Geddo wrote:
Hi Freckle,

I don't think anyone doubts your intelligence, or ability to source a supportive graph or two, but I am curious as to why you hang around a property site if you don't think it is a good investment.

Never said property as a class was a bad investment. The entry time for property is not now. Hasn't been for a few years…[Read more]

3 years ago everyone thought China would boom for 10 -20 years. It's all over I'm afraid. We're in the bust phase now and it's going to hurt because this is a global bust underpinned by central bank printing which will prolong the correction. My guess is we could be in for a long period of stagnation at best and depreciation at…[Read more]

You're still waffling Ziv. You talk in circles but say nothing. You psycho analyse me and seem fixated on my motives and economic position with colorful adjectives to embellish your rhetoric but no persuasive economic argument is forthcoming.

You sound more like a politician wriggling under the spotlight and doing everything they can to avoid…[Read more]

TheFinanceShop wrote:
Go west I say – Perth that is!

Nope. There's a correction coming here big time over the next few  years. I wouldn't be surprised if the Perth market looses 10% between now and xmas.

Any possibility of positive sentiment is likely to be rubbed out by a deteriorating economic picture over the next 2 quarters. You also have an election to contend with that doesn't promise anything but spending cuts, government layoffs and more austerity. You could be looking at a credit regrading next year  which would invariably increase govt…[Read more]

Ziv wrote:
This is getting tiresome

It's getting tiresome because you talk around the subject instead of addressing the issues directly.

I indicated the problem is a mathematical certainty but you continually evade providing a reasoned response on how this could be averted. You allude to micro managed elements and side issues as possible…[Read more]

Ziv wrote:
I'm well aware of how carry trade works, thanks. The lady specifically mentioned "other places, where the currency will go up" – not "other investment vehicles in other countries". She has zero possibility of predicting this, except in the very short term perhaps.

Watch it again. She mentions higher yield products. You don't need a…[Read more]

Whooaaa!!!

BOJ just threw 2 trillion at the JGB market to support a slide that's been running for a few days now. But this injection it seems is after the Nikkei just took a 7% hit.

Jeez still plunging… ouch!!

This is one wild ride and by all accounts the BOJ is hanging on by the skin of its teeth as it tries to control the market. This…[Read more]

N@than wrote:
So in your opinion freckle there is good money to be made in FX selling the  against USD?

Nope. The money is in borrowing yen @ 0.1% and buying assets, stocks or bonds that pay bucket loads more. If (as) the yen depreciates you get even more of kicker. The yen carry trade as its known is about arbitraging the differences in…[Read more]

Cost of doing business is how I look at this stuff. 

If you've set up multiple layers of protection namely; active management, bond and insurance then what's left over is usually rather minor in the scheme of things. 

If you have comprehensive insurance cover you may find the insurance company compensates you and then pursues the tenant for…[Read more]

zmagen wrote:
1. "people borrow in yen, then invest elsewhere, where the currency will go up". Really? I wonder where that might be and how these magical clairvoyants that the world seems to be full of predict that. Utter bollocks, as the last five years have shown time and time again.

Ziv you really need to study your carry trade options.…[Read more]

zmagen wrote:
That's cool, oh-mighty-Freck-of-graphs 

Yeah but they look good eh?

Quote:
Take a chill pill

Can you imagine Chicken Little taking a chill pill??

Nigel Kibel wrote:
lol

I will take the sink holes over Tornadoes any day of the week.
r

A tornado you loose the house. A sink hole you loose the house and land!

kochy1983 wrote:

Somehow I have even actually managed to save around a grand since I was last on here, for any unexpected costs which may occur!

So thanks guys, your help was much appreciated.

Kirsty

That's huge girl. You've gone from someone drowning in financial quick sand to a grand ahead in the space of 2 months.

Every Oak tree…[Read more]

The image below shows a 30 yr tend of a strengthening JPY against the USD. While that trend remained intact it supported to some extent the Japanese standard of living and foreign investors could in the main pick up currency gains even if deflation eroded the value of assets. I could go with what your saying up to recent times. Now that Abe is…[Read more]

Yokohama-based Nissan has gradually shifted more production away from Japan over the last decade

Nissan has also aggressively increased the use of components made elsewhere in Asia to lower yen-based costs…Nissan now sources more than 40% of its auto parts from overseas, up from 10% to 20% several years ago. Nissan's best-selling domestic…[Read more]

McDonalds – lets see. My guess is that a substantial portion of its food products are either imported or have imported content regardless of corporate marketing hype. Brand fees and franchise fees will almost certainly be paid in US dollars. It's energy costs are definitely a function of energy import costs. My guess is that costs have jumped…[Read more]

JGB's in a vertical descent again today. Waiting for BOJ intervention (trading halt) to arrest the plummet. 

If you think this is normal or safe your on drugs.

You might look at a joint venture. You supply the land they develop and build.

Vendor financed sale. 

Fish farming? aquatic center?