based on chatters coming out of intelligence observers, CIA/MI6 assets (involved in HK riots) have been pulled out of HK. Expect the riots to settle in coming week.
some kind of new normal in global markets in the next 3 months. but still looking for new lows in Asia and global markets.
another lazy lunch with good sunny weather and more day dreaming/ reflection.
'color revolutions' used to be something in far away foreign countries that do not concern me. when the riots first hit hk so close to home, i didnt pay any attention. I thought it would just another run of the mill correction. but hk is my primary market and the message is now clear.
the line up of pro liberal western media, funding from NED and supply of bomb making material got me thinking. markets used to be markets; trading is usually just trading.
there should a series of rate cuts by FED and PBOC in the next few months. But i suspect markets can't be elevated very far.
i am not a political person, usually agnostic. but something is cooking. there's a bigger play coming. who and what are they trying to achieve. Awaiting more data to make a call.