Saturday, July 13, 2013

Are You Ready For The Rising Tide Of Cash?

Some of the cash has already been spent on dividends; some on share buybacks and some on capital expenditure. But there is still plenty of gas left in the tank, which could spur global markets higher when it is deployed. Theo toi nghi thi dung. Hien gio nhg tap doan lon co nhieu tien nhg ho so khung hoang nua.
It is often said that when America sneezes, the rest of the world catches a cold.
Khong biet co dung ko? is the right or overstatement. Khung hoang kinh te xay ra sau Sep 2001 that su cho den gio chua bgio bang thoi tong thong Clinton. Do la thoi ky toi qua My lam. Ngay xua toi ko thich My vi ho gay chien tranh o VN nen toi hoc o Montreal, Canada thanh pho noi 2 thu tieng Anh va Phap gan nhu duy nhat ma toi ao uoc se den do cung nhu Boston trong phim chuyen tinh Love Story.  Toi hoc truong Phap tu nho nen thich tieng Phap va van minh Phap thi thanh pho Montreal co het cho toi. Va toi da den do mot minh va hoan toan tu lap ko quen biet ai het. Toi con nho luc do toi da noi 2 thu tieng thong thao nen 2 tuan sau toi di lam o nha hang Ruby food de duong Decary o Montreal. Va cu nhu the vua hoc vua lam vi toi biet lam nha hang la tam thoi nen ai noi gi ke ho vi minh biet rang minh ko thuoc ve moi truong nay de sinh nhai ma thoi.
Toi co long tu ai dan toc va phan uat truoc su xam luot cua My vao VN va gay ra chien tranh VN nen toi da khong hoc o My gio toi nghi lai thi khi moi lon len toi rat ly tuong con hon nhg nguoi lanh tu VN hien gio goi con di hoc o de quoc My va chi co My thoi nhu thu tuong VN. Ho ko biet rang bang cap Canada va My co gia tri nhu nhau. Montreal cung co nhieu dai hoc noi tieng nhu Mc Gill hay University of Montreal...
  The roi nam 1998 toi dc nhan vao lam tai cong ty My o Boston toi moi biet rang nguoi dan My cung tot nhu dan Canada chi co chinh phu My moi gay ra chien tranh o VN va hien gio toi co ban My nhieu hon ban o Canada.
Hy vong/uoc mo va dam me de roi toi da den Montreal roi sau do Boston. Hy vong/uoc mo va dam me la cai quan trong nhat trong cuoc doi. No la dong luc de ta phan dau.
"And if we don’t have our dreams, we have nothing.” -

Roi o Boston toi chung kien Sep 11 hien gio toi van con giu mot la co My ma o cay xang cho toi khi toi dong xang trong tuan cua Sep 11. Ca tuan trong cong ty kho ai lam viec dc. Va toi mat rat nhieu tien vi da so tien dau tu cua toi vao co phieu thoi diem do. Toi ko can tien chi sai 1 phan nho cua luong di lam roi khong biet lam gi nen tat ca don vao co phieu dinh se 5 nam sau ban ra de co so tien lon lam gi do hay lap cong ty nhung uoc mo do ko thanh va mat gan het tien ca tien ban can nha o Canada cung mat het. Nguoi ta noi rang tien chi la nhg con so ma thoi nhg ko co no thi that toi te......toi se ke tiep.....co le vi vay toi ko co quan trong tien vi toi biet toi se lam ra tien.

Kinh te My chua bao gio khoi phuc sau Sep 11 co the la lan nay ma toi hi vong nhu vay 13 nam da qua. Tu 2001 den 2008 moi dau dc mot chut thi khung hoang tai chinh cho den gio. Cung nho co le vao  Dr Ben Bernanke, America has probably staged one of the greatest comebacks since Lazarus. Thay him thong minh song ly tuong va nhat la yeu nc My. Yeu nuoc la dong luc(motif) de co the lam thay doi dinh menh cua mot quoc gia ma VN thi ko co. Khong fai yeu nc la du ma fai co tai co hoc thuc thuc chat lam dc hay khong tuy thuoc vao kien thuc cua mot lanh tu. Toi hi vong lan nay kinh te se khoi phuc nhu truoc nam 2001 nhung tai lieu va nhg tap doan lon cho thay la co the day la thoi diem. Toi se chon minh mot cong viec thich nhat vi day la co hoi dau tu vao thi truong chung khoang. Thoi diem khoi phuc cung la thoi diem canh tranh nen cong ty chuan bi muon nguoi de cho ra nhg san pham moi theo kinh nghiem cua toi biet. Nhg thang vua roi toi tuong NASDAQ va DOW se ko tro lai nhu hoi 2008 va hien gio do va vuot qua nam 2008 hi vong no se tro lai thoi 2001.
Cam on nhg ai da viet thu dong luc toi viet tiep. Ko gi thich thu bang doc mot su that ve mot cuoc doi toi thich doc sach ve su that cua nhg danh nhan khoa hoc nhu Edison, Tesla, Einstein, triet ly song cua Phat hay Darwin.. va ca hien tai ve Obama, Clinton.  Toi cung doc ve cong trinh nghien cuu va xay dung lon tu truoc den gio do con nguoi xay ra nhu kim tu thap o Ai Cap, Angkor wat o Campuchia. Doc ve kinh te va ky thuat moi. Thich xem phim ve true story/ Sap sua ra mot he dieu hanh moi Tizen.  Minh ko co thoi gio de doc moi thu ma co the chon nhg chu de thu vi nhat. Viet blog nhu mot nhat ky va mot phan nhac nho ban than can bo tuc nhg gi that ra viet blog cho chinh ban than toi nhieu nhat.
Toi ko doc tieu thuyet va ko thich choi game. Toi co mot roommate he choi game suot ngay.
Ngay xua toi gioi nho thay gioi thieu Thomas Edison toi doc va rat ne Edison nguoi phat minh ra dien ma ta sai hien tai. Ong thay vat ly ma toi ko bao gio quen ten ong ay cung giong nha khoa hoc Nguyen Tat Tien con triet ly thi toi hoc cua thay rat noi tien bai ao lua mua Dong thay Nguyen Sa. Dung ra toi fai di dam ma o Cali ma toi ko co di. Toi ko dc diu dat boi gia dinh ma hau het tu cuoc doi va nhg thay nhu ve toan/hoa va vat ly. Toi rat gioi ve toan nho hoc them cua thay Tran Minh Man he ko co lay tien ma toi chi lam viec cho ong ay. Sau nay toi gap thay Vo the Hao/Chu Pham Ngoc Son/Ha Ngoc Bich va Gaston Benneton cung rat gioi ve toan. Xong toi thay o day hoc ve kinh te va tai chinh cung rat good nhu Ben Bernanke/A Greenspan/J Yellen ho hoc ve kinh te o Havard va MIT/Stanfort/Yale/Cornell/Princeton mot nha kinh te gioi fai biet cu xu tinh tranh kinh te xau nhat va co the doan da dc tinh huong. Toi biet dc co le sai lam lon nhat cua him la de Lehman Brothers Holdings Inc a big financing banking sup do nam 2008. Lam cho nhg bank khac bi sup do nhu domino nam 2008. Until then I keep on Stay hungry, Stay foolish.