read this when you have 10 mins...Ive just kind of chucked this...

read this when you have 10 mins...
Ive just kind of chucked this all together so there are bits of all different topics sort of mixed in...
All up this post packages everything from EU, economy, Rudd, Dow, China, and abit on CUE

The real economy has taken a big hit to stocks over the last few weeks.
After topping out at 32cents CUE has primarily fallen back to 25cents from this EU issue... This new crisis "nana crisis" had started its focus on Greece and has spread to PIGS countries.. well at least the fear of it anyway... This has resulted in major structural changes.. 1 Trillion waiting in the wings is major structural change....
The cut back of debt Worldwide was called for years ago... The Global financial crisis (GFC),kicked it all off...
why are Greece and other EU countries only doing something about it now?
(This gets back to the whole topic of human nature we were talking about during the GFC... Humans cant change....)

This whole nana crisis is blown way out of proportion...

Greece only makes up 2-3% of EU output,
2.7% if I remember...
not much of a dent if Greece no long existed (in respect)...Nowadays it is more to do with the sentiment of everything that controls the sharemarket... and the technological age where humans take no part, where many trades can simultaneously take place...

We are only in a recession, we are not in a depression...!
tell that to the computers!. Right there Im talking about Humans...
Us humans have flaws... sometimes we THINK LIKE A COMPUTER DOES... All the inputs (oh freakin computer term arggghhh)...
yes, we need all inputs to make up the real outlook...
not parts of it...


Could the next big scare be created by Technical analysis...?
The phaedrus's of this world who sell because the computer told them too...?


On another note,
DOW went from 14000 to 6700 in the GFC...
the DOW still bounced back to 11,000 in a great bull market, and needs time to resettle and reposition...
But why have small caps been crushed so badly?
For small caps it looks like the depression is back...
is it because large caps fell as much as small caps during the GFC... probably...
Unlike in the GFC, that this time it is evident that small caps have been hit much harder...
...in the GFC, every stock was dunmped...
..
.
Countries are the most reliable form of repaying lent money to...
If you have too much debt you Raise taxes...
or you could cut spending...
If you are really in debt then make a milkshake, mix it all up like in Greece....
Greece, PIGS, are all good for it...$$$$$...
Give them more money if they need it... dont take it away....lol....
extend thenm abit further on the most reliable investment ever..

All the indicators stack up for an American revival...
House prices fallen so much brings about a new cycle of growth in demand....
consuption indicators have risen.. company growth and profits are amazing...
The market came back too strong since July 2009...
I reckon the current situation is just a natural pullback, and the Oil spill in the Gulf of Mexico getting on the mind of investors all covered over with a new topic... there will be reason to see a sideways market on average for at least this year...

This morning the DOW opened and traded down 250 points just after open, as the day unfolded the index rallyed to close only down 22points, at 10040 points...
The market is still reluctant to hold the Index below 10,000...
...
..
.
over the coming decades,
the shift of new World order will bring Healthcare, Environmental spending to the forefront...
The bad things of this world, and what damaged it will have to be slowly phased out (eventual)...oil....... Im afraid our oil companies are going to have to pay for emissions trading schemes...one way or another it is coming... This super tax if it doesnt go through, it will come back...Clive Palmers you have to accept it will be a real tax some day... lol him holding Rudd to ransom... ...

Rudd wont be back for another term imo...
He has lost alot of confidence of Australian votera...

RUDD HAS BACKED AWAY FROM HIS BIGGEST ELECTION PROMISE...
THAT of the Emissions trading scheme...
maybe it was a good thing he did, but he still did over Australian voters on it...
This new super tax is really building up another front of opposition.. Rudd has slipped and these giant mining companies and their corporte sized resources are going to finish him off...
I am reading some of the stuff going on, it is halarious...
-quoted the austrlian-"We've had a case of a mining boss announcing the tax would ruin his business and then buying extra shares in his company after they fell,"

lol... I oouldnt stop laughing...

Clive Palmers have suggested the sky would fall in as a result... many other mining execs are running scare campaigns... threatening to drop projects...
Fortescue comes to mind...
...
..
.
I am still undecided if China is going to slow down... All the indicators look strong... 8.7% growth last year So many conflicting things happening... The reason why am on the fence about it is Policy risk and what it could do for company profits....
Inevitable inflation will cause the Chinese government to have to tighten... they will raise interest rates, which in turn will lower growth...(well, will they?)...
It would seem that the Chinese can squirrel out of anything...
The key ingredient in thinking through this process is that raising interest rates will cause more people to save, than to spend as they get more interest from bank.. which will result in a fall of consumption/spending...
and a new cycle begins...

Oh in just writing that out I have discovered the answer... (I didnt go back and delete what I said)...
It just comes out as I write it...
China already has an extremely high savings rate... probably the highest in the World infact...
Interest rates wont spur the Chinese into higher savings rates... theres the answer...

China to remain bullish in the hight of new financial dispear...

China pulled us out of GFC...
they will do it again...

Australia and New Zealand, being positioned beautifully in South East Asia are set to benefit on a whole new scale, especially the export of Energy and metals, from much larger projects coming onstream over the years...
we had a small glitch recently...

PNG LNG...
buy a stake in the future output of SE asia..
Am I too freakin smart, or is the market gone all computer on us...
PNG LNG... NGE has fold belt sized permit, right next to the fold belt...a highway of gas fields...
theres an OSH sized company to be found in them lands...
NGE holds the last frontier...
lets hope the few juniors positioned like NGE, CUE, HZN hold onto there assets... MOS already ran...
running scared and stupid...
run away... you were only an insect anyways...

limp and a lean back... see if you can super tax that Rudd...


.^sc