jpe123's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/310475/comments http://seekingalpha.com/article/176039-very-big-news-henderson-gone-at-gm?source=feed#comment-787815 787815 Thu, 03 Dec 2009 05:24:07 -0500 http://seekingalpha.com/article/163440-china-more-trade-tensions?source=feed#comment-702188 702188
I think the cultural change required for a massive uptick in domestic spending in China is a generation away. This will be a slow process. And I don't believe the rest of the world can wait this long for the mercantilist(did I say that?) policies to end.]]> Sun, 04 Oct 2009 08:12:03 -0400
I think the cultural change required for a massive uptick in domestic spending in China is a generation away. This will be a slow process. And I don't believe the rest of the world can wait this long for the mercantilist(did I say that?) policies to end.]]> http://seekingalpha.com/article/121853-america-frets-about-the-economy-as-china-buys-stuff?source=feed#comment-398347 398347 Sun, 22 Feb 2009 07:27:18 -0500 http://seekingalpha.com/article/115525-the-scariest-chart-ever?source=feed#comment-364820 364820

On Jan 21 01:40 AM najdorf wrote:

> occdude/sentinel: It's a pretty common trope that America used to
> make stuff and now it doesn't. This idea is nonsense. Let's make
> a list of what America still makes better than anyone else in the
> world:
>
> 1. Health care products - ABT, JNJ, MMM, XRAY, PFE, MRK.
> 2. Computer software - ORCL, MSFT, IBM, plus a million smaller companies

>
> 3. Advanced industrial products - GE, EMR, MMM, ETN
> 4. "Cool" brands - NIKE, KO, PEP, YUM, MCD, music/movie industries

>
> 5. Airplanes/defense tech - BA, LMT, RAY, NOC
> 6. Computer/communication... hardware - AAPL, TXN, INTC
>
> You might think that our banks will pull us down, but the only things
> worse than American banks are everyone else's banks. Japanese banks
> haven't had decent profits in 20 years. European banks went in for
> subprime/bad CDOs/crooks like Madoff at a level that no one over
> here did.]]> Sat, 24 Jan 2009 06:00:41 -0500

On Jan 21 01:40 AM najdorf wrote:

> occdude/sentinel: It's a pretty common trope that America used to
> make stuff and now it doesn't. This idea is nonsense. Let's make
> a list of what America still makes better than anyone else in the
> world:
>
> 1. Health care products - ABT, JNJ, MMM, XRAY, PFE, MRK.
> 2. Computer software - ORCL, MSFT, IBM, plus a million smaller companies

>
> 3. Advanced industrial products - GE, EMR, MMM, ETN
> 4. "Cool" brands - NIKE, KO, PEP, YUM, MCD, music/movie industries

>
> 5. Airplanes/defense tech - BA, LMT, RAY, NOC
> 6. Computer/communication... hardware - AAPL, TXN, INTC
>
> You might think that our banks will pull us down, but the only things
> worse than American banks are everyone else's banks. Japanese banks
> haven't had decent profits in 20 years. European banks went in for
> subprime/bad CDOs/crooks like Madoff at a level that no one over
> here did.]]> http://seekingalpha.com/article/108830-ge-shareholders-cheered-by-dividends-earnings-news?source=feed#comment-319579 319579
Capital has been run by a bunch of cowboys for a long time. Time to say byebye]]> Wed, 03 Dec 2008 06:32:55 -0500
Capital has been run by a bunch of cowboys for a long time. Time to say byebye]]> http://seekingalpha.com/article/108882-first-take-on-gm-packaged-bankruptcy-inevitable?source=feed#comment-319578 319578 Wed, 03 Dec 2008 06:29:37 -0500 http://seekingalpha.com/news/market_currents/post/12354?source=feed#comment-318446 318446 Mon, 01 Dec 2008 18:49:23 -0500 http://seekingalpha.com/news/market_currents/post/12309?source=feed#comment-318445 318445 Mon, 01 Dec 2008 18:46:51 -0500 http://seekingalpha.com/article/108501-china-credit-spreads-and-asset-allocation?source=feed#comment-318442 318442 Mon, 01 Dec 2008 18:44:18 -0500 http://seekingalpha.com/article/108558-china-isn-8217-t-losing-its-competitive-edge?source=feed#comment-318441 318441 Mon, 01 Dec 2008 18:40:46 -0500