Fred Y @fredyinhk
🇨🇦 migrant worker in 🇭🇰, not your usual #bankerwanker...IG hoptimasprime for my beer blog. Opinions are my own, RT and Likes are for bookmarks. #UWaterloo instagram.com/hoptimasprime/… Hong Kong Joined April 2009-
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Even w/ so called px war, BYD group's gross margin keeps growing Now at all time high of 21.88% For non-BYDE stuff (mostly auto division), gross margin now up to 28% That allows continued high capex & R&D R&D hitting new high @ 8.5% of total revenue
Even w/ so called px war, BYD group's gross margin keeps growing Now at all time high of 21.88% For non-BYDE stuff (mostly auto division), gross margin now up to 28% That allows continued high capex & R&D R&D hitting new high @ 8.5% of total revenue https://t.co/oHtNZJlTuW
So are Taiwanese CMs the big losers here? Pegatron and Wistron’s phone manufacturing operations barely lasted five years in India before they lost control of their factories.
So are Taiwanese CMs the big losers here? Pegatron and Wistron’s phone manufacturing operations barely lasted five years in India before they lost control of their factories.
these are the moments you’re remembered for. go be great. Toronto Maple Leafs Playoff Hype 2024 | #LeafsForever
JUST IN: 8 skaters ejected after a massive fight breaks out between the New York Rangers and New Jersey Devils. This is insane. Immediately after the game started, all 10 skaters started brawling. The fight apparently stemmed from an incident earlier in the month when Rangers…
Hedge Fund Stories: Calling a trader for "color" One of the pains of market neutral, or really any hedge fund seat, is the moment you are asked to call a sell side trader to "get color" by your PM. In market neutral land, a position that falls out of bed by 2-3% relative is a…
The CEO told me the meeting with Xi lasted 1.5 hours; that Xi was asked tough questions by the CEOs and that Xi gave tough answers. He says in that meeting, Xi stressed the following: -that China's economy hasn't peaked 5/9
3/15 GPIF’s asset allocation is simple: 25% in four baskets. I predict an increase in the proportion allocated to Japanese equities. GPIF's AUM is equal to CalPERS, the huge California pension plan, multiplied by 3. The US stock market = 7x Japan's size.
A few tidbits from today's disappointing credit data from China. First, the credit impulse turned negative as a result of the weak bank lending and a slow start to the year from gov bond issuance. 1/
Someone gave Platinum Equity a 1 star review. Who gave it, you ask? None other than Bojan Bogdanović, who got traded last month by the Pistons, which the Founder of Platinum owns.
China keeps publishing fewer and fewer economic statistics. JPMorgan via @SnippetFinance
Matt Levine highlights a research paper that studied the trading records of hackers that stole 150K press releases, so they literally had tomorrow’s news ahead of time. Their trading was meh at best. bloomberg.com/opinion/articl…
https://t.co/81DQlh9BsC
They asked Chiefs players about rate cut expectations and Justin Watson actually cooked
Sweary Aaron @TripperheadToo
8K Followers 2K Following This account was permanently suspended by Twitter, yet here we are. More sweary version of @tripperhead. Most tweets are irresponsible given my platform.
Joel Chan @kjoules
5K Followers 397 Following Random Hong Kong statistical tidbits and useless info. Enjoys a good Osaka-style okonomiyaki. Bluesky: @kjoules.org
Danny Lee @AirEVthingTRNSP
28K Followers 7K Following ⚡️🚗⚙️⛓️✈️ Bloomberg @business @TheTerminal @BloombergTV @BloombergRadio @hyper_drive. 彭博社新闻的记者. 🗣️ my own. [email protected]
just @hurtingbombz
6K Followers 3K Following Maker of content. Work seen in @vice @bbcnews, feat. by @instagram @500px @vsco and more. Ex-lawyer, ex-wedding photog. Also made @nocontextspurs
Goose Lee 💙💛 @Lee_Cobaj
7K Followers 2K Following Glasgow born Hong Konger. Writing about travel for @ST_TravelMag @TelegraphTravel @TatlerUK @NatGeoTravelUK and more
Sunchartist @sunchartist
33K Followers 985 Following Love - Macro & technical analysis, geopolitics, travel, foodie. Once upon a time wrote a Blog Gordian Knot
James Stout @stoutyhk
2K Followers 2K Following iOS/Web developer. Flatliner. Tech, comedy, Hong Kong, hcafc, smashing telly and, of course, the weather. https://t.co/7rX9VEUHfv
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87K Followers 2K Following Asia business & finance editor @TheEconomist. Co-host of our Money Talks podcast. Just a lad from Leeds with a lust for markets, economics and history.
