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Windsun33

Windsun33
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  • Apple Pay: A Semi-Monopoly On The Real Killer App [View article]
    While somewhat cool, I wonder if it is really that big a deal as far as security goes. Looking over news reports from the past few months, it seems like a lot of the data breaches occur within the various retail companies. Does this also mean that none of those companies you buy from will have any actual CC data?
    Sep 30 09:03 PM | Likes Like |Link to Comment
  • Apple Pay: A Semi-Monopoly On The Real Killer App [View article]
    The news report is kind of vague, but it appears that Samsung is in fact beta testing a similar system in Singapore.
    Sep 30 08:53 PM | Likes Like |Link to Comment
  • Apple Pay: A Semi-Monopoly On The Real Killer App [View article]
    I have not dug into it much, but my impression is pretty much .. so what? This might be the first use of tokens to pay for things, but they have been around for a while. I just don't see this as the blockbuster that many here seem to think it is.
    Sep 30 08:51 PM | 1 Like Like |Link to Comment
  • Apple Pay: A Semi-Monopoly On The Real Killer App [View article]
    False choice. People that have Android are not likely to buy Apple just for that feature.
    Sep 30 08:46 PM | 1 Like Like |Link to Comment
  • Clorox concerned over safety of Venezuelan plants [View news story]
    Venezuela is a basket case anyway. Surprised they stayed around as long as they did.
    Sep 29 02:26 AM | Likes Like |Link to Comment
  • Diversify Your Portfolio With Asia-Pacific ETFs [View article]
    I currently have a small stake in EWY and broad (ex-Japan, ex-China) ETF's. Staying away from China completely. The region is pretty volatile, so keeping my total exposure in the region to around 10% of portfolio. The rising dollar has been the biggest negative factor lately.
    Sep 29 02:25 AM | Likes Like |Link to Comment
  • Reputation Capital: Why Whole Foods Still Works [View article]
    Obviously shopping in NYC is different than much of the country. Large or even huge grocery stores are fairly common here in Phoenix - I have more than 20 within a 10 mile radius, and that is just counting the larger ones. But the nearest WFM is more than 30 miles away. But there is an Asian grocery store here about 12 minutes away that has twice the floor space of the nearest WFM, and sell a much wider range of both standard and organics. They even have FuFu flour :P
    Sep 20 09:13 PM | Likes Like |Link to Comment
  • Reputation Capital: Why Whole Foods Still Works [View article]
    It is not just his stance on climate change, he has also gone 100% anti-science on the subject of GMO's, almost to the point of making it a cult issue. I personally do not like to shop there - the book section for example is like walking through some really weird New Age store, where almost every publication is pseudo-science. The market that WFM aims for can be pretty fickle and faddish. I would not short it, but neither will buy the stock.
    Sep 20 09:02 PM | 1 Like Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    I have been avoiding China for quite a while, and have no intention of getting back in. On the other hand, I have invested quite a bit in the Asia-Pacific region, such as Korea, Taiwan, Singapore etc. But with China looking a bit more shaky than usual lately, I may start pulling back on some of those as so much of their economy is tied to China.
    Sep 2 02:57 PM | Likes Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    I guess that depends on what you consider to be an "ordinary household". The average income in China is roughly 20% of US wages. The example you gave is hardly "ordinary". And yes I have been there, but I got out of the high rent district and saw what the "less ordinary" people live like, and they are more likely to own a bicycle than a Mercedes.
    Sep 2 02:53 PM | Likes Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    ".."Overall, the data confirms our view that China's growth recovery remains fragile and is largely policy-led and not self-sustaining as domestic demand remains soft," said Jian Chang, analyst with Barclays. "As a result, we think more policy easing is unavoidable if the government wants to achieve the 7.5 percent growth target." http://cnb.cx/1lGt0uN#.
    Sep 2 02:46 PM | Likes Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    I don't think that China is anywhere near the "best managed" economy in the world. I would probably give that to Hong Kong or Singapore. I would put China somewhere in the middle at best.

    The economy in China a distorted chaos - much of the GDP growth has come from massive housing projects, to the point where in some cities there are more vacant apartments than there are residents. Corruption is rife - 30% of the cost of the recent high speed rail fiasco is estimated to be from bribes and other corruption.
    Sep 2 02:42 PM | Likes Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    Most economies are not really managed. At times there might be the illusion of control. What is managed is not the economy, but the ease and framework that the economy works in.
    Sep 2 02:23 PM | 1 Like Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    That is basically true - the growth has not been because of the government, but in spite of it - or to be more exact, a result of the government getting out of the planning business.
    Sep 2 02:19 PM | Likes Like |Link to Comment
  • Can The U.S. Become The Top Exporter Of Manufactured Goods? [View article]
    China is gradually losing it's competitive edge on wages, but the US and other countries have totally failed to take advantage of the positive factors that fully developed countries can offer.

    Obviously a large part of this is the tax and regulatory structure, which could be fixed if politicians were not so gutless - but I don't expect that to change.
    Sep 1 05:28 PM | 5 Likes Like |Link to Comment
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