Saturday, January 24, 2009

satDnomic stimulus……..sequences in economic wanking,foreplay and intercourse

The act of stimulating means something gets stimulated and if you are faced with the gargantuan task of stimulating the economy you must know what makes it tick to start with….cause if you push the wrong button nothing happens……

So where do we begin….and remember folks there is no majic blue pill here, you must think of it like pleasuring a lady......mmm……start with getting to know her deeply, her sweet spots…have proper foreplay and do not RUSH into the main course……premature ejaculation is the worst thing…..like they say buat membazir benih aje



Step One…….Getting to know Ms Economy and how she wants to be satisfied……

Ms Economy is one big momma….made up of so many different components…like the human body it is one of the most complex systems with so many unexplored components…

At the same time this Big Momma also has a lot of living organisms in it, who are the eventual stakeholders that is interested in her well being……

What are these organisms? What do they need from her to feel good and stay alive as long as she is at a certain level of health….some die more quickly that others….…..

These organisms comprises of Individuals, Entrepreneurs, Companies, Government etc etc….and the Foreign Counterparts who wants to trade with us…..and all of them have different perspective as to what constitute the creation, preservation and destroyers of value


Hoh……now what is Value to Big Momma?

Is it working 18hours a day and earning 6-7 figures or working 12 hours and earn 5/4 figures with time to spend with your family……or is it having a a large bunch of our workforce working as legoland assemblers for foreign manufacturers…..or to have more and more small time entrepreneurs into a diversified cottage industry distributed across the country…or is it to have our own homegrown global technology company, or is it to find the cure for Cancer…...or is it the cost of doing business, bla, bla bla,bla…. or what ever la….bersepah sepah gua pun malas nak analyse in detail…..BUT the Key is to define a Common Theme of Value that will make Big Momma cum big time with the large part of her living organism within the ecosystem jumping for joy

This is where the DELICATE Balancing ACT by the Man of the Moment (Minister of Finance) is so crucial….what are his objectives (does it represent our collective needs?), does he wants to have a quicky one nite stand or does he wants to slow dance this lady….and put her in heat……..so that other dudes out there would be queuing for their turn to screw this big momma…..

What is it that we are chasing currently? Short Term gains and Artificial Value Preservation or do we want to plan for longer term returns by strategically investing into specific key growth enablers of our economy for it leap into the next level of its evolution.....

Step Two …….BOGEL

Strip down Ms Economy to understand her critical value drivers…..start from the macro perspective and go deeper into the micro perspective……micro factors are always a subset of the macro factors…..understand the connectivity and overall value chain


Find out which sector in the economy are value creators and value destroyer….then only we can understand all the potential interactions and connectivity…..

We must draw our collective experience to do that…. those working in the market s during the 97-98 crisis periods had the experience of watching and learning a crisis…..you were challenged to think of how can you avoid these again …….and if you remember the policy makers interacted more with the man on the street……..

Most countries have Early Warning Systems after the 97-98 Crisis (One of the Good IMF Recommendations to the borrowing countries) implemented in their respective Central Banks, SC and MOF….Do we have one operating to assist the Policy Makers ????????

This is the time FOR COLLECTIVE ACTION in the parliament……………..and the WHOLE BLARDY COUNTRY…… consolidate our political differences and work together……Political parties have an extensive branch network who knows people on the ground in different segments of the Economy……

BEGIN interacting with the WHOLE country….not about politics but about the economy …you will understand the problems better at the local, districts, state and eventually the Federal level…..

And to those of you who know for a fact that you can contribute…..please do…..apelah sangat modal….a few minutes surfing and couple of keyboard clicks…….or maybe answering a survey honestly….

I was proud once being a Malaysian abroad……these days I just shrug my shoulder with a facial expression before answering a question about the situation in Malaysia…i can't even hide my body language anymore..

This is the time folks to regain that feeling that you get when someone in the future says…look at how the Malaysians did it……

Which is why first WE MUST COLLECTIVELY BELIEVE THAT WE CAN GET THOUGH THIS……

We must also consolidate regionally to understand how our resource utilization, mobility and intra-ASEAN trade so that we can come up with harmonized initiatives……………….

One thing about harmonized countermeasures, it can be dangerous especially in fast moving markets, cash especially….confidence must be at all times maintained to avoid a LIQUIDITY CRISIS into our system..

I’m hoping that we could also see greater coordination among regional regulators…too much talk shop crap at ASEAN (Kalau nak pergi shopping baik tak payah...membazir duit rakyat hantar lu pergi meeting......terbang tak sampai 2 jam bayar ticket mahal gile!! kiiiiimak lu )

Step Three…..Foreplay

Once you know more about this Big Momma….you start stroking her where she likes it….make her tinggle….naik bulu roma kinda thing…………

this is where “Specific Policies and Counter Measure” and Perhaps Fiscal Incentives are given…………if she doesn’t react…….and still feels pretty dry….go to step four..


Step Four….Lubrication

Lubrication…….to get it moving....at the right spots of course....


And in the case of the economy…….MONEY either directly from the Man of the Moment or he makes it easy to get it from other sources such as financial intermediaries, cooperative societies and agencies etc……

I would prefer if the government focuses on making it easy to get the money from private sources….you of all people can win the contest of diversified risk and you can also print money…….

Now we all need to watch BNM actions more closely to understand the level of liquidity in the market, if the market is flush and banks are not lending them……. why the need to increase our deficit further?

Why can’t The Govt increase its Credit Risk Guarantee to selected segment of the economy to help assist the confidence of Bankers??.... I think RM 2 Billion is small…we need more…BUT make sure there is proper limit on Individual Exposure to ensure that you are not too overly exposed….strategic national interest OK……no problem……..proxies a big NO NO…..if you need to take an strategic exposure from a proxy make sure you are transparent in the valuation…..NO MARKET BASED RULE SHOULD APPLY…YOU NAME THE PRICE…..NOT THEM….

AND GET THE BLOODY BANKS TO LEND…..if they don’t achieve the target lending… borrow back at ZERO Interest as PENALTY to those GREEDY Shareholders….you can calculate this at the end of the year in the form of SRR adjustment…with compound interest please

Step Five…….The Screw….


Main Man…..you need to conserve your bullets….can’t keep on pumping forever…and with your pancut cepat strategies….there is a huge possibility that a large chunk of the Billions you want to spend quickly may go to waste……….

Things to Avoid

Too Much Wanking…………………………..Do not succumb to the temptation of printing too much money…..you will destroy value even further……..


If she does not cum…restart foreplay focusing at other parts of her…this is one long session we gonna have……


To BNM if MOF is an Idiot just say so please…..this time I think you know better than rest out there….

FX Volatilities are increasing…..please keep an eye out on our Ringgit please……don’t waste too much on intervention …sayang tu…..quick question what If you move a large part of our reserves to Gold Markets and other Central Banks follow suit…..and you all clear with one another with Synthetic Gold?

I think the time has come to dump the Dollar altogether… reserve currency should not be anchored to a country facing a systematic collapse of its banking system……

One last thing sebelum gua lupe…..does anyone know about Project Crinis??? I think they’ve got good recommendations there….to help with the leakages in Big Momma….

FOLKS: If you want to comment click the topic hyperlink then only the comment form will load (i'm still figuring out this bug with Intense debate)

Minds are like parachutes; they work best when open. -Lord Thomas Dewer