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jyliu.bsky.social
Equity PM, interests cyclicals, tech, biotech, international. Coffee too, for drinking.
37 posts 214 followers 297 following
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Posts 5 Comments 32

Trump seems fixated on rare earths in Ukraine, Russia, etc. Maybe tell him rare earths aren't actually rare; the #2, 3, 4, 7 RE reserves are in Brazil, India, Australia, USA; that the barriers to US RE industry are financing, environmental regs, and Chinese dumping, all very solvable.

submitted 1 hour ago • 0 comments

California homeowners insurance premiums likely to double or more. 1. Premiums were already rising fast. 2. New rules will allow more increases (model-based underwriting, recovery of reinsurance costs). 3. FAIR plan assessments for Los Angeles fire losses. 1/n

submitted 41 days ago • 1 comment

The year-end ritual. Went through charts. Lots of. Conclusion: it’s either Dec 1999 or Dec 1998. Which? If you were there, did 2024 feel more like 1999 or 1998? Trying to trust my memory.

submitted 68 days ago • 0 comments

Bluesky needs, really needs, a “bookmark” feature or other way to save and locate posts. The acceleration in content volume/quality demand it. Now, someone, tell me it’s already here you dummy.

submitted 78 days ago • 2 comments

Help me think this thru. What pct of Trump’s policies (tariffs, deports, tax cuts, other) are markets now discounting, in yr opinion? E.g. “20% of promised tariffs, 10% of deports, 50% of tax cuts” - or what do you judge? And why?

submitted 88 days ago • 2 comments