Dear John, I will get back to markets when I think I should, at the moment I don't fell like writing about markets. I have my own doubts as to my ability to what I do best, I don't think I do anything better than anyone else. I just write because I feel that if people like me evade these burning issues we will be unfair to things we believed in, like 'distance is dead' was the premises my good world outlook was based on, the markets that have no borders, the sun never sets on those markets. Since 11th Sept, the configurations of global markets have completely changed.
The distance has reappeared to become a major obstacle, the polarisation of different civilisations, all this needs now to be confronted by we who are extreme optimists, until my inside is not satisfied that 'optimism' should return, until my inside does not tell me that distance is dead, I have my problems with the analysis I make. How can i be cure about oil coming out of Saudi Arabia, if I am not sure what will happen in case Osama followers tear monarchy apart, what will happen if Saudi House of Sauds find different pathways, how instability of Saudi will impact global oil prices. If you look into the problems of Osama and challenges his actions have now opened for any optimist analyst, the market calls have become kind of challenge.
As far as association by guilt charge is concerned, I think may be your analogy is right description, although knowing me I thought you could have been little more generous. I don’t see me carrying any cross on my shoulder. Honestly, that what surprises me john, that for last five years or so people respect me, my one aberration makes them upset and makes them unnecessarily judgmental. I did my markets when I use to be enthused about the world and markets, right now that is not my priority, I never knew I was the best, as I am sure I was not, today as other pre-occupations like the murder of my whole world coming together concept is slaughtered.
My eternal optimism demands within me that I have one cross to carry that is to make the world a better place, open up the eyes of people who see no wrong in their believes and open the eyes of those who think that God has given them a carte blanche to kill. Like foolishly I use to post to my own self about markets releasing very little that people think ‘I am the best,’ with the same old foolish childish streak and stubbornness I continue on with this new pre-occupation.
I hope you will respect my wishes. I could have in those days instead of market directions written about individual stock actions, I remember being told so may times about how wrong I was in my enthusiasm not to be able to appreciate the weakens of the US economy. As you know I traded the darn thing from a long bias and a growth based bias with world coming together.
Just because I was interested in markets and I thought I understood the reason of this Bull Run I was determined to do what I was doing. So some like you liked my pre-occupation with the markets, I agree with you and can see your disappointment about my involvement in politics, if you read my profile, food, politics and cricket are some of my passions too. You need to know how to respect my wishes and you need to let me do without being judgmental on what I want to do, that is my basic right as a human being and you are naturally inclined to stop reading me, I have no problems, until I am happy with myself I will not get involved, I see fall of Kabul soon and I think that will give me some strong urge to stop this foolishly stubborn streak. I also would make a plea, if you would care to read this thread most of my posts are addressed to my own self, it was always a one man show thread, sometime I use to think that this is just me to me, I have no reasons to believe that my views have nay impact far beyond my own mind and confines of my family, some friends join me and that keep the thread more colourful.
I am not very sure now about my interest in markets that will come soon I think, on fall of Kabul. Elimination of these people will help me build a new outlook.
Regards and a plea John to allow me to do what ido the best, ggg
Your little wayward friend..
Iqbal Latif
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