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drbubb

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  1. , December 23, 2019 Short bets against long-term Treasury bonds hit record as economic pessimism wanes Speculators have amassed a record level of short wagers in futures for U.S. long-term government bonds, which have profited from a significant run-up this year. The growing willingness of bond bears to place bets on a reversal of this year’s bond rally represents an about-turn from August when investors feared an impending recession as the economy succumbed to trade-driven headwinds. Those concerns now have abated and a growing camp of investors see potential green shoots coming up in the global economy thanks to a preliminary U.S.-China trade agreement. To be sure, few anticipate a cyclical recovery as high debt levels and a tight labor market prevent an acceleration of growth. “Shorts in the longest maturity [Treasurys] have soared since the trade war headlines improved,” said Jim Vogel, an interest-rate strategist at FHN Financial. Non-commercial players, or those who don’t use interest-rate futures for hedging purposes, have placed a record net bullish position of 384,666 future contracts for bonds with maturities of 25 years or more in the week ending in Dec. 10.
  2. Dr.B's Trading Diary : 2020: Diary's 132nd Month = 12 years. Almost 11 years since 3/09 Low : of Dow: xx Dow closed 2017@ 24,719, 2018@ 23,327, 2019@ 28,538 +22.3% (YrH: 28,701.66, L: 23,301.59, -18.2% under Yr.H) Top of Page Charts (Odd) : Channel-GE : MP : PP : Charts : Acore : Fringe : Ag B E G H : Featured Video - Deep & thoughtful ideas here Vitalik Buterin (of ETH) on "The Portal", Ep. #012 - The Ethereal Prince and His Virtual Machine =============== DrBubb's Diary - Jan. 2020 Trading - v.132 FRT/ Fed Racetrack: Gold (GLD) vs Stocks (SPY) : GLD-SPY : FRTw/SLV : vs.CRB : GLD-hr : SPY-hr : GLD/SPYratio The Fed's money-printing has maintained confidence in markets - but the money has gone not only into stocks, but also into other areas. For many months, money flowed into commodities like Gold, pushing prices higher even faster than stocks, as the chart above shows. But since Gold's peak in Aug.2011, stocks have outperformed gold. Since then, these two assets have sometimes tended to trade counter-cyclically to each other. Gold in EURO - very worthwhile to track Short Term: Gold-in-EUR>: Gold-in-USD> Medium Term - 3 Years: Gold-inEUR or GLD-toEUR: US Stocks: "SPX-in-Euros" .. SPX-to-EUR or SPY-to-FXE .. update : A Rising Wedge ?? DrBubb's "Early Warning System" Leading Ratio ... LQD:TLT-Weekly-3yrs : TLT-vsLQD : Copper : HG price : CU price : SPY-10/11 : SMH-6mos I reckon that the LQD-to-TLT ratio should move in harmony with stocks, or maybe LEAD stock moves. If they are moving in different directions, then one should be cautious. (However, the value of this indicator has become suspect in recent years, after giving some false warnings.) ===== Bullish Percentages : BPNYA- : http://stockcharts.c...!Lh14,3]&pref=G BPGDM : http://stockcharts.c...!Lh14,3]&pref=G NASIT - : NAMOT : Summation Indices INFLATION Watch / "Drivers" (SPY, GLD, DXY) .. 