by Kim Itae
'Yuki, you are dead. I want to live...'
There was chunk of time there. Heavy, unmovable. Ana did not know how long she was sitting still. Then she heard Yuki's voice. In her head. That crispy, cool voice.
'Oke. Soreja, matta.'
There was sudden light wind around her. She felt something was lifted. She had no idea what it was. She felt lighter too.
31 Mar 2015
"Morning John, did you have a nice breakfast? I did."
"Two things today: AIIB & Iran."
From KCIF
'Possibility of messy default: 30%. US will not join AIIB.'
'Japan set to join Asian investment bank: Ambassador to Beijing sees Tokyo breaking ranks with US by June' (FT)
' The next step for Japan is to change the mutual agreement as its valid date is out. They don't have to keep on giving money to US. Also they can ask US to pay back the debt(1.2tn).'
'Japan calls for Obama push on TPP deal: Trade minister seeks ‘direct efforts’ from US president' (FT)
'My pure assumption: AIIB will work as a bank for minimizing the impact of US busting. United capital is the best protection from liquidation tsunami.'
'My conclusion: US could not join AIIB, nothing to do with their hope or decision.'
'Reason: who on earth wants to hug that 18 tn debt? For example, if a man has a 18 million debt, would you marry him? How much ever you love him, you wonder why he has so much debt. Then, whatever the answer is, would you still love him? More you find out about him, more disappointed. Quite hard if that man is so out of reality or incompetent. Marriage should start for a happy ending not for digging a grave together. Love affair for some time, 3 months maximum, is fine, but not marriage.'
'I want strong Sterling. So, I can spend nicely in foreign trips. I think, reasonable currency is the answer for healthy economy. What is healthy? Natural, not manipulated by either policy or greed or cheat. At the moment, strong dollar is greedy and cheating. Out of Fed's control. Was it last week? When Fed was trying to calm down dollars and deliberately sell off? In no vain.'
'If your heart does not respond, don't do it.' (Yellow Emperor's Internal Medicine)
"John, SkyNet is activated. Pay more attention. Focus."
"What is SkyNet?"
"It's kind of surveying system. Very similar to Things of Everything. It censor each individual clicks and summarize them and give signal. Different from normal computer buy and sell as the range of its surveying is vast and calculating the information is beyond belief. If you want, you can get the information of the finger temperature of that particular click. The technology is already used with some domestic equipment. I'm testing with some stocks too."
'This is not a science fiction. This is modern technology. Update yourself. Anything illegal to use modern technology?'
"If two programs are synchronized, one click works in two programs. For example, Forex and Candy Crush. You will see it works but will not understand how it works. Ask Jose. He made it. That's why even though I do not click, it clicks by itself. Both. Dragging seems still tricky."
Back to Top Gear. Watch this.
https://www.youtube.com/watch?v=iLRna0RRvxo
"John, I started a petition. I like to see Top Gear again. Please sign it if you have spare time. 2 minutes."
https://www.change.org/p/bbc-bring-back-top-gear-2?recruiter=266804051&utm_source=share_petition&utm_medium=twitter&utm_campaign=share_twitter_responsive
April 2015
1st Week April 2015
01 Apr 2015
'When I invite my friends, my friens are really coming.'
'Countries not in AIIB: North Korea & US as Japan set to join. There were quite a few last minute joiners like Taiwan, Sweden, Russia, Norway...'
'AIIB versus IMF, World Bank, ADB = AIIB versus US'
'It is called a Currency war.'
'The question: Strong dollar is damaging US own industries. How long can they stand?'
'Now I understand why US accused UK of joining AIIB. UK did not join the droning Syria either. Also US is squashing Sterling. So why, on earth, will UK stay with US? Fat chance. 18tn. This is the nick name for you. 18tn. ye eaten tree. I will check your nick name later when I come back from my daily job. You shake your hands with North Korea, which can be the only country, with whom you can shake hands.'
"Ana, what is your day job?"
"Didn't I tell you, John? I am an acupuncturist. I started in order to cure myself from that Fukushima radiation."
