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China’s economy staggers in June quarter

China’s economy staggers in June quarter

China’s economy grew at just a 0.4% rate in the June quarter. Thanks to a Pandemic lockdown that covered 350 million people, China’s GDP grew at the second lowest rate ever recorded. Shanghai’s economy, for example, contracted by 13.7% in the second...
Did the Trump-China trade war heat up overnight?

Did the Trump-China trade war heat up overnight?

Maybe it’s just coincidence. Random noise. Sound and fury signifying nothing. I hope so. But I fear not. Yesterday the director of Beijing’s National Development and Reform Commission’s price supervision bureau told the state-run China Daily that its...

Buy Baidu (BIDU)

Doing some catch up on this stock. I added Baidu (BIDU) to the Jubak Picks 50 long-term portfolio https://jubakpicks.com/jubak-picks-50/ on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually add it to the portfolio....

Update Johnson Controls (JCI)

Let me use Johnson Controls (JCI), which reported quarterly earnings on January 20, as another concrete example of how to think your way through what to do about individual stocks when the U.S. market seems to be looking for a 5% pullback and overseas markets have the...