10d : 6mo-D : 2yr-D : 5yr-D // CU-etc : w/XLE : w/OIH : COMMS / Gold leading Commodity bounce-back?: Copper. XLE-Oil, FCX, DBA USO - vs GLD, Ngas, Oilb .... fr. Feb.2009 : 2.17.16 : 9/2017 : end2018 : 10d : RECORD : CU may lead GLD and SPY ====== US Fed'l Debt // Formula: (Fed'l Debt - $4.0 Trillion ) x 119 +$100 Date-: DebtTr > G.Eqv /10.40 : - GLD - : - SPY - : -DIFF- : - ratio - : -- CU -- : cu/gld : - FXI - : cu-fxi : - DBA- : - BTC - : end07: $09.23 > 0,722 : 072.2 : $082.46 : $146.21 : -63.75: 56.398% : $20.0e: XX.X% :: $ 17.05: ==== : $ 32.99 : end08: $10.70 > 0,897 : 089.7 : $086.52 : $090.24 : -$3.72: 95.878% : $20.0e: XX.X% :: $ 29.09: ==== : $ 26.18 : end09: $12.31 > 1,089 : 108.9 : $107.31 : $111.44 : -$4.13: 96.294% : $30.0e: XX.X% :: $ 42.26: ==== : $ 26.44 : end10: $14.03 > 1,294: 129.4 : $138.74 : $125.75 : $12.99: 110.34% : $43.71: 31.51%: $ 43.09: $0.62: $ 32.35 : $ 00.29 : end11: $15.22 > 1,435: 138.0 : $151.99 : $125.50 : $26.49: 121.11% : $29.29: 19.27%: $ 34.87: - 5.58: $ 28.88 : $ 04.60 : end12: $16.43 > 1,570: 151.0 : $162.02 : $142.41 : $19.61: 113.77% : $30.34: 18.73%: $ 40.45:-10.11: $ 27.95 : $ 13.48 : end13: $17.35 > 1,689: 162.4 : $116.12 : $184.69 : -68.57 : 062.87% : $22.27: 19.18%: $ 38.37:-16.10: $ 24.25 :$815.00 : end14: $18.14 > 1,783 : 171.4 : $113.58 : $205.54 : -98.04 : 55.26% :: $18.09: 15.93%: $ 41.62:-23.53: $ 24.89 :$316.20 : end15: $18.83 > 1,865 : 179.3 : $101.46 : $203.87 :-102.41: 49.77% :: 2.135 : 2.140%: $ 35.29:-00.00: $ 20.61: $433.50 : end16 (2016) 01/29: $19.01 > 1,886 : 180.0 : $108.05 : $193.65 : - $85.60: 55.80% :: 2.060 : 1.907% $ 31.20:-00.00: $ 19.99: $375.00 : 02/29: $19.13 > 1,900 : 181.3 : $118.64 : $193.56 : - $74.98: 61.29% :: 2. ??? : 1.000% $ 30.00: -00.00: $ 20.00: $434.00 : 03/31: $19.26 > 1,916 : 182.8 : $117.64 : $205.52 : - $87.88: 57.24% :: 2. ??? : 1.000% $ 33.77: -13.17: $ 20.60: $415.00 : 04/30: $19.0E > 1,885 : 181.3 : $123.65 : $206.33 : - $82.68: 59.93% :: 2. ??? : 1.000% $ 33.53: -12.45: $ 21.08: $4 ??.00 : 05/31: $19.0E > 1,885 : 181.3 : $116.06 : $209.84 : - $93.78: 55.31% :: 2.080 : 1.792% $ 33.65: -12.34: $ 21.31: $526.10 : 06/30: $19.0E > 1,885 : 181.3 : $126.47 : $209.48 : - $83.01: 60.37% :: 2.0 ?? : 0.000% $ 00.00: -00.00: $ 00.00: $0 07/31: $19.0E > 1,885 : 181.3 : $128.98 : $217.12 : - $88.14: 59.40% :: 2.0 ?? : 0.000% $ 00.00: -00.00: $ 00.00: $0 08/31: $19.0E > 1,885 : 181.3 : $124.78 : $217.38 : - $92.60: 57.40% :: 2.080 : 1.667% $ 37.08: -16.85: $ 20.23: $570.00 : ===== ye'16 : $20.0E > 1,8 xx : 18x.x : Date-: DebtTr > G.Eqv /10.40 : - GLD - : - SPY - : -DIFF- : - ratio - : -- CU -- : cu/gld : - FXI - : cu-fxi : - DBA- : - BTC - : ====== "GOLD Formula" is : (Fed'l Debt - $4.0 Trillion ) x 119 +$100 : US Govt Debt :: http://www.usgovernmentdebt.us/
  3. PROPERTY Developers in a Downtrend : 2 of 4 Are ! PH-Prop. Developers ... update /
  4. Property-based stocks: SHNG, POPI, LAND, LR etc SHANG Properties, is the majority owner of Exchange Tower on Ayala Avenue SHNG.ph / Shang Properties ... All : 5-yr : 2-yr : 6-mo / 10d - Last: P 3.25 : PER: 4.50 / EPS: 0.722 : yield: 7.72%= 0.251P (34.8& payout) / NAV: 0.00 at -00% disc. Trades like a quasi-bond now - due to the strong (80%?) control position held by Kuok Group & its Philippine partners. There are rumors that Kuok Group is looking to sell its stake Now has a dividend yield above the 10-year PH govt yield (about 6%)
  5. WHERE's The RASCISM ? ! Is Woke-ism Dying ? Suddenly all the Emotional old bitties are LOSING the Debate - like in this one: The Crisis Talks Over Prince Harry and Meghan Markle Spark a Heated Debate! | Good Morning Britain / 2 / Now again, Men can dare to say some WOMEN MIGHT BE IMPROVED And Prof. Janis tells us: "Feminism has Lies to us!" Man Charges $1,000 to Help Make Women Great Again | Good Morning Britain
