Comments on: China isn’t an asset bubble waiting to burst–it’s worse http://jubakpicks.com/2010/01/15/china-isnt-an-asset-bubble-waiting-to-burst-its-worse/ Sun, 12 Feb 2012 18:19:20 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: drhepler http://jubakpicks.com/2010/01/15/china-isnt-an-asset-bubble-waiting-to-burst-its-worse/comment-page-1/#comment-3178 drhepler Mon, 18 Jan 2010 02:56:11 +0000 http://jubakpicks.com/?p=2731#comment-3178 So how do you invest in a world of overcapacity? So how do you invest in a world of overcapacity?

]]> By: viwi http://jubakpicks.com/2010/01/15/china-isnt-an-asset-bubble-waiting-to-burst-its-worse/comment-page-1/#comment-3169 viwi Sat, 16 Jan 2010 17:29:25 +0000 http://jubakpicks.com/?p=2731#comment-3169 One thing that really amazes me is the profit margin of many Chinese companies. It seems like many Chinese manufacturers are willing to take a job order with 1% margin. I am just looking at to solar cell sector, where all of a sudden those companies got hurt badly after Germans decided to cut subsidies. One thing that really amazes me is the profit margin of many Chinese companies. It seems like many Chinese manufacturers are willing to take a job order with 1% margin. I am just looking at to solar cell sector, where all of a sudden those companies got hurt badly after Germans decided to cut subsidies.

]]> By: doydum http://jubakpicks.com/2010/01/15/china-isnt-an-asset-bubble-waiting-to-burst-its-worse/comment-page-1/#comment-3152 doydum Fri, 15 Jan 2010 19:33:36 +0000 http://jubakpicks.com/?p=2731#comment-3152 > But for the U.S., our government’s catering to greed will prevent any meaningful protectionism. The greedy rich is against leveling the field between them and the working class but they have no problem leveling the field between an American worker and a Chinese worker. > But for the U.S., our government’s catering to greed will prevent any meaningful protectionism.

The greedy rich is against leveling the field between them and the working class but they have no problem leveling the field between an American worker and a Chinese worker.

]]> By: kowloon dave http://jubakpicks.com/2010/01/15/china-isnt-an-asset-bubble-waiting-to-burst-its-worse/comment-page-1/#comment-3149 kowloon dave Fri, 15 Jan 2010 18:48:31 +0000 http://jubakpicks.com/?p=2731#comment-3149 Jim, I appreciate the thought and effort that went into this article. However, the 12- to 18-month scenario that you describe seems very unlikely. Why? Because although Europe will probably do things (tariffs, quotas, etc.) to protect local jobs, the U.S. is unlikely to do anything meaningful. Frankly, our government's track record on protecting American jobs is abysmal. As long as Walmart or anyone else with influence in the U.S. can squeeze some money out of China's exports, our government has shown time and time again that it won't do anything meaningful to protect American jobs or prevent offshoring of American factories and services. The tire tariffs you mention are small potatoes and too little, too late in any event. What you seem to fear is a replay of the 1930s protectionism and world depression scenario. But for the U.S., our government's catering to greed will prevent any meaningful protectionism. And besides, it's too late anyway. Jim,
I appreciate the thought and effort that went into this article. However, the 12- to 18-month scenario that you describe seems very unlikely. Why? Because although Europe will probably do things (tariffs, quotas, etc.) to protect local jobs, the U.S. is unlikely to do anything meaningful. Frankly, our government’s track record on protecting American jobs is abysmal. As long as Walmart or anyone else with influence in the U.S. can squeeze some money out of China’s exports, our government has shown time and time again that it won’t do anything meaningful to protect American jobs or prevent offshoring of American factories and services. The tire tariffs you mention are small potatoes and too little, too late in any event. What you seem to fear is a replay of the 1930s protectionism and world depression scenario. But for the U.S., our government’s catering to greed will prevent any meaningful protectionism. And besides, it’s too late anyway.

]]> By: bigb http://jubakpicks.com/2010/01/15/china-isnt-an-asset-bubble-waiting-to-burst-its-worse/comment-page-1/#comment-3148 bigb Fri, 15 Jan 2010 18:25:56 +0000 http://jubakpicks.com/?p=2731#comment-3148 Jim, I'm not sure if you follow casino stocks. I like WYNN which generates the majority of their earnings from Macau. I'm not sure how the potential scenarios regarding China would affect casinos in Macau. Do you have an opinion on the prospects on this stock given your thoughts on China in general? Thank you. Jim,

I’m not sure if you follow casino stocks. I like WYNN which generates the majority of their earnings from Macau. I’m not sure how the potential scenarios regarding China would affect casinos in Macau. Do you have an opinion on the prospects on this stock given your thoughts on China in general?

Thank you.

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