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2K Followers 3K Following GM Global Corporate Affairs, luxury hospitality | Board @fcchk & @InstituteForPR | Tweets about Hong Kong, HKRacing, books, occasional cat pics | #pressfreedom
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100K Followers 3K Following Intelligent Market News. Geopolitics & Financial Markets. PiQ Suite is a fully customisable and free-to-access information aggregation platform.
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1K Followers 2K Following Dad. Stock Picker. Patient. Like, RT ≠ endorsement.
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101 Followers 749 Following ex @mercuria, chasing spreads now. There is great chaos under heaven. The conditions are excellent.
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18 Followers 331 Following Your eyes and ears in Asia. Author of Asian Century Stocks ( https://t.co/AraHgItu97 ) and Monday Morning Links ( https://t.co/wGJdJB2a24 ).
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85 Followers 4K Following 아주 아름다운 나라예요. 당신 나라의 남자들은 매우 신사적입니다. 당신과 친구하고 싶어요 https://t.co/vDQL2UJlPT LiYY1225543 https://t.co/alccDqc15i
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ISABELNET @ISABELNET_SA
52K Followers 18K Following Advanced Stock Market Forecast for Professional & Individual available on https://t.co/BINsAzHa69 • 96% Correlation since 1970 • R² = 0.92 • Tweets ≠ Advice
Lady of the wind... @uomo_aloned
630 Followers 5K Following A girl who likes to travel in various countries likes to chat on WhatsApp and make friends on Twitter
Aaron Busch @tripperhead
89K Followers 115 Following I watch and read the 🇭🇰 news so you don't have to. Subscribe to the Tripperhead Gazette for all the latest HK news: https://t.co/ghVTw00Xhf
Sweary Aaron @TripperheadToo
8K Followers 2K Following This account was permanently suspended by Twitter, yet here we are. More sweary version of @tripperhead. Most tweets are irresponsible given my platform.
Joel Chan @kjoules
5K Followers 397 Following Random Hong Kong statistical tidbits and useless info. Enjoys a good Osaka-style okonomiyaki. Bluesky: @kjoules.org
David Owens @DrDOwens
6K Followers 53 Following Dad, Doctor, Honorary Clinical Assistant Professor Family Medicine HKU, Co-founder OT&P. Views forged by two great port cities but remain my own. Hong Kong YNWA
Danny Lee @AirEVthingTRNSP
28K Followers 7K Following ⚡️🚗⚙️⛓️✈️ Bloomberg @business @TheTerminal @BloombergTV @BloombergRadio @hyper_drive. 彭博社新闻的记者. 🗣️ my own. [email protected]
just @hurtingbombz
6K Followers 3K Following Maker of content. Work seen in @vice @bbcnews, feat. by @instagram @500px @vsco and more. Ex-lawyer, ex-wedding photog. Also made @nocontextspurs
Ben Cowling @bencowling88
35K Followers 211 Following Chair Professor of Epidemiology, School of Public Health, The University of Hong Kong
Goose Lee 💙💛 @Lee_Cobaj
7K Followers 2K Following Glasgow born Hong Konger. Writing about travel for @ST_TravelMag @TelegraphTravel @TatlerUK @NatGeoTravelUK and more
Ramp Capital @RampCapitalLLC
345K Followers 621 Following Master shape rotator (+0m followers on TikTok, never been acquired, not a parody)
Michael Pettis @michaelxpettis
147K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Sunchartist @sunchartist
33K Followers 985 Following Love - Macro & technical analysis, geopolitics, travel, foodie. Once upon a time wrote a Blog Gordian Knot
Stephen McDonell @StephenMcDonell
103K Followers 1K Following China Correspondent BBC, formerly Australian Broadcasting Corporation. 如果你也曾经穿过那道看不见的界限并且在没有颜色的街道上找不到可以停留的地方请你一定回来告诉我。P.K.14 baffling bozos since the beginning.
Razven @RazvenHK
6K Followers 2K Following Independent journalist, photographer & occasional fixer. Critical over-thinker. Pigeon shill. Maker of garbage tier posts.
James Stout @stoutyhk
2K Followers 2K Following iOS/Web developer. Flatliner. Tech, comedy, Hong Kong, hcafc, smashing telly and, of course, the weather. https://t.co/7rX9VEUHfv
Tom Grundy @tomgrundy
160K Followers 2K Following Editor-in-Chief/Founder @HKFP - Non-profit, 100% independent impartial #HK news since 2015. Alum: @LeedsUniMedia & @JMSCHKU. Views own. Not leaving. #PressingOn
Phillip 🟧 @Phillip_In_HK
2K Followers 3K Following Born in 🏴. 🇭🇰 has been my home, since 1987. Main biz is logistics. Also found here: https://t.co/2xLCKepfgu
Renaud Haccart @RHaccart
3K Followers 763 Following former HK resident, curious observer. All opinions mine, etc.
