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...