Wazua
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Rank: Member Joined: 8/17/2010 Posts: 116
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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As a btw. Hehe. When a Kenyan milk photo ends up in American consumer news, or is it the French connection?  'we are not alone...' http://blogs.marketwatch...ces-heres-why/?link=sfmw
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 10/11/2006 Posts: 2,304
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Mark Thornton: ‘Record number of Americans in extreme poverty’ “Extreme poverty in the United States is now over 4 percent, that means they have less than $2 cash per person, per day,” Thornton said in a phone interview on Monday. linkConventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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Rank: Elder Joined: 10/11/2006 Posts: 2,304
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 Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Headlines that makes your head spin. Rockerfellers are divesting from oil... http://americasmarkets.u...-oil-to-make-statement/
Yep, you read that right. Dumping fossil fuels/hydrocarbons for clean energy. Is this why WTI & brent oil have been skidding since July 2014?! $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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hisah wrote:Headlines that makes your head spin. Rockerfellers are divesting from oil... http://americasmarkets.u...-oil-to-make-statement/
Yep, you read that right. Dumping fossil fuels/hydrocarbons for clean energy. Is this why WTI & brent oil have been skidding since July 2014?! Something's gotta give it seems #Ethanol #Co-generation. Throw in Brazil & sugar will become scarce globally, locally, keeping Importers away. USD/KES pressure will be a deal sweetener... http://www.financialexpr...for-more-ethanol/1291724
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Cde Monomotapa wrote:hisah wrote:Headlines that makes your head spin. Rockerfellers are divesting from oil... http://americasmarkets.u...-oil-to-make-statement/
Yep, you read that right. Dumping fossil fuels/hydrocarbons for clean energy. Is this why WTI & brent oil have been skidding since July 2014?! Something's gotta give it seems #Ethanol #Co-generation. Throw in Brazil & sugar will become scarce globally, locally, keeping Importers away. USD/KES pressure will be a deal sweetener... http://www.financialexpr...or-more-ethanol/1291724
Yep. Something will have to snap. This is how tobacco market got cornered in the 90s when a number of funds dumped the tobacco industry i.e. funding as well as equities dumping. In KE I look at BAT and wonder when that clifftop moment will arrive!
You and I been bearish oil forever. It's a nice thing that such moves from the big funds are now going mainstream. Of course cheap oil means that some mines will go offline as production costs outweigh income and force the hydrocarbon diehards to push funds to alternative energy sources. I can hardly wait for Middle East to get this wake up call and force their SWFs to invest those funds in more clean energy ventures. Only cheap oil extraction will make sense going forward and this is why there is excitement about the EA hydrocarbon playground. Deep sea hydrocarbon extraction is now DoA - at least the seas remain clean.
On my global portfolio I have Tesla and Kandi Technologies as a clean energy play. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Hehe. Sure, $90 for days. $60 would come with spanners I see, that's a bet on elec. interesting. Yep, better generated from clean and affordable sources for sure. The farm-to-car value chain if agro-based can put more at work & biz at face value. I bet you also saw the actualization of the proposed platinum cartel [BRICS summit 2013, RSA] with the recent Zim-Russia mining deal. Hope it can still be of utility in those elec. cars Let's see. We can review some domestics. The geothermal uploading is near finished, cheaper fuel, subsidized fertilizer, cheaper credit* - should have a +ve effect locally near-term.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@hisah interesting these ventures of yours. Came across some reads here. http://www.northeastern....-to-put-all-the-energy/
http://www.futurity.org/...ter-aaa-battery-752912/
http://www.nj.com/news/i...f/2014/09/post_360.html (interesting debate on the comments section) Of note is the quest to make constituents of the fuel cells cheaper i.e swapping Plat. for nickel, cobalt or iron catalysts Nonetheless, before the likes of Power Africa catch up in developing countries, ounces upon ounces will be sold. Zim has to offer those three as well; nickel, cobalt & iron. Best wishes.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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A lot of weight is being thrown behind this. Mega state interventions... Dongfeng Nissan launches first electric car http://news.xinhuanet.co...4-09/24/c_133669316.htm
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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The chingman is fully focussed on ensuring that the anti hydrocarbon regime takes over! Subsidies upon subsidies to ensure that the public takes up the clean energy option.
Next they grab the gold market from the West at the end of this month!$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 10/14/2011 Posts: 661
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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hisah wrote:Cde Monomotapa wrote:hisah wrote:Headlines that makes your head spin. Rockerfellers are divesting from oil... http://americasmarkets.u...-oil-to-make-statement/
Yep, you read that right. Dumping fossil fuels/hydrocarbons for clean energy. Is this why WTI & brent oil have been skidding since July 2014?! Something's gotta give it seems #Ethanol #Co-generation. Throw in Brazil & sugar will become scarce globally, locally, keeping Importers away. USD/KES pressure will be a deal sweetener... http://www.financialexpr...or-more-ethanol/1291724
Yep. Something will have to snap. This is how tobacco market got cornered in the 90s when a number of funds dumped the tobacco industry i.e. funding as well as equities dumping. In KE I look at BAT and wonder when that clifftop moment will arrive!
You and I been bearish oil forever. It's a nice thing that such moves from the big funds are now going mainstream. Of course cheap oil means that some mines will go offline as production costs outweigh income and force the hydrocarbon diehards to push funds to alternative energy sources. I can hardly wait for Middle East to get this wake up call and force their SWFs to invest those funds in more clean energy ventures. Only cheap oil extraction will make sense going forward and this is why there is excitement about the EA hydrocarbon playground. Deep sea hydrocarbon extraction is now DoA - at least the seas remain clean.
On my global portfolio I have Tesla and Kandi Technologies as a clean energy play. Sugar futures have bounced a good 13% since recent lows. Whether sustainable, maybe get a life of its own like cocoa is yet to be seen. The glut has to be addressed.
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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Dow down 200+ points "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Elder Joined: 10/11/2006 Posts: 2,304
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More European “Growth” Shenanigans Quote:Europe got some good news in early June as the EU changed its statistical guidelines on how to compute GDP. Among other changes, expenditures on prostitution and illicit drugs (hookers and blow, colloquially) will now be included. linkConventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Three African currencies to trade on JSEQuote:The new futures contracts will provide the market participants with the ability to get exposure on the JSE to the exchange rate between the US Dollar and the Zambian, Kenyan and Nigerian currencies through trading synthetic cross currencies. For example, investors can get exposure to the exchange rate between the US Dollar and the Kenyan Shilling by trading both against the Rand. To promote cross-currency trading the JSE will charge trading fees on only one of the foreign trade logs and not both.
The JSE has partnered with Barclays Africa and specialist brokers, Tradition Futures, to bring this new offering to market.
Thanks to JSE now I have a way of trading KES unobstructed. This will be fun Flagging @kizee and @scubidu $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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@cde - done scoping sugar and cocoa futures. I'll be trading cocoa next year. I expect that market to selloff and my bet will be on the short side. As for sugar the trend is still not clear. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,979
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In the news today Business Daily wrote:Johannesburg Stock Exchange (JSE) has launched futures contracts for several African currencies including the Kenya shilling.
The currency futures will enable investors to protect themselves against currency volatility in other countries, at a time when several African currencies have depreciated sharply against the dollar. Sub Standard wrote:The State-controlled Kenya Electricity Generating Company (KenGen) wants to team up with private investors for the first time to build geothermal power plants that would come on stream by 2016. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Shakeout then a strong rally in 2015 and then the US selection year triggers the large selloff...  If the cycle plays out as expected, buying gold before the Fed funds rate hike will be beneficial. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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