Old China Bland (香�.. @OldChinaBland
10K Followers 764 Following ''Because I'm an old China hand, but more boring'' Now on the bsky as https://t.co/ODbF9v0C9M
Taylor Ogan @TaylorOgan
24K Followers 6K Following CEO at @snowbullcapital // In China for investment opportunities // Boston to Shenzhen // Grammar nut // Disclaimer: https://t.co/CYiDT5xlML
Joel Atkinson @Joel_P_Atkinson
5K Followers 708 Following Researching and teaching Northeast Asian international politics in Seoul. Opinions my own. [email protected]
Jen Zhu @jenzhuscott
22K Followers 1K Following Perpetual Student of AI, Neuroscience 🧠, Math, and History
Ron Butler @ronmortgageguy
66K Followers 1K Following The big, old, overly opinionated mortgage broker is worried about the future of housing for average Canadians
Jonas Siegel @jonassiegel
76K Followers 383 Following Maple Leafs Reporter for @TheAthleticNHL and co-host of the @LeafReport podcast.
The Sirius Report @thesiriusreport
186K Followers 170 Following We laid out plans for the multipolar world years ago and have been detailing all the major developments since then, including the ongoing demise of unipolarity.
CONSINEO consineo.bsk.. @CONSINEO
261 Followers 947 Following "I've been blastin' and laughin' so long, that even my mama thinks that my mind is gone" @consineo.bsky.social
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53K Followers 712 Following CEO, Head of Content/Partnerships @sdpnsports (he/him)
Steve “Dangle” Gl.. @Steve_Dangle
230K Followers 3K Following Hockey YouTuber. SDPN CEO. Steve Dangle Podcast. I wrote a book. Laugh a little. He/Him.
David Alter @dalter
47K Followers 2K Following Reporter/Site Manager - Maple Leafs for The Hockey News - Toronto/SI. NHL Network Contributor. Detroit Lions fan. ALWAYS betting on myself.
Bryan Hayes @HayesTSN
97K Followers 589 Following Host of @overdrive1050 from 4-7pm ET on TSN 1050/TSN App in Toronto. IG: bhayesonair
Leafs PR @LeafsPR
116K Followers 171 Following Official account of the Toronto Maple Leafs media relations department
Chris Johnston @reporterchris
261K Followers 4K Following NHL Insider: @TheAthleticNHL @TSNHockey, @sdpnsports.
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479K Followers 11 Following Breaking news and developing stories from the U.S. and around the world. For insights, follow @BNODesk. Hit the subscribe button to support our work.
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59K Followers 2K Following CFO, investor, and sneakerhead. Former F100 M&A and USMC. Vibes rarely serious but always positive. Let's talk business for just $20! 🚀
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2K Followers 1K Following once I was a bank PM. Founding Partner @ Bird's Eye Wealth aspiring CFPer I might know some people at Q Wealth
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7K Followers 16 Following Assoc. Prof. of Strategic Management, University of Toronto Rotman School | Lab Economist, Creative Destruction Lab
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10K Followers 225 Following 金融市场老兵. Former Investment manager. 观察和理解这个世界每天在发生着什么，是我的兴趣也是工作。X上的内容只是分享，不是投资建议。 油管频道：师姐说 https://t.co/41afFnOGrW
Kyle Chan @kyleichan
8K Followers 579 Following Princeton sociology postdoctoral researcher. Writing on China, India, industrial policy, infrastructure, development, clean tech: https://t.co/Ufm8Z2juZY
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Alex @Econosave
174 Followers 115 Following A fan of Mountains & Booze (photo is me on the summit of the Eiger). All views are not my employer's. Typos are all mine.
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17K Followers 690 Following Adding value. CRE, mostly NY, sometimes elsewhere. All gains are unrealized.
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31K Followers 218 Following 日本で起業した中国人女性｜インフルエンサー｜Weiboフォロワー250万人｜Forbes U 30 2019 CHINA｜平凡な起業家人生をつぶやきます｜中国進出のご相談はDMまで
Ben Bader @benhbader
22K Followers 553 Following I scale info-products and write a lot. Sub to my newsletter here: https://t.co/ttdEPsQofJ
WorldOnWeb3 @WorldOnWeb3
3K Followers 106 Following 试着突破自己的理解能力看世界：0、量子力学揭示世界的本质是概率；1、不理解开源软件，不足以谈未来的世界；2、人类社会的演化，宏观上：人性驱动的"左右往复的钟摆运动"，和文化科技驱动的"直线运动"的叠加；微观上：遗传(专制集权)~稳定性，变异(自由民主)~多样性，然后环境选择。
A.J. Button @AJButton2
5K Followers 380 Following Financial writer/journalist. Not financial advice. RTs aren't endorsements. https://t.co/uBk1EaosVS
Maven Politic @MavenPolitic
6K Followers 553 Following Co-founder, Scyldings Events UK - https://t.co/olri9gy6AU Substack - https://t.co/UwnQWnYyxt
Stephen Orlins 欧伦.. @sorlins
8K Followers 4K Following President, National Committee on U.S.-China Relations. Account maintained by @NCUSCR’s social media team.
