Comments on: Lending Less in China? http://www.ritholtz.com/blog/2009/12/lending-less-in-china/ Macro Perspective on the Capital Markets, Economy, Geopolitics, Technology, and Digital Media Tue, 14 Feb 2012 16:30:00 +0000 hourly 1 http://wordpress.org/?v=3.0.5 By: China to Pull Back Reins on Lending in 2010 « Peter Lake in Emerging Markets http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238821 China to Pull Back Reins on Lending in 2010 « Peter Lake in Emerging Markets Wed, 02 Dec 2009 18:58:22 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238821 [...] target is 6 to 7 trillion in 2010, according to China Daily. Tim Iacono at The Big Picture is skeptical the government won’t completely blow past the targets anyway, since the target for 2009 was 5 [...] [...] target is 6 to 7 trillion in 2010, according to China Daily. Tim Iacono at The Big Picture is skeptical the government won’t completely blow past the targets anyway, since the target for 2009 was 5 [...]

]]> By: d4winds http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238710 d4winds Wed, 02 Dec 2009 08:49:59 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238710 Obviously, the Chinese--not ones to feel left out--are producing their very own asset/speculative bubble in stocks, copper, etc. to outdo the West (their own currently popped one in Beijing CRE was too small). The good news is that the new car "sales" numbers will look reasonable by comparison for a while. Happy investing in the paper tiger. Obviously, the Chinese–not ones to feel left out–are producing their very own asset/speculative bubble in stocks, copper, etc. to outdo the West (their own currently popped one in Beijing CRE was too small). The good news is that the new car “sales” numbers will look reasonable by comparison for a while. Happy investing in the paper tiger.

]]> By: MRegan http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238580 MRegan Wed, 02 Dec 2009 00:12:18 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238580 SB- If you want to make bank, go long garlic. http://news.bbc.co.uk/2/hi/business/8381984.stm Ajo, carajo! SB-

If you want to make bank, go long garlic.

http://news.bbc.co.uk/2/hi/business/8381984.stm

Ajo, carajo!

]]> By: Steve Barry http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238552 Steve Barry Tue, 01 Dec 2009 22:29:08 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238552 I love that pig farmer report...I am now more sure of one thing...gold and copper are going to pop soon and it will be the biggest crash of all time. I love that pig farmer report…I am now more sure of one thing…gold and copper are going to pop soon and it will be the biggest crash of all time.

]]> By: Tim Iacono http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238544 Tim Iacono Tue, 01 Dec 2009 21:27:35 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238544 rc - it's more like sarcasm - their system of financing the stimulus is slightly less egregious than ours... rc – it’s more like sarcasm – their system of financing the stimulus is slightly less egregious than ours…

]]> By: MRegan http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238540 MRegan Tue, 01 Dec 2009 21:19:37 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238540 Brent Cook wrote an interesting piece on pig farmers and copper. http://www.stocksandspeculations.com/i/pdf/260b_Oct2_Pig_farmers_are_making_Brent_nervous.pdf Brent Cook wrote an interesting piece on pig farmers and copper.

http://www.stocksandspeculations.com/i/pdf/260b_Oct2_Pig_farmers_are_making_Brent_nervous.pdf

]]> By: rootless_cosmopolitan http://www.ritholtz.com/blog/2009/12/lending-less-in-china/comment-page-1/#comment-238516 rootless_cosmopolitan Tue, 01 Dec 2009 19:14:33 +0000 http://www.ritholtz.com/blog/?p=45100#comment-238516 "Well, at least their stimulus programs are funded by new bank loans rather than by borrowed or newly printed money as is the case in most of the West." Is this irony? Or I don't understand it. What is the difference between new bank loans, i.e, new (credit) money in the system, created out of thin air, and newly printed money supposed to be? rc “Well, at least their stimulus programs are funded by new bank loans rather than by borrowed or newly printed money as is the case in most of the West.”

Is this irony? Or I don’t understand it. What is the difference between new bank loans, i.e, new (credit) money in the system, created out of thin air, and newly printed money supposed to be?

rc

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