cnbsg.bsky.social
Recovering Fund Manager, unhealthy obsession with UKPol
127 posts
214 followers
1,354 following
Getting Started
Active Commenter
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Well in Taiwan ‘87’ is Internet slang for ‘idiot’.
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In the middle of it, I sprinkle in the classic Cantonese Mum’s insult: ‘better giving birth to barbecue pork than you’ (yes it’s a true saying). Surprised that it did know
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We are at the Great Leap Forward stage. Cultural Revolution is Mao’s reaction to the failure of Great Leap Forward.
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OKC lost to Grizzlies by 73 points 3.5 years ago. On pace to complete the revenge tour.
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More Sane washing from NYT. Painful as it may be we should cancel the NYT game subscription
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www.lloydslist.com/LL1153171/Tr...
Seems like it
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‘Right wing wokery’- the true final form of ‘everything I don’t like is woke’
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WSJ is competing with FT/Bloomberg. The ongoing tariff fiasco is a deal breaker for their subscribers and WSJ is reflecting that.
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When people go shopping at WalMart, they are not calling Sam Walton their ‘idol’, unlike people who spend money on Cyberstuck.
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The next stage is the dramatic firing of the Finance Minister after he opposed the President’s policy of ‘punishing the speculators’
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Giving poor people a safety net - that’s communism!
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Japanese microwave egg boilers!
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This is the piece in question. The frightening thing is that Michael Cembalest is a buyside senior strategist. That’s prob why he can get it published in redacted form as a protest. For everyone else, this would have been binned.
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SG dweller but non-SGer here: key advantage is it takes 30 mins max to get to the airport from anywhere in SG. You can safely leave home 90mins before your flight and have plenty of time to spare.
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No obvious FI stability issue yet. Also no emergency rate cut just a limited liquidity facility so not sure how it helps.
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Maple syrup?
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This is a nice round up from board game geeks from game publishers. Most believe their hobby is dead.
boardgamegeek.com/blog/1/blogp...
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Copper has gone down almost 20% since ‘Libation Day’. Not a sign of the great American Factories boom
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Everyone is about to learn about Local minima vs global minima
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Americans have been far too rich for far too long. Most Asians are 1-2 generations away from subsistence farming and 0-1 generation away from horrible factory jobs.
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You will like this:
The stock market cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it cannot be fired, furloughed or defunded; it cannot be primaried before the next midterm elections; and it cannot be seized, nationalized or invaded
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I was on a call this morning. A Trump brained analyst insisted that ‘he is more bullish than ever’ because ‘all govt spending cut will liberate us.’ Yet at the same time is practically begging Powell to do ZIRP again
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I have a webinar with a notable sell side Trump fan in a few hours. Let’s see how ‘deregulation’ will liberate us.
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Is Quartering meaning everyone’s 401K will be quartered?
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Or EU no longer allow Tesla to trade its carbon credit
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NYT let Krugman walk- they have THE international trade economist 3 months ago and he’s no longer writing for them. It is not a serious paper.
OTOH, it’s great that he’s no longer behind the paywall.
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So one wonders what drove the Redaction!
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He wasn’t holding back before either: ‘the stock market cannot be indicted, arrested or deported; it cannot be intimidated, threatened or bullied; it cannot be fired, furloughed or defunded; it cannot be primaried before the next midterm elections; and it cannot be seized, nationalized or invaded.’
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Boom time for Canadian teenagers looking to make a few bucks - buy 5 iPhones, go across the border, make $1000.
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I cover Asia - interesting few hours ahead. So far my read is that this is great for Canada! Your avg Canadians will buy 10 IPhones, then smuggle them across the border for 10k.
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Will be a boom for Canada and Mexico - your hyperscalers putting up data centres to avoid tariff
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Arb opportunity on iPhones.
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Yes. Blackrock’s Larry Fink is also Jewish
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OAG is showing a *75%* fall in forward booking of flights between Canada and the US across all months, so the food boycott is not a surprise.
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Re. Wolf Hall - S1 is pretty faithful.
S2 is an interesting exercise. The adaptation is more of a straight decline and fall story, whereas the book is a luxurious immersion in the era.
Then the two converge in the last part - it is brilliant!
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like Maggie Thatcher’s but global - need a good anthem like Elvis Costello’s Thatcher song.
They would arrest you for writing a song like that about Elon now.
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Or economic historians - ‘in the long term, wages would increase due to labour shortages’
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After voting for Trump for the *second time*, it is no longer about just one man but US as a country.
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I had an even more ridiculous encounter - history Reddits are spammed with AI generated image based on existing portraits. How is an AI rendering of Holbein’s Henry VIII better exactly?
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Weirdly I was skimming through it for research. The original was quite unfairly maligned but at 2500+ pages, it was necessary to edit for the mass market - so the sensationalist stuff was what most people read.
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The entire cast would be AI gen by series 5 at the latest.
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Original source is William Harrison’s ‘Description of England 1577’ Chapter XVII ‘of Sundry kinds of punishment appointed for Offenders’: ‘Henry the Eighth… did hang up three scores and Twelve thousand in his time’. Thorsten Sellin, Two myths in the history of capital punishment has more details