  6. Truth-teller: Ricky Gervais lays it down @ Golden Globes Ricky Gervais TORCHES Hollywood Elite in Scathing Globes Opener: ‘You’re in No Position to Lecture the Public About Anything’ By Joe DePaolo Jan 5th, 2020 5681 Comments In a room filled with Hollywood powers, comic Ricky Gervais absolutely did not hold back at Sunday night’s Golden Globes. As part of a scathing opening monologue, Gervais called out Hollywood heavyweights for palling around with Jeffrey Epstein, and for claiming to being “woke” while taking money from companies who run “sweat shops in China” “You say you’re woke,” Gervais said. “But the companies you work for … Apple, Amazon, Disney. If ISIS started a streaming service, you’d call your agent, wouldn’t you? “So if you do win an award tonight, don’t use it as a platform to make a political speech, right? You’re in no position to lecture the public about anything. You know nothing about the real world. Most of you spent less time in school than Greta Thunberg.” Watch above, via NBC. ===== / 2 / Nolte: Ricky Gervais Proves Pompous Hollywood Can No Longer Take a Joke Entertainment Media Triggered (THIS must be a very good thing then) If you go back and look at clips of award ceremonies from 30 or so years ago, you will see Oscar hosts Billy Crystal, Johnny Carson, and Bob Hope take constant shots at Hollywood, at celebrity, at the glitter and tinsel of it all. You will also see them make fun of themselves. Take a look at those old Dean Martin celebrity roasts or when superstars appeared on all those classic variety shows. You will see everyone from John Wayne to Elvis Presley to Frank Sinatra laughing at themselves, at Hollywood in general, at the whole idea of fame and celebrity. Bob Hope and Bing Crosby, Jack Benny and Fred Allen, Don Rickles and Frank Sinatra, W.C. Fields and a dummy named Charlie McCarthy, … These guys deliberately launched phony feuds as a means to keep each other’s egos in check. They would make fun of their looks, their weight, their age, their talent, their failures… you name it. The public loved it. Ate it up. As ambitious and egotistical as these men and women were, as driven and insecure as almost every big star is, back then they understood that one way to endear themselves to the public was through self-deprecation and self-effacement. For all their flaws, they were still smart, secure, decent, and grounded enough to laugh at themselves. For all their flaws, these guys still knew how lucky they were to be as rich and famous as they were, so they never took it for granted, never acted entitled. Compare that to celebrities today, to their sense of entitlement, their pompous sense of self-importance, to the stone faces that greeted Ricky Gervais when he took a few swings at celebrity while hosting Sunday’s Golden Globe awards. . . . Impeachment? Fires? Iran? Can you imagine this pompous reaction during World War II where no one is willing to laugh at themselves or make us laugh because Hitler and Toho are on the march, because those perilous times called for bubble-headed celebrities to make self-righteous speeches about how important they are? Hollywood was glorious during World War II — the movies, the radio shows, the Hollywood Canteen, the tours overseas, the music was all about helping us forget our troubles. Today the industry is so puffed up with self-importance, they think it’s their job to save the world. It’s grotesque and off-putting in the extreme. . . . The media have literally become the Celebrity Ego Protection League. And this is why both Hollywood and the media have fallen so out of favor with the American people. Instead of informing and entertaining us, they instruct, lecture, and shame us. Instead of good-natured laughs or the passing on of information, it’s self-righteous sanctimony from humorless prigs who have deluded themselves into a sense of unearned superiority and importance to the world. God bless Gervais. His only goal was to entertain those of us watching on TV, and he knows nothing is funnier or more liberating than mocking a room full of people who can’t take a joke.
