or Connect
Styleforum › Forums › Culture › Business, Careers & Education › Talking stocks, trading, and investing in general
New Posts  All Forums:Forum Nav:

Talking stocks, trading, and investing in general - Page 168

post #2506 of 4973
So China experiences its slowest GDP growth ever since the recession and the market responds by rallying?

plain.gif
post #2507 of 4973
Quote:
Originally Posted by GreenFrog View Post

So China experiences its slowest GDP growth ever since the recession and the market responds by rallying?
plain.gif

It sucked less than expected smile.gif the theme I think we'll be seeing going into next week with earnings. I try not to think of the rationale behind moves, just go with the flow and make $$
post #2508 of 4973
Quote:
Originally Posted by CYstyle View Post

It sucked less than expected smile.gif the theme I think we'll be seeing going into next week with earnings. I try not to think of the rationale behind moves, just go with the flow and make $$

Lol at wall street and their silly expectations..
post #2509 of 4973
It's hard to wrap your head around, but 'not so bad' is better than 'coulda been better' as far as rallies are concerned since the short term is always traded on expectations of event outcomes or earnings.
post #2510 of 4973
Quote:
Originally Posted by CYstyle View Post

It sucked less than expected smile.gif the theme I think we'll be seeing going into next week with earnings. I try not to think of the rationale behind moves, just go with the flow and make $$

I think it is also: We (WS fund mangers) expected Chinese to lie in a 8% range but they only lied in 7% range which shows that Chinese are getting serious about their economy.
post #2511 of 4973
Quote:
Originally Posted by Medwed View Post


I think it is also: We (WS fund mangers) expected Chinese to lie in a 8% range but they only lied in 7% range which shows that Chinese are getting serious about their economy.

 

they are still pretty busy playing politics and economy is definitely in the back burner.  once the political dusts settle, its full throttle mode.

 

6% is a more reasonable range, btw. 

 

chopping rates twice in a week?  pffft, no one cares, it only helps soe.  private enterprises are still getting credit line/loans at 12%+ rates, very tight liquidity and loan sharking is now a good business.

post #2512 of 4973
Quote:
Originally Posted by chogall View Post

 

they are still pretty busy playing politics and economy is definitely in the back burner.  once the political dusts settle, its full throttle mode.

 

6% is a more reasonable range, btw. 

 

chopping rates twice in a week?  pffft, no one cares, it only helps soe.  private enterprises are still getting credit line/loans at 12%+ rates, very tight liquidity and loan sharking is now a good business.

 

Who wants to start up a Chinese Mezz fund?

 

In all seriousness though, how much of China's boom was fueled by real estate speculation? I don't see a quick return to higher growth figures unless the government loosens the new restrictions. Without this internal driver, their economy is more heavily dependent on the global economy as a whole.

post #2513 of 4973
Quote:
Originally Posted by RedLeg View Post

 

Who wants to start up a Chinese Mezz fund?

 

In all seriousness though, how much of China's boom was fueled by real estate speculation? I don't see a quick return to higher growth figures unless the government loosens the new restrictions. Without this internal driver, their economy is more heavily dependent on the global economy as a whole.


Well, you have to know the source of real estate speculation before complaining about the property boom/bust.  Unlike US, where the boom was funded by cheap and loose credit compounded by loan sharking, China real estate boom was caused by the dramatic increase in wealth but a total lack of capital outlets - small stock markets, limited debt markets, little financial products, no derivatives, little commodities market, and private capital raising activities are mostly illegal. Real estate was the only place to go for investments.

 

And China import/export is easy to understand; they run trade deficit against Germany and AU/other commodities markets, and surpluses against EU/US/etc.  So EU slows down, China will slow down.  Hard landing was a wet dream for doomsayers; it didn't hard land in 1997 when every other Asian country nose dived, it will not hard land now.

 

Real estate market in China is showing signs of rebound, but its the manufacturing driven private enterprises that's eating dirt.  Domestic consumption/products are still doing well.

post #2514 of 4973
Hmmm... I'm starting to think that AAPL could actually pop after earnings..
post #2515 of 4973
Quote:
Originally Posted by GreenFrog View Post

Hmmm... I'm starting to think that AAPL could actually pop after earnings..

When do they report?
post #2516 of 4973
Tuesday, July 24th!

google freaking killed it today too, jesus.
post #2517 of 4973
Quote:
Originally Posted by chogall View Post


Well, you have to know the source of real estate speculation before complaining about the property boom/bust.  Unlike US, where the boom was funded by cheap and loose credit compounded by loan sharking, China real estate boom was caused by the dramatic increase in wealth but a total lack of capital outlets - small stock markets, limited debt markets, little financial products, no derivatives, little commodities market, and private capital raising activities are mostly illegal. Real estate was the only place to go for investments.

 

And China import/export is easy to understand; they run trade deficit against Germany and AU/other commodities markets, and surpluses against EU/US/etc.  So EU slows down, China will slow down.  Hard landing was a wet dream for doomsayers; it didn't hard land in 1997 when every other Asian country nose dived, it will not hard land now.

 

Real estate market in China is showing signs of rebound, but its the manufacturing driven private enterprises that's eating dirt.  Domestic consumption/products are still doing well.

You make a good point.

 

I wasn't complaining. Rather just seeking educated opinions. Regardless of the cause, real estate development fueled many Chinese domestic industries (construction, materials etc.) and the increase in tax revenues helped support large infrastructure projects. My point being that I do not think we can count on China to pull the global economy out of its current malaise. They won't land hard, but they won't spring back quickly either.

post #2518 of 4973
What are you guys expecting for AAPL?
post #2519 of 4973
Still loving GLUU, but looking like there's no way it's going to continue rising until earnings (Aug 7). Will liquidate it (temporarily) this week to pile into AMRN in anticipation of FDA approval. Make a quick buck hopefully, or, if NCE status is granted, a lot of quick bucks.
post #2520 of 4973
Quote:
Originally Posted by GreenFrog View Post

What are you guys expecting for AAPL?

Bought in at $580 couple of months ago. sold at $612 a couple of weeks ago.

Hoping for it to drop again after earnings to buy again. hoping for a drop to $560.
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Business, Careers & Education
Styleforum › Forums › Culture › Business, Careers & Education › Talking stocks, trading, and investing in general