CHINESE STOCK BONANZA! BUY AND HOLD THESE STOCKS!

THE CHINESE BANKING INDUSTRY HAS A DEPOSIT BASE OF 104 TRILLION YUAN!!  RED CAPITALISM IS GOING TO BE A MAJOR FORCE IN THE BANKING COMMUNITY FOR THE NEXT 25 YEARS.  WHAT ARE THE KEY STOCKS TO BUY?

1. CIHHF .........................$2.29 PER SHARE
2. CAOVF ........................$2.92. PER SHARE
3. CILJF.............................$2.92 PER SHARE
4. BACHF.........................52 CENTS
5. IDCBF ..........................68 CENTS
6. CICHF ..........................77 CENTS
7. ACGBF .........................49 CENTS
8. PIAIF (INSURANCE) ..................................$9.32

THE CHINESE BANKING INDUSTRY MAJOR GOAL FOR THE NEXT 10
YEARS IS THE CREATION OF AN OFFSHORE FINANCIAL MARKET.
THIS NEW AGENDA IS TO ALLOW BANKS TO EXPAND AND TO
COMPETE IN THIS NEW MARKET.  THE SECOND PART OF THEIR
AGENDA IS TO CREATE INTERNET PLATFORMS FOR THEIR
EXPANSION INTO THESE MARKETS.  JACK MA IS THE POINT MAN
THAT HAS CREATED THE ALIBA YU'E BAO MONEY MARKET FUND.
HE HAS BEEN GIVEN PERMISSION BY THE BANKING COMMUNITY TO
SHAKE UP THE MARKET FOR INNOVATION.  THE AMAZING RISE
OF JACK MA IS INCREDIBLE AND HIS MONEY  MARKET FUND OFFERS
THE FOLLOWING RETURNS WITHOUT EARLY WITHDRAWL PENALTY:

1. A 1 YEAR ACCOUNT PAYS 3.3%

2. A 3 YEAR ACCOUNT PAYS 4.8%

3. A 5 YEAR ACCOUNT PAYS 5.7%

THE AMERICAN MONEY MARKETS CANNOT COMPETE AGAINST THESE RATES. THE AVERAGE CHINESE PERSON HAS FIVE CHOICES: 1. REAL ESTATE; 2. GAMBLING INVESTMENTS; 3. STOCK MARKET 4. JACK MA'S MONEY MARKET FUND; 5. TRADITION CHINESE BANKS.  CURRENTLY 82% OF CHINESE BANKINGIS ELECTRONIC BASED AND MOBILE ORIENTATED.  THE CHINESE LIBERALIZATION OF THE FINANCIAL SECTOR WILL RADICALLY ALTER THE LENDING POLITICES OF THE BIG 4 CHINESE BANKS AND THE MINOR CHINESE BANKS HOLDING CRAZY LOAN PORTFOLIOS.

THE CHINESE BANK EXPLOSION: 104 TRILLION IN YUAN!

THE CHINESE BANK EXPLOSION HAS HIT THE WORLD WIDE ECONOMY.  THE CHINESE BANKS HAVE A TOTAL OF 104 TRILLION YUAN ON DEPOSIT.  THIS IS THE LARGEST BANKING SYSTEM IN THE WORLD!

WHERE ARE THE INVESTORS?  THE CHINESE GOVERNMENT HAS MADE A MOVE TO CREATE THE FIRST WORLD WIDE OFFSHORE FINANCIAL MARKETS.  THE CHINESE ECONOMIST HAVE FIGURED OUT THAT THE WORLD NEEDS CHINESE MONEY! THE BRITISH HAVE BECOME THE FIRST TO BORROW MILLIONS OF YUAN.  THE IDEA OF AN OFFSHORE FINANCIAL CENTER IS THE FIRST STEP TO AN AMAZING INTERNATIONAL BANKING SYSTEM TO CREATE YUAN AS THE WORLD MONEY RESERVE.

HOW WILL THIS HAPPEN? FINANCIAL CRISIS WILL MAKE THIS HAPPEN IN THE DEFLATIONARY WORLD OF CASH SHORTAGE.  THE CHINESE ECONOMIST HAVE CREATED THE FIRST ARCHITECTURAL FINANCIAL PLAN FOR THIS NEW CONCEPT OF OFFSHORE FINANCIAL MARKET.

