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

  1. She's been on a buying spree for a month and used up 2/3 of her cash - which she already didn't have a lot of because she's been buying so much. Totally got conditioned to buy the dip and didn't believe Trump would do what he said.
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  2. @ lmao! I was literally thinking the same earlier as I went back and re-watched her bad calls
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  3. Nope. It's quite real
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  4. The problem with Vietnam/Cambodia/Thailand, in Trump's eyes, is that a lot of the Chinese trade is easily re-routed through there. I believe he see's a tariff on them as a tariff on China.
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  5. I still say the primary factor in inflation is the Russian invasion of Ukraine and the rise in oil, along with the supply chain constraints in China from zero covid. I know that's not popular to say but I think it's true, simply because we are seeing it world wide, and not just in the US. Did the massive stimulus contribute? Of course it did...and we were seeing inflation from that before the war. Did the Fed miss the mark? Yes they did, and Biden does not control them. however, I still think the stimulus was what needed to be done at the time to avoid further economic damage. Hindsight is always 20/20, and nobody could have predicted Putin would've done what he did.
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  6. I just saw another girl representing JPmorgan saying that equity risk was back on. Wtf is going on here...
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  7. People sacrificing the national security of the nation for their own city and interests. It's disgusting and I'll tell you what - aint no way in hell China would ever allow this in their backyard. Do your best to grow your city's economy but you don't do it with companies and investments related to China. They need to block this
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  8. Yeah but economies, not so much
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  9. Hong Kong, overall, is having a hard time. You name one sector and are comparing it to when things were crazy locked down last year. It won't be a slow-down like 2015. It's a structural slowdown and high growth won't be coming back... Leland even says this above. China's trade surplus actually shrank this past year. It's higher than pre-pandemic but its not at it's highest...their exports with their major trading partners dropped across the board ( I believe the average was 8%). They also can't rely on trade surpluses as a means for growth going forward because the economy is too big for that and must learn other ways to grow besides subsidizing manufacturing to keep those trade surpluses. "Come see for yourselves" well I live in China, and everyone is aware the economy is hurting.
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  10. Lol look at this guy parroting Chinese media. "Oh they are visiting them! That means they're weak!" says the logic of a 6 year old. Feel free to explain yourself though
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  11. Bingo
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  12.  @yitian  I don't agree that they partnered with them to poach talent. That is a wild take and there is zero evidence for that
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  13. Lol nomatter what he does, you guys just can't let go of your narrative. He could drop a nuke and you'd guys say it wasn't bigger because of his Chin a ties
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  14.  @joenewman6494  Thats exactly what I'm saying about you lol
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  15.  @WeeWeeJumbo  hahaha! Just somebody who has a lot of personal experience in the mainland ;P
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  16. "Inflation is down but prices are still very high" yeah because lowering inflation doesn't mean deflation...ie prices going back down. It simply slows the price increases
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  17. The new apple is way hyperbolic but the stock/company is doing well
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  18. In 1990 - if you told a room of economists that Japan wouldn't grow for the next 20-30 years - you would have been laughed out of the room. Let that sink in
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  19.  @TheRedland284  Lol okay. If you say so
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  20. Yeah, congrats to their real estate sector too
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  21. Lol does that make you feel better? China's credit rating is lower than the US, so not sure where you're going with that needless comparison
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  22. One issue that is different than last time and not good for the Chinese - 1. Trump won decisively, not only the electoral college but most likely the popular vote. Signally strong support 2. Trump doesn't have to run for re-election. He has less incentive to worry about the pain they cause on US companies
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  23. This guy is spot on
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  24. Thats what I don't get... from what I can tell - the data wasn't bad, but it wasn't "good" either. So people predicting cuts in September - wouldn't inflation just go right back up from where its at now? Wouldn't that simply put us even further from where the fed wants us to eventually be? I don't get the logic...unless we were sub 3% and quickly going down towards the 2% goal, I don't see why they would be in any rush.
