flashrob

China's Demand Makes Old Signposts Useless

MAYBE CHINA JUST WANTS TO SPEND SOME OF THOSE TRILLION U.S. DOLLARS they got in the trade-deficit for the last twenty years...
before they "go down in value BIG TIME" with the U.S. AND EUROPEAN ECONOMIES going into decline...

real-estate will continue to tank, job losses may be lessening BUT NOT LIKELY TO RECOVER...

CHINA sees the "writing on the wall" ...get rid of some dollars, by BUYING UP HARD COMMODITIES...grow your own consumer to replace the u.s. consumer - who is not likely to recover...after all he was "spending more than he earned" by using credit cards and keeping them paid off somewhat with "2nd mortgage loans" because was being run up in a "phony credit chain letter" by the big investment banks...with the ok of their lobbied partners in gov...

see how it all shakes out... we're screwed...the Chinese know it...
AND THEIR MOVING ON AND OUT AND "UP" without us and Europe...

wake-up!

flashrob

China, Shipping and the Great Commodity Carry Trade

this is one of my posts off the DRYS...yah board...though it my be useful to investors in DRYS and Ocnf...and some of the others in the dry bulk sector....


...MANY OF YOU ARE UNDER THE "ILLUSION" that your posts "short or long" GREATLY AFFECT THE PRICE OF DRYS... YOU ARE WRONG... though your posts "short or long" may SLIGHTLY INFLUENCE THE PRICE OF DRYS...

THE TRUTH IS IS "BIG OUTSIDE MONEY" COMING IN and DRIVING UP THE "BUY SIDE" OF THE STOCK.

LOOK AT THE LINK BELOW AND YOU WILL SEE DRYS "MORE THAN TRIPLING" in the period from the beginning of Mar into the first week of May09.

GET IT..."BIG OUTSIDE MONEY" don't give a CRAP ...about your posts illuding to "share dilutions," mgmt ripoffs, etc.

Get It! ...they don't LISTEN TO YOU...I JUST POST HERE for the "small investor" giving him reason for long term play on DRYS, OCNF...and the rest of the DRY BULK SECTOR...which will be one of the safest and profitable plays IF YOU BET "LONG" ON THE STOCK!

NOTICE: IN THE HISTORICAL PRICES on the link...the HUGE RUN-UP IN "VOLUME AND SHARE PRICE"

FOR A PERIOD OF ABOUT TWO MONTHS...sure the shorts will say, yeah but we came back down...

SO WHAT...my point is THAT YOU/THEY HAVE LITTLE INFLUENCE ON THE PRICE OF THE STOCK...

BIG OUTSIDE MONEY CAME IN BECAUSE OF CHINA/BDI...then they MOVED ON...AFTER MAKING A BIG HIT.

NOW, ANOTHER MAIN POINT IS "THAT THEY WILL BE BACK SHORTLY (NO PUN INTENDED) ...

and DO IT ALL OVER AGAIN...AND YOU WILL SEE DRYS run-up OVER 10 once again...and it has little to do with your posts, either "short or long."

This is headed your way: BIG UP AGAIN...why:

1. China growth...proving to be, not just a temp phenomena

2. DRYS has dropped significantly since the 10 range in May09...and will be looking REAL GOOD to the BIG OUTSIDE MONEY.

finance.yahoo.com/q/hp...

so, keep posting like me...BUT BE AWARE THE STOCK RUNS UP BIG TIME...due to BIG MONEY OUTSIDERS...DRIVING IT UP! ...then they move on to another play...but they COME BACK...

BECAUSE THEY DO THIS WITH STOCKS...that have REAL GOOD POTENTIAL...so if they want to STAY IN FOR THE LONGER TERM...there is little DOWNSIDE RISK...of getting stuck in a loser for the long term...

the very fact that they are doing this with DRYS shows THEIR LONGER - TERM CONFIDENCE IN THE STOCK...

SO, WERE HEADED FOR ANOTHER "BIG RUN UP!" ...AND I WOULDN'T WANT TO MISS IT...because some dumb little short scared me out... WHEN THE WAVE UP COMES IN BIG TIME...the shorts will JUST BE FLUSHED AGAIN...it's nice to have 'em ...SHORTS ARE GRAVY on drys run-ups...
and I'M SURE THE BIG-MONEY looks at the SHORT INTEREST when they figure that...

IT'S TIME TO RUN THIS BABY "UP AGAIN!" ...short interests is about it's max for some time...a bit over 4mil...so I FIGURE THE "BIG-MONEY" considering that as a factor..."when they decide to make a move"
know "short interest" is about as high as it's likely to go in this time setting...

so, look out shorts...

regards,

flashrob

U.S. Bailouts Could Spur Asian Economies

HOW TO START FIXING THE GLOBAL ECONOMY:

1. China is sitting on about "two trillion U.S. DOLLARS!"

2. China's main market to export to (and what has largely been responsible for their fantastic growth) is the now DECLINING U.S. market.

3. China can embark on a MASSIVE spending program (some ideas are "improving environmental spending - air, water, automobile pollution, etc." INSTEAD OF WEEPING OVER THE DECLINE OF THEIR "TO" U.S. EXPORT MARKET! I am suggesting they become a MAJOR IMPORTER of American and European technology, services, and expertise, thereby helping the U.S. to improve economically, and helping themselves for a return of EXPORTING TO THE U.S.

The huge STOCKPILE OF DOLLARS is just sitting there anyway.

Now, their government has the MONEY already to embark on a MASSIVE INFRASTRUCTURE "plus" PROGRAM... and JUMP-START THE REST OF THE WORLD'S ECONOMIES!

In essence, I am suggesting that the Chinese government, along with this infrastructure program WOULD FUND (act as a replacement employer... say via "low cost loans" via their banks to EMPLOYERS whose exports to the U.S. are drying up. The NEW ADDITIONAL CONSUMER would be THE EMERGING MIDDLE-CLASS OF CHINESE CONSUMERS...if they can sell it to you at Target, Walmart, etc... IT SHOULD BE GOOD ENOUGH TO SELL TO THIS NEW MIDDLE-CLASS CHINESE CONSUMER...

...probably do this by ISSUING CREDIT-CARD consumer spending on a massive scale... I'm sure Visa, MasterCard would be glad to contract with them along with some of our investment banks to HELP RUN THE WHOLE THING...

This way they don't LET DRY UP AND DIE ...all those manufacturers WHO PREVIOUSLY SOLD MOST OF THEIR PRODUCTS TO THE U.S. they'll gain some of this export mkt back eventually when they import goods, services, AND U.S. and European "MANAGEMENT EXPERTISE" ...thereby helping the U.S. in particular, and also other global economies/entities to recover.

4. Since, they have the money, they don't need to "deficit spend" like the U.S. and Europe, etc.

5. Also, we could SELL THEM SOME U.S. assets (NOT BAD DEBT PAPER) but hard type assets. President Obama could look at this with respect to reducing the "taxpayer's bailout!"

It would also prevent some of these BUSINESSES and say BIG APARTMENT COMPLEXES FROM GOING UNDER ANYWAY...

We could sell them "minority percentages" in BIG ENTERPRISES...like electric utilities, oil and gas, windmills, etc. (just throwing out a few ideas...

Bottom line: they have the money in DOLLARS... so let's cut them some deals, let them buy shares in our economy, instead of the "taxpayer" having to pony up for everything!

...the ideas expressed here, are just summary simplifications, BUT THESE ARE THE BASICS OF HOW TO START RESTORING THE GLOBAL ECONOMY!

...need more detail...I can probably consult if I have to...

FLASHROB