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Cultural Imperial posted:
Is there any way to also see market trading volume?
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# ? Oct 5, 2015 03:45 |
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# ? May 13, 2024 01:28 |
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Bip Roberts posted:Is there any way to also see market trading volume? https://www.google.ca/finance?cid=7521596 You have to move to like a 6 month range to see it though. It is funny to watch volume drop from 860M/day at the peak of the bubble to about 200M/day now. The static price chart and volume numbers are probably unrelated to the number of frozen equities because
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# ? Oct 5, 2015 03:51 |
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Shifty Pony posted:The dimensions of the Panama Canal locks is one of the major limitations for the size of cargo ships. For a certain class of ships, yes, but as fishmech said the canal is being expended. In practice, it wouldn't be such a huge deal because there's a limit to how big you can make canals anyway, and... Shifty Pony posted:Wasn't one of the make work programs China did to dump ton of new cargo ships on the market? A new canal would create more reason for companies to buy bigger newer ships. They sure did! And then their economy shat the bed and they stopped buying so much raw materials, so these ships are now sitting idle or desperate for work. So nobody is buying new ships, because why would you spend fifty millions on a boat that's going to sit collecting ~$8,000* a day in freight, after fuel? Now if you're the guy doing the renting, you don't give a poo poo that your hundred and fifty thousand tons of dirt are going to get here twenty days later because that'll cost you a whooping $160,000 extra, as opposed to paying for canal fee on the two boats you'd need otherwise and warehousing for all that raw material that showed up early. Fun facts: ships make for great warehouses when they're cheap. Anyone investing money in shipping right now is loving up. It's going to take years for the market to recover. And I recall reading an article recently where some reporters went to Nicaragua to look for the canal... Apparently there's not a lot going on there. *of course that's not profitable.
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# ? Oct 5, 2015 05:17 |
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Someone who works in the industry should make a shipping thread. I'd read the poo poo out of that thread.
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# ? Oct 5, 2015 06:01 |
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Flaky posted:Someone who works in the industry should make a shipping thread. I'd read the poo poo out of that thread. http://forums.somethingawful.com/showthread.php?threadid=3393222 This one?
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# ? Oct 5, 2015 06:22 |
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You guys should follow the Baltic dry index.
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# ? Oct 5, 2015 06:29 |
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quote:
http://www.bloomberg.com/news/articles/2015-09-30/as-export-of-chinese-drugs-to-u-s-grows-quality-worries-fda
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# ? Oct 5, 2015 07:17 |
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Cultural Imperial posted:
Why would you bother trying to support the bubble when it's already almost down to the old baseline?
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# ? Oct 5, 2015 07:21 |
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Face
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# ? Oct 5, 2015 08:03 |
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Is this poo poo for real? "In China, Your Credit Score Is Now Affected By Your Political Opinions – And Your Friends’ Political Opinions" https://www.privateinternetaccess.c...tical-opinions/
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# ? Oct 5, 2015 08:43 |
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http://www.theguardian.com/business/2015/oct/12/western-economies-are-still-too-weak-to-cope-with-fed-rate-rise-says-china One interesting quote: "The slowing of China’s economic growth is a healthy process, but it is a sensitive period. The Chinese government must make accurate adjustments, keeping the economy within a predictable space while continuing to promote internal structural reforms." Healthy, is it?
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# ? Oct 12, 2015 06:48 |
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China has been perpetually "rebalancing and reforming" for like 10 years now and the media keeps swallowing it.
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# ? Oct 12, 2015 06:51 |
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Nice straight line going up today on the SHCOMP, The Chinese Government has really learnt a lot about manipulating the stock market since those nasty crashes a while back.
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# ? Oct 12, 2015 13:29 |
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Fojar38 posted:China has been perpetually "rebalancing and reforming" for like 10 years now and the media keeps swallowing it. It's like every 5 years they have another plan.
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# ? Oct 12, 2015 13:52 |
You know they take a 1.5 hour lunch break in the middle of trading, right?