"Are you cured?"
"Don't know but it definitely slowed down the progression."
"Do you think it will work for a post-cancer patient like me?"
"Try. 39.8 heat for 2-3 seconds can kill pre-cancerous cells. It's called Moxibustion, a type of acupuncture using direct heat rather than needle. They work like accurately targeted missiles."
"Great. See you later."
"By the way, Japan changed their mind. Taiwan joined."
"I know..."
"Ok. Hasta la luego."
'US-style what? Do you want a partial government shutdown like US? Talk about style.'
'100 business chiefs think Labor threatens Britain's recovery.'(The daily Telegraph)
'100% agree with that. 2008 Credit Crunch. What did Gordon Brown do? Nothing. How much did Tony Blair earn from Iraq war? More than nothing. Debt. I do not want to get that way again as I am living in UK. If it's David Miliband, I might think twice. With Ed, there's no way. He does not have any sense in money. He even did not know about National Insurance Contributions. Pension? Hard to think.'
02 Apr 2015
'PMI Europe & China up, US down, Japan still
coincidental with AIIB: EC in, US out, Japan oh well...'
There will be an united currency for Eurasia. Only US will be excluded. What will be called? Eura or EUA? EUA sounds as Wow without w. Or just UA. Unprecedented prosperity will be guaranteed without unnecessary competition, purely focused on productivity and welfare. No war either. Whoever provides better products or better service will win. Fascinating big market place. NHS and state pension are essential.
'Google and China clash over web breach' (FT)
"Worth playing with Google in this case."
'The amount of debt which Tony Blair made is £ 2 tn. Jesus... Usually you make money after joining a war by selling weapons and stuffs, but what happened? 2001 Afghanistan 2003 Iraq. 2007 He resigned.
2008 Credit Crunch. Northern Rock was smashed.'
'It is a real wonder. Even UK did not make any money from Afghanistan, even Tony Blair was called Bush's puddle, Blair joined Bush again in Iraq. And what happened? Why did UK end up with £ 2 tn debt? He cannot be cheated... Anyway, if you have this amount of debt again, there is no state pension. No money.'
'Does Amazon have botox every other week? How old is she? Whatever botox she has, she cannot hide her hands and heck. Too complicated to do surgery. If you have a girl friend, check her neck and hands. If her hands are like Madonna, she is probably near 60. You had better check her neck before you have a sexual intercourse for your mind's sake.'
'I twitted about the Downing Street Memo by Tony Blair. £2tn debt.'
George said,
'Hey, Tony. Wanna go ahead? Need some money?'
Tony gambled and lost badly. He thought he could pay back the debt from Afghan.
In Korea, people say you should cut the wrist of the gambler. Otherwise he will bring the whole family into the nightmare of the debt.
03 Apr 2015
"Nomura Survey: Fed's normalization of the currency policy after Sep 2015."
"Goldman Sachs: For the recovery of oil price, US rather than OPEC should reduce in production."
'Question: US oil production has been decreased steadily. How can they reduce further? Either Russia or Saudi Arabia or Iran can do.'
'Conclusion: Iran should have nuclear weapons just to protect their oil.'
'China & Iran's positive effect on global stock markets,
whereas US behaves separately. US 10 yr note down by their own insecure employment situation.'
'Iran could not export oil before? Now, Iran can export oil? Wow.'
'US is very soft to Iran. Why? They need the oil from Iran as Saudi Arabia refused dollars as payment. Russia?'
"John, Henry got me a ring."
"What kind of a ring?"
"A ring of Lapiz lazuli."
"Do you like it?"
"Yes."
"Ana, it's time you have to decide."
"Yes?"
"You have to decide."
"Yes. I do not have to choose. I don't have to choose between you and Henry. I don't have to. If you push me further, you are out."
05 Apr 2015
"Happy Easter! Egg hunting?"
"Yap."
"Thank you, John."
2nd Week April 2015
06 Apr 2015
"Moody's: PetrolBras: disqualified for investment"
'In this case, there is no question about Exxonmobil. Can be worse. I bet Ca at least.'
