Investment ideas

👉Silver
👉Driverless cars as a disruptor
- Dominic Frisby

👉Japan -Rising buybacks, the promise of more money printing, and a market that’s widely disliked
- John Stepek

👉Positive on European equities
- Amundi

Solution for a better world

How much money does one person need to live comfortably? Let's assume it's $10m.
Once a person's assets has reached that amount it should be capped.
Any additional income should be given to the company's shareholders or kept as its reserves.
The income to the person should be given just enough to maintain his net worth at the capped value.
By limiting eveybody's assets to $10m, wealth can be distributed more equally to society, thus benefiting everyone.
No one gets to hoard massive amounts of wealth. Improvement in productivity should benefit the whole society not just to make a few filthy rich.

A manifesto against all forms of war

War where lives are lost by physical aggression and armed conflict is denounced these days, so the world has generally been peaceful this century, except for acts of terrorism.
But doesn't everyone realize that there are other forms of war- trade war, currency war, cyber war. Even competition can be seen as a form of war. The casualties suffer from a loss of quality in life (e.g. end up poorer), and it is not undamaging either to the winners. When competition is stiff, what does it take to become the winner? Blood, sweat and tears. More time spent at work instead of with one's family. How can work life balance be achieved then?
Why don't more people denounce all these forms of war instead of just the physical kind?

Investment ideas

👉Gold. Central banks put money in everyone's bank account so prices go up.
👉You do not want to hold long-term bonds when inflation expectations start to ramp up.
👉The last time people hated the banks this much, they went up for four years straight
- Jared Dillian

👉Oil long term 5 year trade with BHP Billiton as proxy tracking WTIC - - Dominic Frisby

👉until inflation reaches the point where the Fed can’t just ignore it or shrug it off, it’ll be happy to keep rates at a level where they don’t rattle markets. 
👉Continue favour Europe and Japan
👉 bets on a weaker dollar this yearwhich suggests that emerging markets, commodities and gold trades remain good bets for 2016.
- John Stepek

David and Goliath

David and Goliath - Malcolm Gladwell

- The advantages of disadvantages (and disadvantages of advantages)
- Inverted U-curve:

• first stage (linear rising) - doing/having more make things better
• second stage - diminshing returns
• third stage (flat) - doing more doesn't make much difference
• fourth stage (falling) - more resources are counterproductive

- Big fish-Little pond effect - it's better to be a big fish in a little pond
- Some difficulties are desirable - emerge stronger
- There are limits to what evil and misfortune can accomplish

investment metrics

Fong Siling @ ColdEye 5 Investment metrics:

1. Return on equity, ROE,
2. Cash flows
3. PE ratio
4. Dividend yield and
5. Net tangible asset backing per share, NTA

the masses are still drinking coffee

The masses are nervous now, and that means the markets will continue to trend higher.  When the masses join the bullish club and turn euphoric, then it will be time to bail out.  For now, it’s not time to sell and the fact that more Americans enjoy a cup of Java indicates clearly that the market is not ready to crash.  - Sol Palha


OVERWEIGHT on Properties, Plantation and Power in 2016, selective exposure into the Oil and Gas and Banking
higher levels of exposure into the smaller- and medium-cap space for outperformance, though also maintaining a trading stance on the larger-caps to benefit from its liquidity and the market volatility
Our top picks for 2016 in the large-cap space are CIMB Group and Genting Plantations. For the smaller-caps, we like SKP Resources, TSH Resources, Ta Ann Holdings, Cypark Resources, Prestariang, TDM and Uzma.
 - PublicInvest Research


We prefer earnings visibility and ringgit depreciation beneficiaries. Banks offer earnings visibility at cheap valuations, while healthcare stock and other exporters benefit from ringgit depreciation.
We recommend neutral positioning in chemicals, consumer discretionary and utilities sectors while being underweight on energy, staples, industrials and telcos
Nomura's top five favoured stocks for Malaysia were Malayan Banking Bhd for the financial sector, IJM Corporation Bhd for the industrials sector, Karex Bhd for the staples sector, Genting Malaysia Bhd for the discretionary sector and Tenaga Nasional Bhd for the utilities sector.
- theedgemarkets.com