  7. A SUCCESSFUL PH INVESTORS’s views & methods for trading in PH market I want to share some NOTES (on a no-name basis, until I get permission) Saw a surprisingly good presentation on Technical analysis, sponsored by one of the brokerage firms The presenter Is a Successful self-employed trader-investor, who used to work for a big PH bank, And then said he “tripled his salary” when he joined a larger European bank for two years. Then he went out on his own, and enjoyed enough success as a private trader to buy a P100 Million house about 2-3 years ago. In addition to his own Trading, he also prepares quarterly presentations for various large institutional clients. He gave a very clear presentation on Technical analysis in front of a group of 6-8 people. Fortunately, he was willing to entertain questions, and I asked him plenty, as did a few of the Other attendees. This allowed us to get some real depth of understanding into his current views, And some of the areas where he enjoyed past success. / 2 / Here-in, I will summarise some of the Bigger Picture views he presented, & I found most interesting (These are not given in the same order they were presented.) + He thinks the PH market peaked about two years ago in Jan. 2018, at over 9,000 + He does use Elliott waves also and thinks we are in the A wave of an long A-B-C correction that Could last for some years. He agreed with me observation that we might have recently seen the Wave 2 of wave 2, and so are headed into a bigger drop PSEI : Thu.1.23.2020: Php 7,616.35 + 147.62, + 1.98%. (ALI: 40.80 + 1.40, + 3.55%, DayH: 41.25) + 7500-7600 was key support, and it looks like that is gone for now. (Key Support about 5000 or lower?) + Other than Cash, there are no (or very few) safe havens for PH based investors + Personally, he moved away from PH stocks about two years ago, and now does most of his investing In the USA and other foreign markets, where etfs, shorts, options and other instruments are allowed + He finds it harder to trade now, with some shrinking of volume and illiquidity, as fewer foreign Investors are active in PH now.. When he was trading in size in PH a few years ago he sometimes Had to struggle to find the volume he wanted without moving the price too much. (His trade size on a “big” personal trade might have been P 5 Million or more.) / 3 / + Some of his successful trades include Double Dragon (DD) where he approx. Doubled his money, Riding the stock from the breakout just about P10 to P20, but missing out on the wild ride to P80. And Integrated Micro-Electronics Inc (IMI), where he also made many millions. There were other successes mentioned, but I did not Get them into my notes. + When doing technical analysis he makes extensive use of parallel lines as support and resistance Levels. He likens these to floors and ceilings, and talked about market action being like a tennis ball Hitting those levels and trying to break through. He talked about techniques he uses to identify When the action might be ready to make a break. Coiled and tight action below a resistance level With higher lows. Can be a sign of a coming breakout, especially when buying volume rises. + we agreed that gaps can be meaningful and can be a warning or confirmation that a trend is Changing or has changed. I will certainly be interesting in seeing more presentations by this gentleman. And I will show him a copy of these notes, and ask if he would like to join our Viber chat
  8. He's the NEW "Anti-Woke" Hero! Laurence Fox Defends His Right to an Opinion After His Controversial Comments | Good Morning Britain / 2 /
  9. A SUCCESSFUL PH INVESTORS’s views & methods for trading in PH market I want to share some NOTES (on a no-name basis, until I get permission) Saw a surprisingly good presentation on Technical analysis, sponsored by one of the brokerage firms The presenter Is a Successful self-employed trader-investor, who used to work for a big PH bank, And then said he “tripled his salary” when he joined a larger European bank for two years. Then he went out on his own, and enjoyed enough success as a private trader to buy a P100 Million house about 2-3 years ago. In addition to his own Trading, he also prepares quarterly presentations for various large institutional clients. He gave a very clear presentation on Technical analysis in front of a group of 6-8 people. Fortunately, he was willing to entertain questions, and I asked him plenty, as did a few of the Other attendees. This allowed us to get some real depth of understanding into his current views, And some of the areas where he enjoyed past success. / 2 / Here-in, I will summarise some of the Bigger Picture views he presented, & I found most interesting (These are not given in the same order they were presented.) + He thinks the PH market peaked