just in / out and in e-mail trays, a continuation of this discussion Message 26479404 to improve your understanding re freedom, liberty, enterprise, and dynamism
player 6: When I left HK in 2000 Panorama, 15 conduit Rd, 4th floor was charging HKD 55,000 per month for 1600 sqf ...so current prices appear to be reasonable.
player tj: steve wynn just announced intention to recommend to board that wynn hq be moved to liberty macau, as debt-ly sin vegas sun is waning and greater china savings stars are moving into alignment, also seeking to turn wynn into a chinese company with local listings
my european-listed industrial client is and has been for 2 years preparing for same eventuality as the center of gravity (manufacturing and r&d) of their ops shifts to china
should we be witnessing the once in 800-years renaissance of enterprising dynamism and re-calibration of what should be, then hkg real estate is not only reasonable, but dirt cheap
what should the valuation be should hkg equity market be the international window of an deserving land that could account for 35% of global gdp?
otoh, as usa is clearly the crater center of exportable debt-ly sinful deflation, and prc is obviously the growth supported epicenter of inflation, on average we should do ok, but only if we wager in correct alignment with the forces and calibrate properly the leverage at just about all times
what a game
enthusiastic
player 6: Wynn as just been at war with the democratic establishment in Vegas for so long. I had the same conversation with he and one of Sheldon's top deputies.... Unions are a huge issue in Vegas, which frankly drains all the fun out of the work. Wynn is very down on USA... And he is not the only one.... there will be more... |
