Hi suseva, thanks the article about the steel, the IO, the China demand, and...
In the tsunami, the fundamental still works but panic and fear are the main tone of the market.
After the tsunami, the fundamental will works too but the cheers and expectation will be the main tone of the market.
The main tone would set by the main themes in the market sooner or later.
What are the main themes?
1. US and developed world have big trouble in their bank system.
2. BRIC and China have billions of people need the IO for their shelters
3. Resource and IO booming are not caused by the developed world if it could be stabilized.
4. FMS is drilling for its concept IO and the results are very promising
Everyone should question himself:
1. Which one of these theme will be the decided theme for future Australia economy?
2. If there were damage, it has been done. so what's the future image from the main themes.
You are the decision makers. You make your decison. You need the gut to accept the consequences.
1. If financial tsunami turns to be a disaster, no one could win.
2. If it just induced a recession, China IO and resource demand will move up again. The resource booming would be longer and stronger.
3. I don't care I lose the paper money now. I do want a big enough bonus from FMS IO.
If you bet, you should bet strategically on FMS IO.
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Hi suseva, thanks the article about the steel, the IO, the China...
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