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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: elmatador who wrote (139025)2/7/2018 12:47:19 PM
From: louel2 Recommendations

Recommended By
bart13
elmatador

  Read Replies (1) | Respond to of 217773
 
True there are Bull and Bear markets. Pull backs are common during any bull run. They are profit taking on some securities and reallocation of funds to a more suitable investment that may have a better gain going forward. Small corrections remove the the froth, and keep the market from going euphoric which inevitably leads to collapse.



To: elmatador who wrote (139025)2/7/2018 3:05:36 PM
From: Alex MG  Respond to of 217773
 
Part of it has to be it went up for so long, simply due a correction. And since we are in the new year profits can be locked in and taxes not due until 2019. (well for those who pay taxes and reveal what they pay)

And of course the euphoria of the 1.5 trillion dollar giveaway to corporations at the expense of massive debt by the republicons may be coming home to roost

The volatility yesterday was simply amazing

What's weird is the VIX is currently down 18% but UVXY is up 17%... weird disconnect




To: elmatador who wrote (139025)2/13/2018 4:46:30 PM
From: TobagoJack  Read Replies (4) | Respond to of 217773
 
free-lunch protocol:

(i) this day purchased 2 ltbh dollops of cameco finance.yahoo.com at 9.0194

- it is beaten down, cheap, essentially a call option on price of uranium from a relatively 'safe' locale. uranium has a future, and cameco is big enough to possibly survive the fukushima downturn. china obor / bri is supposed to tee-up a bunch of nuke plants, and india must go nuclear as well.



(ii) shorted some SRPT March 09 Put strike 56.5 at 2.50. Its goods deemed safe. Let us wait / see / brief through its efficacy trials




To: elmatador who wrote (139025)2/15/2018 10:58:03 AM
From: Cogito Ergo Sum  Read Replies (3) | Respond to of 217773
 
elmat... work closer to home ... They need you in Venezuela !!

Without these apps, even simple transactions like tipping a waiter or paying for parking become nightmares. Still, banking websites and mobile apps often crash, as the outdated telecoms infrastructure cannot cope with surging demand (Click).



To: elmatador who wrote (139025)2/19/2018 10:11:37 PM
From: TobagoJack  Respond to of 217773
 
free-lunch protocol:

on the premise that the real economy is fine, that copper has a home, etc etc

by the theory that many have had a usefully scary scare over the past few weeks, and

urged by fomo protocol, i am back in the free-lunch protocol, and hoping that the lunch would indeed be free

bought 0388.hk this day at 276.8 and 277.4, say averaging 277.10

am deliberately staying away from other share wagers, just in case i am wrong about being right, and at the mo i prefer to be able to really concentrate



To: elmatador who wrote (139025)2/21/2018 8:45:46 PM
From: TobagoJack  Read Replies (3) | Respond to of 217773
 
free-lunch protocol:

re Message 31484126 per history matters, context important, and conviction should be expressed, etc etc

cameco holding up, because uranium is dirt-cheap wanted by none

srpt short march put strike 56.50 is behaving well given that the stock has inclined up since commitment made 2018 02 13

trust you see that community-minded effort to uphold the atmospherics of this cafe thread ought to be and must be encourage, for the greater good

creating money out of nothing except awareness and internet connection is difficult, and no point to tolerate more difficulty than absolutely necessary

cheers, tj




To: elmatador who wrote (139025)2/23/2018 4:30:23 AM
From: TobagoJack  Respond to of 217773
 
free-lunch protocol: for some reason hkex (0388.hk) went up this day in concert w/ the hang seng index which seemingly to be decoupling from whatever may be happening on nyex

then near end of trading session the ticker felt different, for those of us in tune w/ the tactile feel of the screen / keyboard

it turned out that after market closed some bullish news released, about hkex intending to lure back nyse-listed china companies to second-list in hk, allowing for 24/6 round-&-round global trading reuters.com

should the wager continue to rise, would be wonderful. goldman had a target for 300, then lifted it to 350. aways to go yet.

i like these sort of wagers, where one can bet large on small gains, to move the dial, in calibration w/ conviction level.



