Strangewalk's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/128086/comments http://seekingalpha.com/article/158445-debunking-the-china-growth-myth?source=feed#comment-684643 684643
On Aug 26 03:50 PM Mark Anthony wrote:

> Graham:
>
> Your article is completely wrong. China's growth has been going on
> for more than 3 decades now and you think that China growth is just
> a "myth"? You are the one living in illusion, not reality. You probably
> know China only from typical Hollywood movies and horror stories
> about the Cultural Revolution. Frankly if you have not visited China
> at least once every three months, or read Chinese news medias on
> a daily basis, it is hard for you to keep track of what's going on
> in China.
>
> The growth in China is real. The potential is still huge. China's
> economic development is still at an extremely low level, if you calculate
> per capital quantity. China is not catching up with the USA. China
> is merely catching up with global average right now. And China still
> has a long way to go even to reach the global per capital average,
> in terms of vehicle ownership, housing square footage, food consumed
> and other measurements of the living standard.
>
> The only problem with China's growth, is that I am afraid this planet
> simply do NOT have enough natural resources to satisfy China's insatiable
> demand. Just remember, there are 1.3 billion people in China. These
> people are just as educated or even better educated than the average
> Americans. They work just as hard and just as productive as an average
> American worker. So what stops them from achieving a living standard
> as good as the American ones? The only real limitation to China's
> growth is the natural limit of the planet earth:
>
> seekingalpha.com/autho...]]> Mon, 21 Sep 2009 05:12:26 -0400
On Aug 26 03:50 PM Mark Anthony wrote:

> Graham:
>
> Your article is completely wrong. China's growth has been going on
> for more than 3 decades now and you think that China growth is just
> a "myth"? You are the one living in illusion, not reality. You probably
> know China only from typical Hollywood movies and horror stories
> about the Cultural Revolution. Frankly if you have not visited China
> at least once every three months, or read Chinese news medias on
> a daily basis, it is hard for you to keep track of what's going on
> in China.
>
> The growth in China is real. The potential is still huge. China's
> economic development is still at an extremely low level, if you calculate
> per capital quantity. China is not catching up with the USA. China
> is merely catching up with global average right now. And China still
> has a long way to go even to reach the global per capital average,
> in terms of vehicle ownership, housing square footage, food consumed
> and other measurements of the living standard.
>
> The only problem with China's growth, is that I am afraid this planet
> simply do NOT have enough natural resources to satisfy China's insatiable
> demand. Just remember, there are 1.3 billion people in China. These
> people are just as educated or even better educated than the average
> Americans. They work just as hard and just as productive as an average
> American worker. So what stops them from achieving a living standard
> as good as the American ones? The only real limitation to China's
> growth is the natural limit of the planet earth:
>
> seekingalpha.com/autho...]]> http://seekingalpha.com/article/162209-financial-meltdown-china-blames-west-west-blames-china?source=feed#comment-683283 683283

On Sep 18 06:03 AM Carlos Lam wrote:

> Our Western leaders' arguments are completely laughable. The problems
> were caused by China's saving and producing??? That's like an arsonist
> blaming the match manufacturer for burning down a building.]]> Sat, 19 Sep 2009 04:03:36 -0400

On Sep 18 06:03 AM Carlos Lam wrote:

> Our Western leaders' arguments are completely laughable. The problems
> were caused by China's saving and producing??? That's like an arsonist
> blaming the match manufacturer for burning down a building.]]> http://seekingalpha.com/article/159984-how-much-of-china-s-export-industry-is-owned-by-u-s-corporations?source=feed#comment-663476 663476 Sat, 05 Sep 2009 19:51:25 -0400 http://seekingalpha.com/article/148387-winter-s-coming-for-the-boomers-part-2?source=feed#comment-597486 597486 Wed, 22 Jul 2009 00:01:00 -0400 http://seekingalpha.com/article/148387-winter-s-coming-for-the-boomers-part-2?source=feed#comment-597482 597482
Royal Dutch Shell has announced that its in situ extraction technology [of oil shale] in Colorado could become competitive at prices over $30 per barrel ($190/m3), while other technologies at full-scale production assert profitability at oil prices even lower than $20 per barrel ($130/m3).[43][55][56] To increase efficiency when retorting oil shale, researchers have proposed and tested several co-pyrolysis processes.[57][58][59]...

