2021年4月20日星期二

HKET interview on HK property/stocks ||【ET財智Talk】移民潮再現 樓市怎樣走? 星級分析員王震宇為你分析樓市形勢 20210420

Below is the full interview streamed on HKET on 19th Apr 2021 in which your correspondent discussed a variety of macro and property market topics, including:

1. home price outlook

2. impact of inflation / debt crisis

3. HK demographics in view of BNO and China's new global tax rules

4. why HKSAR policies are not going to make housing more affordable without imprisoning low income groups in public managed welfare housing (instead of people owning their own cheaper priced properties)

5. property stocks better than housing? PRC developer stocks better than HK developer stocks?

Interview link:



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【ET財智Talk】移民潮再現 樓市怎樣走? 星級分析員王震宇為你分析樓市形勢
疫情肆虐下,本港經濟遭受重大打擊,樓市看似未出現大震盪。與此同時,英國國民(海外)護照(BNO)居留簽證(BNO Visa)今年1月開放申請後,截止3月中已有2.7萬人申請,移民潮再現,會如何影響樓市走勢?

1. 現時持樓投資者應為未來作出什麼策略?

2. 樓市利淡因素: 通脹升溫 

3.本港移民潮再現 - 對比80-90年代移民潮分別;名校罕見招收插班生;BNO 簽發量首度超越特區護照 

4. 內地買家能否支撐本港樓市:  環球付稅減少內地人才來港工作吸引力

5. 新盤「萬人空巷」:實則只是一般

6. 政府強搶私營土地供應:阻撓換樓階梯活力;令私樓價錢不會下調,結果事與願違

7. 投資地產股 地產發展商股風險較低;內房股更具上升空間?



2021年4月16日星期五

6 pieces on Pandemic forever, doctors speak out, vaccine side effects, etc...

 1) Update on the total signatures of Great Barrington Declaration 

- the number of professionals urging rational opening of social/economic activities (and implicitly condemning the harsh lockdowns imposed around the world) has ballooned to >13k scientists and >42k medical experts. It is now the professionals against the bureaucrats (and their panel of 'experts'), somewhat ironic:


 - our previous post when the GBD was launched can be found here: Scientists against lockdown/vaccine - 5 recent references 

 Sign the Great Barrington Declaration - Note "Signatures of Medical & Public Health Scientists will be made public below after verification, approval, and vetting process." (updated on 16/04/2021), this is indeed becoming highly credible and persuasive.

 

2) "The Lockdowns Are Creating a New Virus. Then We Have a New Epidemic." — Dr Knut Wittkowski

- virus mutate constantly, which is why pharma companies produce annual flu jabs

- by targeting coronavirus annually as 'pandemic', govt policy may be perpetuating lockdowns, and/or making annual vaccinations mandatory for a flu with a 0.03% death rate (see comparison with other causes of death here)


 3) Dr Ryan Cole : some common sense facts on Covid

- Corona viruses are seasonal and usually follow a 6-9 month life cycle 

- Average Covid-19 age of death is 78.8 years old, no different from the average annual US age of death of 78.6

- Highest risk factors: age, obesity, low vitamin D

- The virus is fragile and is inactivated by sunlight and ventilation (masking outside is insanity)

 

4) Canadian Doctors speak out: Top reasons not to be afraid of COVID

This is the message being conveyed to the public by a group of doctors in Canada with Canadian Health Alliance, which issued a press release and video this week, opposing the Government’s response to COVID: Stop fearing the Coronavirus, the new COVID “variants” are a hoax, let children go back to normal activities, take off your mask, and avoid the experimental COVID “vaccines”

According to their press release:

    The CANADA HEALTH ALLIANCE is a non-profit collaboration of medical doctors, nurses, chiropractors, naturopaths, pharmacists, and other healthcare practitioners from across Canada whose common goal is to protect the rights of our patients to access the highest quality healthcare available, continued freedom of choice, and autonomy through informed consent.

    Our goal is to halt the misuse of power by politicized public health “experts” currently being conveyed through damaging COVID-19 public health policies that are destroying Canadian society and the health of Canadians.

