Comments by "Vale Tudo" (@valetudo1569) on "Yahoo Finance" channel.

  1. This is going to lead to more tariffs from countries who produce legacy chips. If they do not, then their industries will be decimated to near zero
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  2. China is not collapsing anytime soon but a Japan era slowdown is likely by the end of the decade. 1. China is about 65% of US total GDP, so comparing the 3% to the 5% (not 5.5) doesn't work. The bigger you are, the slower you grow. 2. I'm not sure about the accuracy of your 20 million manufacturing job openings. What I do know is there is high youth unemployment and many college educated kids don't want manufacturing jobs. 3. Chinese economy is currently not based on advanced manufacturing. They want to do this, but it currently is not. 4. Much of the growth this year was fueled by supply-side government debt spending in infrastructure and manufacturing. Most of credit expansion was from local governments and SOE's, and not private business investment. Here is the thing - if the economy was organically growing at 5%, why are corporate profits flat or down? Its if an economy growing at 5% than corporate profits should be up more than 5% (I've seen 8% estimated). This would suggest that a lot of this growth is going to unproductive assets fueled by government spending...and not actually creating much value.
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  3. Bot-city
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  4. It actually isn't gonna make a difference
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  5. Beware of the message in this video at your own peril. This is a speculative rally and you are playing fire if you try to chase it.... a lot of people are going to get burned from videos like this
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  6. Nobody in the US is complaining
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  7. China is about 65% of US total GDP, so comparing the 3% to the 5% (not 5.5) doesn't work. The bigger you are, the slower you grow. Actual debt to GDP is about 280%, when the US was the size of China it was 70%. This is unsustainable and a Japan style stagnation period is likely, as they follow the same investment led economic model. Both created miracle like growth for a time, but is followed by long period of stagnation once the debt burden becomes too great. To be fair, the US is also on an unsustainable debt path that it will one day have to answer for. Its just that China is much further along + at a much lower stage of development.
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  8. These are random magazines looking for headlines...so these are your sources? The fact that you have all of these shows you're likely either a bot or one of China's paid troll farms
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  9. "What am I missing" - a lot, apparently. Go look at a chart of the US dollar and see its close to a 20 year high. Now go look at a chart that compares the US currencies to all others... why do people who know nothing have such strong opinions?
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  10. "What am I missing" - a lot, apparently. Go look at a chart of the US dollar and see its close to a 20 year high. Now go look at a chart that compares the US currencies to all others... why do people who know nothing have such strong opinions?
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  11. The Chinese bots and WuMao are all over this video. Lol they are ready to jump on any video about this news and upvote their own comments
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  12. 2020?
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  13. Nah stay away from AMS28K
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  14. I'm smirking too - bc I'm buying more Adobe. Great job for them to acquire this company, widening their moat and in the longterm - adding value. Most investors are short-term focused. As a longterm investor, I'm buying more adobe at a discount
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  15. Hmm do you get how buybacks work? Buybacks are essentially returning that capital back to shareholders as buying back the stock means shareholders own a greater % of the company and the stock price goes up as a result. You can return capital through dividends or through buybacks
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  16.  @alko_xo  At least he didn't try to overthrow our democracy by spreading lies about not losing. As old and senile as Biden is, I'd take him over an insurrectionist any day
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  17.  @huas5350  Wow so funny... you really got me there
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  18. Prices ain't goin down... its just that the rate at which they go up will be slower.
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  19. Nah AMS28K sucks
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  20. Tbh most average investors arent afraid.... its all of the big fund and asset managers that come on here and just want easy money and prices to shoot up from low rates. The economy is doing fine and their optimism is more emotional and from a place of self-interest than grounded in reality.
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  21. Hmmm actually the opposite, in regards to the dollar. The dollar is quite strong, some argue too strong... a weaker dollar would actually lower imports, boost exports, and reduce the trade deficit.
