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  • China Is Now in Firm Control of U.S. Debt Markets [View article]
    Your statement is completely the inverse of reason. "as soon as China runs out of things to BUY with its U.S. Treasuries, it will STOP buying them."

    Well then, what will China do with the dollars it earns in trade surplus every year? What? What? jeez.
    May 28 09:10 am |Rating: +4 -2 |Link to Comment
  • China Is Now in Firm Control of U.S. Debt Markets [View article]
    Actually, China is accumulating treasuries because it is accumulating US dollars from a trade surplus. When you have US dollars there are two places they can end up - US goods and US financial instruments. Thus your statement, "When China runs out of things to buy with its U.S. Treasuries, it will stop accumulating them," makes no sense - when China stops buying US goods it will actually have to buy more treasuries, not less.
    Nor is your use of "budget surplus" correct. Budget surpluses do not result in foreign treasury accumulations, trade surpluses do.
    Basically I think you have a pretty weak understanding of how trade works and unfortunately it shows, so you should just stop it.
    May 26 10:42 am |Rating: +10 -14 |Link to Comment
  • China Decoupling and the Bond Market's Trade of the Century [View article]
    Whaa....? China may stop buying US bonds??? www whhaaatt??? My God man! What an incredible stroke of insight!!! You have finally connected the dots that thousands, maybe millions of people could not! You have exposed the emperor with no clothes! Nobel prize for genius and originality coming up!!

    How do you think of this stuff!!! How???
    Jan 20 17:27 pm |Rating: 0 0 |Link to Comment
  • China: These Trade Numbers Are Awful [View article]
    I like the conversion of US deficit into Chinese. I read an article on the subject some time ago that went something like "Exports are only 5% of China GNP. Even if they lost half of that it would only mean growth falls from 12-13% to 10%. Big deal."

    I don't know who is right but at least here is another opinion.
    Dec 11 11:44 am |Rating: 0 0 |Link to Comment
  • The Case for Buying China Now [View article]
    The only "reason" given to buy china is now is: "Because the market is down 54% from its high last year."
    Jul 21 14:47 pm |Rating: 0 0 |Link to Comment
  • China’s Leaders Are Opening the Door for Profits [View article]
    Infation in China has been running at 8+%. You say take out food prices and inflation is less that 1% ??? You are recommending investing in a country where 7/8ths of the consumer purchases are for food??? Give us a break.
    May 13 14:12 pm |Rating: 0 0 |Link to Comment
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