To John (28 page)

4th Week July 2015

20 July 2015

'Volcker wind will start blowing
tomorrow. Today is the day before the wind comes.'

21 July 2015

'So quiet... reminding me of those
silences before the typhoon in Japan... What is going on? I used to
pack our passports and cash.'

'I can't see the point. Close down
the school.'

'I don't like
Bloomberg survey. Reason? Untrustworthy. For example? 10 year note
chart. Cooked. Don't know why...'

25 July 2015

'WSJ thinks that minus interest
rate is not that bad whereas Fed staff thinks interest rate can be
1.26 at the end of 2016.'

'Everybody else thinks economic
achievement is more important that fiddling with the interest
rate.'

'I am an ape and a yellow. I made
it. And you? A white? And don't know how to do it? Is that why
you're watching me all the time? I feel sad for your mother, who
gave a birth to such a creature like you. Go back your mother and
come back later when you make at least 8 million Euro. Whores will
not help you.'

'Nikkei bought FT.
Interesting...'

'Dode Frank after Vaulker?
Jesus...'

5th Week July 2015

28 July 2015

'Bloomberg is an expert of
language. Now they are expecting a hint of September currency
normalization. A hint... You! Beggar’s Dog's feet-wrappers! When my
brother comes, you are dead. I'm keeping his tool box. All cleaned
by me! Moi!'

'...and it's my time again to
clean up all the tools. Shit. I hate it.'

'...since when does Chinese stock
market make such an impact to the currency policy of other
countries? Plates are moving... consequences are earthquakes. Who
are living on the line between plates? USD.'

30 July 2015

"FOMC: freeze the interest rate
(KCIF)"

'I am sending carefully crafted
signals. I don't use words. I use computers and machines.'

'Who said that? A guy from
Goldman. Blackfein? He said something like fake money, fake
index... The US growth rate is cooked. For what? God knows.
Suicidal...'

31 July 2015

'US government is pushed by
industries and financial institutes into two opposite ways. The
crouch will be torn apart. Repeat of 2008.'

'Which way?'

"John, how are you doing? I bet
you had a nice day."

"You will be tuned in a bit more
delicate way. I saw you today. Good night. Ana."

August 2015

1st Week August 2015

02 Aug 2015

It's Sunday. I am counting
days.

04 Aug 2015

'If I have some spare money, I
would buy Greece stocks. Just the timing. It's like picking up
money scattered on the street. 18% drop...'

'If I were Obama, I would get rid
of Green Card. People will flow in with money and labor. 2nd chance
for new deal.'

"Until 9 PM tonight as Henry comes
home late."

"Ditch them."

'If you touch your interest rate,
you are dead. Reason? You perfectly well know. You are just being
pushed.'

'I have a very weird idea about
cancer.'

'You might feel dizzy today. Just
stay still inside. Remember you don't have to find anything or do
anything.'

06 Aug 2015

"Use proxy tunnels."

"Any boy who takes heroin, is out.
I do not want to play with brainstem-damaged. I prefer someone
without brain or brainwave."

07 Aug 2015

'The sky knows. The earth knows. I
know. You know. We all know. Who does not know yet?'

'I am going home.'

09 Aug 2015

"I am going to South Korea. There
is 8 hour time difference. For example, 10 PM is 2 PM GMT. See
you."

2nd Week August 2015

14 Aug 2015

15 Aug 2015, Busan, South Korea.
GMT +8.

"Thank you, John. I was very glad
to see my acc. It looked fine."

3rd Week August 2015

17 Aug 2015

'Drilling Artic is like drilling a
skull. Blood pumping in emergency. The last resort.'

'Ice will start melting. Or in
order to block the hole, the earth temperature will drop
drastically. Either way will bring extinction of this version of
human race.'

"John. Sorry for keeping you up
late. Margin level 880. Light flying. You can hand it over to Tom
as it might be too late."

"I'm going to Japan tomorrow PM
8:00 (pacific time +8). Impossible Trinity? We will see."

21 Aug 2015

"Let's do some surfing on D1 wave.
Gentle and regular. Time to time, big."

"John,
broadband in Japan is too slow. I will use mobile only."

‘
Radiation level check in Tokyo is essential. If it’s still too
high, Olympic should be taken away from Tokyo or moved down to west
side of Honshu and Kyushu. In worst case, it can be shared with
South Korea like World Cup.’

4th Week Aug 2015

30 Aug 2015

'How much is it? 600,0000,0000
Yuan. 60 billion Yuan. That's the amount which Chinese Main Bank
provided to several mini banks through short term volatility
manipulation. Wow. What a dramatic preparation for the show time of
Renminbi. How much is it in US dollars?'

'Carney is absolutely right. Do
not fiddle with the interest rate.'

'Reason: China is playing with the
currency.'

5th Week August 2015

31 Aug 2015

"China, from this October, will
stop the bank's 75% reservation rate." (KCIF)

'This means that China will play
hard for RMB. Their money game is started as ours.'