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In case someone doesn't see the significance of an RE or EV company failure, the impact is indirect and expansive. If an RE company goes down and...
I don't expect a quick turnaround for China due to their Xi's ignorance but he is making some changes and showing signs he cares about the...
I've been watching to see what Nancy does before moving on this company.
I admire your courage to buy Italian bonds. :thumbsup: I suppose if the EU doesn't bail out Italy at every renewal payment, you can know you are...
I heard Nancy has out performed India's best super computers at hyper trading bitcoin. When asked she said, "Satoshi is my bitch."
60 minutes did a piece on China and they interviewed some folks who indicate China looks like growth will slow from 9-10% annual, down to 3-4%....
See if this tickles your funnybone. Evergeande New Energy Auto has gone out of business. They calculate they lost $17M USD per car sold.
We went to a birthday party a few days ago with about 40 people from mainland China (all except us) and they paint a wild picture. Houses not...
I have no more detail but, for context, have you ever spoken with a 70 year old Chinese man?
I've been following a few network security related companies for many years. It may be the only micro segment in which merit is directly tied to...
I have an opinion on redistributing globalization vs reshoring. It appears to me that both are happening, although reshoring is just barely...
What is this Dow you speak of?
The China Observer indicates Evergrande left 1.5M properties unfinished when it declared bankruptcy. A few projects were transferred to local...
This is probably difficult for non RE investors to understand. Interest rates matter but only the inflection, not the magnitude. Interest rates...
Inflation is the reason RE with it's extreme leverage works. Remember, leverage works the other way to provide extreme hurt during deflation....
Considering how many labs are working on covid-19 variants, including increase of function, Pfizer seems like a good bet. It didn't help all that...
I volunteered for that talk. I wasn't on the list so I got myself on the list. I was going to leave anyway, even without the talk. And, it...
We're more green than two year old mayonnaise.
Can someone help me understand Stellantis decision to adopt the NACS plug but not join the SuperCharger network? Are they building out their own...
I shouldn't. A life long buddy of mine is an extremely successful businessman. Far, far outstripping my own success. He is an older man, by...