about two years ago in Jan. 2018, at over 9,000 + He does use Elliott waves also and thinks we are in the A wave of an long A-B-C correction that Could last for some years. He agreed with me observation that we might have recently seen the Wave 2 of wave 2, and so are headed into a bigger drop PSEI : Thu.1.23.2020: Php 7,616.35 + 147.62, + 1.98%. (ALI: 40.80 + 1.40, + 3.55%, DayH: 41.25) + 7500-7600 was key support, and it looks like that is gone for now. (Key Support about 5000 or lower?) + Other than Cash, there are no (or very few) safe havens for PH based investors + Personally, he moved away from PH stocks about two years ago, and now does most of his investing In the USA and other foreign markets, where etfs, shorts, options and other instruments are allowed + He finds it harder to trade now, with some shrinking of volume and illiquidity, as fewer foreign Investors are active in PH now.. When he was trading in size in PH a few years ago he sometimes Had to struggle to find the volume he wanted without moving the price too much. (His trade size on a “big” personal trade might have been P 5 Million or more.) / 3 / + Some of his successful trades include Double Dragon (DD) where he approx. Doubled his money, Riding the stock from the breakout just about P10 to P20, but missing out on the wild ride to P80. And Integrated Micro-Electronics Inc (IMI), where he also made many millions. There were other successes mentioned, but I did not Get them into my notes. + When doing technical analysis he makes extensive use of parallel lines as support and resistance Levels. He likens these to floors and ceilings, and talked about market action being like a tennis ball Hitting those levels and trying to break through. He talked about techniques he uses to identify When the action might be ready to make a break. Coiled and tight action below a resistance level With higher lows. Can be a sign of a coming breakout, especially when buying volume rises. + we agreed that gaps can be meaningful and can be a warning or confirmation that a trend is Changing or has changed. I will certainly be interesting in seeing more presentations by this gentleman. And I will show him a copy of these notes, and ask if he would like to join our Viber chat
  10. STOCK Chat & Top Stockbrokers in Manila area STOCKS Summary - emphasis on property PSEI - vs. ALI, SMPH, MEG & BPI ... All : 10yr : 5yrW : 2yrD : 6moD : 10d / 10d-v.OthCountries : v.hk2823 : PSEI may be Rolling Over ! (Late June 2018) 6/25/18: PSEI - 7,134 / ALI:37.60 (0.53% psei), SMPH:33.95 (0.48%), MEG:4.47 (0.063%), BPI:87.85 (1.23%) ALI (Ayalaland) must be a stock with one of the highest correlations with the PSEI PSEI -etc ...10 day : 6/26, before the Close Fri (06/08), Mon (06/11): Symbol: 06/08: open : psei/ : PCT.% : 06/11 / x PCT: 06/26 : ratio : PSEI - : 7,741 : 7,738 : 1.000 : 100.% : 7,771 / 7,007 : 7,007 : 100.% ALI -- : 40.80 : 41.00 : 188.7 : .530% : 40.80 / 37.14 : 36.60 : 98.5% BPI -- : 99.30 : 99.50 : 77.77 : 1.29% : 98.90 / 90.39 : 86.00 : 95.1% MEG - : P4.90 : P4.90 : 1579. : .063% : P4.78 / P4.41 : P4.30 : 97.5% SMPH : 37.70 : 37.50 : 206.3 : .485% : 37.00 / 33.98 : 33.70 : 99.2% hk2823: 14.38 : 14.44 : 535.9 : .187% : 14.56 / 13.10 : 13.36 : 102.% === === One of the Top Stock brokers is public PH:COL / COL Financial ... All-data : 3-yrs : 1-yr : 6-mos : 10d / last: P15.88 at 10/30/17 : PE: 21.17, Yield: 0.88% COL trades like an illiquid stock. But the price may show something about how much business stockbrokers are doing Other major stock brokers include + Philstocks + Unicapital Securities + Others: ??? COL stock has not kept pace with the Stock Index PSE-Index. / PH:PSEI ... All-data : 5-yr : 2-yr : 6-mo // All-Data-vs-PSE : Last: 10/20/17: 8,420.95: -66.42 Neither has the marker for the Stock Exchange, which is a public company Philippines Stock Exch. / PH:PSE ... All-data : 5-yr : 2-yr : 6-mo : In fact, the stock traders have had little benefit from the weak PH Peso Phil. Peso ... usPHP ... All Data : 2-years : 6-mos : 10-days / DXY : CNY vsPHP : MYRvsPHP : updated to 10/20/17: USD= P51.50 In 2017, Property stocks seems to have benefited from the weak Peso (except CPG) ... update LINKS: Stock Codes-------- : http://psepicks.blogspot.com/p/philippine-stock-list.html Symbols & Prices : https://www.pesobility.com/stock ********************* OPTIONS Trading.... The PH govt has announced that it will allow Short Trading, and may soon allow trading in Derivative also. Maybe this is a good time to begin to study options trading. I have started a new thread about this in another section OPTIONS Q&A and Resources (For Beginners too) Please have a look, and comment if you like. (BTW, in trying to sign up here, my "fav0rite b1rd" is "Admiral Byrd" - you might need to use that to Register.)
