Monday 14 June 2010

14Jun-RE-陶尚-Sir Alan Peter Budd -GLG Partners’-台積電

Re-produced here for wider readership (I hope)
陶尚 Porky兄,VIX、VXV等有何玄機? 舉
Porky-
S&P 500 VIX Short-Term Futures ETN (VXX) runs somehow in inverse relationship with SP 500 index movement
U know I basically run astrology forecast since I 've found Garch and auto-vector regression, blah, blah, blah stuffs won't help much either
This(VXX) is a 乙 so its fortune$$ is earth/soil
戊戌(17-06 day) is all soil($$$ for VXX means no-no for stocks) also 戊戌日=魁罡日 so could be abrupt change in NY market
VXX is a NY mkt vehicle

Let's take 7-Jun as the day when HK's HSI rally started ( pls refer to my previous forecast about this 7-Jun)
16 -06 HK mkt is closed for Holiday but it is actually a 丁酉日 --丁 is bad for 辛(stocks) and 酉 could be the root (reflection point) for

This correction (if any) will be reinforced by the bad planetary astrology starting 20/21 Jun
But I still believe in a real peak by August

Time will tell
---------------------------------
Sir Alan Peter Budd
(born 16 November 1937)is the head of the newly formed UK's The Office for Budget Responsibility (OBR)
日 月 年
丁 辛 丁
未 亥 丑
2010虛歲: 74 歲
74 ~ 83 癸卯
卯未亥=印(OBR)
癸=殺 sit on 印(OBR)
a raw-deal office
2011辛卯- 財 vs 印

Porky's Wild Guess
2010,2011 might not be good time for OBR
That means UK will be down to the tube as well

PS:From FT
UK growth forecasts face cut from OBROfficial growth forecasts for the UK economy will on Monday be cut as the newly established Office for Budget Responsibility publishes its first report on the country’s economic prospects
-------------------------- ----------
GLG Partners’ macro hedge fund, which focuses on exploiting shifts inthe global economy, gained 8% in May, a month in which many of its peerslost ground, reports the FT.At $160m, the fund, launched over a yearago as GLG expanded its range, is much smaller than its competitorsand profited from short positions against 'commodity currencies' including the Australian and Canadian dollars, said a person familiar with the fund’s strategy.
GLG NYSE Listing date 05 Nov 2007
Porky's Wild Guess
2012 could be a bad yr for GLG stock price in NYSE. Think about the implications behind
-------------
台積電
TSMC boss sees $30bn chip boost from China Rising Chinese demand for electronic goods could add nearly $30bn to the global semiconductor market over the next five years, the head of Taiwan Seminconductor Manufacturing Company said
Chairman/CEO-Morris Chang 張忠謀- July 10, 1931
2012 could be 張忠謀's hectic yr

NYSE Listing date 08 Oct 1997 (IPO) (ADR)
I doubt about optimism over the next five years

成立日期:76/02/21 
Let's see台積電 in 2014 甲午 first

TWSE上市日期83/09/05
Porky's Wild Guess-I doubt about optimism over the next five years

No comments: