Hi guys
https://www.youtube.com/watch?v=vISLWAOCdtM
Morale of the Story
1st Little Pig is Tech stocks build by straw with frothy P/E above 50 to 100
Now FED is huffing, puffing up interest rate & BLOW on Tech the house of Straw
Gone case soon
2nd Little Pig is Common Stocks. Crash of Tech will pull down common stocks the house of sticks
3rd Little Pig built on Rock Solid Palm Oil Survived
Palm oil survided the 1997/8 Asian Financial Crisis
Palm oil did very well during the Subprime Crisis of 2008/9
BUILD YOUR HOUSE WITH STONES NOW! NOW!! NOW!!
PALM OIL!!
YES!!!
Warmest regards
Calvin Tan
Please buy or sell after doing your own due diligence
NASDAQ IMPLODING CAN WIPE OFF UP TO 90% OF ITS VALUE!!
DON'T GO BANKRUPT HOLDING BURSTING TECH BUBBLES
PALM OIL WILL ENTER SUPERBULL STAGE BY 2ND HALF OF 2022!!!
Created by calvintaneng | Apr 06, 2024
Created by calvintaneng | Feb 25, 2024
Created by calvintaneng | Feb 25, 2024
DJ and Nasdaq collapse , but FCPO overnight UP. FCPO May $7,100, Jun $6,848, Jul $6,477.
CPO will stay high at least until 2023 attributed to the following development :
1. No export of sunflower oil, wheat, barley etc from Ukraine as the war raging on and the Apr/May 2022 planting season will be missed.
2. Next planting season is Apr/may 2023 for harvest in July/Aug 2023. Uncertainty around.
3. Russia is bombing the railway connecting to Europe as it is used to deliver western weapon. No inland logistic capability to enable export .
4. Russia will permanently occupy southern ukraine and black sea . Ukraine has no acesss to shipping route.
5. Limited capability to boost production elsewhere due to shortage of fertilizers, wild weather swing etc.
2022-04-27 07:10
And these are the reasons why Nasdaq and by proxy Dow Jones will crash
In March 2020 when USA down collapsed FED start printing Trillions of USD to flood the Market
many received free QE monies pumped them into frothy Tech stocks
As a result Cathy Wood Arkinvest shot up by 500% Outsized bloated performance
Fed also reduced interest to almost zero and Tech borrowed like free money to expand for future earnings only
the market went Gaga on "future" earnings as Tech P/E of 50/60 and some no P/E at all
All these went on merrily merrily until now
what happened?
2022-04-27 08:39
Then with free (fiat) money sloshing around chasing fewer real goods with printed paper currency things started to go up in prices
The last straw is the rise of soft commodities by drought , flood and war in Ukraine
plus USA banning Palm oil from 2 of Malaysia's biggest palm oil exporters
Palm oil is the cheapest oil whose products are used in 50% of Supermarket items
As USA banned palm oil it's consumers have to buy the goods made from more expensive soyoil or canola oil
As a result Inflation spiked to 15% or 20% (don't believe the BIG LIE THAT US INFLATION IS ONLY 7.9%
2022-04-27 08:45
Sri Lanka swallowed the Esg lie against palm oil and decided to ban palm oil import plus telling all to uproot and destroy all oil palms
It has horrible unintended consequences of very high inflation of 18% in Sri Lanka
People in Sri Lanka sunk into poverty overnight and started protest and rioting
2022-04-27 08:48
Same high inflation is now in USA and Fed must stop free money to put out inflation fire
thus Nasdaq must collapse
2022-04-27 09:02
Dow Jones, Nasdaq & world markets can slide down, but food such as cooking oils esp' palm oil is essential item in all households, families, industries (food or non-food such as cosmetics, bio-fuel, etc).
World demands for these oils are evergreen and Malaysia is fortunate to have this oil palm which we produce about 18.0M to 19.0M tons per year with a population of 33M to 35M.
What does this mean?
It means, we have enough for own consumption and enough for exports and thus not having oil palm disposal issue.
Keep oil palm listed co. shares (good ones) for your retirement plans.
2022-04-27 10:01
Sri Lanka should have planted some oil palm instead of tea only but it is too late now.
Now some charity organizations are sending aids to them instead of cursing them for favouring the ESG lie.
