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


To: Cogito Ergo Sum who wrote (148403)5/9/2019 7:46:13 PM
From: TobagoJack  Respond to of 217789
 
Today's pondering:

(1) Art of the deal / poker vs long / chess game (maybe even game of Go) "Has Trump’s ‘Art of the Deal’ met its match in Xi Jinping’s long game? FBI’s former crisis negotiator breaks it dow" scmp.com

(2) Let's see how unreasonable N.Korea might turn out after anyone seizes N.Korean ship "US seizes North Korean coal ship for violating sanctions" bbc.com

(3) Let's see how the barrels roll "China overplayed its hand with Trump on trade, and it could cost them dearly" edition.cnn.com

(4) The kidnapping case progresses, but some chooses to link a drug smuggling case to a ,matter of state-sponsored kidnapping "China just took another step toward putting a Canadian to death, in apparent retaliation for its arrest of Huawei's CFO" businessinsider.com

(5) Trump supposed upset at deep-state w/r to the prospect of war in Venezuela "Trump Turns On Bolton, Accuses Him Of 'Trying To Start A War' In Venezuela: WaPo" zerohedge.com

wonder how upset trump will supposedly get once war is tee-ed up in Iran, N.Korea and wherever else

(6) Squeeze the balloon until it pops, for the trade deficit "Trump Winning? US Trade Gap With China Tumbles To 5-Year Low" zerohedge.com

all very interesting.

Tomorrow should be more interesting.



To: Cogito Ergo Sum who wrote (148403)5/10/2019 1:17:33 AM
From: TobagoJack  Respond to of 217789
 
my assumption is that the island building shall suffer delay, and supply shall fall short of demand, especially given continued immigration from mainland to Hong Kong, and with sustained money flow from se asia to Hong Kong

I need a serious (-70%) market correction that was periodic (3 times since 1987, all V-shaped recoveries - delicious each one)

bloomberg.com

Hong Kong Property Prices to Rise for a Decade, Says UBS
Shawna Kwan10 May 2019, 11:24 GMT+8

Prices are set to rise for another decade in the world’s least affordable property market, Hong Kong, according to UBS Group AG.

Inflows of residents will be key as the Greater Bay Area project integrates a group of mainland Chinese cities with Hong Kong, property analyst John Lam wrote in a research report. The extra buyers will be “more than enough” to outweigh waning housing demand from an aging local population, he wrote.

That would extend a relentless climb that has seen the city’s property prices triple during the past two decades. The UBS report comes as three straight months of gains make it look as though a slide in home values from August through January was just a temporary blip.

Lam estimates annual housing demand in the city to be 60,000 units over the coming decade, well above the government’s long-term supply target of 45,000 units per year.

Critical Mass
Hong Kong will see fewer private homes as the government focuses on public housing
Source: Hong Kong government, Bloomberg Intelligence
Note: Fiscal years from April 1.

The market has rebounded in recent months as sentiment revives on low interest rates and limited supply. People are flocking to purchase homes because of their fear of higher prices in the future. At Wheelock Properties Ltd.’s project Montara in the Tseung Kwan O area, 103 potential buyers have been vying for each unit, making it the most competitive project since 2013, according to the Hong Kong Economic Times.

UBS is not alone in forecasting protracted price gains.

“There may be some short-term adjustments in prices, but they will continue to rise in the coming five to ten years,” said Bloomberg Intelligence real estate analyst Patrick Wong, citing population growth and limited land supply.

He expects prices to climb 10% this year.

Before it's here, it's on the Bloomberg Terminal.
LEARN MORE



To: Cogito Ergo Sum who wrote (148403)5/13/2019 5:45:41 PM
From: TobagoJack  Respond to of 217789
 
For some state-sponsored rendition/kidnapping that is not going according to original plan, more and more indubitably evil deep-staters are piping up to make a sorry case. All coincidences am sure.

Am guessing team China ought to keep kicking team Canada, at increasing tempo and rising ferocity, until and unless team Canada exposes own deep-staters and stop a crime in progress. At worst team Canada shall learn never ever to try the same sordid act again, and learn what deep-state betrayal feels like.

globalnews.ca

‘China is punishing Canada’: John Bolton latest Trump ally to condemn Beijing for detentions
Amanda Connolly
Canada-China relations are at their most strained since diplomatic relations began in 1970, China expert Paul Evans tells Mercedes Stephenson, and the United States has thrown Canada under the bus with Trump's trade war with the country.John Bolton is the latest ally of U.S. President Donald Trump to condemn China for its detentions of Canadians amidst a dispute with the Americans over Huawei.

