Stock Market: Smart Money Maybe Looking East

fearlessness and indifference are undefeatable...

The greatest fear of any mortals is Death... he who fears no one but when death comes a-calling, many will crash

Everyone wants to prosper and makes gains but few are prepared to spare the efforts to develop their basic skills and knowledge

Be prepared, be ready; when opportunity presents, pounce

The cyclical swings should be near bottoming as the universe refresh its energy & flares

Changes gonna be fleeting and unexpected & winners and losers are likely to be lesser known faces

Do your best and leave the rest as Man proposes & GOD disposes

Capital Market & Funds Flow [charts dated 26Feb)
 

For the last 4 years or so, money have been flowing into the West[WallStreet] & Asia [China/Hk] hollowed out, with the exception of Japan which mirrored WallStreet (Gains in Nikkei - from <17,000 to >39,200) could be negated by exchange rates losses)

 Dedollarisation, wars, economic sabotages, trades sanctions & disputes and restrictions did not 'kill' the flow of funds into the West against better judgement. If anything else, US/Biden must be a shrewd poker player

The Thucydides Trap has, in effect, metamorphosed into an economic war of sorts with the bombing of Nord Stream 1 & Nord Stream 2 natural gas pipelines and the detention and restrictive moves on HuaWei's CFO and its products & technologies.

The tension in Ukraine is ebbing for lack of (donors) funds and the threats by Russia to use all the necessary "weapons-in-hand to win" against whoever intervene, and the Israeli/Hamas conflict which is threatening to engulf the entire region. Fanning Taiwan against China is useless as the real threat in the East is RocketMan of North Korea. Unfortunately, no country can return unscathed in a nuke-laced sabre rattling  

The world will coexist more peacefully together again, not by wars but natural disasters like earthquakes, tsunamis, floods and diseases that will change the face of Earth - To share a note: in an emergency, blood are collected and transfused and nobody asks if the blood is from a chinese, malay, indian, jews, muslim, christian, buddhist, blacks or whites or Dalit

Smart money will find its way to the East as the West's valuation hit the roof and the East provides cheaper PEs and lower valuation, bathe with higher productivity and stability

Money managers are currently too immersed in ETFs, derivatives and algorithms tradings to awake & learn that "when the music stops, the monies are but a number in the trading system"; it's a Zero-sum game

We need to be fearless and indifference to the herd influence

If you are not sure, keep your money for daily feeds; you will survive long enough to witness the fall of the false financial prophets

It is indeed Okay to watch others going to be grilled, soyed, baked or salted; survive to fight the next round

Stock market rewards those who do their homework and the brave

Following blindly is not unlike the pigs walking heartily into the abattoirs 

Will stocks do well in a war? Yes and some will thrive

What stocks to look at ... well, well...

Give In But Never Give Up

swimming against the tides is suicidal...

Patience is when you are cornered and you cannot respond; there is no choice but to let time takes over

Time is the best friend but when you want fast results, expected patience is a torment by itself

You see and sense your goodwill, contributions and efforts being eroded yet you cannot do anything to arrest the decline nor wrestle back control

Karma has its own timing

What do you do when you know you'd win finally but you must witness the damage unfold, layer by layer? Patience and... more patience

Take it as a lesson and bite the bitter pill; bite tightly until the ill winds blew past

When you regain the upper hand, its the sweetest victory

You would not know the impactful pains of people "walking over your dead body" until it happened (when you are alive). It is not unlike 苦中作乐  ~ putting up the bravest smile when the innards have already collapsed

Bystanders and sympathizers who knew of the facts, empathize with you but can only listen

They are not in the grueling fire, nor taking the heat & burns

Every challenging times that I go through is different; in intensity, impact and pains

No two are the same   

The only best solution is to do what you do best, continues unabatedly with level, cool mindedness

It is like a new slash wound; the pain is intense and previous experiences do not make it any less painful

Why "me" is irrelevant

The earlier that one accept that the world will never be equal nor fair, the less painful it will be

Fighting back is not necessarily the best solution especially if you are half-hearted about it and fear hurting them

Remember - when they decided to hit you, scam you or to take you for a ride, you were already a digit to be used and disposed

人本来就是要有利用价值 但不能被“空”用

Do unto others what you want others to do unto you but that's academic

Not everyone obliges the Rules of Laws and many prefer the Laws of the Jungle

However, I believe the nobility of the actions and the magnanimity of the heart will ultimately be rewarded

Some times the hunter becomes the hunted

There is no revenge in life but destruction

In Buddhist teachings, it is said "you cannot cure hatred with more hatred and vengeance. You cure it with Love"  

I guess, humour is the best antidotes ; you laugh away your sorrows and defeats

The blade of grass and the willow tree danced in the winds while the old oak tree was uprooted; fighting against the tides is the surest way to defeat

It is not about giving up but to persevere, burn less and save resources, lie below the firing line...SURVIVE, then return

Dead man tells no tales 人在事在 人亡事忘

There are no living heroes