* When I can order a 32 G for my camera for $10, I know the chip makers including several I own are in trouble with over capacity. I have some winners and they attribute the successes to Apple and other mobile technologies.
Apple's stock takes a break from the delay of a product and it could be a buying
opportunity. I sold my Apple before the Samsung's self-destruct
feature - you cannot predict that without a time machine.
* While it is doing good now, Britain will experience the pain due to Brexit when many HQs move to Europe mainland.
* China's GDP will move to the 5% range as it is not a developing country any more. 10% is only sustainable for a developing country in its initial stage and the inflation rate is high.
Opposite to the names, all trade agreements are used to disagree and/or
exclude countries not joining the agreement. TPP (typo?) is used to exclude China and it may not be possible.
Free trade should not have
any trade agreement: and we should buy the best offered by any country at the least
cost as long as all the players play the game fairly (such as no product dumping).
One problem of changing policy due to changing political party is the
cost. No policy is perfect but we need to enhance or fix it. It is a waste of
money and effort to change it when it was not invented here. This is one problem of a two-party system. We spend too much time in arguing on who is on top.