Real estate investment growth peaked in late 2016 and fairly steadily declined throughout 2017. The government's reflation efforts are getting weaker both in time and strength.
I don't have a crystal ball, but I am definitely hedging my commodities bets heading into March. (Spring Festival is late this year, February 16.) The market looks extremely out of whack with fundamentals in the short-term, heavily overbought when China looks about where it was when financial markets went sideways in 2014.
GOOG/GOOGL: Blowout Quarter, MSFT: Excellent Quarter As Well
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Google (GOOG/GOOGL) just reported a blowout quarter after the market close
Thursday. Revenue was +15%, Operating Margin surged to 31.6% from 25.0% a
year a...
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