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Glance at Tea Leaves

Intuitive Observations on Economy and Society

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Glance at Tea Leaves | blog.weiluo.net Reviews
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Intuitive Observations on Economy and Society
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4 the inconvenient truth
5 inflation tax
6 investment strategies
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posted by,wei luo,no comments,the inconvenient truth,inflation tax,investment strategies,long commodity currencies,export,investment,private consumption,investment considerations,definition of risk,1 comment,older posts,about me,blog archive,october
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Glance at Tea Leaves | blog.weiluo.net Reviews

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Intuitive Observations on Economy and Society

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1

Glance at Tea Leaves: July 2007

http://blog.weiluo.net/2007_07_01_archive.html

Glance at Tea Leaves. Intuitive Observations on Economy and Society. Tuesday, July 31, 2007. Money Manager, Rock Star, or God? In the U.S., we got Elvis. In China, we got Jim Rogers. Mr Rogers did offer some genuine advice for fellow investors:. 1 Always look for disasters. Those are where opportunities lie, e.g. the safety crisis among Chinese food manufacturers. 3 Last but not least, learn Chinese. Friday, July 20, 2007. Coffee Bean in Shanghai. Subscribe to: Posts (Atom). View my complete profile.

2

Glance at Tea Leaves: April 2008

http://blog.weiluo.net/2008_04_01_archive.html

Glance at Tea Leaves. Intuitive Observations on Economy and Society. Thursday, April 24, 2008. Have Your Cake and Eat It Too. The smartest guys in the room just had another field day. So far the losers are the banks that had to mark down their loans and sell them off. Of course, they are not happy about being the loser. In the TDC story. Reported by FT, the banks were alleging that TDC, the borrower, violated the loan agreement by buying back its own debt at a discount. Whether the banks can recoup s...

3

Glance at Tea Leaves: More on Decoupling: Real Economy vs "Mr. Market"

http://blog.weiluo.net/2008/01/more-on-decoupling-real-economy-vs-mr.html

Glance at Tea Leaves. Intuitive Observations on Economy and Society. Wednesday, January 23, 2008. More on Decoupling: Real Economy vs "Mr. Market". The legendary Quantum Fund founder, made such a reference when interpreting boom-bust cycles in his book " The Alchemy of Finance. He called it the Theory of Reflexivity. More vividly described this manic-obsessed childish character "Mr. Market" in his book "Intelligent Investor". Can other countries "decouple" from the problems of the US? Boom-bust processes...

4

Glance at Tea Leaves: Have Your Cake and Eat It Too

http://blog.weiluo.net/2008/04/have-your-cake-and-eat-it-too.html

Glance at Tea Leaves. Intuitive Observations on Economy and Society. Thursday, April 24, 2008. Have Your Cake and Eat It Too. The smartest guys in the room just had another field day. So far the losers are the banks that had to mark down their loans and sell them off. Of course, they are not happy about being the loser. In the TDC story. Reported by FT, the banks were alleging that TDC, the borrower, violated the loan agreement by buying back its own debt at a discount. Whether the banks can recoup s...

5

Glance at Tea Leaves: June 2007

http://blog.weiluo.net/2007_06_01_archive.html

Glance at Tea Leaves. Intuitive Observations on Economy and Society. Thursday, June 28, 2007. Cash Out, Be Happy. Think 2006 was a fantastic year for the S&P? It seems a no-brainer. The near-term support for the S&P is around 1480 (25 points below today's close level), but a bigger decline, for instance to 1445 (4% drop),is not impossible. Wednesday, June 27, 2007. Would any investor in his right mind accept such condition? That's not a very kind payment. Friday, June 8, 2007. Since this scenario has bee...

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Glance at Tea Leaves. Intuitive Observations on Economy and Society. Wednesday, March 18, 2009. Race to The Bottom. The Federal Reserve's announcement to buy longer term Treasury and mortgage securities is its way of telling the world: "We are going to create money out of thin air; we mean business." Unlike the US Treasury Department, which has to fund operation through through taxation, the Fed simply clicks a few buttons on its computer, and viola! Then these currencies are in the race to the bottom&#4...

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