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Windsun33

Windsun33
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  • 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
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    There have been a lot of reports, especially in the past couple of year, of massive amount of money (most likely corruption spoils) leaving the country. Estimates vary wildly, but some put it as high as $3 trillion.

    Question is, is that enough lost money to have any real effect on the economy or affect future growth?
    Sep 1 05:21 PM | 1 Like Like |Link to Comment
  • What Does A 'Good' Chinese Adjustment Look Like? [View article]
    I don't really agree with that assessment - especially the "reasonably secure" part. A large part of the anti-corruption drive is politically driven - getting rid of rivals, and it could easily backfire.

    As far as managed economies go, there is not a single one that has ever worked, and even with super computer programs I don't see that happening. And to be honest - why bother when you can just let the market work for itself? Those occasions when Western countries - including the US - have attempted to "manage" the market have pretty much been total failures and distortions of the market.
    Sep 1 05:15 PM | 2 Likes Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    Saving pennies has zero to do with it - avoiding the hour+ of traffic in 110 degree heat and the much better availability and variety does. How well do you think those fish would survive in the car with a drive like that?

    And I can get better and a much wider variety of fish much closer - there is a huge Asian market about 4 miles from where I live, and they also have a much wider range of exotic fruits & veggies than any other store. http://bit.ly/VvubKr
    Aug 15 01:49 AM | Likes Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    From a link on the WFM website: "Are GMOs safe? .. Most developed nations do not consider GMOs to be safe..."

    Which is an outright lie. If WFM supports that kind of "science", then I would rather not deal with them. I see no reason why I should buy from a company that has to lie about their products to sell them.
    Aug 14 04:50 PM | Likes Like |Link to Comment
  • Here's Why Investors Should Continue Avoiding Whole Foods Market [View article]
    I have to admit that I am biased against WFM for their totally non-scientific stance on GMO's and organics.
    Aug 14 04:04 PM | Likes Like |Link to Comment
  • General Electric Finally Selling Its Appliance Business [View article]
    In this case I am not sure that the brand name is an asset. It might be on jet engine turbines - but washing machines, maybe not so much.
    Aug 14 03:49 PM | Likes Like |Link to Comment
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