There was presentation by Derman (you can google it), which addresses somewhat [ATTACH] [ATTACH]
Typical ET poster. Did you even read the headlines?
https://www.reuters.com/article/us-china-eu-aviation/china-and-european-union-sign-landmark-aviation-deals-idUSKCN1SQ1GL
This is correct, but this doesn't take into effect substitution effect. They can shift some of the exports to other countries. Exports to EU and...
I was answering question with the narrow scope. Question was whether Tariff's affect chinese economy? My answer was not much. Your thesis is...
https://www.cia.gov/library/publications/the-world-factbook/geos/ch.html
Uh.. You asked this question "bone said: The question is, can China withstand two years of tariffs ? If there's a US executive branch...
True about trade surplus with US, but they do have pretty big deficit with Korea, Japan, Australia and other Asian economies.
Dude. This is somewhat specious :) tying everything to Tariff. Their other 96.5% of GDP also has hit rough patch. Even other emerging market is...
How Xi Jinping's colleagues rejected an 'unequal' trade deal A 150-page agreement was sent back to Washington, gutted and shrunk to 105 pages...
No. Your math is wrong. US exports are 3.5% of the GDP, means rest of the 96.5% GDP is not effected. Assuming 7% GDP growth rate, new growth...
Pretty easily. It is giant mis-perception that China needs US. Chinese exports to US is mere 3.5% of its GDP. [ATTACH]
Missed this poll too. Another vote for "Nay". Frankly this forum is filled with Trump University graduates. If not for few good posters, there...
https://elmfunds.com/aswath-damodaran-interview/ One of the better interviews, I have read. Victor Haghani: Going back 30 years to when you were...
https://www.reuters.com/article/us-canada-trade-china-huawei-idUSKCN1SB0IA In a sign of increasing frustration at what it sees as a lackluster...
It is exactly what he wrote. For eg. Suppose you have delta neutral strategy and plan to hedge delta certain intervals. Your trading plan...
https://www.nytimes.com/interactive/2019/05/07/us/politics/donald-trump-taxes.html The data — printouts from Mr. Trump’s official Internal...
What is baseless about it? Covered call has better sharpe, but returns wise did not beat SPX total return.
This chart is wrong. BRK.B does not have dividends and SP500 has dividends. You need to compare apples and apples, that means you need to...
I have two portfolio one BXM and another SPX total return. SPX outperformed BXM in its entire history by 1.5%, but did so with more than 40%...
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