tag:blogger.com,1999:blog-11027528911364475.post1808581825678858643..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: China is Ripping... Bears are Smoking DopeJakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-11027528911364475.post-73651742225670876942009-11-11T18:48:59.059-08:002009-11-11T18:48:59.059-08:00.... sorry forgot some more. Oil, Copper (check o....... sorry forgot some more. Oil, Copper (check out copper inventories both in London and Shanghai)....<br /><br />I agree with getyourselfconnected. Somethin wrong here.Rodrigo Serranohttp://web.me.com/uformula/rcs_investmentsnoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-58363962890318724062009-11-11T18:45:54.690-08:002009-11-11T18:45:54.690-08:00Sorry... The Shanghai, Kospi, ASX 200Sorry... The Shanghai, Kospi, ASX 200Rodrigo Serranohttp://web.me.com/uformula/rcs_investmentsnoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-22075027391655658452009-11-11T14:48:51.444-08:002009-11-11T14:48:51.444-08:00Until I see an explanation of how cars sales in Ch...Until I see an explanation of how cars sales in China are through the roof yet gasoline sales are depressed (Nobody driving them? Collectors items?) I will chalk up meteoric recoveries to communist controlled data flow. I think Soviet GDP was 8% right before they collpased.EconomicDisconnecthttps://www.blogger.com/profile/02802078645713106743noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-30755359547725529662009-11-11T14:33:59.845-08:002009-11-11T14:33:59.845-08:00You need to be aware that in Chinese accounting it...You need to be aware that in Chinese accounting it is normal to book it as "sale" when goods move from the factory floor and into storage. <br /><br />The Chinese are massive gamers of The System - whatever it happens to be at the time - and they have been at it for 5000 years, surviving!fajensennoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-12380692889077381442009-11-11T12:47:58.216-08:002009-11-11T12:47:58.216-08:00Not sure which markets you are referring to. Since...Not sure which markets you are referring to. Since September 10th (2 months ago) the S&P is up more than 5% (or more than 35% annualized. That is HUGE... especially after the massive run up.<br /><br />If not the US consumer, then who? On the margin EM countries are adding incremental demand, but if the US consumer disappears overnight (unlikely) or over the secular time frame (more likely), the global economy won't grow as it had in the past...Jakehttps://www.blogger.com/profile/07946497592651234440noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-82697206778936139242009-11-11T12:32:19.136-08:002009-11-11T12:32:19.136-08:00Jake, why do you think that, despite the strong da...Jake, why do you think that, despite the strong data, the Equity markets in both these countries have not put in strong performances over the course of the last 2 months? They seemed to have both rolled over. <br /><br />Also do you think that global imbalances still persist and that the global economy still depends on a strong US consumer?<br /><br />Thanks.Rodrigohttp://web.me.com/uformula/RCS_Investments/RCS_Investments/RCS_Investments.htmlnoreply@blogger.com