Qiaofeng (QF) Musings has its humble beginnings in the CNA Forum "Market Talk".
It started with QF posing his thots to articles he read under 2 threads:
"Good Articles N Such" and "Good Opportunities N Such"-- in response to the rapidly changing Macro environment and its effects on Investment or Equity Opportunities in 2007/2008.
As a value seeking bottoms-up investor, QF had an inherent disdain for the Macro news as catalyst for investment decisions. However, through out the GFC (Global Financial Crisis) QF discovered that the investing and biz world is too closely interlinked and intertwined; that the web of cross border finances and that rapidly changing news flow can affect and effect biz decisions and outcomes in very "unpredictable" ways.
For example, when Lehman collapsed, the MMF (Money market funds ) almost collapsed and the the "trust" amongst FIs (Financial Institutions) were so low that LCs (Letter of Credits" seized and global trade collapsed causing many biz models and entire industries to collapse in countries remote from the epicentre because they were linked through the USD, as reserve currency of choice.
QF wrote many of his musings on the CNA Forum predicting the rise and regionalisation of the RMB, its use by countries that trade with China, and a eventual internationalisation of the RMB; way back when the crisis first started in 2007/2008.
There were many other musings on the TARP issue, QE1.0, QE2.0 for the macro environment and on stocks such as Pac Andes and MIIF. Those that followed the 2 threads would know.
However, the CNA Forum changed format and probably administrator, recently--- so the 2 threads were entirely lost and deleted. To make matters worse, the "new" CNA Forum has many posting issues and was too "unfriendly" for QF's liking.
At the prompting of some friends, QF finally embarked on the 1st tentative step to blogging when he failed to join the "Valuebuddies Forum", due to some technical issues which the administrator there has since resolved.
Blogging takes up quite some effort and QF had great inertia making the change.
QF's musings on the CNA Forum had like some 1000 plus views for each of the 2 threads, over each weekend before it ceased due to the forum change, as such there were many faithful followers whom I had communicated and reached out to.
QF does not profit monetarily from his postings. But, I do have a deep sense of satisfaction in the sharing of my thots and my lessons in investing, in my CNA Forum sojourn.
Hence, I am continuing that sojourn through my own blog here.
It started with QF posing his thots to articles he read under 2 threads:
"Good Articles N Such" and "Good Opportunities N Such"-- in response to the rapidly changing Macro environment and its effects on Investment or Equity Opportunities in 2007/2008.
As a value seeking bottoms-up investor, QF had an inherent disdain for the Macro news as catalyst for investment decisions. However, through out the GFC (Global Financial Crisis) QF discovered that the investing and biz world is too closely interlinked and intertwined; that the web of cross border finances and that rapidly changing news flow can affect and effect biz decisions and outcomes in very "unpredictable" ways.
For example, when Lehman collapsed, the MMF (Money market funds ) almost collapsed and the the "trust" amongst FIs (Financial Institutions) were so low that LCs (Letter of Credits" seized and global trade collapsed causing many biz models and entire industries to collapse in countries remote from the epicentre because they were linked through the USD, as reserve currency of choice.
QF wrote many of his musings on the CNA Forum predicting the rise and regionalisation of the RMB, its use by countries that trade with China, and a eventual internationalisation of the RMB; way back when the crisis first started in 2007/2008.
There were many other musings on the TARP issue, QE1.0, QE2.0 for the macro environment and on stocks such as Pac Andes and MIIF. Those that followed the 2 threads would know.
However, the CNA Forum changed format and probably administrator, recently--- so the 2 threads were entirely lost and deleted. To make matters worse, the "new" CNA Forum has many posting issues and was too "unfriendly" for QF's liking.
At the prompting of some friends, QF finally embarked on the 1st tentative step to blogging when he failed to join the "Valuebuddies Forum", due to some technical issues which the administrator there has since resolved.
Blogging takes up quite some effort and QF had great inertia making the change.
QF's musings on the CNA Forum had like some 1000 plus views for each of the 2 threads, over each weekend before it ceased due to the forum change, as such there were many faithful followers whom I had communicated and reached out to.
QF does not profit monetarily from his postings. But, I do have a deep sense of satisfaction in the sharing of my thots and my lessons in investing, in my CNA Forum sojourn.
Hence, I am continuing that sojourn through my own blog here.
