drbubb

===Old Comment=== Let's kick this off with the Mystery of the Day : What's happening with HK-12 today ?? Henderson Land is taking a very big "hit" today $47.65 -$7.10 / -12.97% Not sure why yet - I will investigate === Unquote === We know the reason now (Bonus Shares). But it seems that Lee Shau Kee was a big buyer, mopping up 6.6 million shares from May 28 to June 3, worth HK$369 mn. And also: 44.96 mn shares worth HK$2.47 Billion (!!) since results were released in the last week of March. === /more-GeoExpat: http://hongkong.geoe...read265938.html

EXCERPT from a thread in the Fringe Section:

The Leveraged etfs would be another way to play Bonds If they continue to fall... TMV : 3x Bear, 20yr... update : 12 mos -- Last : $57.62 / 12-mos Range: $45- $62.21 / 2x- TBT : 4yr : 1yr If they instead Rally from TLT- $114.78 ... ( 12-mos Range: $113.17 - $132.22 ) TMF : 3x Bull, 20yr ... update : 12 mos -- Last : $61.16 / 12-mos Range: $58.49 - $92.50 / 2x- UBT : 4yr : 1yr

Have THE RICH stopped Flocking to London ?? The market for luxury homes in London is cooling at a time when prices for less-expensive properties are picking up, helped by a credit-boosting program by the Bank of Englandand the U.K. Treasury. While demand for prime real estate remains strong, Knight Frank said would-be buyers of homes valued at as much as 2 million pounds ($3 million) are becoming more price sensitive. “There is a discernible shift in the market,” Liam Bailey, global head of residential research at the London-based firm, said today in a report about the data. Anecdotal feedback confirms “that buyers are willing to agree to purchases, but only when prices are realistic,” he said. == == The High-end Luxury market does not get the benefit of the Downpayment financial assistance Follow link / as posted on the other thread:

Another Derivatives WARNING : from Nesara's Tom Henegan =========================== At this hour, world financial markets face total meltdown as the euro denominated JPMorgan-Deutsche Bank derivatives have been illegally cross-collateralized with the assistance of the Bank of Japan and are about to go hybrid. This will lead to the total collapse of worldwide bond and stock markets sending interest rates through the roof. Note: The new European banking agreement aka Basel III now require full disclosure of banking derivatives before any bank can write new derivatives, accordingly, JPMorgan Chase had to protect their old derivatives by writing new illegal cross-collateralized derivatives with the assistance of the Bank of Japan and the Deutsche Bank. The carrying charges are now escalating and making the cost of this latest money laundry very expense. === /source; http://nesaranews.bl...lip-attack.html WATCH... Geared Financial etfs (??) FAZ / Direxion Financials Bear 3x ETF (v: 6,458,620) ... update TMV / Direxion 20 year Treasury Bear 3x ETF (v: 749,958) ... update xx JGBD / 3x Inverse Japanese Govt Bond ETN (v: 115,017) ... update xx

FEEDING that Old "nesting instinct", rather than overcoming it It's fair to say that Help To Buy has gone down as well as Boris Johnson on a zip wire. The Bank of England governor and the IMF are among the more prominent, but in no way the only, critics of the Government’s latest initiative to help first-time buyers on to the property ladder. The scheme is scheduled to launch next year and will allow buyers with a deposit of 5% to buy a home more easily. The Government is going to do this by under-writing the risk of lending to buyers with less equity. === /more: http://uk.finance.ya...-132820528.html

I am confused by the last two posts: + "Gold premiums in India and Hong Kong have collapsed in the past week or so, reflecting lower physical demand" + "Gold demand in India, the world’s largest buyer, is heading for a quarterly record as imports reach 300 to 400 metric tons" They cannot BOTH be true, UNLESS they are talking about very different time frames - in which case the "past week" information may be the most important

Recovery cannot be built on rising house prices, OECD warns in call for Britain to invest in construction NEW Global think tank urges Chancellor George Osborne to invest in big-money infrastructure projects as it cut its growth forecast for the UK to just 0.8 per cent this year.

