“中国沉没” - The Sinking of China

[Chase]

bro. I still say you the smartest guy in this forum. your output here will put many professionals to shame. and always enjoyable and informative to read.

Thank you for your kind words, big bro.

nobody will listen to me in real life. I am happy to hide here because I can speak freely. The key reversal day is important; recall the nikkei meltdown when Japan increased rate for the first time in recent memory (a few weeks ago)?

I believe Fed will just cut 25bp this week. A 50bp-cut will signal recession panic, escalate inflation, trigger more Yen carry trade unwind, and make powell lose his job when Trump takes over.

 

[syed putra]

https://www.architecturaldigest.com/story/unpacking-akiya-the-millions-of-empty-houses-in-japan

An abandoned house in Naraha, Japan
Photo: Eric Lafforgue/Art in All of Us/Getty Images

Why are there so many cheap, empty houses in Japan?​

Many of theses houses have been left for different reasons, though the catalyst is often the death of the original owner. Sometimes an heir refuses to accept the home that their families left behind.

Others do not name an inheritor, or relatives who have been passed the home don’t need it but don’t want to sell family land out of respect.

In any situation, the result is often the same: an empty house left to sit and deteriorate. “These properties are becoming increasingly common due to factors such as urbanization, aging populations, and changing family structures,” Matsuo Post adds.

I think the inheritance tax is prohibitive. Not worth for beneficiaries to take over property. The state then nationalise it and sell for $1 after decades.
Same problem in South Korea.

 

[k1976]

Thank you for your kind words, big bro.

nobody will listen to me in real life. I am happy to hide here because I can speak freely. The key reversal day is important; recall the nikkei meltdown when Japan increase rate for the first time in recent memory (a few weeks ago)?

I believe Fed will just cut 25bp this week. A 50bp-cut will signal recession panic, escalate inflation, trigger more Yen carry trade unwind make powell lose his job when Trump takes over.

Great Mind think alike ... hehehe

 

[k1976]

Thank you for your kind words, big bro.

nobody will listen to me in real life. I am happy to hide here because I can speak freely. The key reversal day is important; recall the nikkei meltdown when Japan increase rate for the first time in recent memory (a few weeks ago)?

I believe Fed will just cut 25bp this week. A 50bp-cut will signal recession panic, escalate inflation, trigger more Yen carry trade unwind make powell lose his job when Trump takes over.

Every Big Shot Sirs are running for cover...except King Trump and Sir Musk

 

[Chase]

Every Big Shot Sirs are running for cover...except King Trump and Sir Musk

Warren Buffett's selling is positively correlated to Yen's strengthening too.

 

[k1976]

Warren Buffett's selling is positively correlated to Yen's strengthening too.

He is waiting to cheong into Nippon?

 

[Chase]

He is waiting to cheong into Nippon?

dunno, he is selling everything - banks, retailers, APPLE, etc

 

[k1976]

dunno, he is selling everything - banks, retailers, APPLE, etc

He is holding record amount of cash and no buying anything meaningful... seem like his rebalancing is still ongoing

 

[syed putra]

With this preschool education, nobody can beat China. Their vocational training start early.

 

[k1976]

 

[Chase]

Chinese Refineries Go Bankrupt Amid Plummeting Margins​

https://oilprice.com/Latest-Energy-...ries-Go-Bankrupt-Amid-Plummeting-Margins.html

 

[Chase]

China’s population declined for the second year, shrinking by 2.1 million in 2023.​

 

[Chase]

 

[syed putra]

Chinese Refineries Go Bankrupt Amid Plummeting Margins​

https://oilprice.com/Latest-Energy-...ries-Go-Bankrupt-Amid-Plummeting-Margins.html

Their EV's turned oil refining into a legacy business. Not worth investing. They are shutting down the older refineries.

 

[syed putra]

This is same all Over South East Asia. Banks easily kind money to property developers rather than tech start ups.

 

[congo9]

Those who think chinese economy is not going to hurt big big in months to come. Please short the stocks. They are not going to do well.

If the CCP is not going to rescue the housing market , and confidence is not going to come back. More and more consumer will save and no one is going to spend. If no one is spending,how are you going to make the market alive ?

 

[k1976]

All chiobu cheonging to SG Spa?

 

[nightsafari]

nobody will listen to me in real life.

almost everything you write I listen. Sometimes I lose your writings for a while because of your nick change, but once I start reading I know it's you.

I am happy to hide here because I can speak freely. The key reversal day is important; recall the nikkei meltdown when Japan increased rate for the first time in recent memory (a few weeks ago)?

I believe Fed will just cut 25bp this week. A 50bp-cut will signal recession panic, escalate inflation, trigger more Yen carry trade unwind, and make powell lose his job when Trump takes over.

Will eagerly watch. As for me, I thought Trump was going to win, but now I think it's Kamala. Not saying who should have the job, just what I think is likely.

 

[nightsafari]

He is waiting to cheong into Nippon?

unlikely de woh.

 

[Chase]

Great Mind think alike ... hehehe

almost everything you write I listen. Sometimes I lose your writings for a while because of your nick change, but once I start reading I know it's you.

Sorry, i got it wrong.
50bp cut