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  1. mervyn

    Tesla 2024

    i am long NIO and KWEB for quick trades, not buying byd or any individual company. this guy is correct, china inc balance sheet is from bank loans and government subsidies, operating from free cash flow, not from capital market. any excess they will put back into new projects rather than paying...
  2. mervyn

    Tesla 2024

    no byd small cars won’t be onshore here anytime soon, regardless who is in charge. maybe newsom when he wins.
  3. mervyn

    This site helped me

    it is a joke
  4. mervyn

    Tesla 2024

    you don't get the point. buffet will go to bat for byd into us market. having a prominent us ownership is a backdoor itself. same goes with apple and tesla, they at least create jobs in china so the chinese won't shut the doors.
  5. mervyn

    2024 Stock Picks

    i remember trading jetblue in 2020 around 11-12 range in expectation of pandemic rebound, didn't look back since. no more travel stocks.
  6. mervyn

    Tesla 2024

    byd ev bus is already in la, a boogyman story, buffet owns 6% of the company, that's the "backdoor"
  7. mervyn

    ES Journal - 2023/2024

    russell down 3.3%, there are more downside to come.
  8. mervyn

    How to choose which monitor for Trading Futures Contracts

    have 43 inch lg as second monitor, doesn't help me to improve my skills, unfortunately. otherwise i am a billionaire by now.-:(
  9. mervyn

    ES Journal - 2023/2024

    stop out 8 point, bounce not to be
  10. mervyn

    How to choose which monitor for Trading Futures Contracts

    the question is how many instruments/charts you can handle at once?
  11. mervyn

    ES Journal - 2023/2024

    time in force? that's gutsy
  12. mervyn

    ES Journal - 2023/2024

    neither long or short, only scapling if i saw the trade. ym is trading at a 45 degree trendline, es nq are trading above it, lot of things can go wrong, only 30% spx stocks are above 200ma, they are now replacing arm with tsla.
  13. mervyn

    Hedge Fund Asia Genesis Shuts After ‘Big Mistake’ on China - Losing 19% in 1st Week of January

    wouldn't short japan yet but long hsi is in the card
  14. mervyn

    New York Community Bancorp: Just The Tip Of The Upcoming Banking Crisis Iceberg

    https://finance.yahoo.com/news/why-nyc-apartments-could-become-a-big-problem-for-nycb-173054691.html The regional bank’s biggest loan exposure is to apartments. Roughly half of that portfolio is tied to scores of multifamily complexes in the Big Apple where annual rent increases are regulated...
  15. mervyn

    Who are the two (alleged) Buyers of SMLs Algos?

    the same romanian farmer or different one?-:)
  16. mervyn

    Asian Financial Crisis Part 2: China's Debt Bomb

    they have an old 2000 years maxim, something along the line of if wealth distribution farily it won't have any unrests. that's way before communism. so yes, people are cheerful when jack ma lost money because he competes with mom and pop stores, and these billionaire property developers don't...
  17. mervyn

    Asian Financial Crisis Part 2: China's Debt Bomb

    not sure about this guy, he was paid by someone for sure. i follow this canadian guy since the pandemic, more on the ground daily, street scenes.
  18. mervyn

    Nvda added an entire Fed Ex in 1 single day

    it would be when folks found out that nvda account receivables are "cooked", the sales people can write down whatever sales number they want from the future.
  19. mervyn

    Nvda added an entire Fed Ex in 1 single day

    that's not shocking, nvda market cap is more than the entire china stock market. Nvidia is now worth as much as the whole Chinese stock market Nvidia is now worth the same as the whole Chinese stock market, Bank of America chief investment strategist Michael Hartnett pointed out in a new...
  20. mervyn

    ES Journal - 2023/2024

    old school
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