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crs223

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crs223 last won the day on June 19 2023

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  1. crs223

    China

    I’ve been seeing news reports that chinese are illegally entering US via mexico. Chinese prospects not looking good right now.
  2. crs223

    China

    The blockade will force China to develop their own chips and strengthen China. That was your thought a few months ago.
  3. crs223

    China

    If the Fed unwound its balance sheet back to 2007 levels, would that impact the stock market? Im no economist, but I would guess that such an action would at minimum increase interest rates, which would cause stock prices to adjust to revise a competitive earnings yield.
  4. crs223

    China

    The CCP identified a housing bubble and intentionally popped it. The fact that CCP hasn’t pulled out the monetary or fiscal bazooka (or some other hair-brained hack) tells us that they are fine with the way this is playing out. This is entertaining… blow up an obvious bubble and let the market sort it all out. In my lifetime these problems have always been “handled” by the Central Planners in DC
  5. crs223

    China

    Someone on this thread said that leftover assets (after liquidation) is not zero and is/will be stolen from bond holders. I would like to educate myself so i can make the same claim. Can someone explain (or link to) the theft?
  6. crs223

    China

    According to yahoo finance, BABA is paying out 18% of earnings as a dividend (1/5.44)
  7. crs223

    China

    How “remaining assets” were there? Who received them instead?
  8. crs223

    China

    The irony is: Screaming about "China will fail" would only happen if there was a clear path for China to succeed. If China were clearly going to fail (e.g. North Korea or Zimbabwe) there would be no discussion. Remember in the early 80s when Japanese cars came onto the market -- GM was screaming the whole way about unfair trade practices, currency manipulation, and low quality. Soon Toyota became number 1. Screaming only happens when there is a threat.
  9. crs223

    China

    But what are the reasons people are fleeing the country? I don't believe it's all about banning girly-men, organ harvesting, and jobs/money. There must be something more fundamental.
  10. crs223

    China

    Luca: why do people want to flee China?
  11. crs223

    China

    Summary: people are trying to get the hell out of China — with their money of course. Not sure who is “China Observer”, but this story agrees with my uninformed bias, so I assume it’s true (ha!). Apparently a bunch of BABA execs have “settled” to Singapore (12:45).
  12. RIP Charlie. How sad that all that knowledge just disappears.
  13. crs223

    China

    Doesn’t CCP know that these problems can be solved by distributing printed money (“liquidity”) to troubled institutions? Xi: I’m available to consult if you want to do it “Bernanke Style”!
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