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Wednesday, October 21, 2020

The US hospitality debts are going to blow up soon!

https://finance.yahoo.com/news/a-third-of-us-hotels-could-disappear-hospitality-asset-managers-association-report-173743714.html

What will this impact?

Well, these hospitality debts are packaged into CMBS by banks and sold to the US FED and other investors.  Therefore, the banks won't be impacted as they've transferred the risks tother financial institutions and investors.

However, the CMBS market won't escape unscathed and might create a domino effect on other CMBS securities because investors might stay away from CMBS.  When the CMBS liquidity disappears, the prices will crash unless the FED is prepared to step in to support the market again.

This crisis will make it very difficult for the FED to remain assets light and the FED will be heavily loaded with high-risk assets which will make the FED hard to shed these risky assets in the future.

Tuesday, October 20, 2020

Western forces are behind Thailand (BKK) protests!

I see many similarities between the HK and BKK protests and I've highlighted them in this post.

The western forces (US & UK) are using the same modus operandi in HK and BKK.

The western forces will first instigate the local residents to hate their governments, brainwash them with western human rights values and democracy, and fund their protests to invoke a change in governance.

The first step to instigate the Thais to hate their King and government was done by a UK journalist.  He revealed the King's expenditures in an exorbitant and profligate manner with the intention to cause public disgruntlement.

https://hype.my/2020/197034/thai-king-vajiralongkorn-shocking-expenses/

Next, the western forces will brainwash the students with western human rights values and democracy since students are easily manipulated.  The students are usually the leading forces in the protests and they'll proclaim that their protests are leaderless which are just like HK's protests.

Lastly, the protests will be funded by western NGOs such as NED.


NED was set up by the CIA under the direction of President Ronald Regan.  On the surface, the NED's mission is to promote democracy but its real intention is toverthrow any anti-US government.

These BKK protests have caused many Thai family discords and disharmonies now because the older generations support the monarchy whilst the younger generations don't since they've been brainwashed.  This kind of family/society ramification also occurred in HK.

The Thais should look at HK and learn from Hongkongers' mistakes.  The Hongkongers are regretting their riotings in 2018-2019 now because corporation bankruptcies have gone up and the unemployment rate is at a 16-year high.  HK is worse off now after the HK riots and covid.


The covid outbreak has destroyed Thailand's economy and these BKK protests will only exacerbate the economic situation.  The bankruptcies and unemployment rates will rise correspondingly if these BKK protests are continued for a longer period.

Great Eastern - Stock calls

 


Grand Venture - Stock calls

 


Golden Agri - Stock calls


Stock calls for 20 October 2020


Many Hongkongers are regretting their riotings in 2018-2019 now!

https://sg.finance.yahoo.com/news/cathay-pacific-cut-6-000-092620228.html

Many HK pilots and aircrews would be fired and things wouldn't be this bad if there were no protests in 2018-2019.


The HK bankruptcies also started to creep up above its mean after 2018 because of the anemic GDP growth caused by the HK riots and covid outbreak.

Many rioters are regretting their actions now because they've sparked the economic downfall and they're experiencing severe economic repercussions.

Furthermore, China has given Shenzhen more autonomy to develop its own economy to supersede HK.

I believe the HK rioters have gotten what they've asked for.  Hahaha!

S&P 500 Technical analysis. - Part 11


https://rb.gy/g6y43y

The S&P 500 is still showing a bearish trend because it has crashed through the 2nd candlestick gap.

http://sg-stock.blogspot.com/2020/10/s-500-technical-analysis-part-10.html

Saturday, October 17, 2020

Baltic dry index - 1477


 

Related stock: Sembcorp Marine, Cosco & Pan ocean.

US rig count - 851



















Related stock: Keppel Corp, Sembcorp Marine & Cosco

The northern hemisphere is facing a 2nd wave of covid outbreak.

https://www.nytimes.com/2020/10/14/world/europe/europe-coronavirus.html

The 2nd wave of the pandemic has slapped SUTD again for its inaccurate data analysis on the covid outbreak.

SUTD was completely wrong in its data analysis for the covid situation in SG and France.

http://sg-stock.blogspot.com/2020/06/sutd-made-bizarre-epidemic-prediction.html

SUTD didn't factor in the seasonal factor in its data analysis which we had mentioned below.  Furthermore, SUTD followed the common bell curve principle blindly in its data analysis.

http://sg-stock.blogspot.com/2020/04/the-southern-hemisphere-must-brace-for.html

This singularity analysis resulted in a big margin of error and brought shame to SUTD.

We had managed to predict South Africa's outbreak by factoring in the seasonal factor and this seasonal factor is affecting the northern hemisphere again.