Comments by "Vale Tudo" (@valetudo1569) on "CNBC Television" channel.

  1. "Milton is a significant donor to the Trump campaign" enough said... straight up bribe to get out of jail
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  2. He's a joke
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  3. Same exact thing happened with Tesla. Tesla trained all of the Chinese suppliers to produce those parts and at that level of quality - now they all supply the same parts to the Chinese EV companies. The Chinese government saw the success apple had on building up domestic smartphone competitors and they allowed/orchestrated the same thing with Tesla
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  4. They use the term "economic coercion" because its what everybody says about them. They seemingly don't quite understand what it means because they don't understand how use the term correctly. Look, if you're positioning yourself as a competitor and military threat to a country - they would have to be crazy to keep supplying you with the technology you would use to potentially hurt them or their national security interests with. China would absolutely not be selling the US any technology they feel would hurt their interest or their national security. However China does not really have any high-end technology that the US buys from them, hence why they resort to export banning things like rare metals and whatnot in retaliation. So here is the question - on one hand China and it's nationalists boast as being so strong, self-reliant, technologically independent, and superior to the US - yet they get so mad then when the US stops giving them technology and investment. So which one is it? You can't be both so strong and brittle at the same time. You either still heavily rely on the US quite a bit for your goals or so strong that you deal with anything they throw your way.
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  5. China: "We don't meddle in other peoples affairs" Also China: "Lets set up the largest foreign disinformation operation in the world..."
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  6. I love how he mentioned that China is actively and significantly decouple from the US. In fact, China started decoupling way before there was any hint of this in the West under its "dual circulation" policy, which dates any talk of decoupling from outside. So when you hear all this rhetoric from Chinese diplomats against "decoupling" - its utter nonsense and banks on the fact that 99.9% won't ever look at Chinese economic/geopolitical policy. P.S. - I'm ready for you WuMao/bots/nationalists. Boohoo and cry more
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  7. I've also noticed he doesn't like to mention why he sells certain stocks, especially since its still his biggest position of common stock... bc he knows he'll tank it. I've seen him tip toe around these questions before
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  8. Doesn't apply here... they barged into managements offices and wouldn't leave
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  9. It wasn't... can you please leave out conspiracies out of this please. Its already in everything else
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  10. There is something they can do about it - increasing household wealth to increase consumption. However it seems to be something they don't want to do because its politically difficult and they would rather be in control of where money goes instead of empowering the individual
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  11. Right he cares so much about his hair... oh sorry thought you were talking about Trump
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  12. I don't. He's so vocal about censorship and the US government but when it comes to China - he is tight lipped as can be
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  13. Actually Joe had a good take here - "Anybody who takes the job, is willing to lower rates" - and Andrew picked up on that. Read between the lines....Trump wants Powel out bc he wants someone who will lower rates. Anybody who takes that job will know that, and that will be the implicit agreement...without it being explicitly discussed.
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  14. Hmm I don't think Microsoft offered him a job simply to give him leverage in negotiations and gamble in that manner. I think that is thinking too far into it... I think they likely offered him a job because they seem him as a unique talent and saw it as an opportunity
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  15.  @leond9999  Oh it's English, it was just too much for you to understand. 我如果说中文你看得懂吗？
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  16. Year end rally? Lets start teaching people to be investors and start thinking out more than just a month
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  17. I'm a democrat but I'm not a fan of DEI initiatives
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  18. What about the massive subsidies they get? If for no subsidies, they would not be competitive. Hence the EU investigating them for subsidies and China getting mad about it
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  19. Everything has to be through a political lense for you guys eh? No, they're problems started with cutting corners on cost and obviously not taking enough care of their workforce in pursuit of higher profits
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  20. I hope Trump doesn't F this up.... I'm sure the drug companies have donated a ton to him and bought him.
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  21. I live in China and I wouldn't touch Chinese stocks with a 10 ft pole....regardless of how much upside potential there is. Living through the zero covid days, increasingly harsh regulations, large amounts of fraud/corruption, housing bubble, and bangin the war drum... noway. Better/safer places to put your money
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  22. Lol... if thats how you interpret all of this - you live in lala-land or under a rock
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  23. Lol oh I didn't know that your area's autoworkers were the whole economy. What a smart person
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  24. A lot of countries have tariffs on American goods. You are factually incorrect.. India has a 10% tariffs on US goods.....EU also has tariffs on US cars...just a few examples, there are more.
