香港新浪網 MySinaBlog 精選話題工具
Samson Li | 18 April, 2011 | 宏觀我見 | (93 Reads)
承接Glencore IPO一文,現時玻利維亞政府正研究國有化國內銀礦的細節,總統將會在5月1日有正式宣佈。2006年同一個總統,已經將國內所有油田國有化,所以今次筆 者估計,就算今次未必會將全國國內的銀礦充公,相信亦會有部份銀礦將會被國有化,屆時消息或有可能進一步刺激銀價再升;不過假如預測正確,筆者或會藉此上 漲減持手上白銀ETF,或會將資金轉至黃金ETF以減低波動風險。

Samson Li | 18 April, 2011 | 宏觀我見 | (44 Reads)
筆者在兩、三年前的一篇文章介紹過Liberty Dollar,一間自行生產金幣、銀幣及銅幣的公司(網頁上已一早表明所有販賣之金銀幣均非美國政府,而是私鑄)。這間公司的宗旨,是認為美國政府不負責任的貨幣政策,將會剥削美國人的財富,所以鼓吹大家放 棄美元,改用金、銀等金屬作為貨幣(大家 當然也可以「幫襯」他買金幣銀幣)。結果 數年前Liberty Dollar的總部被FBI(!!)掃場,創辦人Bernard von NotHaus被捕。

         經過一番審訊,Bernard von NotHaus因「製造虛假貨幣、此舉已能被視為恐怖襲擊的一種(domestic terrorism),縱使當中並無包含任何暴力成份,但仍能對國家 經濟穩定造成威脅(此句大家耳熟嗎?)」之罪名被起訴。Bernard von NotHaus正面臨最高可長達15年的「寃獄」,15年的監獄生涯代表什麼?現時美國的法律下如果有人犯了暴力罪行(violence),最短刑期為6個月、持械打劫銀行可判監10年。大家認為私自發行金幣、銀幣的罪行,會比上述那些罪行更嚴重嗎?還是有心人想殺雞警猴?

         改變世界永遠都是艱辛的工作,予期靠個人力量想馬上改變美國人甚至全世界人的想法,倒不如明哲保身,就像范蠡在幫助越王勾踐滅吳後選擇急流 湧退,而非進一步實踐中國統一的宏願。現時美國政府擺明採取極端手法試圖穩定人民對美元的信心(但同時間又暗地裡繼續貶值),聰明的美國人應該及時跳船,在事件尚未進一步惡化前(資金流動管制、稅率大升、政局動盪)移民至其他地方(個別南美地區、新加坡是不錯的選擇)


Samson Li | 15 April, 2011 | 宏觀我見 | (291 Reads)
全球最大商品交易商Glencore將會同時於英國及香港上市。雖然Glencore主力集中在商品中、下游業務,但亦有部份上游(採礦)業務。 Glencore的投資價值如何,仍雖待招股書出爐後才能知曉,可是昨晚傳出波利維亞有意將國內的所有銀及資源礦國有化,而Glencore在當地正有一 些礦場業務,相信如果一旦當地政府實際執行國有化行動,將會對Glencore的估值有一定的打擊。

Samson Li | 11 April, 2011 | 宏觀我見 | (57 Reads)

Gold, silver coins now officially legal tender in Utah

Utah's tax code says U.S. Mint issued gold and silver coins are currency, rather than assets taxable by the state.

 

RENO, NV - 

Utah Gov. Gary Herbert last week quietly signed a law which has made Utah the first U.S. state to recognize federally issued gold and silver coins as legal tender.

However, the governor chose not to make any public statement about the Utah Legal Tender Act.

Utah's state tax code now considers U.S. Mint gold and silver coins as currency, which means no capital gains or other state taxes will be levied when the coins are exchanged. However, the gold and silver coins are still only worth their face value despite record gold and silver prices.

A person only identified as close to Herbert told CNN, "If somebody is stupid enough that they want to buy a Snickers bar at 7-Eleven with a gold coin worth thousands of dollars, they will be able to do that."

