It has been far too long, I know.
An unfortunate "incident" has seen my left foot suffer a fracture, rendering me unable to take lovely long walks in London's almost-spring gardens and gather my thoughts, let alone begin to find the correct mood to write. Ah the little things....
So much to discuss as well: Global markets still at incredibly lofty levels, particularly tech companies' valuations continuing to defy all logic and economic expectation, ironically the world's largest company, yep our deliciously profitable Apple, is still one of the most undervalued tech companies out there, just ask Carl Icahn. $1.5trn market cap here we come, next week. Nah, just kidding haha! Next year. Am serious. As long as we do not suffer a new crises at the hands of bulgingly dangerous junk-bonds and investors retreat from taking undue risk in the seemingly futile search for yield, we may make it out of 2015 in good shape. Doubt we can say the same for the Greeks, whether in or out of the fragile-looking EU. Oh well, cheaper bills at Nammos beach always appreciated.
Japan's renaissance has continued in my writing absence and we were unable to mark the wonderful return and subsequent rise above 20,000 on the Nikkei - Omedetougozaimasu!! Abe-san's recent visit to Washington was filled with rhetoric pulling the two great nations closer, focus on the TPP agreement ultimately expressing Japan as the crucial ally in the growing "tussle" against China. Interestingly, it was only the 8th state dinner Obama has hosted in his whole WhiteHouse term. I would have been more impressed with Abe-san and Japan's importance to the US, were it not for understanding that the next guests at a state dinner Obama will offer his silky-tongue to are..yep..you guessed it, the Chinese. Ohh those clever WhiteHouse folk..stick and..Presidential charm carrot.
UK is having its own fun with the closest elections in living memory, the Conservative/LDP coalition deserves another term, yet betting terms on Cons/Lab coalition are excitingly rewarding! Fast and furious changes in the Kingdom, as Saudi princes are lined up to propel the country forwards..ahem, Ok it's all quite relative I suppose, at least they may push out of its outdated and backwards state. The continuing aggression playing out between the Sunni GCC states and Iran's new found "friendlier" status taking its toll on the Yemeni innocent, whilst the poor Syrian civilians continue their catastrophic descent into total despair.
Even ISIS's loss of land (and oil revenue as a result) small compensation for the general sense of unease the entire area is experiencing. Shenanigans in Lebanon are resulting in some (typically) colourful conspiracy theories..the latest that Rustam Ghazaleh was trying to provide information on Hariri's assassination and hence taken out..did Hezbollah leak some info to Saad and provide whereabouts in a big-picture "let's put this all behind us" deal? Nothing the Lebanese mafia heads..oops excuse me.."political party leaders" do would surprise us.
Those Saudi changes taking place at a blinding pace were almost as fun as the other Fast and Furious (part 7!) that saw a wonderfully accurate portrayal of life in Abu Dhabi..how on earth did Sheikh Khalifa allow that out of the cutting room!?..brilliant..leave it to a ludicrously unrealistic Hollywood film franchise to hit the Gulfie nail-on-the-head..watch it and you'll see what I'm talking about. Don't blame me for the headache when done though.
Plenty of time on my hands as I'm not on my feet - get in touch and let's talk more.
An unfortunate "incident" has seen my left foot suffer a fracture, rendering me unable to take lovely long walks in London's almost-spring gardens and gather my thoughts, let alone begin to find the correct mood to write. Ah the little things....
So much to discuss as well: Global markets still at incredibly lofty levels, particularly tech companies' valuations continuing to defy all logic and economic expectation, ironically the world's largest company, yep our deliciously profitable Apple, is still one of the most undervalued tech companies out there, just ask Carl Icahn. $1.5trn market cap here we come, next week. Nah, just kidding haha! Next year. Am serious. As long as we do not suffer a new crises at the hands of bulgingly dangerous junk-bonds and investors retreat from taking undue risk in the seemingly futile search for yield, we may make it out of 2015 in good shape. Doubt we can say the same for the Greeks, whether in or out of the fragile-looking EU. Oh well, cheaper bills at Nammos beach always appreciated.
Japan's renaissance has continued in my writing absence and we were unable to mark the wonderful return and subsequent rise above 20,000 on the Nikkei - Omedetougozaimasu!! Abe-san's recent visit to Washington was filled with rhetoric pulling the two great nations closer, focus on the TPP agreement ultimately expressing Japan as the crucial ally in the growing "tussle" against China. Interestingly, it was only the 8th state dinner Obama has hosted in his whole WhiteHouse term. I would have been more impressed with Abe-san and Japan's importance to the US, were it not for understanding that the next guests at a state dinner Obama will offer his silky-tongue to are..yep..you guessed it, the Chinese. Ohh those clever WhiteHouse folk..stick and..Presidential charm carrot.
UK is having its own fun with the closest elections in living memory, the Conservative/LDP coalition deserves another term, yet betting terms on Cons/Lab coalition are excitingly rewarding! Fast and furious changes in the Kingdom, as Saudi princes are lined up to propel the country forwards..ahem, Ok it's all quite relative I suppose, at least they may push out of its outdated and backwards state. The continuing aggression playing out between the Sunni GCC states and Iran's new found "friendlier" status taking its toll on the Yemeni innocent, whilst the poor Syrian civilians continue their catastrophic descent into total despair.
Even ISIS's loss of land (and oil revenue as a result) small compensation for the general sense of unease the entire area is experiencing. Shenanigans in Lebanon are resulting in some (typically) colourful conspiracy theories..the latest that Rustam Ghazaleh was trying to provide information on Hariri's assassination and hence taken out..did Hezbollah leak some info to Saad and provide whereabouts in a big-picture "let's put this all behind us" deal? Nothing the Lebanese mafia heads..oops excuse me.."political party leaders" do would surprise us.
Those Saudi changes taking place at a blinding pace were almost as fun as the other Fast and Furious (part 7!) that saw a wonderfully accurate portrayal of life in Abu Dhabi..how on earth did Sheikh Khalifa allow that out of the cutting room!?..brilliant..leave it to a ludicrously unrealistic Hollywood film franchise to hit the Gulfie nail-on-the-head..watch it and you'll see what I'm talking about. Don't blame me for the headache when done though.
Plenty of time on my hands as I'm not on my feet - get in touch and let's talk more.
No comments:
Post a Comment