Member Info for Wids

"It's well known the MPC have access to certain data that is not in the public domain."

They should have NO access to data until officially released. Like the BLS, more leaks than the Titanic. Certain people out there thrive on front running good news - on bad news, more time for the excuses.

Missing out on further rises compared to future losses is never a bad move. When the market turns people sell right? - history shows a lot of things, not learning from it must be top.

Greed is a wicked thing.

Levis
I'll pass you at 36 thousand feet second week, exchanging fish+chips for a curry in Hyderabad India - returned France yesterday, out Italy Saturday for some pasta and bird watching.

Have a good family reunion!

When I figured it out, I'll let you know how to spell Ponzi in Mandarin.

Over and out

Morning L
Long way to go on the Evergrande story. The knock-ons was inevitable from day one - aka confidence collapse.

Remember, you will own nothing and be happy - excepting it is the problem.

House builders La Parma

https://youtu.be/Un3MmZy75wc

Gate
Negative real interest rate is already here.

You fully recovered?

"U.S. homes prices surged 19.7% in July, posting the biggest jump in more than 30 years for the third straight month....."

Y/Y

Interest rate rise will be bad for the consumer. The consumer is 70% odd of the economy, so a rate rise flowing through the pipe won't benefit Lloyds. Making money and debt more expensive will light the fuse - The Banksters know this, they are in a position of their own making - in a word screwed.

WW
You may have to give up on the triple ply bog roll for the Guardian on string - there are benefits.

Short Cement
Long Turkeys

Merry Christmas

Theo/John
Cheap money and leverage. Load yourself up with debt, then the buyers disappear = brown pants. Cash flow is everything, when that dries up it's curtains - but hey who didn't see that coming.

Sniffed out property in Hainan months back, the new HK economic hub of the future so called, but sniffed a rat then.

Mega knock ons coming down the chit pipe. But make no mistake the answer to the debt will be more debt CTRL+P. Once you start that caper it's impossible to stop to avoid pain, real pain.

As always, wealth doesn't disappear - just transferred.

Remember the Ghost Cities?...lol

"Just trying to suss out the 2 day fall,has LBG any exposure to Evergrande via corporate bonds?"

It doesn't need direct exposure - it's just pure fear. When the bullets start flying you duck or the Anzio crouch.

Hi L
Ponzi, moral Hazzard all springs to mind. The world has learnt nothing since the GFC - nor will it.

Sovereigns and CBs will own everything, everyone else nothing - that's the fcked up world we live in.

Stash Store and be invisible.

GL in T

Morning L
A Evergrande debt contagious cult. Bang holders in a panick - fear spreading, only two ways it can go - place your bets.

"Livestock
The way I read it your post at 09:03 contradicts your post at 08:35. Or am I missing something?"

Ignore the 1st post, it's a load of carp. The tide went South weeks ago.

The Pandemic bounce is over - connect the data dots. The rollover started weeks ago, the so called recovery fuelled by money printing and hand outs is fizzling out.

Bubbles everywhere, payback and realisation is not far away.

WW, yes I know.

It's a cracking day!

WW
"Pétanque, nothing like speaking your mind, you’ve learnt some bad language in Ireland! Lol"

PP can load both chambers when needed - direct to the point - over and out.

Government assistance programs end today. 7.5 million stimmy checks gone for a Burton. Oct 3rd the eviction moratorium ban ends. Looks like the Robin Hooders of this world, will re-enter the real world and become HGV drivers - Chickens and all that.