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  25. He's simply trying to pump the market to stop/prevent its collapse
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  26. US, S. Korea, and Japan all seem to have enjoyed a great relationship for a very long time. Infact, US has a much better relationship with most of Asian than China does. So ask yourself who is the common denominator in these bad relationships. More importantly, ask yourself which man is the common denominator in these bad relationships.
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  27. Microsoft popping on this news shows you the short term focus of the market. This deal would've been a longterm win - and this decision should have made the stock go down, if the market actually had a longterm perspective.
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  28. Stop making everything political...
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  29. I'm a longterm bull, and thats why I actually hope Eric is right and stocks dip way back down, even to Oct lows. It's all a buying opportunity if you have a 5-10 year horizon
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  30. He was trying to make it for profit when he was there, and left because they wouldn't and give him full control. He is the one scamming
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  31. Something else that is interesting is how China is supposedly a "socialist" country...yet lacks meaningful social programs and safety nets. It's like they kept the authoritarian aspect of socialism and give none of the supposed benefits. All of the responsibility is on the people to figure it out for themselves, whenever hard times are thrust upon them
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  32. They have tried this multiple times and it did not work...as we see the US oil industry booming more than ever
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  33. Definitely an ideological bend. The party wants to be the one to generate growth and increasing household income gives more say/power/control of the economy to the people who will look to satisfy their own needs and wants and not the party's.
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  34.  @Fred-t8q  I just think initiatives where the sole purpose is to pick people based on race or gender is not helpful to the business and alienates a lot of people. I think its fine if , for example, you have 3 equally qualified candidates (ie 2 white males and 1 black female) and you choose the black male because you have a lack of diversity... but that doesn't seem to be whats going on here. It seems like there are quotas to hit and when you create quotas you create incentives for people to seek out others based on ethnicity/gender instead of the most qualified individuals. I also think it can make a lot of people feel alienated. So I'm very much for diversity, but I'm not for initiatives that seek out people based on race and gender as the primary focus to achieve specific DEI targets/quotas
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  35. Think longterm, not short term trends
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  36. They are drops in the bucket when you consider the total size of the US workforce. Remember it's a country of 3.31 million
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  37. Your looking at a cube and calling it a square. The savings far outweigh any spending to the point where it actually reduces the deficit. The drug pricing aspect alone will save an estimated 100 billion because Big Pharma gouges us by not allowing medicare to negotiate prices (something all developed countries can do). I know reading is hard but look at the details with an objective mind before forming an opinion.
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  38. I know this is so hard for you to fathom, but there are institutions that don't play into your petty politic games that you think everything revolves around.
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  39. None of them believed he would do what he said he would do. "Take him seriously but not literally" didn't work out so well
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  40. Bro if you think Kamala is "far left" you've been consuming too much NewsMax
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  41. First the horrible re-brand to "X" and now "Grok" ? Man they really know how to pick names over there.
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  42. Don't become a day trader. Bad idea
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  43. Well except it's not
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  44. Sounds like China should thank the US then and won't be mad at all about these new curbs. It's puzzling though why they asked the Commerce Secretary to take off the previous curbs though since this only helps them hmmm
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  45. Newsflash: China's debt problems are much worse than the US LOL. What a fool to make that comment...
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  46. I live in China and know many Russians and Ukrainians here. It's not "all good" in western Ukraine dude....not to mention they're still very likely to fall as country to Russia in the medium to long term. Do some hard work and research things like this (from legit and nonbias resources) before coming to such conclusions.
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  47. She already has been buying before the recent big dips. She even said she went from 9% cash to 3%... so her "buying this week" is gonna be pennies compared to the rest of what she already blew too soon being overly optimistic.
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  48. Hardly... economy is booming
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  49. Thing is, the US gov does not own those private energy companies. They aren't nationalized.... I do think this stems from subsidize in the chips and inflation reduction act.
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  50. The market is in absolute denial about impact of tariffs and salivating at the thought of impending tax cuts by the end of the year. The bond market realizes that growth is going to slow and deficits explode
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