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this century just started, wait until the war with china… if dc has so many bedevils.

the touchpad is off center to the left side, i constantly hit the center, which is the right side of the touchpad, none of the usual clicks can be programmed to the slightly right. i guess i have to get used to or use a mouse.

Time for medicine.

You are quoting Kyle Bass? What a shock. That guy lost shit load of money betting again HKD, got no credibility when comes to anything China marco.

demand and supply

not yet, until the external demands recover, i.e., end of the war in europe at least. the europeans have no money to spend.

on the second point, everyone anti-china hoping and cheering if it came true. but no, check out arthur kroeber’s observations regarding the situation. my personal opinion is that xi will let these overleveraged firms died so the rest of private developers will fall inline. chinese real estate...

Moody’s is trying to front run everyone else on this front but China sovereign has s*t load of cash and keeps piling. The locals, on the other hand, are much noting. But Moody’s doesn’t rate those of course.

What you don't undestand is that the banks are also holding MBS from other banks. Simply looking at JPM balance sheet in 2022, https://www.wsj.com/market-data/quotes/JPM/financials/annual/balance-sheet Mortgage Backed Securities 212,437 miilion Treasury Securities 299,523 million No bank can...

Incorrect, it is a mean to an end, to exchange consumption, issued by the governments and/or authorities. You don't consumer less food even if you live in a poor country. https://www.elitetrader.com/et/threads/fading-the-us-dollar.376047/page-3#post-5859956

what’s the end goal of having currency?

No they are mutual exclusive. Every firm wants to maximize profits by overcharging. TSLA is facing consumer market driectly so it has pricing power. It won't overpay for a good tech, even for a better one. The question is why the big 3 won't look at it, because they all know QS is not a game...

Good luck if you want to buy the dip, same goes with CHPT.

non sense, Tesla and BYD secrets are not in batteries but in production scales and cheap overall costs. This reads like a stock pump sheet, same as New York Times articles on A123 and all the bs.

Also a cheaper model next year, the big 3 ev will be doa. https://www.nytimes.com/2023/11/29/business/economy/electric-car-china-supply-chain.html Huntsman Corporation started construction two years ago on a $50 million plant in Texas to make ethylene carbonate, a chemical that is used in...

I’d call Japan and Germany independent but not sovereign, a “foreign army” sits there even today. Reconstruction is given after any wars, perhaps more money would help the recovery faster but not a guarantee, look at Iraq and Afghanistan. China modernization is definitely a yes but with a big...

when the empire falls, it starts with its finance, the inability to fund its conquests or programs.

Yea I need to get back to trading hsi futures, long enough break, maybe they are hitting the bottom.

in large mega stores, i never want to self-checkout, quick grab-and-go in walgreens, maybe.

No, in your example, China does use Yuan domestically but international trades are settled in usd, for the most part. China banks swap it back to Yuan and keep USD treasuries and agency bonds. There was a countermeasure they floated when Trump started the trade war few years back, in which they...