'The direct result will be the US first quarter earning season result. Minus for profit increase rate is expected after 2 years due to strong dollar and low oil price.'
'Now AIIB started, I don't care about what IMF will say.'
From KCIF
'Capital exodus from US is getting serious.'
'OPEC said they are heading for 40/barrel. They know what they are heading for.'
"Margin Level 200 is ok."
"Keep it at 200."
Ana wondered about her brother in New York.
"Carl, did you have a nice Easter?"
"What is it?"
"You know, Easter."
"I'm sick of chocolates."
"Why?"
"Too sweet."
"Flash boys? Ho Ho. 150 should be all right. We don't do pre-order kind of shits. Too old fashioned. If you got hooked, clear it now."
07 Apr 2015
"John, BlackRock got really agitated by dollar. They will behave quite nasty to dollar today. Rather watchable."
'The funny thing about this US Fed is that they all have different voices. New York, Atlanta... Is that a really Fed or what? I take it as a first sign of dismantled US. Dis-United or Ununited.'
"John, if you are hooked today, it will be quite painful."
"BlackRock is in. They act. They don't sit pretty. Though, they have a pattern. Let's say a habit. Drop down, and up, up, up. Drop down, and up, up, up. When they drop, if you sell, you are clear dead."
"Oops! Sorry. Larry is not like old days. He is more cautious. He is old. In that case, we do our things as usual. Free style."
"Who think that Free style is dancing out of tune? Man, that is not free style. That's no style."
Ana thought,
'What on earth am I talking about? Suger. Style? Sorry. No style. Now I forgot what the target was. And something is not funny...'
'BlackRock lied. They are the ones who makes money with strong dollars regardless of US economy. Why did they lie? God knows...'
'The U.S. government contracted with BlackRock to help clean up after the financial meltdown of 2008.' (Wikipedia)
'If there is another credit crunch, they will get the job again. Why did they lie? With strong dollar, there will be another credit crunch very soon. Why did they lie? Why not? They lied and they made dollar stronger. Nobody knows who induced the 2nd credit crunch quicker than expected. Jesus... Is this true? Was the 1st Credit Crunch artificially induced by companies like BlackRock? Before and after the credit crunch, they made profits. But the point was that the government contacted them. Self-induced credit crunch. The reason: the debt. US could shift their debt crisis to other countries. That's why AIIB was born. Almost all the countries joined except for US. They knew that 2nd credit crunch is coming and what US is going to do. No more shit from US. That is what AIIB means for. So, whatever happens to US, this time, it's their own problem. They cannot shift their shit to anywhere. Is there any other word than shit? I would like to know as I have to submit this report.'
08 Apr 2015
'Mineapolis Kocherlakota, Atlanta Lockhart, New York Dudley. All have different opinions or expectations about the currency policy. Means?'
'What is natural bond, which seems quite popular?'
"John, it was a good day, wasn't it?"
"Ja."
"So, Fed seems to be paralyzed. Not tactical, not tactless, not tactful, just paralyzed."
The news about Fed policymakers was out next morning. Ana was right.
09 Apr 2015
"Morning John, Henry met the guy from Toronto. He said a big horse is coming today."
"Saudi Arabia oil production 10.3mil bpd. The biggest for the last 12 years. I think, this will make bigger impact. Coincidental with Shell merging with BG?"
'Oil price, dollar, interest rate behave like triplets. Which one is odd? The odd one is out.'
"Carl, oil up dollar up, oil down dollar down, right?"
"If there is a war going on."
"John, 001 sell is just a mark as you know very well. Have a nice day, chao."
She cooked a Korean dish called "Stir fry of all the meat". Actually she used only pork.
10 Apr 2015
"Nitcollar's political greed made me sick."
'UK is not rich enough to afford Labor.'
'UK is just on the verge of becoming a new financial hub like ex Swiss account. Foreigners feel uncomfortable with Labor party traditionally and factually.'
