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

  1. Nah I'd say he's mostly spot on
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  2. Please explain yourself. Most of the "decoupling" has been done by corporations themselves who did so at their own will when it was revealed during the pandemic what over-relying on the Chinese could entail. It hurt consumers much more during that time, which hurt their business, and they don't want that to happen again... nor do consumers.
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  3. Longterm? A lot better than China's.
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  4. 3 things going bullish for Disney right now 1. Movies being allowed again in China (top line) 2. layoffs (bottom line) 3. reshuffling (speculative) Either way it's good news in all aspects. I'm still in red a bit on Disney but I can't be mad about all of the recent events
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  5.  @williambrandondavis6897  So who is pumping all the oil in the US? We are at record production. I'm reading that shale oil on average needs a price of 50$ per barrel to be profitable. It's at 75$
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  6. I think this is a testament as to why one man should not have so much power. Deng Xiao Ping was aware of this and was smart to put in term limits, internal debate, and collective decision making in the CCP...unfortunately it did not last.
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  7. Better quality? Lol yeah if this were 2019. Stop with your pro CCP nonsense... this huawei phone will come and go
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  8. Hmm this is incorrect. India is free compared to a place like China, but they are definitely not "one of the most free", and one could argue under Modi it has become less free. Look up India's Freedom Index. P.s. I'm actually a big fan of India and Indian people, but it's just not true, what this comment is saying
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  9. It was Clubber Lang not Apollo who predicted pain, but I'll forgive you for that because you're not a nerd like me
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  10. Or, attracting the top tier talent in the world is the US's super power - and we have a shortage of them. Also, you can't legally pay someone less for similar work.. they'd have to be paid same as US citizens doing similar work.
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  11. Its going to be a repeat of Japan in the 1990's
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  12. Lol yet all the other bots are here saying "there are no jobs!". Tell your parents to get their ish together
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  13. He's not Gordon Chang. Gordan is hawkish and irrational. This guy is just a bear and he has a lot of opinions about other non China related things as well. Many countries have people who are bullish and bearish on the economy. US has more bears than anybody else (Peter Schiff is always negative). People can't get so upset just because China also has (like every other country) people who have positive or negative opinions about its economy.
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  14. I feel good about Adobe. Buying here for the longterm
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  15. I think its because the tax cut framework was passed in the house. The market see's tax cuts on the horizon
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  16. creativity is not a strongpoint of China...
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  17. Believe the former Fed guys over any of these talking heads or "strategists". You can make fun of his stumbling but as a former Fed Pres he's more credible than any other group on here
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  18. He already made a ton successfully shorting it. As the guy above said - it doesn't mean your short something forever. He was and is still currently short - and it has played out well for him so far. Cry more
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  19. It's a buy for longterm investors. In reference to your "not sure how anyone coul Amazon as a buy.". Puhlease...
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  20.  @myacc9610 Chinese people are resourceful, but that doesn't change the fact the long-term economy has been mismanaged. China grew very quick, very fast, but it did so at a cost - crushing debt levels and malinvestment in unproductive assets by the government. This might sound crazy if you look at the past 30 years, but the same was true about Japan in 1994, which also had break-neck growth and China has followed their exact growth model. Factor that in with a rapidly aging and shrinking population, also made much worse by a mismanagement of past policies. So the situation China is in actually has zero fault of the hard-working Chinese people, and has everything to do with those who failed the change the investment-led growth model once it became it stopped producing a positive ROI (about 15 years ago or so by some estimates). Anyways its definitely my opinion this is structural, and there will have to be a long pain period of re-adjustment, similar to Japan post 1994. Time shall tell
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  21. As an investor who lives in China - this guy is extremely wrong
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  22.  @Kenelm-q1e  Well, he said, right? He shouldn't have said it then... So, he's a liar
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  23.  @lukeflynn3943  Imagine you tell your wife "I won't cheat on you" , a few months later - she catches you cheating on her. When she gets mad? You just say "nah, I meant in 5 years I won't cheat on you"
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  24. no
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  25.  @fakename9008  Lol... yes, I do have 5+ years experience in China. I don't give any of my personal info on youtube, but you have no idea 你不知道
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  26. You can turn it off...
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  27. Lol that was funny
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  28. China is slowing is more about their economic model than the global economy. The global economy is just adding to their situation.
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  29.  @timfuscaldo3024  Hirings are reported even higher... hence unemployment lowering. You try again
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  30. What lol
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  31. Jesus let the guy talk... completely interrupting him
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  32. I'm a business major, ran my own business, and passed both my Macro and Micro econ classes in college with A+ - the name is just for marketing purposes but the savings from this bill actually reduce the deficit...not add to it. The drug pricing aspect alone saves 100 billion...that is deflationary. Surprise surprise CNBC comments is full of people who don't know what they're talking about
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  33. Nope.. nice try trying to sow distrust
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  34. What about the "experts" in China. When is the last time they said anything positive about the US? It goes both ways
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  35. I think he's pretty good
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  36. I agree
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  37. I'm sorry, but the S&P500 is still at a 23 P/E - which still indicates the market expects above average returns aka its still expensive. This current level is still ridiculous and demonstrates ignorant optimism. A minimum, absolute minimum of 20 P/E - which indicates average expected returns, should be the most....and even that is a bit absurd given everything that's taken place in the last few months
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  38. Lol one woman who allegedly ate a cat equals "Haitians are eating your dogs and cats!". No, he made it sound like a widespread phenomenon. He sounded like our crazy parents/grandparents who read conspiracy links on FB and think they're real
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  39. I just heard the part you're talking about, and although he probably is bias, his use of the word "shallow" was not an indication of that. He's just using that term to indicate low value added goods, the word he uses is not really meaningful
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  40.  @Charles-qe7kc  Lol ofcooourse you had to throw the US in there...everything revolves around that. Look, China has followed Japan's economic model to a T. I'm not sure by what metric you're measuring "resilience" but this growth story has been played out and studied quite a few times in history. It goes the same - massive investments in infrastructure, manufacturing, and often real estate. This leads to breakneck growth, but also a huge accumulation of debt and bubbles. The bubble pops, just like the real estate sector did in Japan in the 90's, and then you have many years of low growth or stagnation. The crazy part is every country knows this path and says it will switch to consumption when the right times come - but none of them manage to do it.
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  41. Absurd....as in not true
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  42. Exactly
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  43. They do... they interview people from all sides
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  44. Where is the data to show this
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  45. Don't be partisan at a time like this. Think big picture, not small picture
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  46. They're just objective numbers about housing prices and equity...relax with the conspiracies
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  47. And thats why you see all these "strategists" on here telling people cuts are coming soon... what they're saying "dump your treasury and high yield accounts and give us back your money!!". They hate that people have decent low risk options that they have to compete with
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  48. Exactly... thats the thing. They're relying on people being ignorant that they don't need to do this in every other non-US market. Get out of here
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  49. Not really. They said it was opening up yet most people were still unable to leave their homes... it really just started yesterday - and everything is still basically closed except for markets, + a 48 hour covid test required to go in anywhere that is open.
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  50. If you have 2+ year horizon... tech is a huge buy right now. Don't let these talking heads fool you - they mostly appeal to and speak from a shorter/medium term trading persespective.... MSFT, GOOG, AAPL, AMZN - are all great longterm buys right now. Not saying they won't go down more (hope they do), but not bad idea to start dollar cost averaging at this point
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