To: elmatador who wrote (139025)2/25/2018 10:09:59 PM
From: TobagoJack  Respond to of 217773
 
free-lunch protocol

maybe having something to do w/ incipient excitement noted here Message 31498991 , and

perhaps just generally the market does not subscribe to your china-is-doomed / hk-is-finished meme, 0388.hk opened rather strong for a big-enough-cap, at a discontinuous jump from last week's closing Message 31497717

either that or we are setting up for the to-2020 slingshot per marty armstrong.

as to <<Don't Mistake the Stock Market for the Economy
The selloff doesn't reflect solid global growth>>

... HK is certainly taking the sentiment to heart, even as other domains may still wobble.

do not know but time shall tell




To: elmatador who wrote (139025)3/4/2018 5:54:50 PM
From: TobagoJack  Read Replies (1) | Respond to of 217773
 
You had endorsed the idea that one must not confuse the real economy w/ the financial-market

You quoted the economist magazine, and often.

Am wondering how you would reconciled what you intoned re the real economy w/ the take by the economist, worhout splitting hair

Stock Market Drop Is Greatest Threat To Global Stability, According To The Economist



Forget war with Russia, China, or nuclear threats from North Korea; ignore Middle East chaos; and don't worry about global cyber-attacks on critical infrastructure. The Economist Intelligence Unit 'scores' the greatest global risk right now is a "prolonged fall in major stock markets."



To: elmatador who wrote (139025)3/6/2018 8:35:27 AM
From: TobagoJack1 Recommendation

Recommended By
Glenn Petersen

  Read Replies (1) | Respond to of 217773
 
Pepe may be talking about people like yourself

I think trump, Putin and Xi are good for each other, and when joined by duterte and kim, perfect together

zerohedge.com

The Xi Silk Road Is Here To Stay Authored by Pepe Escobar via The Asia Times,

Xi's extended tenure could embody the guarantee China needs to continue its anti-corruption purge and guide the ongoing economic reorientation....

[url=]
[/url]It took only two sentences for Xinhua to make the historical announcement; the Central Committee of the CCCP “proposed to remove the expression that ‘the president and vice-president of the People’s Republic of China shall serve no more than two consecutive terms’ from the country’s constitution.”

That will be all but confirmed at the end of the annual National People’s Congress session starting next week in Beijing.

A Made in the West geopolitical storm duly ensued; forceful condemnations of the “regime” and its “authoritarian revival,” across-the-spectrum demonization of the “dictator for life” and “the new Mao.” It’s as if the New Emperor was about to concoct the imminent launch of a Great Famine, Cultural Revolution and Tiananmen combo.

Now compare the hysteria with renowned Renmin University professor of International Relations Shi Yinhong, who attempted to introduce a measure of realpolitik: “For a long time into the future, China will continue to move forward according to Xi’s thoughts, his route, his guiding principles and his absolute leadership.”

The global economy’s captains of industry, old and new, have better shark fin to consume than to be constrained by the lowly Western Politician game of demonizing China. Turbo-capitalism – with or without “Chinese characteristics” – has absolutely nothing to do with Western liberal democracy. The Little Helmsman Deng Xiaoping introduced a real “third way”: economic proficiency coupled with political control. Deng, by the way, learned the ropes from Singapore strongman Lee Kuan Yew – a darling of the West.

Xi may embody the guarantee China needs to carry out, as smoothly as possible, a much-needed anti-corruption purge sidelining the many rotten branches of the CCP while steering a much needed economic reorientation that should benefit, most of all, the rural proletariat.

Besides, Xi is already leading internationally in climate change, nuclear proliferation, not to mention realigning global trade as globalization 2.0.

And that brings us to childish Western attempts to deride the New Silk Roads, known as the Belt and Road Initiative (BRI) as “overblown,” coupled with claims that BRI is facing a “global backlash.” That barely qualifies as wishful thinking.

What’s happening in the real world is that the Trump administration is trying to engineer an anti-BRI via the Quad (US, Japan, India, Australia) – but without BRI’s transnational and transcontinental appeal, not to mention funding.

Japan is making noises about a $200 billion Afro-Asian counterpunch. India centers its offensive on a deal with Iran to have Chabahar port compete with Gwadar. The Turnbull administration in Australia, in its 2017 Foreign Policy White Paper, bets on engaging the US against China. And Admiral Kurt Titt, the head of Southcom, carps, among other military officers, that BRI is a threat to US influence.

Xi, as well as Russian leader Vladimir Putin, has identified very clearly which way the wind is blowing, with Washington treating both China and Russia as “revisionist powers” and a certified strategic threat.

The Tang dynasty meets PlatoXi may now turn into a post-modern version of an enlightened Tang emperor. But he also performs as the embodiment of Plato – a philosopher-king ruling with help of the best and the brightest (think Liu He, director of the Office of the Central Leading Group for Financial and Economic Affairs and Xi’s top man on economic policy).

