User 143167's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/143167/comments http://seekingalpha.com/article/174761-weekly-market-notes-is-the-data-really-that-bad?source=feed#comment-773110 773110 Mon, 23 Nov 2009 08:46:56 -0500 http://seekingalpha.com/article/174442-are-u-s-consumers-saving-enough?source=feed#comment-768475 768475 Fri, 20 Nov 2009 02:59:35 -0500 http://seekingalpha.com/article/173985-yellen-s-deflationist-black-hole?source=feed#comment-765314 765314 Wed, 18 Nov 2009 10:00:44 -0500 http://seekingalpha.com/article/173820-what-bernanke-s-comments-all-mean?source=feed#comment-763796 763796 Tue, 17 Nov 2009 11:12:43 -0500 http://seekingalpha.com/article/172224-inflation-expectations-slowly-inching-higher?source=feed#comment-752485 752485 Mon, 09 Nov 2009 11:40:10 -0500 http://seekingalpha.com/article/172146-watching-the-usd-drop-here-s-what-you-should-really-be-watching?source=feed#comment-752010 752010 Mon, 09 Nov 2009 05:29:42 -0500 http://seekingalpha.com/article/171366-dollar-equity-correlation-roubini-s-got-it-wrong-again?source=feed#comment-745630 745630
As a whole, there is HUGE releveraging in the world now, not deleveraging. ]]> Thu, 05 Nov 2009 02:28:59 -0500
As a whole, there is HUGE releveraging in the world now, not deleveraging. ]]> http://seekingalpha.com/article/166912-the-dollar-s-decline-is-slowing-down?source=feed#comment-717489 717489 Fri, 16 Oct 2009 10:03:55 -0400 http://seekingalpha.com/article/166493-weak-dollar-has-yet-to-affect-import-prices?source=feed#comment-715187 715187 Inflation is evitable if the Fed did not abandon its current policies. ]]> Wed, 14 Oct 2009 13:31:30 -0400 Inflation is evitable if the Fed did not abandon its current policies. ]]> http://seekingalpha.com/article/164896-declining-dollar-the-markets-take?source=feed#comment-704539 704539
The dollar does not trade on macro economies, but on market risk appetites.]]> Mon, 05 Oct 2009 22:15:26 -0400
The dollar does not trade on macro economies, but on market risk appetites.]]> http://seekingalpha.com/article/163788-negative-interest-rates-aren-t-a-solution-to-the-crisis?source=feed#comment-694783 694783 Mon, 28 Sep 2009 21:21:47 -0400 http://seekingalpha.com/article/163245-valuations-ahead-not-behind?source=feed#comment-689635 689635 Thu, 24 Sep 2009 13:47:52 -0400 http://seekingalpha.com/article/162958-low-inflation-concerns-to-serve-as-a-launching-pad-for-stocks?source=feed#comment-687709 687709 Wed, 23 Sep 2009 11:52:15 -0400 http://seekingalpha.com/article/161707-is-the-recession-really-over?source=feed#comment-678855 678855 Wed, 16 Sep 2009 09:10:17 -0400 http://seekingalpha.com/article/160864-inflation-expectations-and-the-price-of-hedges?source=feed#comment-670613 670613 So I think inflation or even hyperinflaiton can actually emerge with labors negotiation power being very low.]]> Thu, 10 Sep 2009 13:33:02 -0400 So I think inflation or even hyperinflaiton can actually emerge with labors negotiation power being very low.]]> http://seekingalpha.com/article/159286-writing-cds-on-u-s-government-debt-what-s-the-point?source=feed#comment-656293 656293 Tue, 01 Sep 2009 10:49:43 -0400 http://seekingalpha.com/article/159374-bears-might-miss-a-remarkable-recovery?source=feed#comment-656191 656191 Tue, 01 Sep 2009 10:12:10 -0400 http://seekingalpha.com/article/157291-oil-spike-drags-market-along?source=feed#comment-637857 637857 ]]> Thu, 20 Aug 2009 09:47:42 -0400 ]]> http://seekingalpha.com/article/151672-jeremy-grantham-on-speculative-rallies-fair-value-and-overheating-in-china?source=feed#comment-605167 605167
A big portion of China's GDP are ineffective and just serve to create jobs. The alternative is to build a 100million army to employ all those jobless workers, but that will upset the western world. Therefore, 8% growth is a MINIMUM in China to keep unemployment from rising in the next decade, after that, Chinese population peaks and the economic growth will slow down naturally.]]> Tue, 28 Jul 2009 12:38:44 -0400
A big portion of China's GDP are ineffective and just serve to create jobs. The alternative is to build a 100million army to employ all those jobless workers, but that will upset the western world. Therefore, 8% growth is a MINIMUM in China to keep unemployment from rising in the next decade, after that, Chinese population peaks and the economic growth will slow down naturally.]]> http://seekingalpha.com/article/151523-the-recession-is-already-behind-most-business-sectors?source=feed#comment-603395 603395 Mon, 27 Jul 2009 09:50:02 -0400 http://seekingalpha.com/article/150446-the-fed-s-exit-strategy-duh?source=feed#comment-597979 597979
So his strategy is simple avoiding talking about it. Otherwise, the Fed will have no problem to drain the liquidity if the economy and employment are strong.]]> Wed, 22 Jul 2009 11:07:25 -0400
So his strategy is simple avoiding talking about it. Otherwise, the Fed will have no problem to drain the liquidity if the economy and employment are strong.]]> http://seekingalpha.com/article/150472-this-rally-is-sustainable-halftime-report-part-2?source=feed#comment-597889 597889 Wed, 22 Jul 2009 10:21:42 -0400 http://seekingalpha.com/article/149063-bond-expert-wednesday-wrap?source=feed#comment-589680 589680 Wed, 15 Jul 2009 18:14:31 -0400 http://seekingalpha.com/article/146981-a-look-at-u-s-china-trade?source=feed#comment-575720 575720
The bubble is real but exaggerated. The stock market might go up or down, but what you can't neglect is that the total savings in China are over 40trllion RMB, equivalent to over $6trillion. You can't dismiss that thing just as something like bubble. They have the money, and they have the manufacturing capacity. What they only need to do is just putting the right resources at the right places. Exporting to the America, as far as I see, is wasting resources for Chinese. What the hell should they export those goods for? Exchange for the IOUs that US treasury or the Fed can print unlimited at their backyards?

