Not Just Thye but ALL the Usual Suspects are here

[jk]

Re: Not Just Thye but ALL the Usual Suspects are here

the upper chart shows 2003 chinese exports at 30% of gdp, while the lower one shows total trade at 60%. that seems consistent since the chinese import raw materials for value-added processing into their exports, plus they have imports of oil and other domestic consumables.

[bart]

Re: Not Just Thye but ALL the Usual Suspects are here

the upper chart shows 2003 chinese exports at 30% of gdp, while the lower one shows total trade at 60%. that seems consistent since the chinese import raw materials for value-added processing into their exports, plus they have imports of oil and other domestic consumables.

True, but one measures good & services and the other measures only goods, and it makes little sense that services would match goods.

I'm still mid stream on the various stats and things like comparing monetary base against credit growth also don't track well with how other countries show their data... and take my observation with large grains of salt since I am mid stream.

[da bear]

Re: Not Just Thye but ALL the Usual Suspects are here

Indeed, just because we're getting a whiff of deflation now doesn't mean we're in it for the long haul. I totally agree on minimizing and ideally eliminating debt, and holding some cash and short term high quality credit. And because of that likely return of the liquidity flush, definitely think a generous portion of gold and other hard commodities is very a good policy.

this is my first post on itulip. decided to check it out. more deflation would kill off some hedge funds, but oh well.

a new trend towards paying off debt could me in the making. deflationary in the short term but positive over the long term.





da bear

[fightthepower]

Re: Not Just Thye but ALL the Usual Suspects are here

Welcome to all DR expats. Bonner would be proud since EX Patism is what he preaches (sells).

EJ, you've got your hands full now! Holy Cow!

:rolleyes:

I posted at DR for the last few years, but got sick of all the politics. Hopefully this board will stick to making money.