Laden To Lehman.............The Evolution of Mamba

My Problems did rarely hurt me it was my neighbors (SU - not physically) pride which gave me nightmares!!!!!!!!!!!!!!
This is sometimes in 80's I have completed almost 2 centuries of post independence and had also proved in disguise of the peace process several times my power , …….at least once I did something ( in Jap..) which no one else has dared to ....but that gave us "Super Powers" tag.
I am not happy with my neighbour who has also started building a palace just in front of mine, I am not sure whether there will be any real problems but yes it will take off my glory for some time.
I am thinking of an outside support to one of my neighbors team member as I can see he is little “radical” ( Osa... B.. lade.) and is also capable of at least gathering 10-12 people.
I started giving him all the support to first move away with his people from the palace and also to ensure the palace is never made.
In the process I made & lost some money (selling of arms and funding the war)..........ohhh! It took the shittyfundamentalist (O....B..L....) 12 long years to break away but now I can see my neighbour wagging his tail to me for even food.
Sir “The fundamentalist you supported is conspiring against us”
Oops!!!! I never new this guy will start asking so much. In the disguise of funding and boosting the economy, I have to increase my consumption and spending many a times although "Fed" used to honour my wishes every time but now my people have become lethargic although my currencies value have also shredded within my system, but I have created lot of smart financial institutions who are able enough to cover all this.

Oh my god Oh my god .........the shitty funda….t
"When did the water snake became a Mamba " he has blown my knees (9/11) I have to kill the bast*** .......how many problems do I have to fix at the same time?
But Sir ……
You have just some time back fixed technical error done by Mr. X (God)
ohh .... those oil wells ( "Iraq") I don't know why they were on the wrong side of the border!!!!! & now this "Mamba" ohhhhhh
Yes Sir.....
Anyways I forgot to introduce myself to you I am "Black" if he is "Red" and I think you all know I a more dangerous.
You know what I did last time ?????
Its so simple "" Mr. Fed" cuts down interests--- increase consumption ----- high demand for property and commodities --- values of assets go up ----- more and more money pushed into the system ---- I have all the I- Banks ( who will make sure that 1 Re = 100 Re .... hahahaha ….leverage) ----- hmmm so very high growth ----- everyone's memory will fade away with good times (post 9/11).......
Morning:
Ohh really so 1 of my I- Banks went bankrupt !!!!! Why?????

Mr. Sam because on your orders they lended money to the creditless people ...and you know it has caused a very big problem for us now " Sub-Prime Crisis " ....
ohh don't utter those complicated words you know I only know politics......
Ok Sir but what we do .... the I- Banks have started falling like pack of cards?
Don't worry I am looking for more "Water snakes" ... Can we get one in Iran & another in China......................
It will solve our problem ....you will very soon see the GDP growth numbers moving upside down in the IMF list...we will be on the top ....
Sir you are forgetting there is a "land of Gandhi" ................
hey you don't know our friend Blair’sforefathers did a great job before they came back .... there is a " Rattle snake" (Pak....n) near by which will never allow them to breathe............
Sir , You are great!!!!!!

Tail You Lose Head I Win - Lehman , ML Neutral to IIMS

Just a day, and couple of hours ago amidst the continuos knocks of the lappy and the irritating sound of tea sips I overheard some small noises coming from the red bricks on one of the greatest Indian Televison Entertainers (some news channel) ... what would be the impact on the "Placements of Indian White Collars "

I will not say I totally disagree with the thoughts of the reporters as I completely agree that they are competing in a rats race and it becomes difficult to maintain quality and quantity everytime .....but if I would have a chance I have gone one more step ahead and thought of the practical impact and my previous philosophies tell me " A beauty can't be ditched "  .......  if not I Banks there would be someone else who will buy me in the "Auction".

But the obvious impact would be to the 2nd tier schools for sure as the top recruiters of 2nd tier might shift to the 1st tier now......

 

The one question which comes to my mind always is "Is US Recession a Bad News for the Emerging Markets and Low Cost Geographies "

I cannot go beyond my "Excel" which always show me green ( as cells are formatted to turn green if the numbers are positive) ... probably it is trying to say " Margin compressions will further trigger the outsourcing process " and this time we might get even the " Manufacturing Processes " or may be sooner or later the " Strategy Getting Outsourced".

If I am right then why others are wrong and If I am wrong then why Hyundai , Jabil Circuit , Cisco Systems , Nokia , Siemens have started increasing their facilities in India ????

I don't think " Obama's personal likes and dislikes makes a significant decision to US corporate and Financial world " Although it does in India ......  Ratan Tata might have to take a cool sip of Rs  15 billion with an Italian Champagne!!!!!!

Fundamental vs Technical ----- Previous didn't work ,latter I din't like

As usual, this was the time when the bull’s feet had the inertia of early teens, greena was in the air, he was most of the time negotiating with the watch. Surely few things were keeping him away, from insertions ....... and one day finally sometime in late January when he decided to stamp the open threads and walked away from his socks (this were the same which where giving him comfort till now or where pretending to take away, he now realized that the comfort was giving him a higher degree of uncomfort ……they were also keeping the threads open).
The bugger had decided everything at 3.30 P.M and had put to stakes whatever meager he achieved till now on the bulls toe while waiting for the teen on the station, suddenly the so called economists, made some changes, to the so called macro factors and in the run made some aliens the culprits who took all the credentials and no one bothered about the time when the bugger has betted his b....s.
, it surely took him couple of weeks to fill the vacuum left by the losses/culprits but as usual he was sure that he was too late rather than questioning the fundamentals or the teen.
By now he used to see the ups and down on the fundamental movements but were never enough to fill his vacuum but surely always pulled him away from doubting the intrinsic of the teens/ fundamentals.
Somehow as people say that time is the best healer he was more like a deer who waste's most of his time in searching something within and was always cursing himself for the flaw of insertion or the late commitments.
During the same period many technical calls did came some of which were too good and much more strong than the fundamental teens but he being a wall street bugger used to rate them always below the teens , at least 3 of them were really 'mind blo.......'.
People say fundamentals tell you what to buy while technical’s say when to buy but something which bugs me most is
'Whether the fundamentals are really worth getting into? If it was so then why time of insertion was that material?'
“Secondly are technical’s that bad that the bugger didn't give them a chance?
“Wasn't one mistake enough for the bugger to not give chance to the technicals?
if the previous question is right then the saying ' life moves on ' is may be incorrect?
Last question was the fundamental itself technical?
What better can bullish investors who sold his pants to the bear and asked for mercy to the vampires can give you here??????






rying to find the