DESPITE Price Rises : Regrets (1) Mail: House prices see sharpest rise in six years with some areas up 25%... but experts say it's because not enough homes are for sale House prices have seen their sharpest rise in six years - with some areas up 25 per cent in just 12 months, it emerged today. Overall prices rose by 0.4 per cent month-on-month in May - marking the strongest uplift since the same month in 2007 - as a shortage of homes for sale boosted buyer competition, a report said. And Paul Markey, an estate agent for Haart in the gentrifying neighbourhood of Brixton, south London, said it was ‘boom time’ and he had seen prices rise by 25 per cent there in one year. (2) Daily Mail: One in five homebuyers are plagued by regrets Nearly one in five Britons say they made a mistake buying their house and aren’t happy with the deal they have ended up with, a report shows. From buying next to a noisy airfield to paying too much or getting the wrong mortgage, almost 20 per cent of us have a significant regret about our homes, according to consumer watchdog Which? Money. on Facebook

Posted by OffThePeak on AX: GOOD NEWS for Bulls ... How else can I describe this? BOC cuts its best home loan rate to just 2.10 percent (on home loans exceeding HK$3 million.) ... following similar news by HSBC last week. MEANTIME, a record at Tai Koo Shing (has Lloyd started buying again)? 718-sf unit at TKS, sold on Saturday for $10.9 million - or HK$15,181 per sf, net. Note: HK$15,181 x 87.32% (efficiency) = HK$ 13,256 That's a stunning price - well above the last reported $11,912 by CL /see chart: http://hk.centadata.com/cci/estate_info_e.aspx?id=001600

Be especially careful with Silver longs here. From DrB's Diary:

A "Religious" CGNAO ? : Rev. Lindsay Williams MP3 : http://www.americanfreedomradio.com/archive/Vinny-Eastwood-32k-051413.mp3 05/14/2013 : Tuesday on the Vinny Eastwood show : archive - Chaplain Lindsey Williams : http://www.prophecyclub.com All new revelations about the Elite's plan for the global economic collapse, they can't collapse it now but in a few years they will be ready to implode the global financial system and spark a depression that makes the last great depression look like boom times. The only paper assets you might want to invest in is a stockpile of toilet paper! Highlights - "New info from his elite pals" === + The elites were surprised at how Americans reacted to Sandy Hook by buying more guns ( This gives Williams hope that Americans may yet "win", and beat the elites.) + The elites may speed speed up their plans of currency destruction, because Americans are waking up so fast. But they are NOT yet ready, because people are not indebted and dependent enough yet. Then the collapse of the Derivatives market will be used to trigger a global currency collapse. + The transition to Obamacare may trigger another powerful reaction by the average American - the elites fear + Cyprus was planned months in advance, to grab "black" money from wealthy Russians, now they will have to borrow + Other countries are planned targets for similar programs: NZ, Japan, maybe Australia + Their plan is not to destroy America, NZ, Aust, etc., but to TAKE IT OVER, by saving people from the mess they created + Gold has hit bottom, and is going to go to $3,000; and Silver to $75 probably (They had hoped to frighten "the little person" out of gold and silver.) + The Comex may be bankrupt (some think)

Is history repeating? : http://www.caseyresearch.com/cdd/buy-gold-stocks-when

GLOBAL DEPRESSION "Trigger Mechanism": Collapse of Japanese Govt Bonds Here it comes, boys and girls...collapse of the Japanese bond market after a decade + half of austerity, low birth rates, ugly women, and BAAAAAAD sushi. == : http://www.godlikepr...sage2241019/pg1 [link to www.zerohedge.com] Japanese Bond Market Halted At Open As Bond Selling Purge Goes Global Submitted by Tyler Durden on 05/22/2013 20:18 Japanese government bonds (JGB) futures have been halted once again this evening as the market opens down over 1 point... . . . Today's jump in 10Y yields continues the post-BoJ regime of greater-than-six-sigma moves... something no risk model can withstand for three weeks. Just a good job the BoJ didn't have anything at all to say about this totally disorderly fiasco yesterday. ... NOT ! - posted by OCCAM'S RAZOR

Why BOJ Was Right Not to Talk Up Bonds CNBC.com - ‎6 minutes ago‎ The Bank of Japan (BOJ) ended a two-day meeting on Wednesday, taking some market participants by surprise with a decision not to take any steps to ease heightened uncertainty in bond markets following the radical monetary policy it unveiled last month.