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  22. Hmmm actually the opposite, in regards to the dollar. The dollar is quite strong, some argue too strong... a weaker dollar would actually lower imports, boost exports, and reduce the trade deficit.
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  23. This is why forecasts and projections are uselss... because they can change on a dime, as if they never existed - and still be wrong in the end
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  24. With that statement, you show you have no understanding about how China operates. To say you draw a false equivalency is an understatement
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  25.  @blackknight4996  Nice try, Wumao
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  26. Umm yes? What a stupid question
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  27. Strong possibility it gets delisted in 2023... make sure you have a contingency plan for that
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  28. Oh they sure did start it. They have been stealing US tech and IP for decades....and illegally using subsidies to cheat and make the prices for their goods artificially low at the expense of domestic industries all over the world
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  29. A lot. Do more research on "Why is US banning China from buying US chips"
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  30.  @XRealEstate777  Oh the same company that got billions from the Chips Act? Cry me a river. They'll be fine
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  31.  @georgexu8196  China is only one part of the world my friend, and none of those companies got all or even most of their cash from China. The world does not revolve around Chinese demand, infact, that is China's problem - lack of demand. Those companies will be just fine as they are global
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  32.  @georgexu8196  is it though? I know they're (China) about 20% of the world population, but are they 20% of the market for US chipmakers? I mean some of those (Chinese) companies consume from US, the State, and other countries... so is 20% of intel's/other US producer's from China? I can't say for sure but I'd find it hard to believe. US and China are decoupling because of potential future conflicts over TW and SC Sea. This is an unfortunate cost of business and I highly doubt these companies didn't see this coming. They will be fine and won't go out of business.....just like Huawei didn't go out of business when the US hurt them. My point is you will not now or ever see the US government coming out and making press statements angry about this action. The contrary is Chinese state media always makes it a public spectacle when the US makes any moves against them or any of their companies. Confidence is quiet, insecurity is loud
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  33.  @dann5515  First of all - I'm talking about the US as a whole or at least strictly the government. China always comes out and makes these press briefings or at minimum makes statements to international audiences to protest. You won't see the US doing that because confidence is quiet. And who cares if some US people bought shares - thats everything at any time. US as a whole is doing just fine economically
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  34.  @aussieebayfashion  What do you mean
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  35.  @aussieebayfashion  Oh I've got a pretty good idea of how economics works, and I'm very ok with tax dollars going towards the chips act. Wish we did more industrial policy
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  36. US isn't saying or doing anything? That is China who throws a fit everytime somebody doesn't want to use their stuff
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  37. Lol data "comes in line" and people are jumping all over the chance for rate cuts. I could understand if we had 2 or more months of good data, but simply not being worse than expected means - rate cuts coming next month. Unless inflation was sub 3 and had a clear trajectory towards 2 - why on earth would they cut now when we are at 3.4% and their goal is 2? These people speak in their own self-interest as "strategists" and not in reality
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  38. Stop it....such a ridiculous statement that Moody's was told to downgrade China bc they did it to the USA
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  39.  @lvjinbin28  Lol okay
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  40. This is what one of the possibilities when you're just the CEO and not the owner. I worked for a company where a guy founded and built up a giant chain of highly successful gyms on the west coast of US... once he sold it to a group of investors, he became CEO - and was ousted a few years afterwards, despite founding and building the company from the ground up
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  41.  @sharkcat1021  I think you are misunderstanding what I'm saying... I'm saying countries that have legacy-chip industries, like some of the countries in the video, will end up putting a tariff (tax) on importing Chinese legacy chips to protect their own legacy chip industries. This means the chips that they manufacture in their own country and not in China
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  42.  @freetorobandloot  Well thats not true at all...
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  43. Truuuuuuue
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  44. It's crazy to me that inflation is 2.5x what they want and people are talking confidentally that the Fed won't raise against at the next meeting or pause now. Yes there is a lag but they are going to make sure they stomp it out. I think we are gonna see at least 1 and up to 3 more hikes, and then a long hold
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