'Anyway I had no idea that Ed is a nerd like me. I hate public places.'
"Yuki, see this from Reuters."
'GE to sell bulk of finance unit, return up to $90 billion to investors.'
"We made it."
11 Apr 2015
"And I will finish off the job. You, take a rest. See you later, Yuki."
"Morning John, I am going to London today. Would you like to see an exhibition?"
"Not bad, that Ravioli, wasn't he?"
"Nice to see you, Ana, even it was at a distance."
"Me too. Too many journalists. I have to tell you something. One of the Rembrandts was a fake. When I told this to Henry he said I am crazy."
"Never mind. I saw you fiddling with those wooden fingers. I liked it. I know what you can do with your little fingers. Maybe he does not."
3rd April 2015
13 Apr 2015
"Stamina, man. Stamina. Shall I get you some snake juice, which is best for liver cirrhosis."
From KCIF
"Lacker from Richmond: raise the interest rate this year, and next year lower it.
Kocherlakota from Mineapolis: had better freeze the interest rate.
Dudley from New York: Market response is the most important."
'I think Lacker is the funniest. I am more interested in the market response to Hilary. If she becomes a president, would she pay back the debt? She sold the 10 year notes to China. Or is she supported by China for the same reason? I wonder how was the visit of Wang Qisan to US. Or is this just another coincidence? I got the impression that Wang went there and checked the situations and gave a go ahead sign to Hilary. Very rough.'
"If you are here, I would make an egg role for you, Carl. The only thing you said is nice."
14 Apr 2015
"Colon cancer, carcinoma: trauma & unexplainable weight loss: treatable unless it's spread into liver or kidney through lymphatic system."
'Cancer itself do not kill people. Liver or kidney function failure is the actual cause of death like Ebola. So, where did this myth and wrong understanding about cancer come from? Anyway, cut them off(-ectomy). Kill them until they are killed off(Radio or chemotherapy). Regular check ups. There is no reason to fear cancer unless it's too late. How can it be too late unless you live in remote countryside, Africa or US. In US, even though you have symptoms, you are reluctant to go to hospital as it you fear financial consequences rather than physical consequences.'
From KCIF
'S
an Francisco Fed President John Williams: After monetary policy normalization, it's ok to lower the interest rate.'
He made T-shirt saying 'Monetary policy: it's data-dependent'.
"Morning John, SF Fed has the same name as yours. Did you know that?"
'I will not buy that shirt nor get it even it's a freebie. Not pretty enough. Missing a colon and a dash. I will not use that many capitals either.'
'Need to check the chain reaction between Brazil and US. Argentina too.'
"Are you dancing, John? Slow, slow, quick, quick? Is that mambo? Or is that Cha cha cha?"
'I am not interest in the nursing home dance. I like Hip Hop or back street dance. Or very very old ancient classic dance.'
"May I ask how much would volume 485 be? Come on..."
'The reason Fed keeps on saying about monetary policy normalization is the current monetary policy is not normal. It's abnormal. It's simply out of control.'
"John, what's up? What's going on? Did you drug me? When are you going to finish? You don't mean all through the night? If yes, I had better change the dinner menu. Something cooler and lighter."
"One day" written by Jung Jia
'It's ok.
Just my favorite weather.
Even cool breeze wiped away our memories.
It's ok.
Just my favorite kind of a day.
Even my heart got numb by that unforgettable face.
It's ok.
Just rightly seasoned fish fry.
Even when I had a bite without thinking, I dropped salty tears.'
Jung Jia was one of high school students, who died of the boat disaster 'The Time' last year.
The judge asked the captain.
'Why didn't you let them wear life jackets?'
The captain said,
'In order to balance the ship.'
The captain got sentenced to death for manslaughter.
'I need a cool breeze. I want to wipe this memory. It's not ok.'
'Then again, I feel lucky as I am autistic. It feels like as if I have two brains. I can switch.'
"John, did everyone make 30% and go home?"
"Almost."
"In that case, I will hand it over to Tom. What a setup! Thank you very much!"
