To John (19 page)

"John, shall we shut down the
shop?"

"You can if you want. Do you
fancy going to Fez club tonight with me?"

"Will you snach me off from the
stage if I dance with some other guys?"

"Nah... why would I do
that?"

"Okey then."

Today's key point: Fed took
over Fannie Mae and Freddie Mac.

Conclusion: $12 trillion debt
is largely part of domestic home loans.

'If there is
anybody out there playing this game, I have one question. Is your
house ok? If you work for a company, does your company guarantee
your house? No. It's not a good question. Is your house ok? I mean,
is your mortgage ok? Where did you get your mortgage from? If you
got it from Federal House Loan Banks or
Fannie Mae and Freddie Mac
, move
asap. Your house is not safe. It's exactly like drones. You don't
know how you got hit or your family got hit. You just got hit.
Sudden noise. Pain. Sticky. Dark. Cries. Blood everywhere. All hell
it was. Your 2 year old girl lost her head. You called Allah. You
called me. I am using this human body called Ana. You called me
from 9th heaven. I came down and saw. So, if you can see me now,
follow me. Think. How can you see me? How could you find me?
Remember?'

Ana shook her body. She felt so
cold. She saw what she wrote. She decided to leave it there. Funny.
Automatic writing. Do you call that? Ana shook again. Her body was
shaken by something.

'Are you going to church like
your president? Ask the priest whether he or she has ever seen a
god. Tell him or her that you saw a god. Tell him or her about the
mortgage. Tell everybody that you should move quick. Next
week.'

Ana shook her neck as if she
became a robot. It feels like there is a monster in her body. The
film. The exorcist. Not 180 degree for god's sake.

"John, I'm ready for the Friday
night clubbing."

"Sophia, Dress code: black
& net stocking, 6 inch high heel."

"Sure. About hair style?"

"Volume up?"

"Cool. It might take time. What
about just straightening?"

"As you like. Girls have no
problem. Only boys. They think dressing is not important. Then,
they are the ones who got rejected at front."

"Ana, Friday night. Off duty,
no?"

"You are right. They can watch
Man United vs Arsenal at a near pub. Who cares unless they would
like to join the clubbing?"

'So strange. There is no news
about the emergency measures...'

From UPI

'The U.S. Treasury is getting
ready to start manoeuvring to keep the federal government from
defaulting on its debt on Monday(16th Mar)'

7 days ago...

Maybe my understanding of the
system is wrong. What does defaulting mean as a government?

From Wikipedia

'when a
government fails to pay a
bond
which has reached maturity. A national or
sovereign default is the
failure or
refusal
of a government to repay
its
national debt
.'

'bond repayment?'

'What on earth they are hushing
up this matter? Weird... Defaulting is not such a big thing as it
could happen 4 times in a raw? Immuned?' Can you get immuned with
sovereign defaults? Amazing.'

21 Mar 2015

From KCIF (Korea Center for
International Finance, the quickest source)

'PIMCO(Pacific Investment
Management Company, headquartered in Newport Beach, California) the
biggest uneasy factor for US economy is strong dollar.'

'Ah well, if PIMCO says
so...'

"John, what are you doing
today?"

"I'm cooking some pasta for
some American friends. They said they need something warm and nice.
They got so upset..."

"Ok. I will cook some Shabu
Shabu with Enoki."

"What is Enoki?"

"A type of mushroom. Quite
different from Chinese black mushroom. Anyway I'm going to go to
Korea to see my grandparents in August. Do you want to come with
me?"

"Four months to go... Thank
you. I will feed them up and see what they will puke up."

"I need strong pound, so I can
have a nice shopping in Korea. I mean it. My grandparents will
definitely ask me the following

1. How much I earn a month

2. Is Henry's company ok

3. Is Henry still going to work
every day"

"John, I do not mind whether
Sarah or Susan would come with you."

"Sorry, it's Susan. No, it's
Sarah. Sorry, I am not sure. But I will come."

"Shall I get you some summer
shirts?"

