SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
ajtj99
Lee Lichterman III
Lou Weed
towerdog
To: Lee Lichterman III who wrote (74488)12/7/2022 1:55:24 PM
From: Jacob Snyder4 Recommendations  Read Replies (1) of 97601
 
China:

1. Delisting risk, which everyone but me thought made China Uninvestable, has gone away. It was never real, and I’ve been saying so all along.

2. Housing: home-buyers went on a mortgage strike, refusing to make payments on not-completed apartments. The government pivoted, and is now guaranteeing liquidity. Call it the “CCP put”.

3. Covid. Same story. Citizens publicly protested Covid-Zero, and the government gave in. The official truth is transitioning to: Covid is an innocuous infection, like the common cold. China is re-opening.

4. China is the only major economy without inflation. Everyone else is rapidly raising rates in the face of an impending recession.

5. The internet companies I own, do their business inside China. The EU and USA are buying and selling less with China, but that isn’t going to hurt companies like BIDU.

6. The Chinese government does random stupid things that hurt my investments. Just like every other government on earth.

7. It is a very good thing, the people are losing their fear, and have figured out they can bully the government into changing policy, by mass protests and strikes. This is the path to (eventual) freedom in China.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News