Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Trading Psychology
 The Equity Desk Forum :Market Strategies :Trading Psychology
Message Icon Topic: Letter from a bruised bull to the"expert"analyst. Post Reply Post New Topic
<< Prev Page  of 126 Next >>
Author Message
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 23/May/2007 at 9:21pm
Originally posted by kulman

Hurray !! I have booked a seat for Investor Meet. I'm looking forward to hear the Great experts' opinion/views/analysis/forecasts....
 
In case any TEDdy wants to convey messages or ask Questions, please post the same here by 21:00Hrs, 25th May.
 
But Basant jee, I would be carrying a toy Merc from Barbie Set belonging to my daughter. I hope it's okay!
 
 
 
 
 
 
The food that they serve at the end of the event is good and they also provide ice creams so actually there is value for money.
 
 


Edited by basant - 23/May/2007 at 9:22pm
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
kulman
Senior Member
Senior Member
Avatar

Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
Quote kulman Replybullet Posted: 23/May/2007 at 8:47am
Key concerns on why I doubt India story now & the reason I'm holding 65% Cash:
 
Appeciating Rupee
Singur & Nandigram
Greenspan's comments about China
Market is top heavy
Fight between Maran & Karunanidhi
USD weakness v/s Australian Dollar
Excessive leverage in FnO
Market at all time highs
RBI unable to tame inflation
Crude bombs being used in tiffin boxes by terrorists
Unstable Pakistan
OI near record high
'Dera' problem in Punjab
Dr Doom's forecast of 'bubble' getting created across the world
Attacks on Oil pipelines in Nigeria
Allianz & Bajaj 'Call option'
Hawkish stance by Ben Bernanke
Ego problems between PC & RBI guv leading to unfavourable policies
Panchayat election results across the country
Net long positions in Nifty futures
Sub-prime lending fear in US
Put-Call ratio of Nifty not in 'comfort zone'
Housing market bubble
Dr YV Reddy would need to 'tighten' more
Nepal royal family v/s Mao separatists
Active hurricane season in US
IIM/IIT reservation issue leading to 'civil war' in India
Middle-east situation 'dangerous' esp...Iran
Stone pelting at Reliance Fresh outlets
China topping out, overheating
Summer driving season would take Oil to US$79.85 per barrel
PE contraction of Emerging markets imminent
Earnings downgrade by leading FII / brokers
 
----An expert Analyst, who has number of years experience in capital markets
 
 
 
Life can only be understood backwards—but it must be lived forwards
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 23/May/2007 at 9:48am

Excellent points. Send it all the experts as they would need it during their next interview. Exam ke chit paper ki tarah use karenge woh.

Kulmanji aap bachpan mei kya badam khate the kya? Itni memory sharp kaise rahte hai aapki.Confused
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
tigershark
Senior Member
Senior Member
Avatar

Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Quote tigershark Replybullet Posted: 24/May/2007 at 2:52pm
who FENI  ka effect hai uske brain per
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
IP IP Logged
kulman
Senior Member
Senior Member
Avatar

Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
Quote kulman Replybullet Posted: 24/May/2007 at 8:01pm
ha ha ha!
 
Doctor Saab, fresh Feni ko kya kehte hain? Hurraa or Khurra? I forgot the name. It has very sweet aroma.
 
Basant jee, yeh badam ka effect nahin hain, yeh us godaam ka effect jismein karodo rupaye ka brokerage fees bhara jaata hain!!!
 
 
 
Life can only be understood backwards—but it must be lived forwards
IP IP Logged
tigershark
Senior Member
Senior Member
Avatar

Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Quote tigershark Replybullet Posted: 24/May/2007 at 9:07pm
fresh feni is called hurrak in the month of march and april people are willing to pay much more than what mallya paid for WAND M to buy a gallon of this potent stuff.btw kulman yu have forgotten a very imp concern from your list GLOBAL WARMING AND RISING SEA WATER LEVELS.
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
IP IP Logged
kulman
Senior Member
Senior Member
Avatar

Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
Quote kulman Replybullet Posted: 24/May/2007 at 9:13pm
Originally posted by kulman

Key concerns on why I doubt India story now & the reason I'm holding 65% Cash:
 
Appeciating Rupee
Singur & Nandigram
Greenspan's comments about China
Market is top heavy
Fight between Maran & Karunanidhi
USD weakness v/s Australian Dollar
Excessive leverage in FnO
Market at all time highs
RBI unable to tame inflation
Crude bombs being used in tiffin boxes by terrorists
Unstable Pakistan
OI near record high
'Dera' problem in Punjab
Dr Doom's forecast of 'bubble' getting created across the world
Attacks on Oil pipelines in Nigeria
Allianz & Bajaj 'Call option'
Hawkish stance by Ben Bernanke
Ego problems between PC & RBI guv leading to unfavourable policies
Panchayat election results across the country
Net long positions in Nifty futures
Sub-prime lending fear in US
Put-Call ratio of Nifty not in 'comfort zone'
Housing market bubble
Dr YV Reddy would need to 'tighten' more
Nepal royal family v/s Mao separatists
Active hurricane season in US
IIM/IIT reservation issue leading to 'civil war' in India
Middle-east situation 'dangerous' esp...Iran
Stone pelting at Reliance Fresh outlets
China topping out, overheating
Summer driving season would take Oil to US$79.85 per barrel
PE contraction of Emerging markets imminent
Earnings downgrade by leading FII / brokers
 
----An expert Analyst, who has number of years experience in capital markets
 
 
 
 
Thanks for reminding Doctor Saab, both about Hurrak & Global Warming.  Oh gosh, I also forgot Yen Carry Trade! You see, old age is taking its toll on memory!


Edited by basant - 24/May/2007 at 10:08pm
Life can only be understood backwards—but it must be lived forwards
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 24/May/2007 at 10:46pm
Devesh mentioned about that marathon Ambani's meeting with RJ, RKD,TokriLal,NS. The market grapewine has it that in that meeting marathon Ambani indicated that:
 
1) The exchange rate should go down below Rs 35 to a dollar over the next couple of years.
2) India';s foreign exchange reserves to cross US $ 300 billion
3) India to be self sufficient in GAS in 3 years and Reliance should do very well.
4) Each coal based UMPower requires 10 million tonnes of coal- watch out for RNRL
5) Tower and Flag to be multibillion dollar companies.
6) Rel cap to have interest from private equity players in AMC, Insurance.
 
None of these are confirmed and therefore they should be taken with that in mind.
 
No wonder TokriLal was on TV in the next couple of days and declared how he is selling Infosys and TCS.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
IP IP Logged
<< Prev Page  of 126 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump 		You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.172 seconds.
 Bookmark this Page

Partner Site India Forums : Indian Television, Bollywood, Bollywood movies, Discuss TV Shows India, Indian Television Serials Forum, Star Plus, Set India, Zee TV with Daily Update
Powered by