Larry Hilton, an attorney and insurance salesman who authored the Utah Sound Money Act, said eliminating taxes on the exchange of the gold and silver coins places them in the same playing field as paper currency. However, federal taxes still apply. The law also does not apply to foreign minted gold coins.

He told the Salt Lake Tribune last December that the Utah Sound Money Act is "not intended to be compulsory in any way. The state is offering to taxpayers, "If you want to pay your taxes in gold and silver, we'll accept them."

James West, publisher of the Midas Lettter, Wednesday called Utah Sound Money Act "a shot at the Federal Reserve. And Utah isn't alone. A few other states are considering similar bills."

"Conservatives fret that the central bank has permanently damaged the value of the dollar by pumping trillions into the economy, drawing down the greenback's buying power," he observed. "And Utah - where the Tea Party has a powerful presence - is leading the charge against Fed Chairman Ben Bernanke."

The Utah Sound Money Act was also promoted by Washington-based American Principles in Action, which is backing the Gold Standard 2012 program.

http://www.mineweb.com/mineweb/view/mineweb/en/page72068?oid=124156&sn=Detail&pid=92730

 

美 元也許已進入倒數階段了...

Samson Li | 8 April, 2011 | 宏觀我見 | (20 Reads)

英國《金融時報》轉載 DealReporter 引述消息披露,中石油(00857)正在美銀美林非正式協助下,考慮對陷入困境的中國燃氣(00384)提出收購提議。該兩位消息人士稱,中石油可能通過旗下子公司昆侖能源(00135)收購中國燃氣,但或會直接收購。

 報導,美銀美林拒絕發表評論,中國石油發言人則 稱並不知曉此事。


筆者評:收購目的如果不是對業務有重大幫助,而只係「幫拖」,這些股票買來都喊三聲!

Samson Li | 8 April, 2011 | 宏觀我見 | (8 Reads)

Mass. job fair canceled because of lack of jobs


TAUNTON -- A Massachusetts employment organization has canceled its annual job fair because not enough companies have come forward to offer jobs.

Richard Shafer, chairman of the Taunton Employment Task Force, says 20 to 25 employers are needed for the fair scheduled for April 6, but just 10 tables had been reserved. One table was reserved by a nonprofit that offers human services to job seekers, and three by temporary employment agencies.

Shafer tells the Taunton Daily Gazette the lack of employers means the task force won't have enough money to properly advertise the fair.

The task force has been organizing the job fair nearly every year since 1984.

Shafer says the cancellation reflects the current economy -- even though things are getting better, companies are still cautious about hiring full-time workers.

http://www.boston.com/business/ticker/2011/03/mass_job_fair_c.html?p1=Local_Links

Samson Li | 5 April, 2011 | 宏觀我見 | (6 Reads)
Not only they hire a bunch of real professionals so they could set up unfair odds gambling against retail and causal speculators on the warrants markets, they are also manipulating the market (HSBC and JPM are being sued right now for manipulating the silver market). Now they are being accused for charging fee without offering any real service...

 

Class-action suit accuses UBS of charging storage for imaginary silver

Submitted by cpowell on Wed, 2011-03-23 18:25. Section: Daily Dispatches

2:26p ET Wednesday, March 23, 2011

Dear Friend of GATA and Gold (and Silver):

A class-action lawsuit filed in federal court in New York accuses UBS Financial Services of misleading investors in silver and charging them storage fees for metal that was never actually purchased, segregated, and stored for them.

The lawsuit resembles one against Morgan Stanley that the investment house settled for $4.4 million three years ago:

http://www.reuters.com/article/2007/06/12/idUSN1228014520070612

The lead plaintiff in the suit against UBS is Ramsey Personal Trust, which is represented by the law firm of Schoengold & Sporn, P.C., 19 Fulton St., New York, N.Y., 10038. Handling the case is lawyer Samuel P. Sporn. Precious metals investors who are concerned about storage fees they have paid to UBS and seek more information about the lawsuit can telephone Sporn at 212-964-0046.