THE CHINESE BANKING COMMUNITY PLANS TO USE THE E COMMERCE MODEL DEVELOPED BY JACK MA'S ALIBABA YU'E MONEY MARKET FUND.  THE FUND WILL OFFER HIGHER INTEREST RATES AT 6% AND WILL ALLOW INSTANT WITHDRAWL USING THE INTERNET AND SMART PHONES.  THE IDEA IS TO USE JACK MA INTERNET DEVELOPMENT TO BECOME THE VANGUARD OF INNOVATION TO USE HIS IDEA FOR THE NATIONAL OFFSHORE INTERNET FINANCIAL MARKETS. THE CHINESE GOVERNMENT WILL BE ABLE TO COMPETE WITH OFFSHORE FINANCIAL MARKETS ON THREE LEVELS:

1. GOVERNMENT LOANS
2. INSTITUTIONAL LOANS
3. BUSINESS AND INDIVIDUAL LOANS

THE INCREDIBLE FINANCIAL MARKETS IN SOUTH AMERICA, AFRICA AND SOUTHEST ASIA WILL OFFER INCREDIBLE LENDING OPPORTUNITIES.  THE NEW MARCO POLO'S WILL BE THE CHINESE BANKER.  THIS WILL ALLOW WONDERFUL WAYS TO MAKE MILLIONS ON COMMISSIONS AND EQUITY POSITIONS WORLDWIDE.  THE WORLD MARKETS FROM A PURELY TECHNICAL POINT OF VIEW IS THE VISION OF AN OFFSHORE BANKING  CENTER FOR CHINA. THIS IS THE BEGINNING OF THE LIBERALIZATION OF CHINESE FINANCIAL SYSTEM.

The Keys to the Shadow Banking System: HOW TO PROTECT YOURSELF AND PROFIT FROM THE OPEC E...

The Keys to the Shadow Banking System: HOW TO PROTECT YOURSELF AND PROFIT FROM THE OPEC E...: THE GREAT OIL DEPRESSION OF 2014- 2020 HAS STARTED AN INCREDIBLE DEFLATIONARY COMMODITY TREND.  THE COLLAPSE OF OIL PRICES SO QUICKLY HAS...

HOW TO PROTECT YOURSELF AND PROFIT FROM THE OPEC ENERGY COLLAPSE!

THE GREAT OIL DEPRESSION OF 2014- 2020 HAS STARTED AN INCREDIBLE DEFLATIONARY COMMODITY TREND.  THE COLLAPSE OF OIL PRICES SO QUICKLY HAS CREATED A REVERSE FLOW OF MONEY FROM OPEC TO THE REST OF THE WORLD. IT'S THE OIL STUPID!

WHEN OIL WAS PRICED UNDER $2.00 A BARREL 70% OF OIL NEEDS OF THE AMERICAN ECONOMY WAS CONTROLLED BY FIVE COUNTRIES IN 1960:
1. IRAN 2. IRAQ 3. SAUDI ARABIA 4. KUWAIT AND 5. VENEZUELA,

HOW DID IT ALL START? IN 1973 THE 35TH OPEC CONFERENCE IN VIENNA DECIDED TO CHARGE $5.00 A BARREL AND 1974 THE PRICE WENT TO $7.00 A BARREL. BY 1981 THE PRICE OF OIL JUMPED TO $40.00 A BARREL. THE PRICE WENT DOWN TO $10.00 A BARREL IN 1986. AFTER THE GULF WAR PRICES SOARED TO $30.00 A BARREL AND THEN IN 1998 ENDED AT $10.00 A BARREL. THE PRICE OF OIL CLOSED OUT THE 20TH CENTURY AT $25.00 A BARREL.

WHAT DOES THIS MEAN? THIS MEANS THAT FAILING OIL PRICES PRECEDED ECONOMIC GOOD TIMES AND STRONG STOCK MARKETS. WHAT IS THE RELATIONSHIP BETWEEN OIL AND STOCK MARKET?

 WHEN OIL ROSE BY 100 PERCENT OR MORE OVER 12 MONTH PERIOD DURING THE NEXT 18 MONTHS EXPERIENCED A 13% TO  27% DECLINE IN STOCK MARKET!

WHENEVER OIL PRICES DROPPED OVER A 12 MONTH PERIOD DURING 18 MONTH PERIOD THEN THERE WAS A 30% MAXIMUM GAIN. THIS IS 30: 1 RATIO OF FABULOUS GAINS IN THE STOCK MARKET! THE STOCK MARKET WILL BEGIN ITS GAINS ONCE THE OIL BOTTOM HAS BEEN ESTABLISHED.  THIS MAY BE A 6 MONTH PERIOD AND BOTTOM WILL BE WHEN OPEC MEETS IN JUNE OF 2015.

WHO ARE THE MAJOR OIL PLAYERS TO SHORT THE MARKET? THE MAJOR OIL PLAYERS ARE EXXON, CHEVRON, ROYAL DUTCH ETC. THEY DO WELL WHEN OIL PRICES RISE AND THEY DON'T DO BADLY WHEN OIL PRICES FALL.

