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After just 24 hours or so, things are starting to line up for China markets thanks in large part to the renewed sense of urgency that Beijing is showing. The PBOC announced a 50bps cut in the RRR - one of the conditions I put down as necessary to turn this bounce into a

WSJ article saying that people are confused why there aren’t more IPOs from PE/VC because market sentiment is better - not mentioned is that in many cases the mark to market valuations are too high. If the companies IPO, then the overvaluation is exposed

I am convinced that my entire generation needs to watch this video

businessinsider.com/jamie-dimon-tr…

China - "U.S. democrats are more socialist than the leaders of China. Wikipedia the backgrounds of China's leadership -they've advanced degrees. They were promoted because their province's economic development outperformed others." Food for thought

China-$13kGDP/capita vs the U.S. at $80K almost like development stage as Japan in 1960's. Japan was the great investment of the next 30 years. hmm...

The only top food in the world: cured pork from Huaihua, Hunan Province. The use of pure natural farming of the mountain pig, without any odor, aroma, mouth stay fragrant for three days.

There are only two points in history when likely 10-12yr S&P 500 returns fell this far short of Treasury yields: August 1929 and December 1999. If you don't care, you're not alone. By the time stocks reached their bubble peaks in 1929 and 2000, investors didn't care then either.

Imagine this in the US! wsj.com/world/china/ch…

What? Please no need to be rude; ok to disagree. I may be wrong, but human misjudgment occurs when the first idea enters the mind--it ends up sticking. Order of consumption should be given attention. Hence, reading biased views may be a roadblock.

Tucker interviewing Putin is important for opening more channels of communication. We need more conversations, not less. I'll speak to Tucker on podcast after. I also hope to interview both Putin and Zelenskyy individually. I'll work hard to do this well. This war has to end.

Mainstream media journalists have interviewed Putin many times before. The only difference now is that they can’t control the narrative. Zelensky has been given numerous primetime interviews. Osama Bin Laden has been interviewed before. We have a right to hear from everyone—no

Tech is more than one third of the entire US stock market's capitalization The most since 2000 🤯 Chart: Societe Generale

youtube.com/watch?v=f_lRdk… Amazing - diversity of views. Baffling how some (clearly idiots) told Lex Fridman to not interview Tucker. Thank you for offering different perspectives. Tucker Carlson great to believe in communication. We have "two ears & one mouth for a reason"

While US politicians preach the West should decouple from China, the actions of the top US business leaders are the complete opposite! Never listen to US politicians (especially in an election year) as they will say whatever they have to to get votes. Being irrational and

This Navios Maritime Partners vessel has regained significant value since the start of the year. Navios Group $NMM tradewindsnews.com/containers/nav…

David Einhorn "The market is broken"

Munger defines “very few securities” as “no more than three:”valueinvestingworld.com/2016/05/warren…

What does the solar eclipse have in common with the financial industry? 1) People overestimate its importance 2) It can hurt you 3) If you travel for it, you’re a complete idiot 4) 99% of it is a waste of time

Fascinating: “An expert from the US Naval War College who testified before Congress in 2009, said if it accepted the position of China, India, the Philippines and Indonesia on EEZs, the US would be forced to conduct military operations from more than 200 miles offshore,” he