crash ahead

"This stock bubble is getting very steep and the possibility of an avalanche is growing. For those investors with passive 401(k)s, IRAs or retirement brokerage accounts, look into selling stocks on every rally in the weeks and months ahead. It’s better to be a bit early rather than a bit late in getting out."
"There are a few of us who remain entrenched in our bearish camp… There’s Robert Prechter, Robert Shiller, and George Soros, to name just three. Soros just made a $2.2 trillion short bet on U.S. stocks and he is rarely wrong. I’d suggest you listen to these guys, as well as us."
-Harry Dent

Debunkery - Ken Fisher

I read this book recently. To sum it up all this is what he recommends:

invest in stocks all the time even when you are retired
in the long term it performs better than any other assets
the market will always bounce back even after a bear



so just get into stocks when you can
forget about dollar averaging
diversify diversify diversify
growth, value, small caps, US, foreign, various sectors
just buy them and hold
don't trade or time the market
it is too complex for any single indicator to be reliable
that includes pe ratio, interest rates, comsumer confidence and whatnot
or events like sars, terrorism, unemployment
only exception is the presidential cycle
and all these are proven by historical facts
cash flow management is the key
diversity smoothens out the volatility

Well, that's the long term strategy
but who can wait for long term
we all want to become rich now ! right? 

5 Warren Buffett quotes to remember

There's a huge difference between the business that grows and requires lots of capital and the business that grows and doesn't require capital.

I look for businesses in which I think I can predict what they're going to look like in ten to fifteen years time.

You pay a very high price in the stock market for a cheery consensus.

We just try to buy businesses  with good-to-superb underlying economics run by honest and able people and buy them at sensible prices.

Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.

Plantation companies with exposure in Indonesia

Investment ideas

The “IKEA indicator” says buy Indonesia

 
Europe's recovery is over – so it's time to buy European shares because of more QE

Bank of Japan remains one of the central banks that is still firmly stuck in 'looser' monetary policy mode

Source:moneyweek

top cement companies in Malaysia

Lafarge
YTL
Cement industries Malaysia
Tasek
Hume
Holcim
CMS

(source : RHB)

investment tips

from moneyweek unless specified otherwise

- three specific investing styles have been shown by research to deliver market-beating returns over the long run. Buy cheap stocks. Buy small caps. And buy winners – stocks that are in a rising trend beat those on a losing trend
For quite a while, Ibbotson has been doing research into liquidity. He reckons that he’s proved that illiquid stocks beat liquid ones over the long run, and that this is another measure to add to the three existing ‘factors’

-platinum, palladium

-On a global basis, demand and inventory trends suggest a pick-up in economic activity in the second half of the year. If so, our high single digit forecast for 2014 equity market returns should be able to withstand the onset of (eventually) tighter monetary policy in the US. The ongoing M&A boom probably won’t hurt either. ::: Michael Cembalest, J.P. Morgan Asset Management

-shorting the Kiwi versus the US dollar

-Buy Japan. All else being equal, a stronger dollar and a weaker yen are good news for the Japanese market.