Here is what they are demanding be stopped immediately:

    We call on all levels of government to immediately stop promoting the following measures:

    · Lockdowns and physical distancing
    · Promoting the use of masks
    · Handwashing and cleaning surfaces with toxic disinfectants
    · Quarantines of asymptomatic people and social isolation
    · Using RT-PCR testing on people
    · Advocating inadequately tested gene-modifying COVID-19 vaccinations (insufficient human and animal trials)
    · Unnecessary COVID-19 policies at hospitals and other health care facilities
    · Business closures or restrictions
    · Restrictions on churches and places of worship
    · Closures of public facilities including schools, playgrounds, parks and recreational facilities
    · Misrepresentation of the COVID situation in the media
    · The use of fear and other psychological coercion techniques

Watch the 11 minutes Video

5) Experimental vaccine death rate for Israel’s elderly higher than COVID-19 deaths?

- per this article, analysis by 'Dr. Hervé Seligmann, a member of the faculty of Medicine Emerging Infectious and Tropical Diseases at Aix-Marseille University, and engineer Haim Yativ reveal, in short, that the mRNA experimental vaccine from Pfizer killed “about 40 times more (elderly) people than the disease itself would have killed” during a recent five-week vaccination period.'

- again, having the alternative data and analyses help us see the broader perspective, which sadly the mainstream media is censoring - one sided information is often, if not always unbalanced for rational decision making
 

1. Infection during quarantine

2. False positives

3. The ban on arrivals from some countries is irrational

2021年3月16日星期二

5 articles on masks, lockdowns, trust in pharma companies, etc.

1. Americans' Views (trust ratings) of U.S. pharma Industry

 

The 2019-2020 Americans' net ratings for the pharmaceutical industry have never been lower since Gallup first started the poll in 2001. 

When govt and pharma companies are so closely knit, and when the former has granted the latter legal immunity from negligence suits, why is it not surprising that trust in pharma companies are at record low?

see article: here

2. Covid Questions to help wake up family and friends

1) If there really is a pandemic, why haven't we been constantly been hearing sirens day and night. 

2) If there really is a pandemic, then why are all the undertakers saying business is either normal, or less than usual? 

3) If there really is a pandemic, why don't we see constant queues for the cemeteries and crematoriums, burying their loved ones? 

for the full 25 questions see here


3. Mask usage has no effect on flu 'case' counts?

Daily case data from March 20 to March 21 rise and fall very much independently from whether people wear masks or not, as the chart below clearly illustrates:


Source: YouGov, covidtracking.com 

So why do govts continue to force people to wear this increasingly questioned form of protection despite data suggesting otherwise?

For fuller exposition of the lack of efficacy of masks, here is a useful reference: Proof That Face Masks Do More Harm Than Good - by Dr Vernon Coleman

 

4. Dr. Scott Jensen, WHO Confirm: ‘We’ve All Been Played’ on COVID-19

There are serious questions being asked about the factual basis for declaring a pandemic. When is a COVID-19 case really a “case”? 

Do the case numbers and death numbers that have been touted over the last 12 months by governments in UK, EU, USA, and numerous governments around the world, accurately reflect actual COVID cases and COVID deaths?

Even the World Health Organization (WHO) itself has admitted that the entire basis for collating “case” numbers since the beginning of this ‘global pandemic’ is effectively null and void.

 

 5. What is the scientific rationale for vaccination? | Law Ka-chung

As at Mar. 10, the six countries in the world with the highest inoculation rates were Israel, the United Arab Emirates (UAE), the UK, the US, Chile and the European Union (EU), in that order.

Mr Law asked a few questions after examining the data (see charts below):

- vaccines for epidemic diseases take years to develop, ranging from three years to eight years or more. How is it that there are vaccines made available within half a year for this unusual disease that the experts initially had no clue about?  

- after five quarters since the outbreak, the infection rate in Hong Kong is only 0.15%, thus even if the vaccine is 99% effective, there is no scientific justification to administer it?

...for full article please head over here

 

here is Chinese translation of the article: 疫苗接種︱有何科學理據打疫苗?(羅家聰)