The CCP as Plato’s Republic has concluded that yes, it’s all about management. China’s titanic tweaking of its economic model simply cannot be accomplished at least before 2030. Challenges include managing the transition of state-owned enterprises (SOEs); the move towards added value GDP growth; how to organize China as a major consumer society; and how to contain the spread of financial risks.

For all these, consistency and continuity is key.

Xi has all but announced his major moves. The Chinese Dream – or China as a stable, middle-income nation. BRI as a connectivity vector integrating not only Eurasia but also Africa and Latin America. The increasing influence of the Asian Infrastructure Investment Bank as well as the Shanghai Cooperation Organization. Securing the South China Sea as well as increasing a presence not only across the Indian Ocean but all the way to the Third Island – a matter of protecting China’s connectivity/supply lines.

And last but not least, China configured as the top power in either Asia-Pacific or “Indo-Pacific.”

History will judge Xi by his deeds. The rest is mere Sinophobia.



To: elmatador who wrote (139025)3/8/2018 6:42:45 PM
From: TobagoJack  Read Replies (1) | Respond to of 217773
 
road marker just went by ...

bloomberg.com

China's Biggest Farming Province Is Now Majority Urban
March 8, 2018, 12:40 PM GMT+8
China’s drive to transform itself into a developed economy has passed a significant milestone -- it’s biggest agricultural province is now more than half urban.

Henan, in central China, had 50.2 percent of its 96 million residents in cities or towns at the end of last year, from 48.5 percent in 2016, according to local government data. The third-most-populous province, it produces about a tenth of the country’s food and surpassed the majority urban milestone six years after China as a whole.

The shift is being lauded by state media as a sign of progress for Henan.

“The employment market, civilization level and social welfare system will change fundamentally when urbanization is over 50 percent,” Wei Houkai, head of the Rural Development Institute at the Chinese Academy of Social Sciences, told the official Xinhua News Agency this week.

Home to almost 1.4 billion people, China is morphing from a land of villages and farming plots to one dominated by mega cities and rapidly growing towns. Overall urbanization stands at 59 percent, according to the National Bureau of Statistics, with Guangdong -- the most-populous of China’s 22 provinces -- the most citified: it’s urban ratio is 70 percent. The world’s No. 2 economy is still behind the U.S., at 82 percent, and Russia, which has an urban ratio of 74 percent, but is ahead of India at 34 percent, U.S. government data shows.

City DwellersChina's largest farming province now has majority urban population

Sources: National Bureau of Statistics of China; Henan and Guangdong governments

Just 13 years ago, Henan’s urban ratio was 31 percent, versus 43 percent nationwide and 61 percent in Guangdong, which is adjacent to Hong Kong. The transformation is all the more remarkable because of Henan’s agricultural heritage. A prolific producer of grain, cotton, cooking oil and meat, it’s sometimes referred to as “the granary of China.”

The shift mirrors the change nationwide, with millions of China’s farmers moving to cities over the past two decades to seek jobs in manufacturing and other industrial sectors. While many voluntarily migrated, others were forced out as local governments sought to turn rural land into urban developments to boost economic growth.



To boost growth and manage migration from rural areas, China will look into rural land use and ownership issues according to the government work report Prime Minister Li Keqiang presented at the annual legislative meeting that got under way in Beijing this week.

“Agricultural Henan crossing the threshold to become mainly urban is a reminder that China’s growth-boosting urban shift still has further to run,” said Qian Wan, a provincial research specialist for Bloomberg Economics in Beijing. “Major developed economies are 80 percent urban or above.”

— With assistance by Lee J Miller, and Miao Han



To: elmatador who wrote (139025)3/9/2018 5:34:01 AM
From: TobagoJack2 Recommendations

Recommended By
Cogito Ergo Sum
gg cox

  Read Replies (1) | Respond to of 217773
 
Something about indicative natural scale, solutions arising out of imperatives, copy this and imitate that but apply scale and be the market, etc etc

bloomberg.com

China’s War on Pollution Will Change the World
March 9, 2018
China is cracking down on pollution like never before, with new green policies so hard-hitting and extensive they can be felt across the world, transforming everything from electric vehicle demand to commodities markets.

Four decades of breakneck economic growth turned China into the world’s biggest carbon emitter. But now the government is trying to change that without damaging the economy—and perhaps even use its green policies to become a leader in technological innovation. So, as lawmakers attend the annual National People’s Congress, here’s a look at the impact of the environmental focus, at home and abroad.