I think this crisis actually wakes up the Chinese. Hey, you guys do have the money and resources, why not just build up an economy on your own consumptions? Is it such a hard thing to consume when you actually have the money to do it?

I would like to tell you that it is deadly wrong to thing Chinese economy will collapse without foreign trades. It might get hurt for a while, but the Chinese managed to do that in the history, and they will be able to do that again.

I know China have many low income or undevelopped areas, but don't you think that is exactly what they could spend the money he earned for?

The road will be bumpy as you said, but I don't see the social riots the author talked about. There are three virtues of common Chinese that will make that country among the strongest countries like most of the time in human civilization history: prudent, disciplined, and hard working.]]> Mon, 06 Jul 2009 12:06:01 -0400
The bubble is real but exaggerated. The stock market might go up or down, but what you can't neglect is that the total savings in China are over 40trllion RMB, equivalent to over $6trillion. You can't dismiss that thing just as something like bubble. They have the money, and they have the manufacturing capacity. What they only need to do is just putting the right resources at the right places. Exporting to the America, as far as I see, is wasting resources for Chinese. What the hell should they export those goods for? Exchange for the IOUs that US treasury or the Fed can print unlimited at their backyards?

I think this crisis actually wakes up the Chinese. Hey, you guys do have the money and resources, why not just build up an economy on your own consumptions? Is it such a hard thing to consume when you actually have the money to do it?

I would like to tell you that it is deadly wrong to thing Chinese economy will collapse without foreign trades. It might get hurt for a while, but the Chinese managed to do that in the history, and they will be able to do that again.

I know China have many low income or undevelopped areas, but don't you think that is exactly what they could spend the money he earned for?

The road will be bumpy as you said, but I don't see the social riots the author talked about. There are three virtues of common Chinese that will make that country among the strongest countries like most of the time in human civilization history: prudent, disciplined, and hard working.]]> http://seekingalpha.com/article/146965-this-economy-is-getting-uglier?source=feed#comment-574409 574409
Yes, I know you guys think that call is crazy. But look out, China has HUGE room to leverage up its system. They just did not do that. As now they are in the panic mode, everything could happen.

Count the M2 in China, it is 52trillion RMB!, equivalent to $7.5trillion. What is the M2 in America? $8trillion, no bigger margin there. And you think the RMB is way undervalued? Wow, those money will blow the world if they throw them out. Watch out!]]> Sun, 05 Jul 2009 10:14:38 -0400
Yes, I know you guys think that call is crazy. But look out, China has HUGE room to leverage up its system. They just did not do that. As now they are in the panic mode, everything could happen.

Count the M2 in China, it is 52trillion RMB!, equivalent to $7.5trillion. What is the M2 in America? $8trillion, no bigger margin there. And you think the RMB is way undervalued? Wow, those money will blow the world if they throw them out. Watch out!]]> http://seekingalpha.com/article/146981-a-look-at-u-s-china-trade?source=feed#comment-574399 574399
The consumption in China went up 15% YoY YTD. Investment up 33%. Car sales up 20%. House sales up 50%. Good indication for social unrest, uhn?]]> Sun, 05 Jul 2009 10:06:21 -0400
The consumption in China went up 15% YoY YTD. Investment up 33%. Car sales up 20%. House sales up 50%. Good indication for social unrest, uhn?]]> http://seekingalpha.com/article/144280-u-s-and-china-comparing-the-g2?source=feed#comment-555682 555682 Sat, 20 Jun 2009 22:02:45 -0400 http://seekingalpha.com/article/142419-fed-flip-flops-again-bond-auction-bound-for-greatness?source=feed#comment-540439 540439 Wed, 10 Jun 2009 10:31:20 -0400 http://seekingalpha.com/article/141553-lots-of-deja-vu-all-over-again?source=feed#comment-533542 533542 Fri, 05 Jun 2009 11:22:56 -0400 http://seekingalpha.com/article/141600-debt-tsunami-not-a-serious-threat?source=feed#comment-533501 533501 Fri, 05 Jun 2009 11:07:15 -0400