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  25. Here is the wild thing - The mortgage strike is being censored in China. If people were actually allowed to see it - and it spread... it would be insaaaaane situation..... same with the bank situation on Henan and people not being able to take their money out. Their ability to hide and censor information allows them to have bad practices and policies that could collapse them
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  26. Even more were hired
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  27.  @weho_brian  You only buyback your own stock if you believe it to be undervalued... not to prop up the stock price
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  28. "China feels the private sector has pushed out the communist party in China" Yeah if you're perspective of what CCP should be in daily Chinese life is similar to what N. Korea is...then sure, I can see how you might feel that way.
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  29. What strikes me is how nobody is actually addressing the real problem: the strength of the US dollar. A strong currency means US exports are more expensive and imports are less expensive. If we want to boost exports - we need capital controls on US treasuries for foreign buyers to lower the artificially high US dollar and minimize damage to consumers. The tariffs simply treat the symptom, and not the cause... and cause a lot of harm to US consumers.
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  30. Because he's so rich, he thinks he knows everything about everything.
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  31. Because she's a reporter?
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  32. Ok Russian bot
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  33.  @roro-v3z  What are you talking about? My point is that you complain experts in US never say anything good about China. I'm saying neither do the Chinese experts. I live in China and everything on the news and from experts is "USA = bad guy" so don't complain about what US experts say if you don't also complain about Chinese experts doing the same thing to the US
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  34.  @roro-v3z  So now you say maybe, because we both know the experts and media in China are not humble or open minded about their opinions of the US. And you switch to "Oh yea but you started it first" - which I also don't agree with because the news in China was very negative about US far before the US changed its views. All of that stuff might work on someone who hasn't lived in China for a long time and doesn't speak Chinese or pay attention to the news, but that is not me
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  35. Way hyperbolic
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  36.  @DK-yz9xk  lol but they haven't
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  37.  @DK-yz9xk  They are ethnically Chinese, but a growing majority do not consider themselves Chinese by nationality... you know that right
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  38.  @glorioustrap  With all of the Chinese bots all over youtube, I welcome this one.
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  39. Well this is true. If we had invested in college more and encourage people to go - we'd have less of a need to import skilled workers.
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  40. Microsoft stock went up because the market is short term focused and see's an investment that will bring longterm profits and growth as a short term expense. Jim is just a whacko and is also has a short term trader mindset
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  41. Well the P/E's do change as the price goes down, in fact - they get better. Market is still not cheap from a historical sense, if it gets to 18-19 I'll start to add or build positions....being more greedy as people get more fearful. Right now we're still at a 22... so not dirt cheap yet.
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  42. Fed should have raised .50 pts like El Erian said
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  43. "The President supports this" Meanwhile he fails to mention the President is directly benifitting from his pump n dump crypto-coin which gives corruption a direct access to bribe him
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  44. Lol!
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  45. I think nothing is gonna stop Beijing from invading Taiwan at this point. Companies investing more in China is gonna be like countries investing in Russia 4 years ago. Not being part of CTTPP is a shame, but at the same time it was the business communities fault and politicians for not ensuring that more of America didn't see the gains from the globalization that made them insane record profits for so long. Thats where the anti-trade, anti-globalization movement originated from...corporate greed.
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  46.  @hiro0500  US total debt to GDP is somewhere around 250%. China's debt to GDP is 300%+ The number that matters is debt/gdp and not a total debt number because the US is a much bigger economy. China'd debt vs its GDP is much higher
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  47. Well this is not true. Tariffs are quite damaging to a surplus country like China, especially from its biggest customer
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  48. I think she did alright. Not amazing, but alright
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  49. It's the psychology that is created when you have 16 years of such low rates. People got used to it and have a hard time realizing there is a reversion back to the historical norm.
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  50. What data is she reading that says the tax cuts were passed down to consumers through lower prices? All that I've seen was that the majority was used for buy backs and raising dividends.
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