Is George losing his sense of timing?

Has George Soros been playing mind games?

If Facebook’s share price hitting yet another low ($19 last week and sinking) is happening with alarming regularity and fast becoming the archetypal ‘dog bites man’ story in terms of newsworthiness, the same can’t be said for billionaire investor/fund manager/philanthropist, George Soros, who, it has been revealed, has been buying up stock in the unloved US social media company in recent months.

In a 13F filing to the SEC, Soros – through his investment vehicle, Soros Fund Management – bought 341,000 shares in the quarter ending June 30. The filing, released by the SEC 45 days after the close of a quarter, only shows a fund’s stock positions, not its bond holdings or short positions in stocks, however.

While analysts can argue the toss over whether the Facebook ‘business model’ justifies a $15, $20 or even $25 share price – investors have long given up seeing value beyond $30, let alone the original $38 IPO price – what’s seems odd is Soros’s timing, given the price cap that will be weighing down on the company over the coming months as lock-up periods expire.

If May’s IPO saw 421m shares offered to investors, the expiry of the first lock up period last week means pre-IPO investors are now free to sell a further 271m shares into the market, thereby increasing the number of tradable securities in issue by more than 60 percent. With further lock-up periods set to expire over the next nine months an extra 1.44bn shares will be freed up for sale to potentially put even more downward pressure on the company’s share price.

If George’s timing seems odd, it won’t have been the first time. In January 2010 he used his familiar pulpit at the World Economic Forum in Davos to call time on the gold market, claiming the yellow metal had become the ‘ultimate asset bubble’. Yet a subsequent regulatory filing showed Soros Fund Management had upped its stake in SPDR Gold Trust – the world’s largest gold bullion backed ETF (Exchange Traded Fund) to 6.2m shares from 3.7m in the three months through end-2009.

Oddly, it wasn’t until Q1 2011 that George decided to make a major move – cutting his exposure in SPDR Gold Trust from 4.271m shares to just 49,900 shares and offloading all 5m shares in iShares Gold Trust. This came after the price of gold had climbed remorselessly from $1150 in January 2010 to an all-time high of $1920 in September 2011, before slipping back to a trading range of $1330 to $1430 in Q1 2011.

Cynics will charge that a November 2010 speech before the Canadian International Council, where he reversed course by saying conditions were ‘pretty perfect’ for the price of gold to continue rising, coupled with January 2011 comments that the commodities boom still had ‘a couple of years to run,’ was his way of trying to talk up the market while simultaneously getting out of it. Seasoned investors long accustomed to George’s market actions seemingly contradicting his public musings, will likely have done the same.

In the meantime, Soros more than doubled his holding in SPDR Gold Trust during the March-June 2012 period, increasing his stake from 319,550 shares to 884,400 shares. Yet if he is once again climbing aboard upon the gold train, he may find it heading in the direction, especially if the latest World Gold Council data showing gold demand falling to 990 tonnes in Q2 2012 (the lowest since Q1 2010 and down 7 percent year-on-year) forms part of a longer term trend.

It isn’t entirely clear whether Soros has been playing games with himself or the rest of us. What is clear is that his new found love for Facebook won’t afford him the luxury of keeping the markets guessing. He can neither talk the market up nor talk it down – the expiry of the lock-up periods will see to that. On the other hand, it may make no difference at all as he could have been quietly shorting Facebook all along and making mugs of us all.

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The May – June 2013 Issue

Highest corporate tax
rates in Europe

European countries are scrambling to raise every last penny of funds through taxes. But some countries may have gone too far...

Belgium

Though all business taxes in Belgium can be paid online with little effort and preparation, the rates are still sky-high at 57.7 percent, including a staggering 50.8 percent total rate on profits only in social security contributions.

Belarus

In Belarus, a company spends up to 338 hours annually preparing for and paying ten different taxes and duties. The total tax rate has incredibly been lowered to 60.7 percent, from 117.5 percent in 2008.

France

A company in France pays seven different taxes and duties, the sum of which can amount to 65.7 percent of profits; though President François Hollande has announced a wave of business tax rate cuts coming up.

