tag:blogger.com,1999:blog-6213354074634538714.post4097568222836187643..comments2023-08-03T23:30:19.645+08:00Comments on (The) Boring Investor: A Jittery SeptemberLee Chin Waihttp://www.blogger.com/profile/10250390011842795509noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-6213354074634538714.post-5400873770741791332015-10-13T00:15:30.017+08:002015-10-13T00:15:30.017+08:00Most of the time, I take the more passive approach...Most of the time, I take the more passive approach. But this year, there have been a few market-moving events that forced me to pay more attention. When the dust has settled, I'll probably go back to the passive approach. Thinking about how the markets will move is actually very stressful!Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-18830053208363370702015-10-13T00:02:55.099+08:002015-10-13T00:02:55.099+08:00Hi Rolf,
When things are uncertain, doing nothing...Hi Rolf,<br /><br />When things are uncertain, doing nothing can be a smart move. Waiting until things are clearer is usually better than doing something in the dark. I guess I have enough clarity and war chest to bail me out in case I'm wrong.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-33475354549776861472015-10-12T14:33:30.697+08:002015-10-12T14:33:30.697+08:00I used to keep tabs on breaking news and key macro...I used to keep tabs on breaking news and key macro events voraciously. Nowadays, I just dial back a level or two and watch the world go by at a more leisurely pace. Maybe that's because I am in an almost 'all cash' position.KChttps://www.blogger.com/profile/15681244843883578276noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-31829977294328401092015-10-12T00:15:08.632+08:002015-10-12T00:15:08.632+08:00Hi CW and SI,
I learnt one thing over the years. ...Hi CW and SI,<br /><br />I learnt one thing over the years. <br /><br />When we are unsure, there can be a tendency to assume and if decision is correct, we thought we are smart and accurate! And if the decision is wrong, we curse and swear! <br /><br />Guess I prefer if I am unsure, I do or say nothing! <br /><br />If I am sure, then I take action! No assume!!! <br /><br />That is me, but of course I do admire people who take bets and win more than they lose! Rolf Sueyhttps://www.blogger.com/profile/10723925075715114650noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-36372232206411751842015-10-11T23:59:07.460+08:002015-10-11T23:59:07.460+08:00Hi Sillyinvestor,
By right, the importing countri...Hi Sillyinvestor,<br /><br />By right, the importing countries should be gaining, but that is provided the demand and output do not slacken off.<br /><br />It's OK to take a breather from time to time to clear our thoughts and decide what are our next moves.Lee Chin Waihttps://www.blogger.com/profile/10250390011842795509noreply@blogger.comtag:blogger.com,1999:blog-6213354074634538714.post-3686330866482740612015-10-11T18:46:47.181+08:002015-10-11T18:46:47.181+08:00Hi Chin Wai,
I like your analysis. Lol, or thinki...Hi Chin Wai,<br /><br />I like your analysis. Lol, or thinking aloud. My thoughts are more on the commodity and currency "crisis" <br /><br />China import less, commodity export countries get hit, together with their currency. Their weak currency cause current Acc deficient and economy weaken further....<br /><br />But my thoughts are also, if exporting countries suffer, shouldn't importing countries be "gaining" with cheaper "cost of production" <br /><br />After a while, I just decide to wait for the right price and not think so much... <br /><br />I think I need to start building up cash again... I doubt I will do anything anymore anytime soon.Sillyinvestorhttps://www.blogger.com/profile/03228581533460899084noreply@blogger.com