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powderbum @powderbum75
6K Followers 3K Following In Japan. Not an On Japan account. New York. Vermont. Westhampton Beach. London. Hangzhou. Tokyo. Nikko. And others receiving votes. [email protected]
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82K Followers 6K Following 12th Gen (1634) Franco-Albertan. Applied Scientist. Married. Dad to 4 amazing adults. Adventurer. Real environmentalist. Libertarian. I block idiots & trolls.
Just red about a guy in Germany who adopted 24 children abroad. All mothers and siblings automatically received German residency permits, and this guy pocketed 1,5 Million Euros in social payments per year. This country is simply finished.
@DesmondShum Sounds like your friend just read Dan Wang’s annual letter!
Even w/ so called px war, BYD group's gross margin keeps growing Now at all time high of 21.88% For non-BYDE stuff (mostly auto division), gross margin now up to 28% That allows continued high capex & R&D R&D hitting new high @ 8.5% of total revenue
BYD Q1 net profit growth outpaced revenue 2x, amid an automotive slowdown where the rest of the automotive sector was down Y/Y and profit:revenue growth is inverse. Even more impressive is BYD's R&D spend grew 70%. BYD is just getting started.
“Overcapacity” is just price competition. If you want to compete, then produce. Profits are earned, not owed. Competition to provide abundance is *supposed* to be what “free markets” are good for no?
@gonglei89 You are missing the point which is overcapacity at the national level. Banks are airlines obviously don’t have those issues
@wmcintyre84 What you think GM was the only one? usatoday.com/money/blueprin….
Almost every day the Chinese press posts articles denouncing foreign claims of Chinese overcapacity. This is today's. english.news.cn/20240429/f9e4c…
This is also another good read, put out last month, on the stack: substackfwd.xyz/?url=https://d…
The only thing they can do really is fire selling $1.1T of Treasuries they own. Even that will only buy them a little time. Yen to 175, then 200 Read this: x.com/peruvian_bull/…
The Japanese are desperately trying to hold the line against the odds on their plan of Yield Curve Control. The Bank of Japan is TRAPPED. A THREAD👇🧵🔥
Venice is a great case-study for the practice of grand strategy. A tight-knit oligarchy ruled a commercial empire for nearly six centuries, able to chart a course years and decades in advance.🧵
New Dispatch: Venice and the Problem of Grand Strategy How strategic decision-making shaped the Venetian empire's three centuries of ascent and three centuries of decline. dispatch.bazaarofwar.com/p/venice-and-t…
After working with 80+ traders & being funded myself, I understand trading starts with 3 things: - Knowledge - Community - Psychology That's why I created the Market Masters Community I could easily charge $50+/month for this. For a Limited Time access is absolutely FREE:…
So the 4 biggest sources of housing demand used to be huge, and are now slowing down or reverting: 1. Population shrinks 2. Urbanization stops 3. Household sizes stabilize 4. The growth in house sizes slows down And supply is going in the opposite direction!
BONUS ODD LOTS AN EX-CIA OFFICER EXPLAINS HOW TO SPOT A LIE IN BUSINESS @TheStalwart and I first heard about Phil Houston from billionaire Brad Jacobs, who said that he works with the former CIA polygrapher as part of his due diligence for potential acquisitions. So we invited…
🧵 PART 2: Russia's Deputy Defence Minister Timur Ivanov was in charge of financing construction projects for the MoD. Osechkin learned that Ivanov & Shoigu's corruption may have influenced the timing of the invasion of Ukraine. But first, how the embezzlement scheme worked -
🧵🚨 PART 1: Wild revelations from Vladimir Osechkin's sources on Timur Ivanov's role in Yevgeny Prigozhin's rebellion & demise. Arrest of Ivanov is Putin's retribution. Shoigu's fall is likely coming.
This is more than what 95% of Europeans earn. Europeans don’t quite realize yet how poor they have become compared to Americans. 20 years ago upper middle class Europeans went to the US for shopping trips. Practically unheard of now. Courtesy of the EU and ECB.
A thread long overdue (1/5): Despite rising investor optimism, this chart is what worries me the most. It shows that we may have entered the first episode in China's post-GFC history where credit demand from both households and corporates is falling at the same time.
11 sentences from a 7-figure quant trader that changed my trading journey forever: 1. "Focus on a portfolio of strategies; no single strategy will save you."
It's official. Reuters wasn't lying.
Every pairs trading strategy in the literature catalogued A full thread! 🧵 [1/22]
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