PM 2.5 Concentration Estimate (µg/m3)

as of January 31, 2018

Source: Berkeley Earth (see footnote for methodology)

China’s air pollution is so extreme that in 2015, independent research group Berkeley Earth estimated it contributed to 1.6 million deaths per year in the country.

The smog is heaviest in northern industrial provinces such as Shanxi, the dominant coal mining region, and steel-producing Hebei. Emissions there contribute to the planet’s largest mass of PM 2.5 air pollution—the particles which pose the greatest health risks because they can become lodged in the lungs. It can stretch from Mongolia to the Yellow Sea and often as far as South Korea.

Leaders at the congress said they will raise spending to curb pollution by 19 percent over the previous year to 40.5 billion yuan ($6.4 billion) and aim to cut sulfur dioxide and nitrogen oxide emissions by 3 percent. They said heavy air pollution days in key cities are down 50 percent in five years.


Carbon Dioxide Emissions

Tons of Carbon Dioxide

December 2001:

China joins WTO

Source: BP Statistical Review of World Energy

The country had become the world’s No.1 carbon dioxide emitter as it rose to dominate global exports, a process which began several decades ago but got its biggest lift with World Trade Organization entry in 2001. Emissions have started to fall again.

Bigger Than TeslaThe government’s war on air pollution fits neatly with another goal: domination of the global electric-vehicle industry. Elon Musk’s Tesla Inc. might be the best-known name, but China has been the global leader in EV sales since 2015, and is aiming for 7 million annual sales by 2025.



Source: Bloomberg New Energy Finance

To get there, it’s subsidizing manufacturers and tightening regulation around traditional fossil-fuel powered cars. Beneficiaries include BYD Co., a Warren Buffett-backed carmaker that soared 67 percent last year and sold more cars than Tesla. Goldman Sachs Group Inc. has a buy rating on shares of Geely Automobile Holdings Ltd.

Clean Energy FrontiersWorldwide, solar panel prices are plunging—allowing a faster shift away from carbon—thanks to the sheer scale of China’s clean-energy investment. It’s spending more than twice as much as the U.S. Two-thirds of solar panels are produced in China, BNEF estimates, and it’s home to global leaders, including JinkoSolar Holding Co. and Yingli Green Energy Holding Co.



Source: Bloomberg New Energy Finance

But China isn’t stopping there. As well as wind and solar, it’s exploring frontier clean energy technologies like hydrogen as an alternative to coal.

Follow the MoneyThe trend towards clean energy is poised to keep gathering steam worldwide. BNEF projects global investment in new power generation capacity will exceed $10 trillion between 2017 and 2040. Of this, about 72 percent is projected to go toward renewable energy, roughly evenly split between wind and solar.

China’s efforts to cut excess industrial capacity overlap with the imperative to clean up the environment. Combined, those forces have had a hefty impact on commodity prices. Coal, steel, and aluminum prices soared last year as factories shut and mines closed. Under the weight of new rules on pollutant discharge, paper prices did the same. Some markets have recovered somewhat since then, some haven’t.


Thermal coal

(Per metric ton)

Steel rebar

(Per metric ton)

Aluminium

(Per metric ton)

Paper products

(Producer Price index)

Source: Data compiled by Bloomberg, China Coal Resource, National Bureau of Statistics

Clearer SkiesFive years ago, Beijing’s “airpocalypse” unleashed criticism of the government so searing that even Chinese state media joined in. Last year, the capital’s average daily concentration of PM2.5 particles was almost a third lower than in 2015, compared with declines of about a tenth for some other major cities.

The turnaround isn’t just limited to improving air quality. China has stopped accepting shiploads of other countries’ plastic and paper trash, a response to public concern over pollution and a decreased need for scrap materials.

As Xi pushes a greener approach, officials at every level of government are working to put his words into action. The government has set up a special police force, and polluting factories have been closed. Officials obediently banned coal, sending natural gas sales surging, before backtracking after supply shortfalls left many areas in the cold.


Beijing’s 30-Day Average

Air Pollution Levels

PM 2.5 pollutant concentration µg/m3

China’s LNG Imports

Source: U.S. Department of State Air Quality Monitoring Program, China Customs

While smog was long excused as the inevitable byproduct of rising wealth, there’s no sign so far that the cleanup is derailing the country’s economy. Growth last year accelerated to 6.9 percent—the first uptick in seven years—and remains a crucial prop for global expansion.

What’s more, China sees high-tech industries like electric cars and solar panels as its chance to lead the world, setting standards and cornering markets as they begin to build momentum. But turning around carbon emissions at home is one thing. Winning over the world’s consumers to become a tech superpower is a different goal entirely.