  11. HERE it is - A great SLEEP AID Adam Schiff lays out case against Trump at impeachment trial ==
  12. Schiff's Witchunt(s) & Star Chamber, Terminate his corruption I am sick and tired of Pencil-neck's antics Adam Schiff has 2 aides who worked with whistleblower at White House House Intelligence Committee Chairman Adam Schiff recruited two former National Security Council aides who worked alongside the CIA whistleblower at the NSC during the Obama and Trump administrations, the Washington Examiner has learned. Abigail Grace, who worked at the NSC until 2018, was hired in February, while Sean Misko, an NSC aide until 2017, joined Schiff's committee staff in August, the same month the whistleblower submitted his complaint. The whistleblower was an NSC official who worked with former Vice President Joe Biden and who has expertise in Ukraine, the Washington Examiner has reported. A career CIA analyst with Ukraine expertise, the whistleblower aired his concerns about a phone conversation between President Trump and Ukrainian President Volodymyr Zelensky to a House Intelligence Committee aide on Schiff’s staff. He had previously informed the CIA’s legal counsel's office. Schiff initially denied he knew anything about the complaint before it was filed, stating on Sep. 17: “We have not spoken directly with the whistleblower. We would like to." But it later emerged that a member of his staff had spoken to the whistleblower before his complaint was submitted on Aug. 12. The Washington Post concluded that Schiff "clearly made a statement that was false." Grace, 36, was hired to help Schiff’s committee investigate the Trump White House. That month, Trump accused Schiff of "stealing people who work at White House." Grace worked at the NSC from 2016 to 2018 in U.S.-China relations and then briefly at the Center for a New American Security think tank, which was founded by two former senior Obama administration officials. A Schiff aide commented in February: "We have hired staff for a variety of positions, including the committee's oversight work and its investigation.
  13. REIT fires up stock mart | Business | Daily Tribune 12 hours ago - The release of the new set of amended rules and regulations for the Real Estate Investment Trust (REIT) law will revitalize activities in the stock market as property firms, long waiting in the wings to participate in the new scheme, are expected to seize the opportunity to raise capital in the stock market. PSE president and CEO Ramon Monzon said in the regular online program “Straight Talk with the Daily Tribune” while the REIT Law was passed in 2009, no property firm has listed to date. The announcement of the implementing rules and regulations (IRR) provides the opportunity to get the product off the ground, according to Monzon. The new asset class was met with tepid response from the investor community because of several contentious provisions. “REIT under the Tax Reform for Acceleration and Inclusion (TRAIN) law are VAT free and under the IRR, the 33 percent minimum public offer (MPO) will be required on participating firms which is lower than the original requirement of 40 percent in year one and 67 percent in year three,” Monzon acknowledged. Monzon said that the entry of REIT in the stock market will allow the democratization of real estate ownership by allowing the public to be part of the spectacular growth in the property sector through the bourse.
  14. REITs for PH: When? If ever? New PSE head plans to reinvigorate real estate investment trust push Posted on May 29, 2017 THE NEW HEAD of the Philippine Stock Exchange (PSE) is leading the revival of the real estate investment trust (REIT), with the Bureau of Internal Revenue (BIR) expected to come up with a compromise in two months that will bring the new asset class to life after being stalled for more than seven years. Ramon S. Monzon, PSE’s newly seated president and chief executive officer, told reporters on Friday last week that the bourse has made progress in discussions with the Finance department to “repeal” the existing implementing rules and regulations (IRR) of Republic Act No. 9856, or the The Real Estate Investment Trust Act of 2009. “We’d like to get the launched products back on track like the REITs so we’re doing some representation with the Congress now if they can reconsider passing something to amend the IRR that was passed by (former Bureau of Internal Revenue Commissioner) Kim Henares,” Mr. Monzon said. The new investment product has yet to take off since the REIT act lapsed into law in December 2009 after issues on ownership and taxation on asset transfers prompted the major property developers to shelve their respective issuance. For instance, the government subjected the transfer of assets into REITs to taxation and levied a 12% rate on additional income generated. It also set the minimum public ownership of such trusts at 40% for the first two years of listing and 67% thereafter. The administration of former president Benigno S. C. Aquino III had imposed these stringent REIT rules to limit revenue leaks caused by laws that grant generous tax perks. “They are listening... We also have to be creative as to what can replace the lost income of the government,” Mr. Monzon said. - See more at: http://www.m.bworldonline.com/m_content.php?section=TopStory&id=145905#sthash.Dw2MoXad.dpuf