"Sarah or Susan would do that.
Thanks."

"Do you mind if I talk to
them?"

"I do mind."

"Ok."

22 Mar 2015

"From tonight, you might hear my
voice. Do not get startled or do not think you are having auditory
hallucination. The voice is trasferred with the visual, let's say,
like television. The thing you will hear will be very simple,
nothing personal. Testing, let's go and out. That's all. We all
move in a same way and a same direction. We will wipe out whoever
gets in our way."

"John, what are you doing?"

"Dozing off. Those Americans. They
got nothing. Just panicked. They tried to find a way out without
being caught. It sounded like an old Soviet Union. We drank too
much."

"Ok. Do you want to hear my
voice?"

"Later. I will be in touch around
9 when I am sober. Would that be ok with you, Ana?"

"Sure. I would like to know
whether my voice is sexy enough. I mean sexy."

"Did you mind the noises?"

"Once done, it's done. I will not
repeat."

"Fair enough. I don't care whether
it's sexy or not. It will work. If it will not work, you should do
it again and again."

"Are you what? My coach? By the
way, did you enjoy the rugby last night? Fun, was not it?"

"Yeah..."

4th Week March 2015

23 Mar 2015

US
Fed swallowed a big bubble called
Fannie
& Freddie. If it does not throw up, it will get choked. Very
natural consequences. Look into the actual cause of choked death.
It's the gas. I will check it later.

'Fed's lift off is to
destination unknown.'(FT)

Fischer? He has no tongue.

"Carl, is life in New York
good?"

"I am living here. Why do you
ask me that for?"

"Fannie & Freddie is the
biggest market mystery to me. Scary though... Where did you get the
loan from for your house? By any chance, did you use federal banks?
Out."

24 Mar 2015

Liquidity Crunch

What did Fischer guarantee about
the currency policy? Nothing that anyone can guarantee. No one can
guarantee anything in this situation. Am I right?

"John, use MACD. Tick M30 only.
You might have some fun."

"Sorry, not M30, H1 only."

Ana felt weird...

'Something bothered me all day. I
did not realize what it was. I might be wrong. But I guess that was
the last time I went there. I can not go back there again. I am
sweating like a hell.'

25 Mar 2015

'Credit crunch is something to do
with Properties. Liquidity crunch is something to do with Business
or Companies.'

The following can be summarized
later.

'In
the case of a credit crunch, it may be preferable to "mark to
market" - and if necessary, sell or go into liquidation if the
capital of the business affected is insufficient to survive the
post-boom phase of the credit cycle. In the case of a liquidity
crisis on the other hand, it may be preferable to attempt to
access
additional lines of
credit
, as opportunities for
growth may exist once the liquidity crisis is overcome.
'(Wikipedia)

'In case of CC, investors went
busted. In case of LC, companies go busted.'

'Like 20 Mar, even dollar got
weakened, US company stock still fell off rather than rebouncing.
For example, Amazon could not get up. It looks more like crawling.
No need to check Exxonmobile. That's dead.'

'Additional lines of credit. Which
bank offers credit with lower interest rate? How is US regulation
to allow it? When I worked in Chile, Daewoo used Santiago branch,
as an independent foreign cooperate body. Endless dinner parties
with Chilean politicians though....'

"What did it taste like, those raw
bucks, John?"

"Spasmic."

"You mean tangy?"

"No, spasmic. Very spicy, painful
and delicious."

"Do you want some salad?"

"Why not. It was lunch. I am
hungry again."

"Ok. Caesar salad. Serves 4?"

"Ja..."

"1 g, 2 a, 5 tm, 1 tv for the
dressing."

"Will you feel like Caesar if you
eat Caesar salad?"

"Well... it depends what it tastes
like..."

"Just tell me it's nice. Otherwise
I will not cook for you."

Four hours later...

"Now, the salad is done. It's up
to you whether you eat it or not. But, if you eat it, you have to
behave like an emperor. You are in charge. No one else. Only one
emperor."

