To John (21 page)

'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

'San 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!"

15 Apr 2015

"Do not get panicked if you have
5-10 seconds short term memory loss. If you talk about it with your
friends later, it will turn out to be quite common. Talk about it
later rather than being panicked. It's ok. Nothing wrong with you.
It got something to do with solar flair, which affect to our brain
temporarily. Take it easy. No hurries. Just watch until you can
enjoy it. An offensive and defensive battle. The best defence is
attacking first.(Son Tsu)"

https://www.youtube.com/watch?v=hRd4e2-CayM

"The above link is ArcheAge
Cinematic Trailer. You might like it."

'Lack of education stifles US
mobility' (FT)

'Their stupendous stupidity will
be shown today. Remember Sullivan Principles? Michael Brown was the
trigger.'

'Tony, are you finally senile? I
mean demented. I don't play with old men, you know. How much ever
rich you are, I don't care. You are just driving mad. What's the
point to have pots of money in a psychiatric ward? I am
philosophical here. The nature of human desire. Once you get what
you want, the desire and the satisfaction is just disappeared. I am
so pissed off and I am talking rubbish. I don't care. Just get out
of my sight.'

'Sorry about my tantrum. Nothing
was working and I was tired. Even my rice cooker got busted. You
are still so good. You are sleek and sheek. I will not talk about
your age. You are a veteran.'

'Gentleman, there is a thing
called inertia, no?'

16 Apr 2015

From KCIF

'Bullard from St. Louis: monetary
policy normalization, now is the right time

Kocherlakota from Minneapolis:
monetary policy normalization this year is not proper'

'Fed is expressing totally
opposite opinions. America is indeed a free country. Why do you
have any policy at all? Leave it to the hands of liberty goddess
without capitals.'

'Whereas the late Lee Kuan Yew of
Singapore said that freedom out of order is not allowed.'

'Shortlived pullbacks. What are
these? Planned drawbacks? No plan. That's why it's harming to its
own economy. US dollars are having exactly like cancer. Cells which
are growing too fast and are not aware of its host body. The target
of radiotherapy is cells which are growing faster than other cells.
That's why you loose hair.'

"Stay away from Bitcoin."

Ana woke up from her nap.

'I would like to live a life in
the way my friends dragons like to live. I will. Otherwise, they
will hurt me. They were born from a black hole. All together 14.
They came from the other world through a black hole. I came from
the other world through my mum's tummy. We all go back to the other
world when we die.'

"Carl, sorry to insult one of your
colleagues yesterday. Still tell him not to eat heavy lunch. He was
dozing off. Am I right? Best result in 4 years?"

"John, had a good day? Why am I
ended up with some fat Americans?"

"'Cause you slept too much. See
you, Ana. Also do not forget Jose."

"I won't. That systematic
killer."

"Carl, is this a bank holiday over
there? What were you doing for the last 3 years? Trading? Tell me
what were you doing for the last 5 hours. I am afraid to say but I
think you are thinking too much with your full belly. Hard to get a
proper erection, no? 2 minutes? Had better not have any at all. Why
do you need constant stimulus? Why don't you have your own impulse?
That's where all this interest rate mess come from. You need
stimulus on and on and on."

'Time's up. Break up from NATO as
there is no cold war. Defense budget 2% of GDP. How much would that
be? $2.85 trillion(nominal) $57billion £38billion (16/04/2015). US
pushed UK to spend more budget for nothing. Cameron refused it. UK
joined China initiated AIIB to build a new financial alliance. Time
is changed. IMF, NATO, World Bank will be all gone as US is not
rich enough to lead them. Who did not join AIIB? North Korea and
US.'

'Since 2010, The Government has
been pursuing an austerity program aimed at cutting the budget
deficit. In the financial year 2009–2010 this was 11% of GDP, it is
now 5%.'(Wikipedia)(Defense Budget)

'Why no one is talking about
this?'

'11% to 5%. Now 2%. Wow. 'Isn't
this a great job as a government ignoring US's constant whining and
black mailing with their own regulations?'

17 Apr 2015

From KCIF

'Fischer's opinion: US 2nd quater
economy will rebound? How?

Lockhart from Atlanta: Until the
ecomony index is clear, it's necessary to postpone the interest
rate raise.

Rosengren from Boston: Monetary
policy normalization can be possible only if the economy index is
improved.'

'China is heading for 7%
growth.'

'AIIB good economy without war
(united capital) versus US & North Korea bad economy with war
(hardly any capital left, debt)'

"Carl, you had better get some
sleep. Leave it too me. Your little sis. I will give you a wake up
call after 2 and half hour. That should be ok. I will not mess up
with your score. Quite the opposite. I will prepare it for your
next stage. Can I use some of your boosters in case?"

There was no answer from Carl. He
must had fell asleep. 3 o'clock in the morning.

"Those, who do not follow us. We
will leave them behind."

"John, I will not defend today
like yesterday as it is Friday. Full stop."

"Carl, I am not your personal
assistant either. I've done my bit today for you."

"John, I forgot to tell you this.
This morning, an American guy called me and said 'do not piss us
off'. I said 'piss off'. Did I say the right thing?"

'Piss off!'

'I can say those two words even
you put a dagger in my throat. I can. Try. I didn't tell him about
Goldman Sachs. Why did I say anything to a stranger? Anyway my
brother is involved. Under any kind of sky, I will not betray my
blood. Even the sky is broken into two pieces, I will not sell my
brother.'

'I remember something. Last year.
Tony Blair made a promise to SNP. Something to do with petrol.
That's why Gordon went up there so urgently to soothe Scots. SNP
was so pissed off. I wonder whether Sturgeon will make the same
mistake or I wonder whether Scottish people know about this deal at
all. Then again, Scottish people decided to stay in United Kingdom.
Do they need SNP at all? Union, Money and NHS, all go together not
separately.'

18 Apr 2015

'German accused US of not joining
AIIB. Irony.

US accused UK of joining AIIB the
other day. Almost all the countries joined AIIB.'

'China will invest $26billion in
Pakistan for construction.'

Pakistan blocked one of the routes
for US troops from Afghanistan.

'I will lead a normal life. So if
any of you American trading consultants dare to call me again, I
will hunt you down and shut down your business. Do not piss us off?
Piss off. I will repeat this until you are cleared.'

'IMF, World Bank all gathering in
Washington trying to squeeze out their brains. Jelly brains. Even
you squeeze out, jelly is jelly. Call me. And tell me again 'do not
piss us off'. Piss off, beggars. Pentagon is not happy with you
either. They said they don't know where to hit. They ignored your
order. Did you notice that? Congress gave Obama what right? You are
joking. NATO should join the meeting. All together to think about
how to beg money from the rest of the world.'

4th Week April 2015

20 Apr 2015

"Moring John, you know how to do
it, right? I have to attend a few clients today. See you around PM
1:00."

"John, you are a bit like my
brother. You don't shout at me. Still the same."

"Ana, everybody saw what you wrote
and what you deleted."

"Sorry!!! Did I say something
wrong? I just wanted to know whether you play tonight or not."