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# ? Oct 12, 2015 13:54 |
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HBar posted:You know they take a 1.5 hour lunch break in the middle of trading, right? Yep
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# ? Oct 12, 2015 22:50 |
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Krispy Kareem posted:It's like every 5 years they have another plan. I was referring more to how people, including Western media and institutions, are constantly writing off China's economic problems as a "rebalance" or a "reform" to a "consumption based economy" when if you go back far enough the Chinese have been paying lip service to those things for years now and still have diddly squat to show for it.
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# ? Oct 12, 2015 22:57 |
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Mercury_Storm posted:Is this poo poo for real? I'm more wondering why our credit agencies haven't started doing that.
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# ? Oct 13, 2015 03:33 |
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Mercury_Storm posted:Is this poo poo for real? Somewhat exaggerated, apparently, but not totally made up. http://thediplomat.com/2015/05/chinas-new-social-credit-system/
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# ? Oct 13, 2015 03:56 |
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Often bulk carriers going to China have 13.00 m max arrival draft restrictions. This is because they don't often know what the specific discharge port is going to be when they sail. Ends up being a fair amount of dead freight for a panamax even if they are going into winter zones. Often panamax bulk carriers headed to China can only load about 66,000 MT when this is the case. Heh, lost a TWIC card over the side of a cape sized vessel once. Monkey ladder twisted while I was reading drafts in the light condition. Had the TWIC card on a pull cord thing attached to my belt, popped right off. gently caress monkey ladders. FrozenVent posted:Anyone investing money in shipping right now is loving up. It's going to take years for the market to recover. Reduced demand for iron ore and coal from China are playing a large part in loving bulk carrier's poo poo right up.
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# ? Oct 13, 2015 06:05 |
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Fojar38 posted:I was referring more to how people, including Western media and institutions, are constantly writing off China's economic problems as a "rebalance" or a "reform" to a "consumption based economy" when if you go back far enough the Chinese have been paying lip service to those things for years now and still have diddly squat to show for it. I think this is more a case of you selectively picking at articles in western media and institutions. I've seen as many if not more articles claiming the opposite, China is "imploding" "melting down" etc.
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# ? Oct 13, 2015 06:36 |
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Imports down 20.4%, exports down 3.7%. So much for rebalancing that economy.
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# ? Oct 13, 2015 14:54 |
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Cultural Imperial posted:Imports down 20.4%, exports down 3.7%. So much for rebalancing that economy. RIP this decade's inscrutable oriental super society edit: jesus, twenty percent. that's year over year, right? icantfindaname fucked around with this message at 15:35 on Oct 13, 2015 |
# ? Oct 13, 2015 15:14 |
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Imports are down twenty percent. Wow, those factories are shutting down production fast.
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# ? Oct 13, 2015 15:30 |
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I just finished Age of Ambition and he claimed that construction/real estate/real estate bubble is (or was as of his writing anyway) 70% of China's GDP, which is more than double the peak of the Japan craziness. Anyone know if that's accurate? It feels right from the inability to be outside more than 15 minutes here without being in a construction site, anyway.
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# ? Oct 13, 2015 15:43 |
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Slaan posted:Imports are down twenty percent. Wow, those factories are shutting down production fast. How does that follow? Wouldn't imports being down mean that internal factories are taking up more of the consumption?
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# ? Oct 13, 2015 15:54 |
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How much of that 20% is the collapse in the price of oil over the last year?Grundulum posted:How does that follow? Wouldn't imports being down mean that internal factories are taking up more of the consumption? Without an excuse like oil prices falling there's not really any way to spin imports being down 20% as anything other than catastrophic. China's not a major producer of raw materials, imports drive both exports and internal consumption
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# ? Oct 13, 2015 16:09 |
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icantfindaname posted:How much of that 20% is the collapse in the price of oil over the last year? And remember China is pumping up their strategic oil reserves atm - it should inflate their imports and keep a hand under oil prices until 2016.
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# ? Oct 13, 2015 16:29 |
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Is the 20% figure measured in USD worth of commodities or actual tons/liters of material? Because if it's the former, it can be mostly attibuted to the commodities price slump and rising dollar.