  15. TRUMP's Legal team is ready for all contingencies Nothing new has come out yet... Opinions are not changing Jay Sekulow on Senate trial: I'm confident with where this is going xx Trey Gowdy: Unless you have new facts, people's opinions won't change
  16. Senate IMPEACHMENT Trial: Another EPIC fail for Dems? How long? Ted Cruz says: Will start in early Jan. "Shortest trial would probably be two weeks. Could be six weeks (like Clinton's trial)... OR longer" SEN. CRUZ: Has Trump impeachment been a legitimate process—or partisan weapon? ==
  17. OIL is still weak,. and is being led down by Natgas, as shown by UNG, the etf chart
  18. TIPS FOR 2020; I asked Saturday's Real Estate Meetup.. of the attendees. What is your FAVORITE investment for 2020? And... Where do you expect the PH Peso to be against the USD in 12 months. Would love to see some thoughts from Others in this Group. Then I will share what attendees said, and my own answer At the RE Meetup: Two wanted to keep investing in their own businesses (paper products & online). One wanted to build townhouses, and one wanted to buy some gold. Two wanted to buy bargains in the secondary property market. And very surprisingly, one wanted to buy condos, if he could get agressive finance from developers. Then there was my idea... (For the Peso, most thought it would be fairly stable in 2020. Or they had no strong opinion.) Here are my own ideas... OIL may be a big upside surprise in 2020. I may play it thru 6mo and 12mo calls on Oil stocks, which are even cheaper than oil is Which Oil share? There are so many possibilities. But maybe this Oil share etf: XOP > all-data : Compare very weak XOP, with strong USO, Major Oil shares (XLE) and Oil Service (OIH) XOP-etc: USO, XLE, OIH,.. update / 01.10.2020 : $23.22 (2.10x), uso: $12.44, xle: $59.92 (4.82x), oih: $13.01 (1.05x) Many OIL shares are relatively cheaper than Oil #2: the USD may be weak... (And that would not be surprising if Oil is strong.) How to play that? Calls on SLV, the Silver etf ... all-data : 10yrL: 5yr: ... Last: $15.84 - 0.01  ==
  19. He's the NEW "Anti-Woke" Hero! Laurence Fox Defends His Right to an Opinion After His Controversial Comments | Good Morning Britain / 2 / "People need to adopt" (the appearance of) "deep virtue" Laurence Fox: wokeness, white privilege and Question Time -- The Brendan O'Neill Show The day after his explosive performance on Question Time, actor Laurence Fox joined Brendan O’Neill to discuss the woke world of Hollywood, the myth of white privilege, and the wisdom of ordinary people. / 3 / "the more woke they are, the less I trust them. "it is as if the Virtue-signal, because they have something to hide" Delingpod 52: Laurence Fox
  20. Out of Date... Or out of his Mind? (garbage like Shiffy invents more garbage) Pencil Neck Speaks for Hours ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’ ‘Russia’
 Pencil Neck Tries to Impeach over ‘Russia Collusion’… Lead House impeachment manager Rep. Adam Schiff (D-CA) led his opening argument in the Senate impeachment trial of President Donald Trump on Wednesday by citing allegations of “Russia collusion” that have been debunked. Schiff tried to argue that the Senate had a duty to remove President Trump from office for allegedly inviting foreign interference by Ukraine in the 2020 presidential election because he supposedly invited Russia to interfere in 2016. He said: We also took this step with the knowledge that this was not the first time the president solicited foreign interference in our elections. In 2016, then-candidate Trump implored Russia to hack his opponent’s email account, something that the Russian military agency did only hours later. Schiff was referring to a press conference in July 2016 at which Trump joked about Russia finding the approximately 33,000 emails that former Secretary of State Hillary Clinton had deleted from her illicit private email server. Trump made the joke after being badgered by the press to comment on allegations that Russia had hacked the Democratic National Committee’s email server. The Clinton campaign had blamed Russia — and had blamed Trump as well. Trump said (emphasis added): So it is so farfetched. It’s so ridiculous. Honestly I wish I had that power. I’d love to have that power but Russia has no respect for our country. And that’s why — if it is Russia, nobody even knows this, it’s probably China, or it could be somebody sitting in his bed.They probably have her 33,000 e-mails that she lost and deleted because you’d see some beauties there. … I have nothing to do with Putin. I’ve never spoken to him. I don’t know anything about him other than he will respect me. He doesn’t respect our president. And if it is Russia — which it’s probably not, nobody knows who it is — but if it is Russia, it’s really bad for a different reason, because it shows how little respect they have for