In a tweet on Monday, Bolton — the hawkish national security adviser to Trump — criticized Beijing and defended Canada’s detention of Huawei CFO Meng Wanzhou, who is out on bail in one of her two Vancouver homes after being detained in December 2018 at the request of U.S. authorities.

Meng and Huawei are charged with 23 counts of skirting American sanctions on Iran and stealing trade secrets.

READ MORE: Canadian trade delegation presses U.S. on Huawei, China dispute — ‘We’re taking a hit for them, big time’

But just days after her detention, China detained two Canadians in quick succession on what Prime Minister Justin Trudeau has called “arbitrary” and “illegal” claims of endangering Beijing’s national security.

Michael Kovrig, a diplomat on leave, and the entrepreneur Michael Spavor were detained in China on Dec. 10 but have not had access to lawyers or been formally charged.

Kovrig received his seventh consular visit since the detention on Monday while Spavor has only had six.

Both are being kept in reportedly poor conditions.

WATCH BELOW: Canada ‘taking a hit’ for U.S. on China, Huawei dispute, says Liberal MP

China has accused Canada of political interference in Meng’s arrest.

However, extradition requests between Canada and the U.S. are governed by clear legal treaty and are a matter of routine occurrence.

“China is punishing Canada for upholding its treaty obligations and the rule-of-law,” Bolton tweeted. “The U.S. stands with Canada in efforts to secure the release of its citizens unfairly detained in China.”



Last week, another powerful Trump ally spoke out against Beijing while Chinese officials were in Washington for trade talks.

WATCH BELOW: US/China trade war causing turmoil in global financial markets

Sen. Jim Risch, a Republican from Idaho and chair of the U.S. Senate foreign relations committee, told the Canadian Press on Friday that Canadians Michael Kovrig and Michael Spavor are being kept in “harsh conditions” compared to Meng’s house arrest while she is out on bail.

“I — and many of my colleagues on both sides of the aisle — am very concerned about both Mr. Kovrig and Mr. Spavor. We will not forget about them until their release,” Risch said.

“Ms. Meng is living in her home and has full access to a functioning legal system that is handling her case. Canada’s citizens remain detained in harsh conditions and without access to lawyers and consular officials.”

READ MORE: Trump ally raises concern for detained Canadians facing ‘harsh conditions’ in China

While not a Trump ally, Joe Biden was another prominent American voice speaking out for Canada on Monday.

The former U.S. vice president said that he believes President Donald Trump is focusing on the wrong thing with his tariffs, and said Canada got caught up in the trade war with China.

WATCH BELOW: Biden says Canada got caught up in trade war with China

Liberal MP Mark Eyking, chair of the House of Commons international trade committee, told Global News last week that Canada is trying to rally allies as the dispute with China continues and that several prominent policymakers south of the border were prepared to start speaking out.

“So here again, little brother Canada, we’re taking a hit for them big time, right, and that’s not only in our economy with canola, pork and various things, but we have Canadian citizens that are detained illegally and under a bad circumstance,” he said.

“They’re totally not aware of this, what we’re doing for them, technically, and the price we’re paying. They are very keyed in on that and they want the information and they know the Chinese are coming to town now and some of them are willing to bring it up.”

With files from the Canadian Press





To: Cogito Ergo Sum who wrote (148403)5/14/2019 4:18:39 PM
From: TobagoJack  Respond to of 217789
 
team china kicking team Canada hard may be good for Canada, to expose the possible future and flush out the deep-state, and let the for the people by the people decide how they like to go forward

if anything, the kicking must be harder, to expose more, more completely, and maybe the sunshine shall do the necessary work

and if not, the fallout from the kicking doesn't matter anyway

ctvnews.ca

Scheer vows to de-politicize military procurement, ban Huawei from 5G

OTTAWA – Conservative Leader Andrew Scheer is vowing to take politics out of Canada’s often complex and lengthy military procurement process.

