Posted by Ooi Teik Bee > 2015-08-19 21:10 | Report Abuse

Dear Icon8888,
I share the same opinion like you.
A good article.
Thank you.

Posted by hissyu2 > 2015-08-19 21:18 | Report Abuse

so, how do you see that recession led by a rate increase?
sell off US dollars caused RM strengthen, but what is more concerning would be the world market economic?? thought?

Posted by LanYong > 2015-08-19 21:18 |

Post removed.Why?

Posted by alphajack > 2015-08-19 21:20 | Report Abuse

Dollar hike confirmation will make the KLCI very ugly tomorrow. Janet will decide our fates tomorrow...if delay again then OTB will be very happy..
If no more delays..tomorrow everywhere red lo..like CNY again LOL

Posted by anonymouses888 > 2015-08-19 21:21 | Report Abuse

@lanyong u shut up. U r in no position to condemn him. Newly created an account to defame ppl. Don't u feel ashamed of yourself. Go bark somewhere else dog. No need for you to be here and talk cock. Go get a life.

Posted by hissyu2 > 2015-08-19 21:21 | Report Abuse

oh ya, if your main focus is, stronger RM could help to rebound KLSE in the next few weeks... it is quite likely... however,we have Bersih4 2D1N camping...

Posted by alphajack > 2015-08-19 21:21 | Report Abuse

weak dollar doesn't matter la aiyo, if confirm hike more foreigners will sell like hell..lol

Posted by hissyu2 > 2015-08-19 21:23 | Report Abuse

Dunknow where got so many foreigners to sell klse stock leh~~ day day net 300~400millions

Posted by hissyu2 > 2015-08-19 21:25 | Report Abuse

mind to share? as what i read showed that FED rate increase leads to recession... paiseh, newbie, maybe understanding wrongly the meaning.. LOL

Posted by anonymouses888 > 2015-08-19 21:26 | Report Abuse

hissyu2 I read that police will not allowed bersih 4.0 to be happened but I do not omit that the possibility of it happens.

Posted by alphajack > 2015-08-19 21:28 | Report Abuse

as of now still got 20% of foreigners in Bursa. It was 21-22% a week ago. Lol they still got a lot of billions here, over 100 Bil still. If everyone of them exit tomorrow, KLCI will be 500 points unless the buyers can absorb all but use your brain. Most buyers are already holding or are conserving cash and many retailers have run out of cash. Also, of course not all of them will sell all, some of our business here like semicon and rubber is world class so it will not fall to 1200-1300. But of course, bottom is not here yet.

Posted by Ny036 > 2015-08-19 21:29 | Report Abuse

Us rate hike, oil price up or down. Anyone can predict? Oil low, rm low.

Posted by anonymouses888 > 2015-08-19 21:31 | Report Abuse

I believe in coming years oil price will go up accordingly as we all know that oil is something scarce and the global consumption of oil is getting higher. Regarding RM, with current political turmoil it will takes longer period for our currency to recover. #justmyopinion

Posted by alphajack > 2015-08-19 21:32 | Report Abuse

oil has totally nothing to do with that. Oil is based on supply and demand and it is still downtrending with more bad news ahead. Once Iran flood more into the market, oil might break 40 usd support. OPEC is not going to cut so we're pretty much headed there. That's why Malaysia will stay sideways at best. 50% of our revenue come from oil. Sorry, the bull last left this country. lol

Posted by alphajack > 2015-08-19 21:33 | Report Abuse

oil will stay very low for many more years, most experts agree till 2018..because consumption is getting weaker. China is slowing down. That itself is very bad for oil prospects.

Posted by hissyu2 > 2015-08-19 21:36 | Report Abuse

just sharing my thought，maybe wrong, just correct me, dun shoot me like no police... LOL...

if fed rate increase and recession happen... you would expect economic slow down... so,demand for the oil will drop... then, oversupply situation will be getting worse...then price will drop...

But... OPEC will take action la~~ should not down below 40USD... so, likely to go down but won't be very super jialat gua..

Posted by Ooi Teik Bee > 2015-08-19 21:36 | Report Abuse

There is no right or wrong in stock market. I just express my opinion, that is what I plan my strategy.
Win or lose, time will tell.
Please do not attack me, it is my right to express my opinion.

