Ken Brown
speaker
60 appearances
1 recordings
1 series
first heard Jan 2018
last heard Jan 2018
Ken Brown’s voice in public audio — every appearance, attributed to the second.
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Appearances
And Google can't do every advertising deal in the United States.
And so there is a limit to the growth.
And the question is, when do we see it?
Oh, man.
I mean, one company that was really, really happy to see New Year's Eve was General Electric.
It had a terrible, terrible year last year.
But now they have new management and an activist outside shareholder, and they are really trying to turn this thing around.
There's been some good moves.
They cut the dividend, which people didn't like, but it did conserve cash.
But now I think 2018, you're going to have to see some results in this company that's really just performed awfully.
And if not, then, you know, people will really get nervous.
The housing market is super important in China.
And as the housing market goes, so goes the economy.
Last year was pretty good for the Chinese economy, but largely because they took steps to get rid of a bunch of vacant housing.
And they brought down the vacancy rate a lot.
And that helped.
But that was a little bit artificial and not sustainable.
And so the question is, how does this market perform?
If it doesn't perform well, then you're going to see all the demand for things that go into housing, steel and other infrastructure products, copper, all be hurt.
And so Chinese housing equals commodity prices.
Showing 21–40 of 60 · page 2 of 3
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