ming-financial.blogspot.com
Ming's Financial Blog: Natural Gas vs. Oil
http://ming-financial.blogspot.com/2009/05/natural-gas-vs-oil.html
Tuesday, May 26, 2009. Natural Gas vs. Oil. Natural Gas has been so cheap recently and its price remains down about 30% since the start of the year. It has not enjoyed the run-up of other commodities, like Oil and Agriculturals. Check out the comparison. UNG (natural gas ETF) vs. USL vs. DBA. After all, 80% of US electricity is from Natural Gas. This means that the peak usage may not only occur in Winter for heating, but also in Summer for A/C cooling. Subscribe to: Post Comments (Atom).
ming-financial.blogspot.com
Ming's Financial Blog: Home Price to Rent Ratio
http://ming-financial.blogspot.com/2009/05/home-price-to-rent-ratio.html
Wednesday, May 27, 2009. Home Price to Rent Ratio. According to Case-Shiller data, the historical norm of home price to rent ratio is about 15 - - home price is about 15 times annual rent. I did some research and found that this ratio for high end homes and high income families with conventional mortgage is about 20 - 22 with tax savings and property tax factored in, at least in the first year. The assumption is the following:. Home price range 800K to 1.2M. 12% property tax rate. The downward pressure o...
ming-financial.blogspot.com
Ming's Financial Blog: Inflation Hedge
http://ming-financial.blogspot.com/2009/05/inflation-hedge.html
Tuesday, May 26, 2009. The following is a list of stocks/ETFs for inflation hedge:. Is probably the most aggressive way to profit from inflation. It directly shorts 20-year US treasuries. It is a double play for both inflation and weak dollar. The safest bet is probably Agricultural Products (DBA). But I would wait for a pull-back to below $25 to get into DBA. May 28, 2009 at 11:46 AM. Very informational. Thanks for sharing. May 28, 2009 at 5:31 PM. Subscribe to: Post Comments (Atom).
ming-financial.blogspot.com
Ming's Financial Blog: Cain's 9.9.9 Plan and the Trade War with China
http://ming-financial.blogspot.com/2011/10/cains-999-plan-and-trade-war-with-china.html
Saturday, October 15, 2011. Cain's 9.9.9 Plan and the Trade War with China. What is the relationship here? Hay We don't have to start a trade war with China by snapping 15% tariff on imports. Guess what - - how about a 9% national sales tax and then cut payroll tax from over 13% to 9%, and corp income tax from 25% to 9%, just like what Herman says. What is the net-effect here? All imports will be 9% more expensive. We are having structural economic problem and the recession will stay for long time unless...
ming-financial.blogspot.com
Ming's Financial Blog: October 2011
http://ming-financial.blogspot.com/2011_10_01_archive.html
Saturday, October 15, 2011. Cain's 9.9.9 Plan and the Trade War with China. What is the relationship here? Hay We don't have to start a trade war with China by snapping 15% tariff on imports. Guess what - - how about a 9% national sales tax and then cut payroll tax from over 13% to 9%, and corp income tax from 25% to 9%, just like what Herman says. What is the net-effect here? All imports will be 9% more expensive. We are having structural economic problem and the recession will stay for long time unless...
ming-financial.blogspot.com
Ming's Financial Blog: May 2009
http://ming-financial.blogspot.com/2009_05_01_archive.html
Thursday, May 28, 2009. High-end House Market and US Treasuries. Now it is the turn for high-end houses and prime mortgages. 12 pct. are behind on mortgage or in foreclosure. Delinquencies and foreclosures set record in 1st quarter, driven by prime loan defaults. A couple of months ago, some suggested moving up by buying good school district and letting go their current homes (by foreclosure? Now the interesting question is:. Just this week, creditors slapped the face of US government by saying "enough i...
ming-financial.blogspot.com
Ming's Financial Blog: July 2009
http://ming-financial.blogspot.com/2009_07_01_archive.html
Monday, July 20, 2009. Chinese Stock Market, Deflation and Inflation. The Chinese Social/Economical/ Political structure. Tends to respond well to deflationary pressure (much better than the rest of the world), which is the main problem in the current global recession. Is far more efficient in delivering economic stimulus. Remains high and ratio of personal income to GDP remains low. Consumers in the near term will not be the driving force of the economy. Though China. And the long term surplus from inte...
ming-financial.blogspot.com
Ming's Financial Blog: High-end House Market and US Treasuries
http://ming-financial.blogspot.com/2009/05/high-end-house-market-and-debtor-nation.html
Thursday, May 28, 2009. High-end House Market and US Treasuries. Now it is the turn for high-end houses and prime mortgages. 12 pct. are behind on mortgage or in foreclosure. Delinquencies and foreclosures set record in 1st quarter, driven by prime loan defaults. A couple of months ago, some suggested moving up by buying good school district and letting go their current homes (by foreclosure? Now the interesting question is:. Just this week, creditors slapped the face of US government by saying "enough i...
ming-financial.blogspot.com
Ming's Financial Blog: Chinese Stock Market, Deflation and Inflation
http://ming-financial.blogspot.com/2009/07/chinese-stock-market-deflation-and.html
Monday, July 20, 2009. Chinese Stock Market, Deflation and Inflation. The Chinese Social/Economical/ Political structure. Tends to respond well to deflationary pressure (much better than the rest of the world), which is the main problem in the current global recession. Is far more efficient in delivering economic stimulus. Remains high and ratio of personal income to GDP remains low. Consumers in the near term will not be the driving force of the economy. Though China. And the long term surplus from inte...