A 1972 publication in the journal Pétrole Informations (ISSN 0755-561X) compared shale-based oil production unfavorably with the liquefaction of coal. The article portrayed coal liquefaction as less expensive, generating more oil, and creating fewer environmental impacts than extraction from oil shale. It cited a conversion ration of 650 litres (170 U.S. gal; 140 imp gal) of oil per one ton of coal, as against 150 litres (40 U.S. gal; 33 imp gal) of shale oil per one ton of oil shale.[27]

]]> Tue, 21 Jul 2009 23:44:29 -0400
Royal Dutch Shell has announced that its in situ extraction technology [of oil shale] in Colorado could become competitive at prices over $30 per barrel ($190/m3), while other technologies at full-scale production assert profitability at oil prices even lower than $20 per barrel ($130/m3).[43][55][56] To increase efficiency when retorting oil shale, researchers have proposed and tested several co-pyrolysis processes.[57][58][59]...

A 1972 publication in the journal Pétrole Informations (ISSN 0755-561X) compared shale-based oil production unfavorably with the liquefaction of coal. The article portrayed coal liquefaction as less expensive, generating more oil, and creating fewer environmental impacts than extraction from oil shale. It cited a conversion ration of 650 litres (170 U.S. gal; 140 imp gal) of oil per one ton of coal, as against 150 litres (40 U.S. gal; 33 imp gal) of shale oil per one ton of oil shale.[27]

]]> http://seekingalpha.com/article/149512-seven-notes-on-the-china-wildcard?source=feed#comment-593348 593348
How did China accumulate such massive foreign reserves? Is it because the government imposed the world's highest corporate tax rates on its export manufacturers while pursuing aggressive, unfair, deceptive mercantilist policies in foreign trade along with massive copyright/patent infringement and piracy? Factories were limited in ability to pass profits on to workers as higher wages, which preempted the development of a domestic, consumer driven economy, while ensuring continued CCP control of the purse strings. China lost its golden opportunity, the death of globalization has begun with a bang and Smoot-Hawley will certainly be repeated in some form. Now all the Chinese government can do is play monetizing, speculation and bubble games while buying time from the certain inevitability of disaster that it actively participated with the Americans in making. Also, I don't think the Chinese have nearly the same ability to sustain their bubbles as the Americans did, especially in the current global atmosphere of extreme volatility and fear. ]]> Sat, 18 Jul 2009 21:57:11 -0400
How did China accumulate such massive foreign reserves? Is it because the government imposed the world's highest corporate tax rates on its export manufacturers while pursuing aggressive, unfair, deceptive mercantilist policies in foreign trade along with massive copyright/patent infringement and piracy? Factories were limited in ability to pass profits on to workers as higher wages, which preempted the development of a domestic, consumer driven economy, while ensuring continued CCP control of the purse strings. China lost its golden opportunity, the death of globalization has begun with a bang and Smoot-Hawley will certainly be repeated in some form. Now all the Chinese government can do is play monetizing, speculation and bubble games while buying time from the certain inevitability of disaster that it actively participated with the Americans in making. Also, I don't think the Chinese have nearly the same ability to sustain their bubbles as the Americans did, especially in the current global atmosphere of extreme volatility and fear. ]]> http://seekingalpha.com/article/134820-the-worst-case-scenario-someone-has-to-say-it?source=feed#comment-494850 494850

On May 03 11:35 AM Gregman2 wrote:

> Jake, I love reading you--this is akin to the film "MadMax." I tend
> to a greee with a few of your points (and scenarios). I too have
> wondered what a total breakdown and Balkanization would look like
> in the U.S.
> But, in the end the single biggest problem we have is too much debt.
>
> If this ultimately is forced to be restructured we can begin to pro--
>
> gress. And ultimately if prices become cheap enough here it will
> make sense once again to manufacture in the U.S.;-)]]> Thu, 07 May 2009 21:50:46 -0400

On May 03 11:35 AM Gregman2 wrote:

> Jake, I love reading you--this is akin to the film "MadMax." I tend
> to a greee with a few of your points (and scenarios). I too have
> wondered what a total breakdown and Balkanization would look like
> in the U.S.
> But, in the end the single biggest problem we have is too much debt.
>
> If this ultimately is forced to be restructured we can begin to pro--
>
> gress. And ultimately if prices become cheap enough here it will
> make sense once again to manufacture in the U.S.;-)]]> http://seekingalpha.com/article/119199-this-is-just-the-beginning?source=feed#comment-380482 380482 Mon, 09 Feb 2009 00:24:59 -0500 http://seekingalpha.com/article/112438-2009-economic-forecasts-ignore-demographic-shift?source=feed#comment-340232 340232 Mon, 29 Dec 2008 07:05:44 -0500 http://seekingalpha.com/article/109496-low-rates-big-problems?source=feed#comment-323471 323471
globaleconomicanalysis...

Much of China's recent boom is illusory and shallow. Without US and other direct investment creating labor-intensive, sweat-shop platforms for mass exporting, there would be very little left aside from the world's preminent high-tech counterfeiting and pirating industries (and a completely destroyed environment).

