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Wednesday, December 21, 2011

21 Dec China and Taiwan government buying equities admidst the coming Pyongyang Spring

Yes, they announced this Asia morning that they have injected monies to prop the market. China using its pension funds, and Taiwan doing it to prop the chances of its incumbent president.

Good time for a Xmas bonus for Friday.

Meanwhile:
http://www.infowars.com/south-korean-intelligence-chief-questions-timing-of-kim-jong-ils-death/

Kim Jong Il was dead long ago. and why now ?
the South Korean, China and Russia know this Kabuki show, and just keeping quiet.
it is an awkward timing when the 6 party talk is about to happen. points to the fact that North Korean does not want any more talks.
South Korea has decided to shutdown the Xmas tree.

It is because of this secret, the new North Korean regime is vulnerable. Different factions, including those murdered would be vying for power, with coming episodes of assasination, coup, etc. The vast majority of North Korean pple would be uneasy and possibly having a "Pyongyang Spring" coming. Pretty sure, Special Operation Forces have already infiltrated the rural and sub-urban areas supplying monies and skills for the coming uprising. This Pyongyang Spring would be a bonus for Obama when he can point the world to his success in transforming regimes. As the saying goes, dun let a "crisis go wasted" or let not the "death of the supreme leader" goes wasted.

Clinton would just say Sorry to the Korean people:


and I am sure the Korean gals would make every American GIs salivate:


Bring the Boys OUT !!!
Next stop for the Iraq troops, Korea.

When the North Korean masses (with retired soldiers and US and Japan spies amidst) overwhelm the Korean and China borders. The masses would occupy the sensitive North Eastern part of China (the place where Japan launched its occupation of China decades ago). Rogue elements would push deep into vacinity of Beijing. Then we would something like "Occupy Beijing".

Worst case scenario is we see a outflow of funds from Korea, leading to a binge of Korean Won weakness.

Euro should hit to around 1.3250 to 1.3300 before Friday. a good 200 pips for an extra Turkey on the table. Go long Financials for the January rally. Europe Leader meeting scheduled to later half of January 2012.

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