“I’m very committed to de-politicizing the entire procurement process,” Scheer said. This commitment comes on a week that saw many headlines about the collapse of the case against Vice Admiral Mark Norman, which was centred on the alleged leak of cabinet secrets in favour of Quebec-based Davie Shipbuilding in relation to a $700-million shipbuilding contract, and an apparent Liberal backtrack on fighter jet procurement.

“I am sincere in trying to bring opposition parties in to the procurement process early so we can take some of the politics out,” Scheer said in an interview on CTV’s Question Period.

During the 2015 campaign, the Liberals said they would not buy the F-35 fighter jet and launch an open process to procure a “lower-priced” replacement for the CF-18s. This file has evolved over the four years since, and now the government is changing the procurement process to allow Lockheed Martin to submit the F-35 jet into the bid.

“Every election cycle it’s easy for an opposition party to find billions of dollars in savings by going after a big-ticket item like helicopters, or jets, or heavy-lift aircraft and all that does is it punts the ball down the field, it leads to further delays,” Scheer said.

Scheer has begun holding a series of keynote speeches in which he is unveiling his “vision” for the country and putting forward broad policy ideas that his party will be putting into their election platform. The first was on foreign policy, where he stated his intent to join the U.S. ballistic-missile defence program, seek to strengthen ties with the United States, and push back harder on China.

He also spoke about wanting to upgrade current Canadian assets like submarines, and fighter jets but did not speak to how much this could cost, or where the money would come from.

Scheer said he will have more specifics “closer to the election campaign,” but said that taking the politics out of the decision making processes for purchases of this scale will be a way to bring the cost down.

Would ban Huawei from 5G network

Scheer also said that he would not allow Huawei -- the largest telecommunications equipment manufacturer in the world -- to participate in the development of Canada's next-generation 5G wireless network.

“When it comes to Huawei the Chinese government has already acknowledged that they’ve been involved in cyber-attacks against Canada, there are major concerns about the security of our 5G system and the relationship between Huawei and the government of China,” Scheer said.

“My fundamental first priority is to protect the personal privacy of Canadians and the integrity of our national defence and security institutions and that’s why I am so concerned about Huawei’s participation in the new 5G network,” he said.

Other countries, including the U.S. and Australia, have blocked Huawei technology, while the federal government has yet to decide whether it’ll allow the company to join Canada’s 5G network, citing an ongoing national security review.

Scheer, citing the Canadians detained in China and the ongoing trade tensions over canola, said that Prime Minister Justin Trudeau’s approach is not working.

“I think we need to show some strength and some resolve and start to stand up for our best interests,” Scheer said.

'Most comprehensive' policy to come

This week coming, Scheer will be in Toronto speaking to a crowd at an Economic Club of Canada luncheon about his plans for the economy, and by the end of June we’re promised his climate change plan.

It is yet to be seen what Scheer's approach to the environment will be, after promising and later walking back a pledge to present a plan that meets the Paris targets without a carbon tax.

Asked again whether the plan will include a path to meeting the targets, Scheer said: “Our plan will give Canada the best possible chance of doing that. Our plan will be workable, it’ll be realistic, it’ll be a real plan to achieve those reduction targets.”

“I suspect this will be the most comprehensive policy announcement by an opposition party in Canadian history,” Scheer said.

CTV's Question Period airs on CTV News’s Facebook page, CTV News Channel and CTV on Sunday at 11 a.m. ET.




To: Cogito Ergo Sum who wrote (148403)5/20/2019 8:19:50 AM
From: TobagoJack  Read Replies (1) | Respond to of 217789
 
Just as the financial markets are now populated by die-hard bulls and faithful bears, with a bunch of confused folks in the middle unwilling to pay tax on paper gains,

The Neo-cons are super happy that trade war is being raised to new level, with trump to take the fall when and if , and Neo-libs are super happy that trump may well have to take the fall when not if

No more talking. Time to review the order of battle. Team china not-buy t-bills between now and June 2020, then declare national security emergency July 2020 w/r to rare earth ...

Would give trump excuse to try to renege on debt, in which case China does ...

Nothing priced-in ...

Reminder to self, that gold is way too cheap

scmp.com

Xi Jinping visits rare earth minerals facility, amid talk of use as weapon in US-China trade war

China produces 90 per cent of the world’s rare earth minerals, used in hi-tech production such as electric vehiclesRare earth minerals one of the few goods not hit by incoming US tariffs on US$300 billion of Chinese goods as trade war escalates