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# ? Oct 13, 2015 16:42 |
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Freezer posted:Is the 20% figure measured in USD worth of commodities or actual tons/liters of material? Dollars Also, Bloomberg says the numbers were still worse than expected, with analysts predicting only an 18% drop icantfindaname fucked around with this message at 18:04 on Oct 13, 2015 |
# ? Oct 13, 2015 16:44 |
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Cultural Imperial posted:Imports down 20.4%, exports down 3.7%. So much for rebalancing that economy. So much for countries like Brazil and Australia. Do iPhones made in China and sold in China count as an import?
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# ? Oct 13, 2015 17:10 |
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Grundulum posted:How does that follow? Wouldn't imports being down mean that internal factories are taking up more of the consumption? A poo poo ton of China's imports are raw and unfinished materials and fuels. Few imports means the factories are planning on making a lot less in the future.
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# ? Oct 13, 2015 17:32 |
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Krispy Kareem posted:So much for countries like Brazil and Australia. If the product is domestically manufactured and consumed domestically it would be captured as part of the GDP.
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# ? Oct 13, 2015 17:59 |
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Freezer posted:Is the 20% figure measured in USD worth of commodities or actual tons/liters of material? The price slump is because the Chinese aren't buying as much of the materials so these are not unrelated occurrences.
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# ? Oct 13, 2015 18:00 |
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Grand Fromage posted:I just finished Age of Ambition and he claimed that construction/real estate/real estate bubble is (or was as of his writing anyway) 70% of China's GDP, which is more than double the peak of the Japan craziness. Anyone know if that's accurate? It feels right from the inability to be outside more than 15 minutes here without being in a construction site, anyway. Read Capitalism with Chinese Characteristics next. It's some really eye-opening primary research into investment records that shows a huge swing back towards SOE lending in the early 90s in the wake of the Tiananmen crackdown. The author argues that China's economy was "Shanghainized" in the 90s: dominated by SOEs, the public sector, mafiesque corruption cliques and suppression of workers and private entrepreneurs. Basically there was a wave of genuine poverty reduction followed by a massive retrenchment and expansion of the fabulously corrupt state sector.
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# ? Oct 13, 2015 18:14 |
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Krispy Kareem posted:
Yes, they're shipped out of country and imported back in. This is why there's a good deal of iPhone smuggling from Hong Kong and elsewhere because the import taxes make it more expensive than in most markets.
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# ? Oct 13, 2015 18:33 |
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ocrumsprug posted:The price slump is because the Chinese aren't buying as much of the materials so these are not unrelated occurrences. Granted, there's definitely a slow down. But the belief that China is importing 20% less 'stuff' is incorrect.
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# ? Oct 13, 2015 19:06 |
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Cultural Imperial posted:Imports down 20.4%, exports down 3.7%. So much for rebalancing that economy. No you see all the import and export declines are planned by the brilliant far-seeing Chinese leaders as the economy transitions to a consumption based economy like the USA. Consumption is making up an increasing portion of Chinese GDP, proving that they're rebalancing! It makes up an increasing portion not because consumption is increasing but because everything else is freefalling
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# ? Oct 13, 2015 20:06 |
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US treasury secretary debates Chinese ambassador on monetary policy. Worth watching: https://www.youtube.com/watch?v=GKm7NloL8bA
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# ? Oct 13, 2015 21:06 |
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# ? May 13, 2024 01:28 |
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RocknRollaAyatollah posted:Yes, they're shipped out of country and imported back in. This is why there's a good deal of iPhone smuggling from Hong Kong and elsewhere because the import taxes make it more expensive than in most markets. That doesn't necesarily make sense to me but if so they'd have to go on the books as an export first. Though the export value would only be the cost of manufacture. The difference between that and the retail price would be a US import of Apple's software and IP (and this should be true regardless of whether they physically leave or not). asdf32 fucked around with this message at 23:32 on Oct 13, 2015 |
# ? Oct 13, 2015 23:19 |