Capital Allocator @CapAllocator
Joined January 2016-
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Capital Allocator retweeted
打疫苗进入了最广泛的基层动员阶段。上周已提升日接种600万剂。下月按提升到单日1000万算，120天12亿，240天12亿两针，今年年底前能完成群体免疫。
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Capital Allocator retweeted
I need your help to share this handbook quickly to hospitals, doctors, nurses and anyone who needs to know around the world. It is available here: covid-19.alibabacloud.com. We are in this together! (2/2)
Capital Allocator retweeted
In December 2018, the Fed was forecasting a Fed Funds Rate of 3.125% by the end of 2020. By December 2019, they had lowered that to 1.625% after cutting rates 3 times. Today, the market is pricing in a 0.13% Fed Funds Rate at year-end.
Going through an annual letter from BPL, here is what he believed why managers unperformed.
this just reinforces the importance of capital allocation
Will today's low interest rates push credit spread further tighten compared to the previous cycles? I dont think so
Capital Allocator retweeted
FYI, @FT looks at interest rate sensitivity of US #banks, including @federalreserve policy ft.com/intl/cms/s/0/6…
An interesting read!
"Corporate culture is a set of values guiding the actions of employees, and encouraging workers to act collectively towards a specific goal"
PIMCO: 1)China-lower ongoing growth;2)Oil-$50 in 1-yr;3)Inflation~2%;4)US Recession-low;5)Rates- one/two rises in 2016;5)HQ Credit & Energy.
"Cash Flow Is a Fact: Net Income Is Just an Opinion" bit.ly/217eTgB
"Wide diversification is only required when investors do not understand what they are doing." Warren Buffett
Capital Allocator retweeted
Pressure deepens on Hong Kong’s currency and stock market on.wsj.com/1S5KfCQ
China’s Fourth-Quarter GDP Grows 6.8% From Year Earlier, Missing Estimates bloom.bg/1PmZout via @business
International Diversification Works (Eventually):bit.ly/1PAAojS
Capital Allocator retweeted
We're archiving Wu-Xia shadow federal funds rate goo.gl/3wOdyf
"we like price to free cash flow better than price to earnings as a multiple because earnings are an opinion but free cash flow is a fact."
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