Posted by Tobby > 2022-01-23 16:01 | Report Abuse

I still remember my lawyer telling me to call him if i want to buy more property! He was telling me got few more piles for me to look through!

Posted by Tobby > 2022-01-23 16:03 | Report Abuse

Actually i am quite surprise how resilient property during this 2 year Covid! I was hoping to see many property on auction! Still got but not as much as i was hoping for!

Posted by uncensored > 2022-01-23 16:07 | Report Abuse

Ya.. a lot people hunting for properties to invest in with 6% ROI but sad or glad depends on which side said: it is difficult to get a property with 6% ROI.

Posted by Sslee > 2022-01-23 18:00 | Report Abuse

Maybe can consider invest in Real Estate Investment Trusts (REITs)

Posted by qqq3333 > 2022-01-23 18:29 | Report Abuse

reits can find tenants very happy already.

Posted by Got_Milk > 2022-01-23 18:32 | Report Abuse

The way one writes elucidates ones thought process (or what you term as 'mental models') which for you is all over the place

Petrochemical feedstock costs are rising while higher selling prices are only temporary due to reopening/restocking after the long pandemic induced lockdowns, like what is happening in the automotive chips sector

You want to be at the upstream, the actual producers of the commodities, not the mid-down stream

However, we know that commodities are cyclical - palm oil, crude oil, steel etc. What goes up must come down

Milk (fresh milk especially) however is different. Although fresh milk is in effect a commodity (though rarely seen as so due to its shelf life etc), there are other external, structural factors in force, including the: 1)huge domestic demand vs domestic supply deficit, whose gap is growing

2)Logistics costs (cold chain*) associated with importation (large part of the countries' fresh milk demand is met by Australian/New Zealand imports) with current container costs going through the roof
*https://www.kyvalleydairy.com.au/export

(If you scroll down, you'll see an image that is very telling...)
3)foreign exchange rates, amongst other structural factors

Hope you learned something today

GM

Posted by qqq3333 > 2022-01-23 18:43 | Report Abuse

if quality stocks no need to lose money, its not call a bear market ( yet).

Posted by qqq3333 > 2022-01-23 18:52 | Report Abuse

instead of looking for different assets classes, hedge funds use derivative instruments to hedge.

Posted by qqq3333 > 2022-01-23 18:55 | Report Abuse

One last thig, history is past, the future not here.

I mean learn history is good, vital.....but future is never a carbon copy of the past.

Posted by qqq3333 > 2022-01-23 19:03 | Report Abuse

In a reverse QE, u think your Rolexes will still go up meh

Posted by qqq3333 > 2022-01-23 19:13 | Report Abuse

America finds itself in a lose lose situation. Biden going to lose to Trump in 2 years.

There is another option for you.

Lee Kaifu is invested in 1200 start ups in China....now, that is the best anyone can do. Better than Warren Buffet
Better than all the western gurus u read about better than just the western neo liberal option on capital markets and what American options available.

Posted by qqq3333 > 2022-01-23 19:14 | Report Abuse

So go find yourself some start ups in China

Posted by qqq3333 > 2022-01-23 19:16 | Report Abuse

What is common prosperity? Common prosperity is more room more scope for start ups and smaller companies to grow in China

Posted by Sslee > 2022-01-23 19:18 | Report Abuse

MYR actually depreciate against many currencies. That is why all import good price go up.

The good hedge is buying those plantation compnay that hold free hold plantation land. Land will sure to appreciate.

Posted by qqq3333 > 2022-01-23 19:18 |

Post removed.Why?

Posted by Sslee > 2022-01-23 19:20 | Report Abuse

Haha qqq3 how to die when Insas hold so much cash?

Posted by qqq3333 > 2022-01-23 19:24 | Report Abuse

Sslee..Jim Rogers ah? But the world is so screwed up what if there is a recession? If there is a recession even your land values also go down

Posted by Philip ( buy what you understand) > 2022-01-23 19:40 | Report Abuse

Recessions are when you open your chequebook and buy all those discounted products. If you look at my portfolio, recessions and panics are when I made the most money. 2009 I bought QL, 2010 I bought topglove, 2020 bought heavy into pchem and Tesla. If there is a recession you shoot fish in a barrel.

When the world is screwed up is when you get the best prices for good companies.
>>>>>>>>

qqq3333 Sslee..Jim Rogers ah? But the world is so screwed up what if there is a recession? If there is a recession even your land values also go down
23/01/2022 7:24 PM

Posted by Philip ( buy what you understand) > 2022-01-23 19:42 | Report Abuse

Simple answer is YES. Long answer is if supply is < demand, prices will always go up.
>>>>>>
qqq3333 In a reverse QE, u think your Rolexes will still go up meh
23/01/2022 7:03 PM

Posted by bang_miskin > 2022-01-23 19:46 | Report Abuse

Don't look down on Rolexes. When Chinese citizens are buying Rolexes instead of apartments, you can anticipate prices to appreciate in near future. Some of these Rolexes cost more than my house =).

Posted by Sslee > 2022-01-23 19:46 | Report Abuse

Recession or not you must hold some cash to take advantage of every situation/opportunity.

DON'T WORRY. THIS TOO SHALL PASS.

Posted by Philip ( buy what you understand) > 2022-01-23 19:47 | Report Abuse

Correct and well said.

>>>>>>>>

Posted by Sslee > Jan 23, 2022 7:46 PM | Report Abuse

Recession or not you must hold some cash to take advantage of every situation/opportunity.

DON'T WORRY. THIS TOO SHALL PASS.

