tag:blogger.com,1999:blog-34323687.post6289347238331947072..comments2024-03-29T12:26:35.581+00:00Comments on Macro Man: Peripheral VisionMacro Manhttp://www.blogger.com/profile/12324967552369915949noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-34323687.post-7482921043314206952010-11-13T05:31:09.116+00:002010-11-13T05:31:09.116+00:00I want to know about different types of number pla...I want to know about different types of number plates of vehicles. I hope your blog will be very helpful for me in this purpose. Your close cooperation will remain forever, Regards.<br /><a href="http://www.ask-reg.com/" rel="nofollow"> private number plates</a>Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-30828599057326115402010-11-11T19:47:01.466+00:002010-11-11T19:47:01.466+00:00This is a wonderful post. The things given are una...This is a wonderful post. The things given are unanimous an needs to be appreciated by everyone.<br />--------<br />johndouglas<br /><br /><a href="http://www.goldmoneyonline.com" rel="nofollow">Cash For Gold Rates</a>shailenahttps://www.blogger.com/profile/16890062623225108677noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-56814287401903964352010-11-08T23:36:31.741+00:002010-11-08T23:36:31.741+00:00Hi Polemic, it is reasonably common. There is a lo...Hi Polemic, it is reasonably common. There is a lot of "grey" income in China. Which might explain why affordability is ok. The "official" median income in Chongqing is around $US1,500 p.a. Clearly, that would not support a mortgage on a $US140,000 apartment. I neglected to mention that the residential vacancy rate in Chongqing is approximately 30% (not official). China is clearly short of adequate "social" housing, but there are signs of speculative excess in some areas.Skippynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-33280600023563101142010-11-08T22:34:38.527+00:002010-11-08T22:34:38.527+00:00LB - That kiwi fruit news - Haven't passion fr...LB - That kiwi fruit news - Haven't passion fruit and mango taken over as the exotic fruits of choice? apparently not - the Chinese are ramping kiwi fruit demand as they are now buying them as a diversification of their currency reserves, ahhm http://www.whatsonxiamen.com/wine_msg.php?titleid=584 <br />but http://www.bayofplentytimes.co.nz/rural/news/bio-threat-hits-kiwifruit-industry/3929188/ has some interesting facts on just how big the business is.<br /><br />Anon- Yeah fine point. Do you think he wears a helmet? Little point huh?<br /><br />FX .- the problem with that argument is TIME. If everyone wants it NOW then production costs aren't that significant. But yes point taken.<br /><br />Skippy, thats VERY interesting thanks and would love to hear more. It does beg the question tho , if the taxi driver has three properties doing so well, why is he still driving the cab and earning a squit fraction of their worth? A sign of just how levered they are?Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-76076892255062982622010-11-08T21:32:34.403+00:002010-11-08T21:32:34.403+00:00"New Zealand’s dollar dropped 1 percent to 78..."New Zealand’s dollar dropped 1 percent to 78.77 U.S. cents after a vine infection was discovered at a kiwifruit orchard." reported Bloombollocks News.<br /><br />Heh heh, nothing to do with FX specs taking profits, then. Soon they will be blaming the boll weevil for cotton prices and rust for the price of steel....Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-148801040990022632010-11-08T12:24:04.313+00:002010-11-08T12:24:04.313+00:00Excellent posts over the past few days. Skippy has...Excellent posts over the past few days. Skippy has just spent a week in China, admiring all the lovely new vacant buildings in Chongqing. <br /><br />However, real estate demand remains firm and it appears as though the property tightening measures are not having much impact in some cities. The bus load of Taiwanese investors at one development were also very bullish and also my taxi driver in Guangzhou who had three properties. <br /><br />True, a lot of affordable housing still needs to be built, but it still feels cyclically overheated to me. <br /><br />My sense is that the PBOC is more hawkish. They should be, with negative real rates they are arguably 300-400bp behind the curve.Skippynoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40099307506660864182010-11-08T05:08:22.376+00:002010-11-08T05:08:22.376+00:00TMM,I found this the other day:
Gold is a commodi...TMM,I found this the other day:<br /><br />Gold is a commodity money, it ensures a long-run tedency toward price stability.<br /><br />The reason in that the purchasing power of an ounce of gold, or what it will buy in terms of all other goods and services will TEND TOWARD EQUALITY WITH ITS LONG-RUN COST OF PRODUCTION.<br /><br />Allan.C.Shapiro ( 1996!)<br /><br />Come on guys , its not that easy is it.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-42300656886276768912010-11-08T00:35:30.752+00:002010-11-08T00:35:30.752+00:00God would ride a motorbike.God would ride a motorbike.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-34323687.post-7409448360023270282010-11-07T07:28:27.809+00:002010-11-07T07:28:27.809+00:00betting contrarian is dangerous and poor risk/rewa...betting contrarian is dangerous and poor risk/reward. just go w the flow + massive leveragescrillahttps://www.blogger.com/profile/14446865853344124194noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-61460496310328589092010-11-06T01:45:15.649+00:002010-11-06T01:45:15.649+00:00This comment has been removed by the author.Unknownhttps://www.blogger.com/profile/11882601304613626929noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-46777962419626670612010-11-05T21:26:04.945+00:002010-11-05T21:26:04.945+00:00thanks Nic
hey LB , feels like mr and mrs Bollo...thanks Nic<br /><br />hey LB , feels like mr and mrs Bollox-innit's son Saul has turned up doesnt it. But equities actually have every reason to take off now but retail are still clinging on with bearish determination. Its still very hard to sell your fund to retail if you publicise you are overweight equities. and much easier if you say you are underweight.Polemichttps://www.blogger.com/profile/05985506596290073453noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-39402043050008619622010-11-05T20:22:36.397+00:002010-11-05T20:22:36.397+00:00Weird correlation breakdown today.
DXY, spooz, g...Weird correlation breakdown today. <br /><br />DXY, spooz, gold and silver all up. Something is about to change. Maybe we switch back from a dollar carry trade to the yen carry trade. After the latest installment of the Greek tragedy, of course.Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-3568488018588353992010-11-05T16:57:06.571+00:002010-11-05T16:57:06.571+00:00CB intervention this weekend, anyone? Now that Buc...CB intervention this weekend, anyone? Now that Bucky has finally rallied from his death bed on the jobs report, how about the BoJ decides to sell yen and gold and buy some dollars? That would really be a pain trade for an awful lot of punters....Leftbackhttps://www.blogger.com/profile/07728096415928915882noreply@blogger.comtag:blogger.com,1999:blog-34323687.post-40381740680371612122010-11-05T14:26:50.636+00:002010-11-05T14:26:50.636+00:00Great call on EURCHF.
Excellent timingGreat call on EURCHF.<br />Excellent timingNichttps://www.blogger.com/profile/15083151714732237616noreply@blogger.com