* Why we have those trade deals? Just no tariff to all countries if they do the same to us. Simple and effective.
*
HSBC moved from HK to London due to the takeover. Their major profits
are due to its proximity to China. I suggest: Has the official
headquarter in Caveman Island (just a mail box) and the working
headquarter in HK; and a beautiful secretary in London.
*
Microsoft: short-term still good but long-term too cloudy. All the
companies involved in clouds have to find a way to make money and a way
to secure the cloud. When Google has a similar package as Office, then
bye bye Office. When Google or Apple has a better OS and/or give it away
at low cost to manufacturers, bye bye Windows.
* When money is
being pulled out from the US, why our stock market is still up. The
threat is not the pull out but the money supply (same as interest rate).
When the interest rate is raised (most likely next year), our
record-high margin debt will lead the way to fall like a deck of cards.
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