Archive for November, 2011
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Politics & Society. 6 November, 2011, 23:16
Richard Wilkinson On How Inequality Screws Societies Up
“Income means something very important within our societies, and nothing between them,” said Richard Wilkinson.
Is George Soros Thinking About Shorting Hong Kong?
As Team Soros meet real estate guys in Hong Kong, some speculate that perhaps George Soros is thinking about shorting Hong Kong.
Hats Off To Sell-Side Analysts Who Have The Courage To Be Bearish
Mike Mayo thinks that some sell-side analysts are “little more than cheerleaders”, and most of the time, it is difficult to be bearish as an analyst.
Hong Kong, Real Estate. 5 November, 2011, 19:21
Morgan Stanley Thinks Mortgage Rates In Hong Kong Will Be At 5%
Morgan Stanley thinks that mortgage rates in Hong Kong can rise to 5%, but their view on property prices could be too positive under their rates scenario.
Paul Donovan: Greek Referendum Makes Political Sense
Paul Donovan of UBS thinks that the Greek referendum makes perfect political sense in current environment.
Life & Arts, Music. 2 November, 2011, 4:04
Beethoven Symphonies Cycle – Christian Thielemann
A latest recording of Beethoven’s symphonies which is less influenced by period instrument performances than the contemporaries.
Greece’s Referendum To Go Ahead, And The Government Is About To Collapse
George Papandreou decides to go ahead with the referendum anyway while his government is probably about to collapse.
European Debt Crisis: This Is How You Should Think About It
This is why the European “solution” has not been working, and will not work to really solve the debt crisis, once and for all.
Willkommen Herr (Super Mario) Draghi
Mario Draghi takes over the throne of the president of European Central Bank. Let us give him a warn welcome.
Nomura: One-In-Three Chance Of China Hard Landing
Nomura thinks that there si one-in-three chance that China’s economy faces hard landing by 2014, highlighting 6 reasons why this is a real possibility.
After Mania Comes Depression: Italian Yields Blow Out
Italy’s government bond yields are higher, and the Italian-German yield spread is reaching new Euro-era record high.
China: October PMI Declines, Input Price Index Dips Below 50
China’s manufacturing PMI declined in October. New exports order once again dipped below 50. However, input pirce index indicates fading price pressure.
Greece To Hold Referendum On EU Rescue Package
Greek government will have a vote of confidence on Friday, and will hold a referendum on the EU bailout plan.
Hong Kong, Real Estate. 1 November, 2011, 2:56
Hong Kong Property: Remarkable Decline Of Transaction Volume
The last leg of the property bull market ran with declining volume. With monetary condition tightened further, price action should follow.