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

  1. ​ @vashix  You are drawing a false equivalency. Germany and Japan's trade surpluses compared to China's are like a mouse to an elephant. About demand - I'm saying China sells to the world because China has insufficient domestic demand (that means inside of China) to buy all that they produce...that is why they call it overcapacity. China relies on demand from the rest of the world to keep its model running... and the number one country who supplies that demand is the US and 2nd the EU. This is why potential tariffs are extremely concerning to the Chinese government.
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  2.  @bl5608  If you have deflation - then that means your economy is doing horribly. You don't just magically get deflation without a host of problems. Many would argue inflation is a much better problem to have than deflation
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  3.  @bl5608  hmm I disagree. Very modest inflation is good for economic growth (most would estimate around 2%) anything higher than that - not so much. Deflation is also not good as its not only a symptom of a poor economy but it has the added chilling effect on spending - which adds to even less economic growth and deflation, and the spiral continues. I think you need to at least do a google search for these things and read a little bit before you comment on them
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  4. Actually, yes. The US has some of the highest growth and the lowest inflation out of every developed nation since the pandemic. Hard to believe since most Americans think they're the center of the world and don't actually look outside of themselves
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  5. So why is China mad about the export curbs then. China got a lot of its innovation from US companies, either through legit means or through taking it, so stop.
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  6.  @aesma2522  Well yeah, ofcourse. Price is going down bc they think the earnings will go down. My point is though that the P/E does change... the P we can see, the E - we don't know
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  7.  @nicolass180  LOL. China can't be "free" because their government won't let them. Stop with the bs
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  8.  @vinayjv  Stop it with your ridiculous fear mongering, conspiracy theorist mentality. The propaganda is what you have been fed. I love India and Indian people, but what you are saying is objectively false. Currently, India is not the most free country in the world. They are pretty good, but to say there is no country more free? It's delusional Btw - the western media says great things about India. What on earth on you talking about? I literally cannot think of anything negative about India that I've heard/read from western media.
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  9.  @TheDonMan97  Yeah I would agree with all of that. I live in China right now and it's getting crazy
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  10.  @vinayjv  I know what you're saying, I'm simply saying its wrong, and in many ways. Get better news dude, you're ingesting conspiracy nonsense
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  11.  @harshitgupta5223  Didn't you post this same nonsense a while ago, and under a different name? Stop with your Disinformation
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  12.  @rawrawrasputin  What kind of bot/fake account are you? Spreading disinformation..... newsflash: nobody believes you
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  13.  @samyakhp4353  Say what you want, but nobody in their right mind would say India is the most free country. It's absurd by any objective measure. Again, I still love India and Indian people, but it is what it is.
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  14.  @samyakhp4353  Well then yeah, I would agree that India is free. I consider it a relatively free country
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  15. @ backed up by historical averages
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  16. I like all these analysts, hedge fund guys, and "strategists" that really work for these big private financial institutions keep trying to find reasons to say a cut is coming... but every time they have someone legit like a former Fed Pres - they're like "umm nope". Keep being delusional guys
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  17. Yeah apple is the loser, right...
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  18. You live in a fake world. US economy is extremely strong and stronger than all other developed nations... turn off your NewsMax and Fox, you are being brainwashed with propaganda. Go to some other countries and gain some perspective
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  19. Remember this - nobody knows anything
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  20. I hope you're right. I'm a shareholder
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  21. I wouldn't say that, he's been wrong on interest rates quite a bit
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  22.  @jukio02  1000000% not near any bases. You can't even photograph anywhere near a base or anybody in the military, in China
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  23. They seem to know when we put export controls of technology
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  24. Saudi wants others to participate in artificially raising the price of oil and making life more expensive for the rest of the world for their benefit. I'm happy there is dissent and Saudi not wanting to be the one to shoulder the cuts if it prevents them all from doing cutting production at all
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  25. Nah the answers would've been better if that were true
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  26. nonsense
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  27. Public funds?