Did I mention ... those pesky JGB's BX:TMBMKJP-10YJapan / 10 Year Government Bond (TPSD) ... update : 6mos JGBs slip as Japanese economy improves, stocks surge Reuters ‎- 20 hours ago TOKYO, May 20 (Reuters) - Japanese government bond prices began on a weaker footing on Monday, taking cues... Japanese government bond prices began on a weaker footing on Monday, taking cues from signs of improvement in both the U.S. and Japanese economies as well as surging Japanese equities prices. * Investors looked ahead to the Bank of Japan's two-day policy meeting beginning on Tuesday, hoping the central bank would make adjustments to its bond market operations and smooth recent volatility. No major policy changes are expected. * "There is a perception that the BOJ is still coming up with the best way to conduct market operations under its massive easing scheme, which is still very new. It will take some time for markets to adjust," said a fixed-income fund manager at a Japanese asset management firm. Talking point: The jump in Japanese government bond yields Financial Times‎ - 4 days ago Japanese Government Bonds - Bloomberg [*]www.bloomberg.com/markets/rates-bonds/government-bonds/japan/‎ ( Get updated data about Japanese bonds )

MORE on those pesky JGB's BX:TMBMKJP-10YJapan / 10 Year Government Bond (TPSD) ... update : 10days JGBs slip as Japanese economy improves, stocks surge Reuters ‎- 20 hours ago TOKYO, May 20 (Reuters) - Japanese government bond pricesbegan on a weaker footing on Monday, taking cues from signs of improving Talking point: The jump in Japanese government bond yields Financial Times‎ - 4 days ago Japanese Government Bonds - Bloomberg [*]www.bloomberg.com/markets/rates-bonds/government-bonds/japan/‎ ( Get updated data about Japanese bonds )

cgnao, Any comments on Gold's move yesterday ? From Bottom (GLD-$130.85 x10.36 = $1355.61) to Top (GLD-$135.32 x10.36 = $1401.92) ... was $46.31 Cgnao might like this story: Why Japan Is Bad For The World - by James Gruber , May 17 2013 11:22AM The other interesting action of the past week has been in Japan's bond markets. Japanese government bonds (JGBs) have had a spectacular sell-off over the past week. Yields on 10-year JGBs rose by half of its value at one stage. This was despite buying from the Bank of Japan (BoJ) of government bonds ranging from 1 to 10 years to the tune of 1.2 trillion yen (US$120 million). == (hit: 2,900)

That sounds more like the Zionists (and the Rothschild - they are "better organised" perhaps), since I haven't seem the Chinese acting so deceptively in the Gold market

Bond Notes . . TLT / etf for Treasury Bonds ... update . Bond Notes 1 2 .

Some Estates have already shown big drops: . Top : $9,440 - 2013/02/03 Low : $8,253 - 2013/05/05 Chg.: $1,187 / - 12.6 % === Latest $8,311 - 2013/05/12 This one, MHV, could drop to $8,000 or lower, but it is possible that the bulk of the drop (for this year) has already occurred. Discounts are most likely when Sellers are fearful, as now. So buyers could pull down a bargain in coming weeks and months with lowball bids. ==== / Centaline index : : http://hk.centadata.com/cci/cci_e.htm / Historical Data- : : http://202.72.14.52/p2/cci/SearchHistory.aspx

Centaline Chart ... . . The Centaline chart shows there is a danger of a good-sized Drop from the recent high . Centaline Index / Update : http://hk.centadata.com/cci/cci_e.htm .

HK prices at record Gap to Sales . . The gap between Hong Kong home prices and sales is the widest on record as new taxes, rising supply and the prospect of higher mortgage costs deter buyers in the world’s most expensive housing market. . http://www.bloomberg.com/news/2013-05-14/hong-kong-home-prices-at-record-gap-to-sales.html

Nice chart. Back to $1374 now, so we may touch the Low end of the channel soon... on Lighter Volume

Bonds Rates are trending down and made new lows into 2012 suggesting a 30+ year low in Rates by late 2013 or early 2014 Click for Printable Chart Bonds have exceeded their 5 year high made in December 2008 and history suggests a new high into the next 5 year high of late 2013 before Bonds finally end their 30+ year rally for the 60+ year Kondratiev wave. Short-term Rates can stay low for an extended period of time with Fed support during a Kondratiev Winter or Depression and rates only rose significantly after the war when the Kondratieff Spring started. We should see similar behavior this time around as the Fed keeps short-term Rates low for 10 years or more to try and mitigate the negative effects of the large Debt Deflation under way. Click for Larger Image === /source: http://astrocycle.ne...Mar15eq.php&A=1