Ombre for Hombres
For her
For him
Unfortunately marred by logo.
No logo but not as interesting a color combo.
Stagnant Sales of Luxury Goods in China
From Deutsche Bank:
"... sales of luxury goods in China only grew 2% yoy in 2013, far slower than the 30% yoy growth in 2011 [ed.: what was it in 2012?]... As the China luxury market is shrinking, international luxury brands have slowed down their expansion in China. LV adjusted its strategy which a narrowed focus on Tier 1 cities and remained cautious about entering lower tier cities. GUCCI also announced a suspension of expansion plans in China. Meanwhile affordable luxury brands are raising share in the China market. Affordable luxury brands refer to goods with luxury designs and materials but affordable pricing, covering handbags, accessories, watches and other categories. For instance, Coach’s total sales growth in China was 35% in 1Q14 and was estimated to increase by at least 25% yoy for 2Q14."
Trading idea for Wed. Jun. 18, 2014 | Public Storage (PSA)
Love this business ... renting little cubes of space.
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Metal Financing Fraud
From Reuters:
"News of a investigation into a metal financing fraud at Qingdao Port, where a third-party company is suspected of using single cargoes of metal multiple times to obtain financing, has rattled banks and trading houses and unsettled markets."
...
"Pledging commodities to a bank, often using a warehouse receipt as proof of ownership, has become a popular way of raising finance in China, often to skirt restrictions on raising credit and helping drive up stockpiles at some ports."
Not all warehouse receipts are created equal.
From UBS:
And then there's aluminum. Their estimate seems low. It's an old scam, right? How many separate banks can you get on the hook and string along?
"In March, the bank [Goldman Sachs] estimated commodity finance deals in China were worth as much as $160 billion, or about 31 percent of the country's total short-term foreign exchange loans."
Citic Resources now says they're missing 123,446 metric tons of aluminum at the Qingdao Port:
Makes you wonder how much everyone else who stored metals there will be "unable to sequester." You have to love the euphemism.
From the Qingdao Port prospectus:
Gratuitous Yowza
On the old blog I had a feature called the Gratuitous Cute Chick Pic, which proved to drive more traffic than any of my brilliant stock picks. Her name is Adrianne Ho. She's Sandrine Holt's little sister; Sandrine caught my eye while playing Gillian Cole in House of Cards.
Xiaomi Priced Right, Coolpad Logo a Dealbreaker
Bron S01 E10
Jens ... works on managing his anger every day, he says.
Trading idea for Tue. Jun. 17, 2014 | JDS Uniphase (JDSU)
Bron S01 E09
August, Martin's oldest boy. Yet another Millennial layabout.