Optimus made 16% loss in 2015 stock pick still dare to attack me, do you feel disgrace here again and again ? You can change ID many times, I still know who you are.

Thank you

Posted by hissyu2 > 2015-08-19 21:37 | Report Abuse

alpha's POV is just spot on...

Posted by Ny036 > 2015-08-19 21:38 | Report Abuse

Guess bear market for malaysia with low oil price n also reasonable low oil palm price. Plus with addition politic problem which poor leader quality.

Posted by LanYong > 2015-08-19 21:40 |

Post removed.Why?

Posted by alphajack > 2015-08-19 21:40 | Report Abuse

The US economy has never been stronger! It is us who are going into the start of a recession.

Posted by Icon8888 > 2015-08-19 21:40 | Report Abuse

The rate hike will not cause US recession. Please stop saying that (getting annoying)

Interest rate hike comes in a series. The first few ones have almost zero chance of triggering recession. However, as the rates go higher and higher, the chances of rescission increase. We are not there yet. This is the first hike.

Posted by alphajack > 2015-08-19 21:41 | Report Abuse

Yep, I dont know which idiot started calling recession and shit on the US..Are you kidding me. Must be product of TAR college lolol

Posted by LanYong > 2015-08-19 21:41 |

Post removed.Why?

Posted by hissyu2 > 2015-08-19 21:42 | Report Abuse

US economy memang in the TOP form right now with so many monetary policy implemented... however, WSJ also claimed that this is also fatal, as US might not have any "weapon" to fight against if a recession happen...

Icon,yaya... Madam. Yen is so careful about the move... should be able to minimize the impact... hopefully

Posted by Ooi Teik Bee > 2015-08-19 21:43 | Report Abuse

USD does not worth so much, it is speculation created artificial value.
Strong USD is not good for US economy because export will be down.
This is my opinion, I read it that way.
Right or wrong, I will blame myself.
Thank you.

Posted by alphajack > 2015-08-19 21:44 | Report Abuse

aiyoyo one source from the WSJ and you already seem convinced. Might I remind you that the WSJ is not exactly what a business academic would choose to read on a daily basis. LOL read more, boy

Posted by Icon8888 > 2015-08-19 21:48 | Report Abuse

Everybody is worry about the flood and he is the only one running around worrying about drought

Posted by alphajack > 2015-08-19 21:52 | Report Abuse

Btw we wont really find out much from the minutes since no decision will be made until Sep 16 but I just read that inflation has risen to a healthy pace in the US, further strengthening the possibility of a Sep hike. That is why the markets in US are red now. Tomorrow KLCI short-lived rebound might see some pressure.

Posted by JN88 > 2015-08-19 21:54 | Report Abuse

Hahaha oil will go to 10-20?

Posted by Ny036 > 2015-08-19 21:55 | Report Abuse

I guess 50% rate hike in sep. If so, rate hike will be very small. Tomolo red .

Posted by Icon8888 > 2015-08-19 21:57 | Report Abuse

Not so fast. I checked already, Iran will earliest start selling oil in second half of 2016. We can ignore this issue until then. The oil market is very much spot market driven

Posted by JN88 > 2015-08-19 21:58 | Report Abuse

Good ma you can lower your cost...the question is America punya business betul betul bagus ar? Still remember few years ago Obama crying to close shop.

Posted by hissyu2 > 2015-08-19 21:58 | Report Abuse

haha... no right or wrong, until time prove it... time will prove... but, US won't die de la~~ US dollar is indeed too high value la~~ got burned d, their export

Posted by alphajack > 2015-08-19 22:00 | Report Abuse

Yep will not be that quick but those issues will also hinder a rebound. Another issue is a lot of shale oil producers are too resilient and havent go bust yet. Their survival will depress oil prices. Some of them breakeven at 25-30 bucks so they are still pumping. Only when oil drop that low it can kill them off so can rebound. Need to wait for it to plunge more. Msia sadly will be a victim of this.

Posted by Always A. Beginner > 2015-08-19 22:01 | Report Abuse

do u guys believe in CHINA slowdown? it seems hard to believe that CHINA will accept the fact that it is slowing down. look at all the large state-owned corporations. they are all over the world constructing this, building that, financing this, sponsoring that..no i am pretty sure CHINA will not let itself go down no matter what. China is taking over the world by storm and Mr Barrack Obama & Co knows its coming straight to their face.