The lawsuit can be found here:

http://www.gata.org/files/RamseyV.UBS_.pdf

CHRIS POWELL, Secretary/Treasurer
Gold Anti-Trust Action Committee Inc.

 

http://www.gata.org/node/9733


Samson Li | 1 April, 2011 | 一般 | (26 Reads)
業界:聽任改文件 損投資者信心

http://hk.biz.yahoo.com/110331/369/44my7.html

【明 報專訊】本地監管機構罕有地默許高盛發行的窩輪停牌,並修改上市文件,遭致各方炮轟。不少市場人士均直言此情聞所未聞,更有歐資投行的衍生產品主管 相信,監管當局若聽任發行商修改文件而毋須付出代價,日後投資者購買窩輪的信心或受損。「證監會平日教導投資者購買金融產品一定要看相關文件,昨日不少投 資者可能因參考了文件,覺得 市場同類產品中,高盛的日經窩輪較『抵買』,於是追入」,該名人士指。他估計,事件背後的原因是高盛不願承擔錯誤的巨額損失。」

他 認為,若港交所此次讓高盛過關,對於投資者顯然是不公平,「以買樓為例,與業主簽定買賣合約後樓價上升,業主可否反悔?」

他坦言,以往窩輪發行商「開錯價」的情亦不少見,通常這類個案發行商惟有自己低調承擔損失,如高盛般公開「承認」銷售文件錯誤的,反而是首次。

投資者組織:高盛輸打贏要

投資者學會主席譚紹興認為,窩輪的上市文件出現錯誤,責任顯然在於發行商,應予投資者相應賠償。「高盛此舉可謂輸打贏要,若投資者只能從民事途徑索 賠,監管機構無動於中,勢必打擊香港作為全球最大窩輪市場的形象。」

 

筆者評:計我話買什麼窩輪啦,人地請咗成班人計哂數後仲同佢賭?唔好咁豬啦!豬既最終命運,只係被宰

Samson Li | 31 March, 2011 | 一般 | (38 Reads)

馬化騰三折賣股 再沽騰訊套逾億 下月 4份期權淡倉到期 股價添壓

http://hk.apple.nextmedia.com/template/apple/art_main.php?iss_id=20110331&sec_id=15307&subsec_id=15320&art_id=15124297

騰 訊發言人回應指,今次馬氏減持,與去年 6月因參與鎖定利潤策略期權組合( Collar Option Strategy)到期沽股類同,屬於主席個人財務安排,並不影響公司日常運作。

去年 6月 7日,馬氏在場外以每股 102.7元沽出 500萬股騰訊,較當日股價折讓超過 30%。

按照發言人口供,今次馬氏沽股,相信又是訂定的期權組合(短倉合約)累事。一名私人銀行衍 生工具部 負責人坦言,馬氏很大機會與投資銀行對賭,向其出售一個容許對方在兩年後,以每股 67.8元向他買入 200萬股騰訊股份的權利。

根據 協議,馬 化騰可收取期權金,若兩年後(即現時)騰訊的股價低於 67.8元,其對手自然放棄權利(不會買股);反之,若騰訊股價高過 67.8元,馬化騰便需要將自己的股份,以 67.8元售予投資對手。他相信,馬化騰顯然低估了騰訊兩年後竟可暴升近 3倍,今次真係「贏粒糖(期權金),輸間廠(以現價沽可多套現 2.5億元)」。

值得留意,剛減持的 200萬股短倉合約,是於 09年 3月 25日簽訂,當時騰訊股價只是 55元,而港交所披露權益顯示,同日馬氏另有 4份共 800萬股短倉合約出現,相信是同一時間簽訂的淡倉期權組合。最快一張將於下周一到期,另外三張亦陸續在 4月到期,每周一張 200萬股。

Samson Li | 30 March, 2011 | 一般 | (24 Reads)

過去一星期非常忙碌,其中有兩天出席了位於灣仔會展舉行,一年一度的Mines and Money Hong Kong。大會除了邀請一些主講嘉 賓外,亦有超過一百間在海外上市的礦業公司在擺放攤位,向投資者介紹。

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