference and a place that I can feel at ease — to be myself. It’s a place that nobody will give you satu macam kind of stares when you're screaming while making a bullish or bearish arguments, jeers or cheers for friends.

At times, I’m required to be completely civilized, a complete gentleman. I can’t really remember when my first time of doing fine dining was. All I remembered was my b**** shrunk by half. It was much more complicated than solving this equation

If 1/2x +1/2(1/2x + 1/2(1/2x +1/2(1/2x + ... = y,
then x = ?

No, perhaps it’s more difficult to solve a problem like how to prevent an European debts contagion. Or do I bet whether ECB will print infinite amount of money to bailout all the guys? Just kidding. :)

Back to the topic, I kept staring at the silverware. SOB, a fork is a fork, a spoon is a spoon, a glass is a glass but why so many????

Boy, I tell yea --- that dinner made me felt like trapped in an eternal hell.

I hope some of my young “friends” who read this blog may find this survivor tips handy in the future.

The general sequence is starter, main course and end with dessert.

That makes perfect sense, you will have to use your tools from farthest first for starter, slowly coming to inside for main course and end with desert. Hope this picture helps you.



Red wine or white wine? A wine is a wine but why ask me red or white. Most Asians will only care or heard so much about drinking red wine will help you to cut down their heart attack risks. Damn it, if we sit on our fat asses, red wine or coffee will not be able to save us.

I later found out it’s rather intuitive actually. Red meats like steak or lamb are heavier should match better with red wine which tastes heavier. As an Asian, I find that the smell of beef or lamb is stronger and red wine helps me during the meal. If I pair red wine with “lighter” food like seafood, cheese, fruits and etc…..it will overpower the food and just kill the taste. That’s why white wine works better.

Read more here if you want to know more about “civilized dining”. Good luck.

http://www.etiquettescholar.com/index.html