Thursday, 7 June 2012

$3.5Million to spend - Where to live??


如果你有$3,500,000  你会住哪儿?
A. 在 L.A. ,女星 Megan Fox 的豪宅
B. 在佛罗里达州,男演员 Dwayne, "The Rock", Johnson 的豪宅
C. 在 Malibu, California 的 “摩登原始人豪宅”
D.  温哥华。。。

大温总房源 - 继续上升,10年最高


Wednesday, 6 June 2012

温西独立屋 - 总交易额 - 大跌

比去年5月大跌一半。 比2010-5月还低。
西区地产经纪将呈现僧多粥少的现象?


EPV 及 ERY 及 世界经济前景

石油使用量 跌过2008年,已达1998年程度。
世界经济前景堪忧
欧盟石油需求跌至1996程度
而目前美国石油生产量为13年来最高

未来油价,若无中东战乱,可能会持续跌幅。
若看跌油价/能源价, 可和GF一起玩玩 ERY: Direxion Energy Bear 3X ETF
ERY 从2月开始已上涨50%。
虽然这两天ERY有些跌幅,但GF继续看跌油价/能源价。

GF同时也持有EPV 来看空欧洲经济。
3月至今已上涨30%。GF将继续Hold 住EPV: Proshares Ultra Short Europe, 紧密观察欧洲经济动态。

*注意,GF只是用小钱小赌玩玩而已。 3X ETF 风险大。



http://globaleconomicanalysis.blogspot.com/2012/06/3-month-petroleum-usage-chart-for-march.html

One housing bubble down, one to go

Financial Post: 温哥华房市泡沫已开始破灭,现在只剩多伦多。


Jun 6, 2012
http://business.financialpost.com/20...-go-rosenberg/

One housing bubble down, one to go: Rosenberg

Vancouver’s housing bubble has burst, but Toronto’s remains “as hot as the weather,” says Gluskin Sheff chief economist David Rosenberg.

In a note Wednesday entitled Tale of two cities, Rosenberg said Vancouver real estate has cooled significantly, and is now showing signs of turning into a buyers’ market.

Sales of existing homes in Vancouver sank 15.5% from a year ago May, with the sales for the month coming in the lowest for any May since 2001. At the same time the active inventory backlog surged 16.8% and new listings were up 14.4% from a year ago.

“The supply-demand balance showed the increasing emergence of a buyer’s market taking hold, with average selling prices for single-family homes deflating year-on-year,” Rosenberg said.

Tuesday, 5 June 2012

西班牙今日改口, 恳求欧盟央行帮助


"传染源" 继续散播

Spain warns of credit freeze
June 5, 2012: 11:06 AM ET 
Spain's Treasury minister appealed to European leaders for financial support Tuesday, saying the country's credit markets are seizing up.
The yield on Spain's 10-year bond has been flirting dangerously close to the 7% mark that smacks of default anxiety. Over the past week, the 10-year yield has been at its highest level since November.
Treasury Minister Cristobal Montoro told Spanish radio station Onda Cero that it is "technically impossible" for Spain to bail itself out. He said that Spain needs to get more money to improve its debt situation to open the bond markets back up so people can invest in the country.
http://money.cnn.com/2012/06/05/investing/spain-credit-banks/

地产局忽悠招数: 随意制定"指标价"?

4月指标价

5月指标价


就看第一行,"Lower Mainland"
4月: 612,000
5月: 558,300 环比 +0.5% ???

直接拿5月报告与4月报告相比,是 下跌8.8%, 地产局在5月底重新编出新的指标价计算方法, 把-8.8% 变成 +0.5%, 用意何在?
(除了创造环比%,同比%继续上升的假象, 或是以"更改HPI计算方法"这理由来解释/隐瞒实际上下跌的房价)