Comments by "HKim0072" (@HKim0072) on "$1.71 Billion Foreign Capital Withdrawn, Over 1100 Companies Cash in by Reducing Holdings in China" video.

  1. Stock market is a side show. Bond market is the bigger issue. CCP is in a pickle. They have to keep rates low to stimulate the economy, but who wants crappy CCP bonds when they are yielding at least 100bps less than US. So that only leaves domestic buyers for their bonds. Home sales are a disaster and now they are starting price deflation. Here is some random data: - China's govt bond yield falls, treasury futures jump on hopes of more monetary easing. China's 10-year govt #bond yield fell to 2.68%, a new low since Nov 11, 2022. - Second-hand #home transactions in China's capital #Beijing slid 37.3% m/m in May, down 41.8% from March - Prices in #China’s oil, coal, metal industries declined at faster pace in May - NBS
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  2. Same level of confidence as South Africa electricity.
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  3. China stock market is relatively small: Probably around $10-11 trillion.
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  4. lol, look at a 15 year chart. +60% in 15 years off the 2008 lows. That’s hot garbage. Too lazy to do compound math, but that’s 4%.straight math. Way less on a compound basis.
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  5. Literal correlation between loss of union jobs and loss of middle class wealth.
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  6.  Jack Smith  It's public data.
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  7.  Jack Smith  I ain't your monkey. Just google it.
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