Estonia

A business in Estonia pays 67.3 percent of profits in tax, 37.2 percent exclusively in social security contributions. The country has gone against the grain in Europe by raising businesses taxes from 48.6 percent in 2008 to the current rates.

Italy

While corporate income tax (IRES) in Italy is limited to 38 percent of taxable profit, a company operating in Italy can expect to pay 14 other taxes and duties, including social security contributions, bringing their total payable tax to 68.7 percent of profits, according to the World Bank.

Norway

Norway taxes motor fuels twice, with a road use tax and a CO2 emissions tax. Combined with strikes in the energy sector that have curbed output, the price of gas at a local pump has soared to $10.12 per gallon.

Turkey

Though Turkey sits on the Suez Canal and neighbours many oil rich countries, the price of a gallon of average gas clocks in at $9.41 in Turkish pumps, because of a 60 percent share of taxes. 

Israel

Like Turkey, Israel is surrounded by oil-rich neighbours, but drills very little itself. Gas prices are controlled by the government, so about half of the $9.28 per gallon goes to taxes.

Hong Kong

There are few gas stations in Hong Kong, but the ones available charge up to 76 percent more per gallon than mainland China, where the government caps the cost of fuel. A gallon at the pumps will cost around $8.61 on the island.

Netherlands

Expensive labour costs make the Dutch petrol prices the dearest in Europe, at $8.26 per gallon; though the 57 percent tax add-ons don’t help.

The credit crisis

8 February 2007
HSBC warns of subprime mortgage losses

2 April 2007
New Century goes bus

14 September 2007
Wholesale markets have dried up

17 March 2008
Rescue of Bear Stearns

7 September 2008
Rescue of Fannie Mae

15 September 2008
Lehman Brothers file for bankruptcy

3 October 2008
US congress approves $700bn bailout

14 February 2009
$787bn stimulus approved by congress

 

The effects of the current financial crisis are global and irrefutable. With the collapse of Lehman Brothers, the domino effect of irresponsible public monetary policies, huge levels of unsustainable debt, and a deregulated financial sector, has escalated to the point where no corner of the globe has been left untouched.

1973 oil crisis

October 1973
Syria and Egypt launch an attack on Israel on Yom Kippur and set off a twenty day war;

1977
US President Carter creates Department of Energy, which develops the US strategic petroleum reserve

 

The Organisation of Petroleum Exporting Countries (OPEC) used their oil reserves as a weapon with the Arab Oil Embargo against those who supported Israel. By January 1974, world oil prices were four times higher than they were at the start of the crisis, especially in the US, and the shock led to a huge drop in the stock market with NYSE losing $97bn in just six weeks.  The embargo lasted five months, and the effects are still seen today.

German hyperinflation

1922-1923

Hyperinflation
1923 – 1924
Stabilisation

 

The trouble began when Germany missed a repatriation payment, worth about one third of the German deficit in this period. Inflation was already high but by 1923 it was raging. Prices doubled within hours, and by late 1923, it cost 200bn marks to buy a single loaf of bread. People burned money as it was cheaper than buying firewood. Germany eventually regained control of its economy when it introduced the Rentenmark into circulation in 1923, and then the Reichmark in 1924.

The Great Depression

1929-1933
The Great Crash
1934-1939
Recovery and Recession

 

After the decadence of the Roaring Twenties, the 1930s saw the biggest economic slump of all time. The stock market crashed on 29 October 1929, and optimism and decadent living tumbled along with the figures. The GDP fell from $103.6bn in 1929, to $66bn in 1934 and the subsequent years of recovery were the most dramatic in US history.

1907 bankers’ panic

1907
Otto Heinze and his brother Augustus Heinze bought shares of United Copper.

 

The stock market was already cautious over the tight money supply, but the US was thrown into a depression after the stock market fell nearly 50 percent from its peak in 1906. The Heinze brothers thought they could influence market shares but ended up bankrupting lenders that provided the financing to buy the stock. A chain reaction left nine institutions bankrupt. By February 1908, the panic was over and the government created the Federal Reserve system, to prevent banks from exercising too much control over the economy.