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  28. Hmm this was last quarter though. Its not like he did this after something he heard on the earnings call. However, I think the writing is on the wall for apple in China... they're gonna start pushing them out and helping out Huawei more. Already forcing some 50mil people who work for the state to drop their iphones tells you everything
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  29. If some crazy woman did something like that - Trump should not say it like its some wide-spread problem. He made it seem like Hatian's are goin 'round rounding up pets in mass and devouring them
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  30. Nobody wants the CCP as the leading power. They only want what is good for themselves and will bend everyone to their will
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  31. Non-sense... people are letting what they want and hope influence their thinking... + being conditioned for 16 years with low interest rates. Inflation is still at 2.5x their target...and risking stopping to early is a greater danger than doing a bit too much. Yes there is a lag effect but that does not justify pausing now.
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  32. Nope me and my homies are all doin well
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  33.  @BSPBuilder  Comprehension is hard for you it seems. Any country on that list is because they are known or suspected to helping China circumvent sanctions.
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  34.  @godzillamothra5983  This is absolutely false. You are looking at statista or some other BS site that only shows the central government debt. China hides a lot of its debt in local governments and in something called "local government finance vehicles". Looking "China's total debt to GDP" or "China's actual debt to GDP" to get a more accurate figure. Its over 300%+ at this point and much higher than the US's.
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  35.  @godzillamothra5983  This is absolutely false. You are looking at statista or some other BS site that only shows the central government debt. China hides a lot of its debt in local governments and in something called "local government finance vehicles". Looking "China's total debt to GDP" or "China's actual debt to GDP" to get a more accurate figure. Its over 300%+ at this point and much higher than the US's.
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  36.  @godzillamothra5983  Yes i'm including corporate debt, household, and government at both local and central level. Thats why my number is higher than the reported 125% you commonly hear thrown around and why the number for China is 300%+ rather than the 70% you'd see on a website like statista which only looks at central government debt. "Sure, there are some problems with it" is a massive understatement. The local gov controlling the banks is what led to the current real estate crisis. You're right, China does not have an inflation problem, they have the opposite problem - deflation. Which is arguably a much worse problem than deflation. IChina cutting interest rates can help reduce the massive problem of their debt somewhat, but I'm not sure you understand that the US also can cut interest rates and infact they just did? And the Fed chair said more are on the way. What you said about China cutting interest rates works exactly the same in the US and US just cut them and more are to come. In fact, US cutting interest rates allowed China to cut more so that the value of the yen against the dollar didn't slip even more than it has. End of the day, cutting interest rates can help a bit, but the problem is structural (just like in Japan) - investment led economy fueled by debt has a shorter shelf life than what the US is doing
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  37.  @lwmtx6156  M2 is not the same measure of GDP/Debt What I can say is China’s rapid M2 growth is closely linked to its rising corporate and local government debt. They use it for investments and infrastructure projects, but this also worsens debt issues.
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  38.  @lwmtx6156  Please explain then
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  39.  @ssuwandi3240  what is China's current total debt to GDP
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  40. Huawei mate 60 is a joke. Get outta here with your propaganda
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  41. Neither does China, except their media is directly from the government and they don't allow alternative views
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  42. Nah
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  43. There will always be recessions.. thing is, there is always somebody "predicting" it, and then gets to claim fame when it happens. In reality - nobody knows whats going to happen
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  44. Lol okay, if you think America is just a pure bully than you're bias is extreme. If you think China is completely innocent in any of this tension, then you are like the mother who thinks their child cannot do anything wrong...regardless of who tells them
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  45.  @takedown243  You know nothing about China's economy. They have extremely poor domestic demand and rely a lot on exports. Its biggest customer is the US - this is going to hurt them.
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  46.  @cppQuant  You simply have no idea what you're talking about. US is China's biggest export market (aka customer) and now that real estate has collapsed - exports are their only major growth driver. They also cannot rely on re-routing exports through Mexico and SE Asia anymore to avoid tariffs. We both know you are talking out of your butt. Its estimated this will knock 2.5% off their GDP growth this year.
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  47.  @leoyang887  I'm not arguing these tariffs are a good thing. Don't mistake my position
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  48. Well yeah, the Zero Covid Policy is still in effect... that means mandatory masks in most places. It was common to see people wearing masks even before covid
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  49. International court said they do not have claim to the sea. They are breaking international law and everybody in the South China Sea agrees and wants US help - except China. So stop acting like its just the US - every country there is opposing China
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  50. Chatgpt and other AI features aren't just directed at companies... there is a 20$ a month fee that a lot of people pay for chatgpt4 and its other features. Its simply people got used to everything from google being free and that became the expectation. They're breaking that and they have every right to, even if people feel entitled to every service they provide.
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