|
In chronological order.
(1)
(a) "CNBC and Institutional Investor will be hosting the 8th Annual Delivering Alpha Conference—a who's who of the investor community--on July 18, 2018." Delivering Alpha's website www.deliveringingalpha.com.
(b) CNBC Exclusive: CNBC's Jim Cramer Interviews Larry Kudlow from CNBC Institutional Investor Delivering Alpha Conference.. July 18, 2018
https://www.cnbc.com/2018/07/18/ ... w-from-cnbc-in.html
(CNBC's "Squawk Box")
Quote (related to Xi Jinping):
(i) "Following is the unofficial transcript * * * [LARRY KUDLOW: ] I went to Beijing with our team, and when China came to the USA, I was involved in those discussions in the dinner. I sat next to Liu He and his young assistants, and I think they're sincere. Okay? So there's hope. On the other hand, I do not think President Xi at the moment has any intention of following through on the discussions we've made. And I think the President is so dissatisfied with China on these so-called talks, that he is keeping the pressure on [China]. And I support that/
(ii) LARRY KUDLOW: "I believe, from my experience two days in Beijing, a day in Washington, DC, and a long dinner in Washington, DC, I believe China wants to make a deal. Okay? So it's out there. * * * I believe, from my experience two days in Beijing, a day in Washington, D.C., and a long dinner in Washington, D.C., I believe China wants to make a deal. Okay? So it's out there. * * * But I think Xi is holding the game up. I think the UK and others would like to move and haven't. Wilbur Ross went over there, $70 billion in commodities. Heck, that's where we were when we all went to Beijing in the first place. So I think he needs to move. We are waiting for him. The ball is in his court. And the tit-for-tat business, which is nobody's favorite path, but nonetheless, they can end that this afternoon, this afternoon, by providing a more satisfactory approach, and essentially, Jimmy, doing what the rest of the world knows needs to be done: Tariffs down; nontariff barriers down; IP theft, no. Allow the American or British or whomever, German, full ownership of the companies operating in China.
(iii) "JIM CRAMER: All right. Last question. Just go back to China. It does sound like things could get out of control with China; boycotts, kick-outs, things going worse before they get better. Is that an accurate depiction of what could occur with China?
"LARRY KUDLOW: Not necessarily. Not necessarily. I mean, at the moment the trade negotiations are kind of stalled, but other discussions are red hot. I mean, most cases, according to the President, they have helped us with the North Korean situation. That could be one of the greatest breakthroughs in history, possibly. And President maintains -- I've never been on these calls, but his calls with President Xi are quite cordial. Okay? This is good. It's just the trade area where they're lagging. So if I have a message to you, don't be gloomy and doomy in an overboard sense.
My comment:
(i) There is no need to read the rest of the interview transcript.
(ii) Alpha. Investopedia, undated.
https://www.investopedia.com/terms/a/alpha.asp
Incidentally there is a "Seeking Alpha" website (seekingalpha.com; 2014- ; based in Manhattan) offering "Stock market Insights & financial analysis"
|
发表于 7-19-2018 15:19:49
收藏
分享
支持
反对
楼主