26 Mar 2015

'EU Capital Markets Union'

'
DJIA -1.62%, DAX -1.17%'

'US semiconductor and biotech
shares sliding more than 4 percent'

"Just look at the last silver
bar on M1 scale. Particularly when the bar crosses with the red
line, I guess, that's the point to get in for either up or down. Am
I right, John?"

"Quite but do not forget your
breakfast and snacks. Ok?"

28 Mar 2015

'
The dollar resumed its
rise against the euro today, after a weeklong Fed-induced selloff.
The strong dollar and falling oil prices are being blamed for the
dip in corporate profits.' (Reuters)

'Question: why is low oil price
not good for US economy?'

'Answer: US sells refined oil at high price. It's one of their
main product. Refined oil, missiles & MS OS. The current oil
price is a stich up price.
Monopoly.'

'How?'

'
種瓜得瓜
요
種豆得豆
니
天網
이
恢恢
하여
踈而不漏
니라

종과득과요
종두득두니
천망이
회회하여
소이불루니라

If you plant cucumber, you will
get cucumber.

If you plant bean, you will get
bean.

Sky net is wide and wide.

Loose but no leak.'

'It sounds like purse-seine and
trawl method.'

'Skynet project is a Chinese
government project to sort out all the corruption related to
foreign investment.'

'Wang Qishan is the chief
officer and the economist. Did he visit US yet? Even a sprat cannot
escape his net, I heard. He became vice premier.'

'Jesus, did China back up
Obama?'

https://www.youtube.com/watch?v=RtZpUlSwWbY

'Obama was made by China. The
purpose of Wang's visit to US this time is to whip American
politicians, not Chinese.'

王志王岐山

'Wang Qishan of King's will.
The nick name of Wang Qishan is King's will.'

'Why did I get the impression
that now US is subject to China?'

'1. The debt 2. The personal
debt(favor) 3. If China sells the US 10 yr bond(note), what can
happen?'

'Did I get the wrong
impression?'

29 Mar 2015

'We will get what we want, not
what we need.'

"What do you want, John?
"

"Top Gear."

"Me too."

"Did you sign in?"

"What?"

"The petition."

"How?"

"
https://www.change.org/p/bbc-reinstate-jeremy-clarkson
J and Chrome Autofilling. That's all. And you
know what? That Danny shit. He sacked Jeremy. So he can sell the
format. Pack and leave shit. Mark Thompson did it too with Jonathan
Ross. But this shit is a Jew, you know. They are quick. I bet if
you check the list of his properties, he got one in LA already. He
is a clever sod. Even in Wikipedia, there is no early life of him.
Sod it. Check his father in law. There is something fishy about it,
you know?"

'The reason Danny Cohen sacked
Jeremy, is, that he like to show the strength of the format to his
customers whoever the presenters are. Contents or formats, you can
sell. He cannot sell Jeremy. He only can sell the format. He did
not check the opinion of foreign buyers. Why do they want to Top
Gear? Why do people in other country like that program? The format?
Forget it. Personalities. Like stars and idols. This Cohen has no
idea about culture or phycology. Hope BBC will not make another
mistake. Now, I understand why the program called the voice has
been bothering me. Something unnatural, the judges are not
themselves. Something yucky. I like to hear some voices even the
format is such a crap.'

'His wife is called Nigella
Lawson of economics. Will he choke her one day?'

"Ana, shall we count it before
the market is open? Do you want a bet?"

"Sure, 1,050,830."

"Well, I go for 1,050,900. See
you at 10:00."

'If there is no fun in the
program, that's the end of the program. I am talking about a
program called the Voice. The essence of show business before even
thinking about a business is a fun, emotional resonance. That's why
people pay so much money for it. Our heart needs pleasure to relax.
No one can cheat or fake it. Out heart has perception prior to our
brain. Our prime intelligence came from our heart not our brain.
This is not a metaphor. This is a physiological fact.'

"I think I win. A tenner as
usual."

5th Week March 2015