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  1. C

    What’s the FED Perspective on Inflation Surprises and Equity Returns

    Sounds good.
  2. C

    Charlie Munger, Who Helped Buffett Build Berkshire, Dies at 99

    I listened to many of his speeches, and he was very funny. RIP
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    How Does the World’s Largest Hedge Fund Really Make Its Money?

    It is a hit piece. Wonder if someone is angry with Ray Dalio. The first part reads like a detective story, whereas the second part largely confirms the Dalio's book about how the fund makes money, at least the pure alpha fund.
  4. C

    China semiconductor industry decapitated

    A lot of zero sum theory believers. Adam Smith clarified the benefit of trade a long time ago.
  5. C

    China semiconductor industry decapitated

    Normally war is inflationary, whether a hot war or a trade war or tech war. Long on oil.
  6. C

    Bridgewater's Dalio warns of a 'perfect storm' for economy

    So far all the Fed rate rises have barely made any dent on the inflation.
  7. C

    IBKR mistakenly shows a nonexistent FX position for many days

    good discussions.
  8. C

    China decoupling from wall street

    U.S., China Near Deal to Allow Audit Inspection of N.Y.-Listed Chinese Companies https://www.wsj.com/articles/deal-nears-to-let-u-s-inspect-chinese-company-audit-records-in-hong-kong-11661435886?mod=hp_lead_pos3
  9. C

    Biden expected to announce $10,000 student loan forgiveness

    This will create lots of moral hazard. I am fine with people with income of less than $60k get a loan reduction, but for people with $100k? People with $100k income can easily pay off a $10k loan in one year if they wish. And what this means for future college students? This will create...
  10. C

    Taiwan must label its products as "Made in Taiwan, China"

    Interesting to read this from New Yorker "I don’t think the Pelosi visit, all of this brouhaha, is about Taiwan at all. It’s about American politicians thinking that this is the moment to poke Beijing or to stand up to Beijing or to prove how macho they are relative to Beijing. And, if Taiwan...
  11. C

    Taiwan must label its products as "Made in Taiwan, China"

    OnePlus available through T-Mobile is made in China. It has Google play store installed. https://www.t-mobile.com/oneplus
  12. C

    Nancy Pelosi expected to arrive in Taiwan on Tuesday Evening

    Pentagon has tried to persuade her not to go. Won't be surprised if her response is "let there be war".
  13. C

    Nancy Pelosi expected to arrive in Taiwan on Tuesday Evening

    Typical Nancy Antoinette who only cares about her own interests but it often backfired, like her family's trade in NVidia stocks.
  14. C

    Historical data source for US companies fundamentals?

    Is there a reasonably priced data source for US companies fundamentals that goes back 30 years?
  15. C

    China’s Top Chipmaker SMIC Achieves Breakthrough

    These 7 nm chips are probably just prototypes. It's too early to see if these will be ready for mass production.
  16. C

    Bloomberg: Crypto Mortgages Let Homebuyers Keep Bitcoin, Put Down Nothing

    The whole thing looks like a smoke screen,
  17. C

    Are there any similarities with the last financial crisis?

    It is more similar to 2000 than to 2008.
  18. C

    Raise the rates rather quickly he says, but he said inflation was just "TRANSITORY"!!!

    The wage increases are very real. The oil embargo is very real. The trade tariffs are very real.
  19. C

    Who can explain BRK.A ripping to the upside this quarter?

    Value stocks are coming back after 12 years of underperformance.
  20. C

    Crude Oil Down Again. Break $100 Soon

    Back again at 102. Crazy moves in the last few days.
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