Comments by "" (@TheDavidlloydjones) on "Forward Guidance" channel.

  1. A fine, accurate, fifteen-minute video condensed into 53:12 flat.
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  2.  @donaldkasper8346  China has obviously been a value trap for twenty years. The losses are happenning *now*. Relocate? With an aging population, China is busy investing like crazy, relocating its lower levels of manufacturing to Indonesia, Vietnam, Pakistan, Mexico.... Apartments? China has only just passed the 50-50 rural-urban divided. There are still 700 million people out in the boonies who would love to be sitting on Barcaloungers in apartments watching TV.
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  3. pored
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  4. It is stupid to express an opinion on prices: every price conveys objective information -- that half the smart money thinks it should be higher andd half the smart money thinks it should be lower. By expressing an opinion on the direction you are simply telling us which half you belong to. by having an opnion which is not at the margin you are disagreeing with all of the expert opinion.
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  5. The obvious baseline truth: for every bond sold there is a bond bought. Net net, "sell off" has no meaning. Bond prices are tending down because interest rates have risen. Duh.
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  6.  @CollinJon  Perhaps so -- but not necessarily the woman who is paying you to post this spam.
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  7. Shanghai has been a port of major international importance for a thousand years, kid. If you say "Oh, my God, this is a Ponzi scheme" doesn't make it a Ponzi scheme. Sorry. But don't stop practicing. Can I maybe help you a bit with your vocabulary? I think that by "exponential pear shape with reduced value added" you may have re-discovered the S-curve.
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