Martin Muller (@martin_muller1) 's Twitter Profile
Martin Muller

@martin_muller1

Former rugby player living in Hong Kong. Participant in the Talisker Whiskey Atlantic Challenge 2021. Sales at @Gavekal

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linkhttp://eastrowswest.com calendar_today24-08-2010 11:21:07

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Gavekal (@gavekal) 's Twitter Profile Photo

With its restrictions on Huawei, the US is taking aim at one of China's greatest export success stories. This chart shows just how much China has to lose in this dispute—but it's not clear what it can do to satisfy US national-security hawks who see Huawei as a bad actor.

With its restrictions on Huawei, the US is taking aim at one of China's greatest export success stories. This chart shows just how much China has to lose in this dispute—but it's not clear what it can do to satisfy US national-security hawks who see Huawei as a bad actor.
Martin Muller (@martin_muller1) 's Twitter Profile Photo

Do umpires feel stupid or do they feel vindicated when they call “not out” but the ball was still going to hit the stumps (by less than 50%)?

Gavekal (@gavekal) 's Twitter Profile Photo

#US customs duty receipts have soared as a result of punitive #tariffs placed on #imports from #China. However, this “win” represents fairly small beer compared to the federal government’s overall receipts. And that’s before fiscal #deficits are accounted for. #tradewar

#US customs duty receipts have soared as a result of punitive #tariffs placed on #imports from #China. However, this “win” represents fairly small beer compared to the federal government’s overall receipts. And that’s before fiscal #deficits are accounted for. #tradewar
Gavekal (@gavekal) 's Twitter Profile Photo

Last week louis_gave was a guest of the MacroVoices Podcast #podcast, discussing the demonstrations in #HongKong which brought 25% of the city into the streets to protest the #extraditionbill, as well as the longer-term outlook for the #RMB/#yuan youtu.be/Yaj2VRrvn2w

Brian Roemmele (@brianroemmele) 's Twitter Profile Photo

Consider: millions of years ago our antecedents gave a massive sacrifice of their left hemisphere. We lost a tremendous amount of short term memory and replaced it with Broca’s, Wernicke & the phonological loop. But why? So we can—talk. Thus chimpanzees can do this—we can’t:

Gavekal (@gavekal) 's Twitter Profile Photo

The five biggest stocks in the US market are more dominant today than ever before. At the end of 2019, Apple, Microsoft, Google, Facebook and Berkshire Hathaway made up 18.1% of total S&P 500 market cap. That’s more even than the top five at the height of the dotcom bubble.

The five biggest stocks in the US market are more dominant today than ever before. At the end of 2019, Apple, Microsoft, Google, Facebook and Berkshire Hathaway made up 18.1% of total S&P 500 market cap. That’s more even than the top five at the height of the dotcom bubble.
Martin Muller (@martin_muller1) 's Twitter Profile Photo

This is where private equity/Softbank is at now 😂 Softbank-backed start-up invents new way to burn cash bbc.com/news/technolog… themargins.substack.com/p/doordash-and…

Lions (@lionsrugbyco) 's Twitter Profile Photo

Former Lions lock Martin Muller and three of his teammates at the Valley RFC in Hong Kong will take part in the world's toughest rowing race, the Atlantic Challenge. Read the full article for ways in which you can show your support. bit.ly/3bdaJTL?articl…

Martin Muller (@martin_muller1) 's Twitter Profile Photo

At the end of this year, myself and three friends will be participating in the Talisker Whiskey Atlantic Challenge, a 3800km rowing race from La Gomera to Antigua. If you would like to join on as a partner, please DM me or get in touch over the website at eastrowswest.com

At the end of this year, myself and three friends will be participating in the Talisker Whiskey Atlantic Challenge, a 3800km rowing race from La Gomera to Antigua. If you would like to join on as a partner, please DM me or get in touch over the website at eastrowswest.com
Martin Muller (@martin_muller1) 's Twitter Profile Photo

Gavekal’s US analyst, Tan Kai Xian, featured on Citywire SA. Please get in touch if you would like to read more of our publications through a free trial. linkedin.com/posts/citywire…

Martin Muller (@martin_muller1) 's Twitter Profile Photo

Very happy about series win but can think of 5 moments that, had they gone the other way, we have a different result: - Liam Williams gives the pass - Curry doesn’t give away unnecessary pen at maul - 50/50 scrum pen 5m out - 50/50 scrum pen for win - Jantjies not called back

Udith Sikand (@udithsikand) 's Twitter Profile Photo

1/ Gavekal 's Charles Gave has long espoused a 2x2 matrix—the Four Quadrants—as a window into the global investment environment. Charles’s representation plots growth and inflation along its two axes.

Will Denyer (@willdenyer) 's Twitter Profile Photo

Gavekal It's not just food and energy. All measures of consumer price inflation now running at or above 2%. Producer prices rising even faster. Why? Covid and policy intervention have caused widespread discoordination between supply and demand. The Fed needs to ease off the gas pedal.

Gavekal (@gavekal) 's Twitter Profile Photo

After years of US dollar strength, 2023 opens with the prospect that Chinese holders of US dollars—the proceeds of three years of US current account deficits versus China—now begin to deploy the funds they accumulated over Covid.