Peter Schiff seems to have 20-20 vision when surveying the American economic landscape, but wears rose colored glasses with the wrong Rx when gazing out across the Pacific or Atlantic. He won't admit to his investors the truth: he can run, but there's nowhere left to hide. ]]> Mon, 08 Dec 2008 00:40:50 -0500
globaleconomicanalysis...

Much of China's recent boom is illusory and shallow. Without US and other direct investment creating labor-intensive, sweat-shop platforms for mass exporting, there would be very little left aside from the world's preminent high-tech counterfeiting and pirating industries (and a completely destroyed environment).

Peter Schiff seems to have 20-20 vision when surveying the American economic landscape, but wears rose colored glasses with the wrong Rx when gazing out across the Pacific or Atlantic. He won't admit to his investors the truth: he can run, but there's nowhere left to hide. ]]> http://seekingalpha.com/article/107408-the-truth-about-bailouts?source=feed#comment-314339 314339 Tue, 25 Nov 2008 02:22:00 -0500 http://seekingalpha.com/article/105027-jim-rogers-on-china?source=feed#comment-308540 308540
China has no water! China will soon have the oldest population in the world, to continue trending much older! China's psychopathic ruling oligarchy is so corrupt, they teach the Russians lessons! China has no democracy, human rights, private property protection, or rule of law! One of the largest industries in the country, managed by the PLA, is counterfeiting and pirating, and they can't even enforce domestic copyright or patent law! China's environment has been degraded beyond imagination! Much of China's economy is based on low end, labor intensive, foreign invested capacity intended for export! China's civil engineered infrastructure is of such low quality it will collapse in 5-10 years! China is an avowed atheist state that has produced not one technological or scientific advance of note for 2000 years! (credit Confucionism) I'm afraid China is destined to follow American down the sewer drain--neither place has anywhere else to go. ]]> Tue, 18 Nov 2008 00:28:21 -0500
China has no water! China will soon have the oldest population in the world, to continue trending much older! China's psychopathic ruling oligarchy is so corrupt, they teach the Russians lessons! China has no democracy, human rights, private property protection, or rule of law! One of the largest industries in the country, managed by the PLA, is counterfeiting and pirating, and they can't even enforce domestic copyright or patent law! China's environment has been degraded beyond imagination! Much of China's economy is based on low end, labor intensive, foreign invested capacity intended for export! China's civil engineered infrastructure is of such low quality it will collapse in 5-10 years! China is an avowed atheist state that has produced not one technological or scientific advance of note for 2000 years! (credit Confucionism) I'm afraid China is destined to follow American down the sewer drain--neither place has anywhere else to go. ]]> http://seekingalpha.com/article/104110-jim-rogers-on-china-and-commodities?source=feed#comment-300962 300962
Case for China: bogus CCP statistics and very worried Jim Rogers talking up China while being billions long on Chinese equities down 70% for the year. ]]> Sun, 09 Nov 2008 00:19:38 -0500
Case for China: bogus CCP statistics and very worried Jim Rogers talking up China while being billions long on Chinese equities down 70% for the year. ]]> http://seekingalpha.com/article/91990-interview-with-jim-rogers-part-ii-china-as-worlds-best-long-term-profit-play?source=feed#comment-237509 237509 Sun, 24 Aug 2008 07:26:53 -0400 http://seekingalpha.com/article/91990-interview-with-jim-rogers-part-ii-china-as-worlds-best-long-term-profit-play?source=feed#comment-236169 236169 Fri, 22 Aug 2008 01:59:56 -0400 http://seekingalpha.com/article/89401-international-etf-update-china-india?source=feed#comment-225741 225741 Fri, 08 Aug 2008 05:46:23 -0400 http://seekingalpha.com/article/72092-jim-rogers-picks-and-pans-barron-s-interview?source=feed#comment-150174 150174 Mon, 14 Apr 2008 02:28:06 -0400 http://seekingalpha.com/article/71335-roubini-now-says-house-prices-to-fall-30?source=feed#comment-147418 147418 Wed, 09 Apr 2008 01:51:50 -0400 http://seekingalpha.com/article/65314-china-s-global-impact-inflation-exporter-or-deflation-trendsetter?source=feed#comment-117532 117532 Thu, 21 Feb 2008 00:31:46 -0500 http://seekingalpha.com/article/56421-should-i-invest-in-china?source=feed#comment-104413 104413 Thu, 06 Dec 2007 23:36:20 -0500 http://seekingalpha.com/article/56421-should-i-invest-in-china?source=feed#comment-104268 104268 Thu, 06 Dec 2007 02:46:23 -0500