our country, when they would hack into a major party and get everything. But it would be interesting to see — I will tell you this — Russia, if you’re listening, I hope you’re able to find the 30,000 e-mails that are missing. I think you will probably be rewarded mightily by our press. Let’s see if that happens. That’ll be next. Yes, sir… That is what the Obama administration, and now the House Democrats, turned into an invitation to interfere in the 2016 election. In Schiff’s words, “then-candidate Trump implored Russia to hack his opponent’s email account.” But Trump said nothing about hacking. He was talking about Russia finding her emails — something that public reports suggested might already have happened, given the lack of security on Hillary Clinton’s private email server. Schiff actually played a clip of the press conference, falsely referring to it as a “rally,” as if Trump deliberately planned to make a statement inviting Russia to do something. The true context — a press conference where Trump was repeatedly asked about Russia, and where he was clearly making a joke at the media’s expense– is crucial. === Break this Focker's case, or his neck, but get past these Lies
  21. Satanic One: Still ALIVE, breathing... and Dangerous (for some) Hillary tears open wound with attack on Sanders... Rifts may help Trump, Dems fear... Hillary Clinton tears open wound with her attack on Sanders Hillary Clinton has torn open old wounds from her divisive 2016 battle with Sen. Bernie Sanders (I-Vt.), putting Democrats on edge about whether the party will be able to unite after a 2020 primary that has produced new fault lines between the center and the left. Clinton’s attacks on Sanders — and her refusal to commit to endorsing him or campaigning for him if he wins the Democratic presidential nomination — infuriated progressives and raised new fears among Democrats about whether supporters for the losing candidates will turn out for the nominee against President Trump in November. Those questions come as Sanders and his allies are ramping up their attacks against former Vice President Joe Biden, who they view as representative of the same “Clinton corporate wing” of the party that fumbled away the 2016 election to Trump. Tensions are boiling over as polls find Sanders, Biden, Sen. Elizabeth Warren (D-Mass.) and former South Bend, Ind., Mayor Pete Buttigieg (D) in a tight race in the final two weeks before the Iowa caucuses. Democrats and progressives interviewed by The Hill insist that the party will rally behind whoever wins the nomination. But many view Clinton’s remarks as unhelpful and self-serving. “You feel like looking Hillary square in the eye and asking, ‘What the hell are you doing?’ ” said one Democrat who has worked on presidential campaigns. “Donald Trump is president. Bernie on a bad day would be better than Trump on his best day. We need to win.” Conflict escalates... Bloomberg rises to 4th place in new national poll... Biden cries on live TV, says 'Beau should be running for president, not me'... Flips out at reporter: 'Why why why why why why why?!?'
  22. Guide to Dem Presidential Candidates. Too Many? Too Crazy? There are too many to remember them all. So I suggest this simplification Hillary 1.0 - The Satanic one herself, says she might run (& lose again) Hillary 2.0 = Elizabeth Warren, "faux-cahontis" the <1% "native American" candidate Hillary 3.0 = Kirsten Gillibrand Obama 1.0 - He has had his two terms, so will just plot in the background Obama 1.1 - Michelle Obama, the "Better half" Obama 2.0 = Joe Biden. the front runner? But he is a white male many Dems will oppose Obama 3.0 = Kamala Harris, "Obama with a skirt" (who is genuinely half black/ half Indian) Obama 4.0 = Corey Booker, "Spartacus", the virtuous whining fraud RFK 2.0 = Robert Francis "Beto" O'Rourke, reminds many of RFK, Robert Francis Kennedy, right down the to buck teeth. (Are they fake too?)
  23. Trump impeachment trial: Democrats lose series of battles in dramatic showdown on first day of historic proceedings xx
  24. BOT some Valhi shares VHI etc ... 1-yr / fr. 1.22.2019 : 10d / Ratio : VHI to CIX: 10.4% - at near 10%, this looks "too cheap" "at the bottom" of a range
  25. Chemical trading co's : XLB, VHI, NL, ... etc XLB / Materials Select Sector SPDR ETF ... update : $53.51 Compare NL-vs.: VHI, KRO, Che.ut.to ... update : fr.Jan.2015 : VHI = 0.171 KRO + 0.104 NL = 17.1% x$12.61 + 11.9% x$3.55 = $2.156 + $0.424 = $2.58 at 1.17.2020 KRO - etc ... update : == Symbol Company------- Last : PE-R : Yield : BkVal : P-BV : D/Eq : E.ps : KRO / Kronos Worldwide : 13.70 : 6.95 : 4.96% : $7.53 : 182% : 53-X : KWR / Quaker Chemical : 202.69 : 64.7 : 0.73% : 32.35 : 627% : 12-X : MTX / Minerals Tech.------ : 59.43 : 12.5 : 0.34% : 38.45 : 155% : 73-X : NL / NL Industries -------- : $3.80 : 33.8 : 13.2% : $5.99 : 63.% : 0.16 : OMN/ Omnova Solutions : $8.82 : 19.0 : - n/a - : 17.25 : 223% : 1.21 : VHI / Valhi, Inc.------------- : $3.47 : 3.44 : 2.31% : -0.05 : - N/a- : 80-X : ==== : Websites Kronos / KRO, NL / NL, VHI / VHI,
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