Hello que_seria, <<More on bad birds>>
In an almost wicked way, we must be thankful that HK-based chicken are now priced at USD 12/bird when one can get it.
This means:
Shangri-la Hotel finance.yahoo.com
Travel Sky finance.yahoo.com
Chow San San finance.yahoo.com
Luk Fook finance.yahoo.com
... should be tanking dramatically, soon, and thus paving the lonely path by which we may pay a repeat visit, to loot and pillage, and to abscond, as we did not so long ago:
Message 19210400 <<August 14th, 2003>>
Message 19221008 <<August 18th, 2003>>
Message 19584454 <<December 11th, 2003>>
I did not create the chicken problem, I do not encourage it as a annual event, but, gad, with presumably god-sent crisis/opportunities like this, who needs dividends.
On a more serious note, I think this disaster is not as bad as what we had last year with SARS (society simply ideled for 3-4 months), but as time flies, there are plenty of bad possibilities still.
I am guessing all the issues involved are quite deflationary, good for cooling the China bubble, bad for asset prices, and gives a whole lot of things to look forward to, like Spring and Summer.
Chugs, Jay |