Posted by Fabien _the efficient capital allocator > 2022-01-23 19:59 | Report Abuse

Roblox is interesting! Looking to add into my portfolio since the valuations have become more palatable.

Posted by jolynce > 2022-01-23 20:06 | Report Abuse

"This is probably the year where we will find that buying basic profitable companies selling at modest PE and giving out dividends and growing safe and steady to be a good buying choices for the coming few years."
Thank you for your words of wisdom, Philip. Wishing you a roaring 2022!

Posted by qqq3333 > 2022-01-23 20:12 | Report Abuse

Plantation land? The best guarantee for food is food technology not land anymore. Food technology has improved by leaps and bounds.

Posted by Sslee > 2022-01-23 20:17 | Report Abuse

qqq3 you can plant vegetable without land but can you plant Palm tree without land?

Posted by DickyMe > 2022-01-23 20:28 | Report Abuse

"
Sslee Maybe can consider invest in Real Estate Investment Trusts (REITs)
23/01/2022 6:00 PM"
==============================================
This sector or industry should be terminated.

It is the real reason for inflation.
Driving up real estate price and costly facilities management managed by vultures.

Posted by qqq3333 > 2022-01-23 20:33 | Report Abuse

Sslee qqq3 you can plant vegetable without land but can you plant Palm tree without land?
=========


plantation land? the solution is Africa ,not Malaysia/ Indonesia............China and Africa will change every thing.

Posted by qqq3333 > 2022-01-23 20:35 | Report Abuse

sslee....the solutions is in science and technology, not 19 century assets. , not even 20 century assets.

Posted by blackchicken > 2022-01-23 20:36 | Report Abuse

Unlike Nasdaq KLCI is not overvalued.

Posted by qqq3333 > 2022-01-23 20:38 | Report Abuse

jolynce "This is probably the year where we will find that buying basic profitable companies selling at modest PE and giving out dividends and growing safe and steady to be a good buying choices for the coming few years."
Thank you for your words of wisdom, Philip. Wishing you a roaring 2022!
==========

he's probably thinking of his PChemm. But stock market so simple meh? There are things knowable and known, things knowable but not known, and things not knowable................and petrol chemical plants coming onstream in China that changes the industry.

Posted by qqq3333 > 2022-01-23 20:44 | Report Abuse

its not the popular paths promoted by rich old men. Its how there is a bell curve, and as long as u have money in the game, there will be a bell curve and some who makes money. and those who makes money only know about their way.

Posted by qqq3333 > 2022-01-23 20:46 | Report Abuse

but every way also has its time and place.

Posted by qqq3333 > 2022-01-23 21:00 | Report Abuse

it has been calculated that if America has the same population density per arable land as china, America will have 4 billion people. suggesting what? suggesting China is 10X more efficient also suggesting half the world can migrate to America.

Posted by Sslee > 2022-01-23 21:07 | Report Abuse

qqq3 it only mean China had a hard life compare to US more easy life.

Posted by qqq3333 > 2022-01-23 21:14 | Report Abuse

osted by Sslee > Jan 23, 2022 9:07 PM | Report Abuse

qqq3 it only mean China had a hard life compare to US more easy life.

=========


u are right.............


and Australia only 30 million , accuse China this and that. But China because it is so densely populated as developed a system that is essential for China.

Posted by bang_miskin > 2022-01-23 21:23 | Report Abuse

Anyway big thanks to @Philip for your advice. I was a bit clueless on the other industries. Happy New Year of the Tiger!

Posted by jasonor > 2022-01-23 21:37 | Report Abuse

buy books for doomsday preppers. lol...

Posted by Philip ( buy what you understand) > 2022-01-24 07:32 | Report Abuse

Happy year of the tiger everyone.

Posted by sensonic > 2022-01-24 15:58 |

Post removed.Why?

Posted by ahbah > 2022-01-24 17:57 | Report Abuse

When the world crashes, sell all n hide under cash as our shelter ?

Posted by ahbah > 2022-01-24 17:59 | Report Abuse

Inflation theme stocks = commodity stocks ? So, put our moni in commodity stocks ?

Posted by Philip ( buy what you understand) > 2022-01-25 20:17 | Report Abuse

Inflation theme stocks is to buy stocks that benefit from inflation. Simply looking at commodity stocks to buy is dangerous as commodities have no pricing power. You should be looking at commodity stocks with own brand name which is locally sourced and immune to transport costs.

For example PETRONAS additives and pchem fertilizers. Or coca cola soft drinks, McDonalds burgers etc. You will soon see these kind of business post quarter after quarter of growth in revenue and margins.

I am trying to avoid pure commodity stocks like steel manufacturingfactories or palm oil farms as those are more cyclical

Posted by Johnzhang > 2022-01-25 21:03 | Report Abuse

Down stream commodities producer will benefit, including CPO producers.

Posted by Philip ( buy what you understand) > 2022-01-26 21:17 | Report Abuse

I am a CPO producer and I don't see why benefit because the increased price of CPO is tempered by the difficulty in sourcing workers and delivery costs. If my small 100 acre farm can feel it, imagine how the upset the larger farms would be

Posted by qqq3333 > 2022-01-27 12:01 | Report Abuse

people who buy corazo instead of the many value investments and make money are st.upid people meh?

perhaps people who buy corazo and make money knows what is stock market, knows about stock market more than value investors.

Posted by qqq3333 > 2022-01-27 12:20 | Report Abuse

inflation eats your purchasing power

but buy shares that go down eats your cash faster.

Posted by qqq3333 > 2022-02-03 10:22 | Report Abuse

what inflation stocks? Market favorite is corazo and Atech