My tusheez

This blog was started once upon a time when a young girl at school didnt know better but thought otherwise. So the way earlier entries can be crass and words inappropriate so please don't judge. As now the person has evolved into someone older and wiser (hopefully) ..:.... But some of the entries were classic and hilarious so I don't have the heart to delete them :@ Well we were all young (read:wild) once, right?

Friday, September 12, 2008

Bull or Bear, Boom or Crash, Question: Are the fundamentals still growing?

Good Day Everyone!


If you are one who ventures into the various speculative markets,
the following write-up that my team did may be food for thought.
Contrary to many people's understanding,
despite Market conditions for the past decades,
be it Bull Market or Bear Market,
be it housing boom or housing crash,
US GDP and US population actually still continue to grow!

This is not the first 'recessionary' period we face. There has been so many in the past decades, let's look at the statistics on fundamental growths throughout these periods.















US GDP goes up during Bull market run!























US GDP still goes up during Bear market!!
Any relation then? Naught

































US population has been increasing steadily the past decades.
And US is forecasted to continue so. unlike Europe and Japan.
This shows something consistent about the "real" fundamental growth in US.
Evidently, market performance is not an accurate reflection of the economy but more a game of market sentiments.
In this gloomy situation, perhaps we should take some time reviewing our investment strategy. After all, isn't the top priority to continuously add value to our portfolios, regardless of market situation?

If the bear market is likely going to give you zero to negative returns in the next 3-4 years to hold out, it may be a good idea to look at other options as a diversification and to hedge against inflation.
You may want to consider an option that has all the following characteristics:

1) Hedge against Inflation - unleveraged hard assets.

2) Capital Preservation

3) Low to zero correlation to speculative market

4) Manageable timeline 4-6 yrs

5) Returns based on methodical processes and Fundamentals
- Value Add process , e.g- expertise, experience and track record in urban planning, etc
- Fundamental growth trends , e.g -sustainable, long term GDP and Population growth


Land is one asset class that fits these criterias.


"With sustainable GDP and Population Growth trend, various developments (residential/commercial) will continue to occur.
Developable prime lands being limited in supply, will always be in demand.

Land banking with the experienced experts may be one of viable options which delivers, even during uncertain times like now"


Walton International Group is the ONLY known land banking company with a solid track record of 29 yrs. Walton also works closely with various financial institutions in Europe, North America, Japan and Asia to educate more people on this unique opportunity.


*Our most recently updated audited track record of 29 yrs stands at an average of 23.55% p.a


If you'd like more information about the risk, returns, securities and opportunities of land banking with Walton, please email me at marcely.suhali@waltoninternational.com.sg


##Please take note that the graphs and writings above are private property. I would appreciate if you don't copy and misuse it elsewhere.

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Wednesday, September 03, 2008

Texan Lands - Sun, Oil, Mulah and the Cowboys..

I think my previous entry's angst may make me seem like a sexist. But you gotta admit.
I hear many more chi ko stories than happy auntie stories.

Sorry guys, it is still a double standard world.

haha..

Nevertheless, I need to finish off my stories in Uncle Sam's land.

I finished the trip in Texas. Well, it's a cowboy land you may say.
It is also home to most of the oil giants - Exxon, Caltex, Chevron..
Also home to numerous other Fortune 500 companies.





















Like MEMC and P&G..


But best of all, home to the live band capital of the world - Austin.



Our first stop was Dallas, better known for its sitcom, Dallas is the financial hub in Texas, it has since merged with FortWorth to be a megapolitan, namely Dallas-Fort Worth, no price for guessing correctly. Megapolitan is the new term for mega cities, move aside metropolis!


We stayed at Sheraton 5 mins walk from The Galleria shopping centre. Huge. So we ended up there almost every day, between the aisles SAKS fifth Avenue, A&F and Forever 21 which is btw freaking cheap there. But in between shopping, we manage to squeeze time to do some work.
We visited several land developments in Dallas Fort Worth.

This particular one, I have a stake in it too!

























Me and my colleagues - in front of Brookside 2 project- half hour from DFW downtown.

Likely planned for mixed use - residential/commercial, it shall return me 100% profit the next 4 yrs.


Check out the highways in Dallas though. 12 storeys high!! And still expanding.




















But the better part of Texas,...

is the food!!!

TEXMEX baby!!



























Good food, good crowd. Good stuff!

























Good Times!


























