China's stimulus rally will be short-lived: AEI's Derek Scissors 

Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.

Obviously he has a cold-war mentality.

I def believe Tepper , because he puts his money where his mouth is. Money talks BS walks. Second I was looking at the turnover of HK, SZ and SH , it’s around Rmb1.5-1.6 Trillion a day , every day this week. HK even chalked its highest turnover in history at HKD451B on Friday. This is a heck a lot of money going into the stock market. These are smart money with economic and financial models going thru multiple scenarios and economists, analysts and number crunchers. Even the CEO need approve for so much money invested. You telling me Rmb6T of funds in one week is on a whim or gut feeling. These are some of the smartest ppl in the world. This is the first time I heard this view. Siegel , Tepper, Jack D , Black rock , BofA , Morgan S ,….. all have similar views. I follow the money. It’s a clear buy.

I think i’ll listen to tepper not these ppl

How much money has Nancy received from Taiwan?

They can take a pay check from that 1.6 B propaganda budget.

Many big investors will offload their China stocks now 😮

Nice try , I’m not buying Chinese stocks so that you can unload yours .

I will enjoy the 50% gain by end 2024 and sell.

Many rich Chinese I know are taking this opportunity to leave China for good

Yes. Talk it down as always. The frogs in the deep well can not see what are outside.

it helps to stimulate growth and to improve consumption. As China economy is in transition, there will be opportunity and more investment is needed to see the results.

It's the AEI of course they're going to say that. Pot calling the kettle.

bet against China: remember 1998?

it is doubt first, disbelief, then believe, then chase, then FOMO

i like his pessimism, pessimists are right, but optimists gain.

the dragon is waking up..... dont miss the ride...

What on earth is Derek talking? Problems for private companies? And what is PDD, BABA, NIO, BYD, CATL? 🤣

their Faces Changed when she ask "Why did China need to boost when their tech were driving innovations?"

It will bounce for 1-2 month, ride the wave while it lasts.

Wisdom, is served!

I trust Tepper

Next Month the BRICS Summit for this year will be held in Russia. After that is over the term "Asian Unity", might get a bit more air time? 159 nations with 75% of resources, appear to be attending this years event. China is not acting alone.

Oh, this is on CNBC 🤣 ... one of Kamala's news networks. I guess this must be legitimate news. 🤣🤣🤣