2022-04-27 10:03
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Sri Lanka
Majority Sinhalese Buddhist
Significant minority Tamil Hindu
Government has mismanaged the economy over many years.
Political uncertainties, pandemic and its consequences (tourist trades, etc) and the recent Ukraine crisis and its consequences (high fuel prices, high food prices, high inflation, etc) added together create the perfect economic storm and crisis.
The government will probably collapsed to be replaced by another, but the ecconomic rebuilding is going to be difficult and prolong. As usual, the population of Sri Lanka will suffer.
2022-04-27 10:31
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Don't go overboard on plantation stocks.
Those who own oil palm plantations will know how wonderful the present high incomes are. Sure, some big plantations face labour shortages and the owners looked at the ripen fruits unharvested in many acres of their estates.
Unless the present price can be sustained forever, factor into your valuation a few years of good harvests and incomes, and discount these appropriately to arrive at a fair value for the business of the plantation stocks.
2022-04-27 10:35
no
not if you know history
Palm oil went up during 97/98 asian Financial Crisis
Peter Lim Remisier King sold all his shares just before crisis and became Billionaire
2022-04-27 12:35
Robert Kuok and Peter Lim became Billionaires inspite of crisis by buying palm oil
2022-04-27 12:37
Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥
Robert Kuok speculated on sugar futures in his early years and was lucky. With the big wealth from this lucky break, he has built his financial empire.
Peter Lim was involved in the restructuring and listing of Wilmar. He invested big amount into this company (including its derivatives) and he was lucky again, becoming very rich. With his huge fortune, he continues to multiply his wealth over the years.
When preparation meets opportunity, the lucky person is the one who is well prepared to pounced on the opportunity.
2022-04-27 16:06
After the short lived rubber gloves bull run
Investors are very sceptical of windfall profits that will last only for a short few months
2022-04-28 18:18
I would like to offer a slightly different view.
First the plantation bull run started two months ago. Prices of many counters already doubled. Will it continue to double? Who knows.
At the same time, Nasdaq has undergone several rounds of price correction. In hindsight should have sold some when it was high in Dec 2021. But at current prices (below 2021 prices) more of a bargain than plantation stocks. Just my opinion.
It is fun to be part of the bull cycle. The glove bull run of 2020 was hard and fast. The tech bull run of 2021 was steadier, but has undergone major correction. How long will the plantation run bull last this time? Another 3 months, 6 months? Who knows.
To newbies, do your own research first. Who are you doing to blame when you kena burn? Ghostbusters? While there are several routes to prosperity, there are far more that can lead you to Holland. Want to visit Amsterdam? I got some tickets :)
2022-04-28 18:44
Correctloh!!!
Most of the time raider is lucky....bcos very well prepared loh!
Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 1 day ago | Report Abuse
Robert Kuok speculated on sugar futures in his early years and was lucky. With the big wealth from this lucky break, he has built his financial empire.
Peter Lim was involved in the restructuring and listing of Wilmar. He invested big amount into this company (including its derivatives) and he was lucky again, becoming very rich. With his huge fortune, he continues to multiply his wealth over the years.
When preparation meets opportunity, the lucky person is the one who is well prepared to pounced on the opportunity.
2022-04-28 20:58
Very good
Calvin happy to see Sifu Stockraider quoting 3iii of Investlah posting
Now please make up as friends and let bye gone be bye gone and start anew in this Once A CENTURY Palm oil Superbull
2022-04-28 21:14
Yesterday Amazon another
Faang stocks suffered a 14% drop
This foretells the collapse of all Tech stocks all over the world soon
Amazon is the most successful new technology stock to drop and that signals bad times yet ahead
Go sell all Tech faster and run into the safety of Palm oil like Bplant, Tsh resources and hs plant
2022-04-30 09:17
Correctloh Palmoil plantation is the best way to hide mah!
U r effectively involve with food production mah!
2022-05-19 08:39
calvintaneng
Nasdaq plummeted by 3.95% yesterday
Tech in Klse if don't sell now sure die standing KAW KAW
all holding tech stocks will kena wiped out clean and game over
GET OUT OF TECH AND INTO THE GREAT SAFETY OF PALM OIL NOW! NOW!! NOW!!!
2022-04-27 05:57