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December 15, 2018
Foreign markets. there is an article in the wall street journal. its basically what happened to japan in the 80s. they have the trade imbalance with them. they were copying some action stuff. we brought on the value of our currency and that was the bubble. and there is probably some fears now that could be chinas future. actually the government is investing more like directly. they have some more tools. i saw that article. and it was a little bit spooky. i see the biggest problem is every countr...
December 15, 2018
Mightily. and they want to do more. those folks in the yellow yellowjackets are up against the authorities that be to say what theyve done is not enough. apparently its not enough. one of the many uncertainties waiting on the market. what do you make of that. the uncertainty of the mueller probe. mix in the fact that we have confirmation that the numbers were coming out of china. it could be slipping into at least a slowdown. they are slowing in the likes of france and germany and spain and ital...
December 15, 2018
Areas where they were in to feel this more the u.s. we are fine. china well feel it more. we are so interconnected all of us now. with this one to punch of china slowing which it clearly is. from our analyst here they are seen the same thing. and then the euro zone pmi which speaks to manufacturing. and that was that multiyear low as well. no matter how great our businesses are here. we are trying to sell all of those places are step. its not great for our business. and say if they are hurting m...
December 15, 2018
With that country. i think you can push them privately and publicly to do more and to have an overall better relationship with the united states. on that count they disagree with you. they disagree with president trump with him he mostly agrees on. his view was it is unequivocal. as long as this prince is in power we shouldnt let it should let it go by. you say? i think the evidence is clear. and its very frightening. we have to get to the bottom of all of the facts. and whoever is responsible m...
December 15, 2018
When the market is strong and ill think it matters much. you have a fragile market now. they just contracted and is the engine of europe. i think they are to be contracting over the next couple of quarters and it feeds on itself. i think they only had 14 trillion-dollar economy. that is not just slowing. i think it slowing markedly. we are going to bear a market here. something is not respected. a sense that youre getting from traders china itself is in trouble. when you start talking about that...