Tuesday, 26 March 2013

Podcast For Wednesday Morning S&M Show

If you missed it, here's the podcast on speculative stocks and highly speculative stocks ....

http://bfm.my/podcast.html

Must Watch Movies

Amid the tension surrounding the elections and the uncertain market conditions owing because of that, let's look at something else to take our minds to something different. For the last 3 months or so, there have not been any worthy English films to talk about, probably because the Oscar race is over and other blockbusters are awaiting the summer release. However, I have found 3 magnificent Canto/Mando films, highly entertaining to boot. Must watch.

The first is the sleeper hit from China, Lost In Thailand. Its a kind of Planes, Trains and Automobiles (Steve Martin, John Candy) meet The Hangover. It was so successful, it has grossed more than US$200m in China alone. It has also caused the number of Chinese tourists to Thailand to jump manifold. It tells of two executives from a venture capital firm seeking the signature of their boss who has gone for a sabbatical at one of the monastery in Thailand for a critical deal. Its very funny in any language.

Lost in Thailand film poster


The Cold War, brilliant in the same style as Infernal Affairs, only this time the crooks have abducted a police patrol van with the 5 police officers inside and ransoming the entire police force. Although Aaron Kwok looks a bit too young to be cast as a very very senior police officer, it was a mild thing. The story line is captivating but its the personalities in the police force that takes center stage. As the top officer is overseas, the next 2 most senior fought for the right to oversee the "rescue/ransom" - Tony Leung Kar Fai was brilliant, trying to gain control of the operations as his son is one of the 5 kidnapped officers. While Aaron is not really a detective but rose from the ranks of administration and strategy. You feel for all the main characters. Gripping stuff.

 

The final one has to be the bravest comedy produced from HK. Its called Vulgaria, and the entire movie is filled with profanities in Cantonese, but very funnily done. Top notch actors delivering the crudest lines with a hard to believe story line, but somehow it all works. The profanities are not deliberate because in reality its how normal HK people speak. There are too many laugh out loud scenes, most are too crude to describe here. Must be conversant in Cantonese to watch this one.



Monday, 25 March 2013

Let's All Adopt This - How Car Drivers Say Thank You

There are very few cases of road rage in Japan. See how car drivers say thank you in Japan. If you let another car into your lane, the other driver will press the hazard lights and let it blink a couple of times to say thank you. So cool ... yet I think it will go a long way to de-stress those around us and lets make a step to try and change the Malaysian driving culture bit by bit.


Sunday, 24 March 2013

Important To View: Can The Pakatan Manifesto Stands The Math Test

The simplest way to attack the Pakatan Manifesto is to say that it will not work, that there is not enough money to fund all that. Tony Pua, a learned person of business and strategist, explains why the Pakatan Manifesto is not a pipe dream. Excellent presentation and convincing too.

Saturday, 23 March 2013

Only If

One of the most heart wrenching yet empathetic video ever. Life was never meant to be easy no matter how we shout phrases of positivism. While reality is never always pristine and trouble free, we cannot dwell on them. The struggles, pain and loss that happen to us, much of which we may never have total control over ... are there and will be there in our journey. Happiness, joy and contentment are fleeting and temporary. It seems we get a raw deal in every sense of the word. We soldier on because of our human spirit and the love of those around us, and the love for our own selves. We will never get to understand fully or comprehend the whys. Take care of one another, appreciate the little things in life cause the big ones don't come too often, don't dwell on disappointments for too long, heal yourself, live well, be generous where you can ... and my mantra... bloom where you are planted.

Friday, 22 March 2013

Advice On Men

No, not from me, its from Oprah Winfrey. I have to agree almost 90% with what she said. Worth a million dollars if it can get you to rethink your choices in life. Of course it doesn't say anything about those who are already married ... but you should know what you should be doing then.


