Value Investing Message Board

STOCKTALK

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 : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Madharry who wrote (74285)	11/16/2023 3:18:48 PM
From: Sean Collett	2 Recommendations Recommended By E_K_S petal Read Replies (2) of 78742

Looks like Xi woke up and realized his economy was an export driven one and if he turns on his biggest buyers then there's only so much he can prop up. Chinese are not consumers like the west is, so just handling them money was also never going to be a solve. Look at Japan as they've been printing for decades and the people hoard the cash and don't spend. China was dealing with ghost cities for decades too, so even trying to "bail" that sector out was foolish as it was already dead for years. If US/China can really get on a middle ground and work to fix the issues it could drive that money into China like it was supposed to post lock downs. Could also help drive a resolution to end the war between Ukraine/Russia. I stay clear though because that's one that can just change on a whim and isn't worth the potential loss. -Sean EDIT: << Anyone like cisco?>> They're sitting on 8.3B in debt but with a cash/cash equivalents of $26.14B - that's some nice setup. $4.31 FCF/s is very nice.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next