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Started By
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re: Breaking: China offers a way to eliminate US trade imbalance. HAIL TRUMP!
Posted on 1/18/19 at 4:19 pm to I B Freeman
Posted on 1/18/19 at 4:19 pm to I B Freeman
quote:
China is buying 100% of the beans they normally do from the US via other countries
Not even close to 100%. Not even close to 10%.
You have a link for that? Nice editing of my post in your quote too, lol.
Argentina was never an importer of US beans until last crop year. Then they became one of the US's main buyers of soybeans once the trade war started. Wonder why that happened? Because Argentina could import cheap US beans and export their beans to China for a premium because they don't have a tarriff on their soybeans? It's not a hard concept to follow, it's about as easy an arb you'll find in the global market.
0
Posted on 1/18/19 at 4:30 pm to NC_Tigah
quote:
Yes?
and you think you have some evidence that their growth isn't faster than ours to the approximate tune of doubling it?
asking because your own article suggests a better Bloomberg-based estimate for their q1 y/y of 6.8% - 6.97%, as of march. our own initial monthly gdp revisions are often of similar or greater magnitude than that difference.
i'm curious about this event where companies got screwed by depending on some chinese government figures or whatever you were talking about
This post was edited on 1/18/19 at 4:36 pm
Posted on 1/18/19 at 4:31 pm to NC_Tigah
quote:
We don't really know enough about the spend to say, do we?
yea i read it the first time
the issue is with your assumption about the relationship between jobs & spend
Posted on 1/18/19 at 4:50 pm to I B Freeman
quote:quote:No possible way to know or to even guess.
Now then once again:
$167 billion per year we are to assume. Making that assumption, how many jobs at $80K/yr per job would be created?
Posted on 1/18/19 at 4:53 pm to 90proofprofessional
quote:Do you follow AAPL? Did you happen to catch Tim Cook's December report?
i'm curious about this event where companies got screwed by depending on some chinese government figures or whatever you were talking about
Posted on 1/18/19 at 5:13 pm to NC_Tigah
quote:
Do you follow AAPL? Did you happen to catch Tim Cook's December report?
i saw a bunch of stories about it. heard no mention of unreliable or manipulated economic data screwing them over in any way
Posted on 1/18/19 at 5:20 pm to I B Freeman
quote:
I know that agricultural grain production and oil and gas production produce a lot of revenue with very little labor.
They're efficient business models. To suggest there is very little labor involved is asinine though. Most oil and gas developments require massive manpower. I know because I've been involved with some large deep water projects. It takes millions of man-hours of labor just on site to get these things built and producing. And that's not even considering the manufacturer and sale of the hundreds of thousands of components that go into the equation.
Posted on 1/18/19 at 5:22 pm to LSUTigersVCURams
Yeah. Take it all in, bitch. /Trump
Posted on 1/18/19 at 5:42 pm to I B Freeman
quote:
Not even close to 100%. Not even close to 10%.
Come on IB, tell us where all the soybeans we suddenly started shipping to South America are going???? They already sold their inventory, are they suddenly eating millions of tons per month????
Ill show you my govt stats if you show me first....
Posted on 1/18/19 at 5:46 pm to I B Freeman
quote:
That is my understanding and I see no way to guess about the job numbers. Shipping massive ship loads of LNG would not require very many workers per dollar of goods for example.
Who built the equipment, infrastructure, tools, roads, pipeline, and then started the process of getting the gas out of the ground? Who moved the sand, water, and waste after the fact. Who actually dug the holes.
IB stop posting without thinking. You dont just put a hose in the ground and extend it to china.
Posted on 1/18/19 at 5:48 pm to I B Freeman
quote:
At your snow ball stand "Hillbilly Snowballs" if you contract to deliver $10000 worth of snowballs per year to the government for 6 years you should not add a single job past the first year for any body--not the ice man, not the sno ball machine company, not the paper cup company NOBODY. As a matter of fact a good operator should be able to do it with less money in year 6 than in year 1.
Less snowball cost per unit, but not less overall cost, due to the increased labor.
IB you ever run a production facility???
Posted on 1/18/19 at 5:49 pm to trinidadtiger
Not sure if mentioned, but a 6 year deal is only good while Trump is in office
9assuming he wins re-election). China could just be playing the long game and once Trump is out, back to the same old BS.
9assuming he wins re-election). China could just be playing the long game and once Trump is out, back to the same old BS.
Posted on 1/18/19 at 6:06 pm to I B Freeman
quote:
Not much in the way of job creation
Posted on 1/18/19 at 6:11 pm to ngadawg250
quote:
Shouldn't this come with a disclaimer?
Yes. Sorry.
Disclaimer: Thejudge gets 10% of all profits and assumes 0% of the risk.
Posted on 1/18/19 at 6:21 pm to NC_Tigah
quote:
It would be a bad deal if it does not include other aspects such as IP. So it would be a bad conclusion, but it is a good start.
IP is just as important as the deficit itself. I have 100% confidence in Lighthizer. He’s one of the few people I trust to make this deal. Buying X amount of goods for 7 years is a bandaid for the longer structural problems we have in our previous trade agreements.
Posted on 1/18/19 at 6:30 pm to LSUTigersVCURams
MAGA......one commie country at a time. 
Posted on 1/21/19 at 3:08 pm to LSUTigersVCURams
A huge boost for American workers and the economy, negotiated by our President.
Naturally, Leftists HATE this. Anything that is positive for Americans, they hate.
Evil, soulless Democrats. All talk, no action.
Naturally, Leftists HATE this. Anything that is positive for Americans, they hate.
Evil, soulless Democrats. All talk, no action.
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