1. If a man wants you, nothing can keep him away. If he doesn’t want you, nothing can make him stay.
2. Stop making excuses for a man and his behavior. Allow your intuition (or spirit) to save you from heartache.
3. Stop trying to change yourself for a relationship that’s not meant to be. Slower is better.
4. Never live your life for a man before you find what makes you truly happy.
5. If a relationship ends because the man was not treating you as you deserve then heck no, you can’t “be friends”. A friend wouldn’t mistreat a friend. Don’t settle.
6. If you feel like he is stringing you along, then he probably is.
7. Don’t stay because you think “it will get better” You’ll be mad at yourself a year later for staying when things are not better.
8. The only person you can control in a relationship is you.
9. Avoid men who’ve got a bunch of children by a bunch of different women. He didn’t marry them when he got them pregnant, why would he treat you any differently?
10. Always have your own set of friends separate from his.
11. Maintain boundaries in how a guy treats you. If something bothers you, speak up.
12. Never let a man know everything. He will use it against you later.
13. You cannot change a man’s behavior. Change comes from within.
14. Don’t EVER make him feel he is more important than you are. Even if he has more education or in a better job.
15. Do not make him into a quasi-god. He is a man, nothing more nothing less.
16. Never borrow someone else’s man.
17. A man will only treat you the way you ALLOW him to treat you.
18. All men are NOT dogs.
19. You should not be the one doing all the bending. Compromise is two way street.
20. You need time to heal between relationships. There is nothing cute about baggage. Deal with your issues before pursuing a new relationship.
21. You should never look for someone to COMPLETE you. A relationship consists of two WHOLE individuals. Look for someone complementary not supplementary.
22. Make him miss you sometimes. When a man always know where you are, and you’re always readily available to him – he takes it for granted.
23. Never move into his mother’s house. Never co-sign for a man.
24. You should know that you’re the best thing that could ever happen to anyone and if a man mistreats you, he’ll miss out on a good thing. If he was attracted to you in the 1st place, just know that he’s not the only one. They’re all watching you and you want more .. so you have a lot of choices. Make the right one.
25. Ladies take care of your own hearts. Share this with other women (just so they know) You’ll make someone smile, another rethink her choices, and another woman prepare. 

Thursday, 21 March 2013

What Market Was That?

If we had the kind of market we had on Thursday for 3 months, watch the velocity of money rushing through the economy, the multiplier effect would be enormous. Catching everybody off guard. I mean, Muhibbah went very close to being LIMIT UP, my gosh, when did we ever hear of that phrase nowadays, so ancient.

OK, the Iskandar linked counters led the way for the last few days. Like I said before, for any kind of bull to appear, there has to be a leader. Remember this theme because after the elections we will have a genuine bull run, probably with the same actors and supporting actors.

No one could believe what was happening on Thursday because the election was supposed to be so damn close, to be called any day, and yet you seemingly have the start of the mother of all bull runs appearing. So many retail players were sidelined, but can't help it, the lure of a trend is soooooo  ... intoxicating. Your discipline is called into question and kinda gave way very quickly to the temptations of the 'flesh'. How weak we humans are ...

We can all study the best business books but the madness of crowds usually prevails. Will this run continue? Looks like it. Very hard to stop a moving train. Of course unless parliament is dissolved, that could drag things down somewhat. So its all the more exciting and unbelievable ..... its like a casino that declares that they have changed all the odds in favour of players against the bank (blackjack, banker has to draw till 18; the roulette 0 means all numbers get paid off ...) so you have this wonderful casino but management of the casino also said that there is an earthquake registering 9 on the Richter scale that is coming anytime and there is a house fire in the kitchen that could engulf the casino in a matter of hours .... and yet the punters flock in knowing full well the pending uncertainties. Wallah!

Can these kind of market days suddenly appear? NO. Is it orchestrated somewhat ... if you ask me privately, I will give you a very detailed answer. Things like this cannot happen in our markets unless you can see a confluence of economic and fundamentals and liquidity according to the textbook. You tell me, can the market move like it did with so many funds flowing in, throw in the "syndicates" (in my dictionary "syndicates" is not illegal or sinister but the gathering of two or more people agreeing to do something together). You tell me, can they all suddenly wake up and decide all at the same day to "move stocks".

Just be careful, people.