THE SECOND GROUP IS THE OIL SERVICE COMPANIES WHO ARE DRILLERS AND DIVERSIFIED SERVICE COMPANIES. THEY HAVE NO INVENTORIES TO MAKE THEM RICH WHEN THE PRICE GOES UP AND THEY WILL BE HIT HARD BY FALLING PRICES.

THE THIRD GROUP IS THE INDEPENDENTS LIKE THE ONES IN NORTH AMERICA.. HIGH RISK AND LOW REWARD WITH FALLING PRIES.  THEY ARE WAITING FOR RISING PRICES BUT SHARPLY RISING OIL PRICES SEND THE ENTIRE ECONOMY INTO A DEFLATIONARY SPIRAL.

WHERE SHOULD YOU BE IN THE MARKET?

1. TREASURY BONDS
2. SELECTED INCOME PRODUCING SECURITIES
3. CONSUMER STAPLES AND GOOD
4. DOLLAR AGAINST THE YEN
5. SELECTED HEALTHCARE PROVIDERS AND MED. OFFICE BLDG
6. RENTAL APARTMENTS
7. TECHNOLOGY ENHANCERS
(SEE THE 2015 PORTFOLIO FOR EXAMPLES)

THE UPTAKE OF THIS SCENARIO IS THAT AN INFLATIONARY ECONOMY IS BORN ON
THE COLLAPSE AND WILL BEGIN A NEW INVESTMENT ROTATION FROM 2016-2020. THIS WILL BE CONFIRMED BY THE GAINS IN THE MARKET.

Juggling Dynamite with Park's Late Show

Juggling Dynamite with Park at the Late Show!  Park has now discovered the coming deleveraged winter of deflation!  Gary Shilling is the master of the show with his great opus The Age of Deleveraging and has been the main attraction since 2008.  Park's late show is about the collapse of oil market and discovery that 50% of Oil Industry is based on the quicksand of $130.00 a barrel of oil. The problem with the late show is that the movie is over and this is a repeat of a the last movie.  Are we really going to believe that the government and federal policy has been a failure?

Does she believe that the  19th Century market will automatically cleanup the 20th Century Keynesian pump by destroying everything in the economy? Does she really believe that the Herbert Hoover fan club is still an active club? The fact that trillions have been put in savings and international banking makes the final belief of power cleaning as suspect to the nature of real financial dirt.  She needs to tell us something we don't know and that the movie is really over! By the way, the next movie has already started and the reel has been changed-- we are going into a completely different financial environment. Yes, Ms. Parks Franklin D. Roosevelt has been elected President in the 1930's and yes there is government intervention in economics.

The Keys to the Shadow Banking System: OPEC COLLAPSES! NEW OIL PRICE $40.00 A BARREL!

The Keys to the Shadow Banking System: OPEC COLLAPSES! NEW OIL PRICE $40.00 A BARREL!: The age of deleveraging has finally hit the the Oil Empire of OPEC. Essentially, OPEC has gone through a defacto collapse of its ability t...

OPEC COLLAPSES! NEW OIL PRICE $40.00 A BARREL!

The age of deleveraging has finally hit the the Oil Empire of OPEC. Essentially, OPEC has gone through a defacto collapse of its ability to control prices.  The great inflationary run up of the 1970's has created a situation where demand was greater than supply; and now supply is greater than demand in 2014.  The worst case scenario is a barrel at $40.00 and the best best scenario is at
$60.00 a barrel. This is now creating secondary collapse in the equity industry by devaluating the oil inventories and creating lower stock prices to all oil industry related stocks. The third level of collapse is the credit markets and the lost of credit rating by major companies.  The fourth level is the collapse of individual companies which will result in mergers, acquistions and bankrupt oil companies. The fifth level of collapse is political instability to OPEC countries with further geo-political problems with these companies. The sixth level of collapse is OPEC financing and borrowing capacity on all of its projects that will create massive unemployment, poverty, and half-completed industry projects.The seventh level of collapse is the changing of the government and its leadership in these key OPEC countries which will demand more social and political reforms. The 8th level of collapse is the massive withdrawl of funds from international banks, European Banks, and American banks.  Numerous re-capitalization projects will result in OPEC cashing in their treasury bonds and treasury notes in the hundred of millions of dollars.  The 9th level of collapse is the replacement of oil reserves by the US dollars as the money reserve of final resort. The deflationary forces are creating dropping prices, and large amounts of capital that is not being used by the business and consumer markets.  OPEC spending spree has come to an abrupt end and will end up being OPEC 3 in 6 years until 2020.  The 6 years will seem like 20 years to the OPEC countries.