That spicy looking chicken wings? Really good!
We went for TexMex and we were adorned by the most premium tequilas in the house.

If you think that good tequilas are yellow, you think wrong..




















It's the Silver one that rocks the boat.
Smooth as silk and lethal as hell.


















Definitely got me very happy after just 2 shots.

After dinner, we went to W Hotel for its roof top bar.




















Bird's eye view, here I come..



















Dallas downtown baby! The view from the top..






















A bit blur haha


























And here's on the palate, complete with strawberry and champagne and Belvedere RedBull, courtesy of Walton US counterpart. Thank you!

So that marked the end of a very long night. I think after Ghost Bar I blacked out..

When I woke up it was glaring morning, with me and a ghastly looking face.

I had to carry my hangover accross the counties as we drove the bus down to Austin and San Marcos..






















Brrr.. here starts the bus journey again.. Welcome to Austin!





















Brrrrr.. the houses in Austin are nice, comfy and huge though
We are in Austin to look at a few more land projects that Walton's planning team is doing.






















Here's the busy junction at San Marcos, lucky no jam.. unlike Singapore where everyday, sure must have at least one accident along one of the expressways one. If don't have, it's like miracle.


































Cabella's & HEB! Nice big department stores.. I realise all the commercial ad residential projects in States take up so much land.. You see how much car park space for just one store...I think from cashier to my car I can do a marathon liao.

Because they build sideways..
But I think good for us la..prime land is limited in supply yet in demand.. So you do the math/econs.






















Here's a 5 star hotel development minutes away from Walton's project - Martindale. Walton is expanding the Martindale community near San Marcos by at least two folds.
Apparently this area is quite hot, niece of a client of mine, lives in this area and she herself is developing hotels around San Marcos. Lots of visitors, tourists and internal immigrants.

But the best part is yet to come! Just 5 mins from Martindale..





























SHOPPING!!!!!!!!!!!!!!!!!!!!!!!!!!!!


The Prime Outlet at San Marcos is voted the #3 best shopping place in the world. I couldn't agree more!!

I spent from 3 pm to 9 pm, swiping cards and had a little panic moment when I had to call Mr Gan to extend my credit card limit because of emergency!




















My last stop was the VS outlet.. I think my boss was calling me on the phone at 9pm as I almost missed the bus.. But I couldn't leave!!! $10 for 5 VS knickers.. who's not buying???

Men just don't get it!






















Our Austin nights are the most cultured. Rainy blurry night, road side quessadillas and boutique blues bar laced the long dandy stretch of 6th Street.

Very talented musicians are everywhere in Austin, this is the live band capital of the world. Kelly Clarkson is Texan, you know that right? =)






















We went to Nuno's along 6th Street and this band is more talented than 5 best bands in Singapore put together.

Utterly creative, out of the box, harmonious and very hilariously entertaining.

I even bought their CD of Original Songs!


It was the most original thing I bought in US. It's playing in my car now. Very sexy, Very blues, very Texas.


I told Gan that one day, I'd like to live in Austin. Get my alcohol and blues fix down 6th street everyday and go for Quessadillas for supper.



My hats off to the cowboys!

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The Pathetic Wu Lui Chi Kos community

Sad I must say, sir,

you have passed prime, you need medical help from Pfizer to perform your acts, you have grey hairs and stubbles, you have crow feet and you go for your regular botox.

Yet, you think you own the bloody fyuckin world.

Before you think I am writing this with too much angst. Please understand that I pity you.

You may own continental fast cars, several D10 condos and oodles of cash to waste in Genting most weekends. But you have nothing. Sir, you have nothing.

You are in the middle of your umpteenth nasty divorce, a bunch of kids who may not even like or know you. Your dirty, philandering ways may have tarred your reputation and perhaps your venereal conditions and to top if off, your arrogance gross people out.

And yet, you still try to pick up school girls in Coffee Bean, who of course look at you in total disgust.

Money has never given you happiness, and it never will.

Only if you use it wisely, it may help you or someone else feel its closest imitation.

But the ultimate happiness comes from within. It's that warmth from within. That inexplicable peace and joy.

And you don't have it.

All you have is cocky stories of your stash and arrogant expensive adventures or dirty conquests or deprecating view on others , which we don't give a shit about.

You're a poor man, really.

You thought that'd make you someone. It didn't. I am sorry. You are pathetic in our eyes.

Get a life.

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