Posted by JN88 > 2015-08-19 22:02 | Report Abuse

My boss tell me one thing, you all must remember, ang mo lang suka cakap besar, haha remember data can create one...they like to create data until kertas tak boleh bungkus api then~~crisis come...

Posted by hissyu2 > 2015-08-19 22:03 | Report Abuse

jibby wanted to announce great GDP data with implementation of GST1... too bad, petrol oil drop liao no tomorrow... the earning from GST can only cover loss in petrol... too bad too bad... if oil gets lower, then jialat for msia

Posted by yapie > 2015-08-19 22:03 | Report Abuse

yes.. there is no right or wrong....
it depends on point of time when looking into matters....
on the point when oil price goes up.... everyone keep talking about oil going up make us believe like oil going to be depleted... now 40 buck per barrel think back also want to laugh....

Posted by alphajack > 2015-08-19 22:04 | Report Abuse

lol the Chinese are still way behind the USA and their capital markets are underdeveloped. It will hinder their progress and their only strength is their massive cash reserves but even then they are already having trouble stimulating their economy. Did you know that as much as 5% of China cities are ghost cities? They are building a lot of things that no one are buying and flooding the market to continue artifically creating jobs. The next world recession will most likely emerge from China when people start realizing that the growth figures are overstated..just like Japan, it will crumble and destabilize..not impossible

Posted by hissyu2 > 2015-08-19 22:06 | Report Abuse

china ar... give them extra 30years ba... they have a lot of things still to develop...

Posted by Equityengineer > 2015-08-19 22:07 | Report Abuse

sept rate hike might still be possible, but may be delayed due to sudden devaluation of yuan. This move is unexpected by FED, nevertheless US economy is in good shape. US posting better and better economic index. Oil going to 30 or 20 is difficult to answer, definitely its more bias to supply and demand rather than sensitivity to dollar.
The phrase of "buy on rumour sell on news", may happen, cause what we seeing now is the USD rising due to speculation of prices. Yes, Sept FED meeting will be decisive but after that would be Dec one.

Posted by saschl > 2015-08-19 22:13 | Report Abuse

Apart from revealing Fed MOM, US will also announce its Crude Stockpile today, this will have bearings on Crude price, just wait and see.

Posted by alphajack > 2015-08-19 22:20 | Report Abuse

crude stockpile is going to be ugly. Brace yourselves, gentlemen!

Posted by Fam Jenny > 2015-08-19 22:26 | Report Abuse

A few well known world banks are fined for currency rigging so USD may be superficially pushed up for a purpose ie for maximum gain when they convert to other currencies especially ringgit n yuan.
It was reported that the Canadian pension fund is coming here to jv with developers to develop n invest in constructing highrise buildings in Damansara Heights,so how can our ringgit remains weak forever.Just be a little farsighted and accept the facts that Malaysia actually fare much better than our counterparts,our ringgit is just a temporary setback only.
Our revenue from oil is a small part of our GDP n we probably do not have enough for our consumption.The parties that are most affected are the oil companies themselves so don't have to panic about the fall in oil price.It is cheap to consume it if the price is us10/- but it will never happen bcos no one will care to produce it.
Let us enjoy the best we have here.Cheers!

Posted by alphajack > 2015-08-19 22:33 | Report Abuse

50% is small ah Jenny. Another delusional bull. Heard you got burned badly in Ifca hahahaha. How's your mortgage now kikikiki

Posted by Equityengineer > 2015-08-19 22:40 | Report Abuse

Oil prices fell under $42 a barrel after the U.S. Energy Information Administration on Wednesday reported an increase of 2.6 million barrels in crude supplies for the week ended Aug. 14.

Posted by miketyu > 2015-08-19 22:41 | Report Abuse

Icon888 mind to highlight us what happened to emerging stock markets after US rate hike? Bonds and housing as well. Where did u found those historical data?

Posted by alphajack > 2015-08-19 22:41 | Report Abuse

Just saw that too..HAHAHA this should help it plunge below $40 in the next few wees. 2.6 bil is not small LOL NICE I LOVE IT !! TOMORROW BURSA RED !! YES !!

Posted by hissyu2 > 2015-08-19 22:45 | Report Abuse

alpha must be always commenting about jibby scandal... wrote 2.6b instead of 2.6m...