sleepydragon

Bought EWBC

I still painfully remembered with FCAU spinned off RACE.. I sold RACE and bought more FCAU. Stupid Stupid Stupid.

Added to Para. Now I have the same dollar amount of unrealized loss on Para as on Baba!

Japanese news usually have pretty read on Chinese affairs. Look at the recent “spy” arrests by China, they are Japanese.. Anyway, at least the video of Li Keqiang still touring around, smiling andaccepting people’ applauding , that’s pretty unusual..in china

Another important take away from this is Xi’s power is not unchecked, like many westerners believed. The elders are still pretty powerful and are not blind to the problems in China. Also, I think the chance he get removed or severely weakened is higher. If the elders are not confident and are ready to remove him, they will not complain to him at all.

https://twitter.com/thisischaniece/status/1699029265042506041?s=46&t=Z-gsu-O6_LALehjknzotyA

https://asia.nikkei.com/Editor-s-Picks/China-up-close/Analysis-Xi-reprimanded-by-elders-at-Beidaihe-over-direction-of-nation

I think para got a moody downgrade last night. Down 8%

dis/chtr news I think

Thanks! I need a lot these “slap in the face”

nice ! Mind if I asking how did you decide to use calls instead of buying the stock? I bought the stock too but I have no idea when this will work out.

https://apple.news/A9Qvb8jWuQ9SUbT2VZby8RA This story warmed my heart as a Chinese ADR bag holder, I mean investors Regardless all the adversity threw at them, Chinese entrepreneur spirit is alive and they will not give up making money! Just look at this old guy Yumihong , the founder/CEO of New Oriental.

and Chinese ADRs and para

yeah, better go with the bigger company, which you know the cash they generate is real. There was an article about a number of Chinese firms bought billions of Nvidia ‘s chips fearing the sanctions. Those imo are the firms to invest in because they got the money and are investing.

16 month might be too old to sleep training without hurting the baby psychologically. I forgot the right times.. you can google it. My wife co-slept with my daughter until I don't remember when, maybe 2 years old. maybe you two should try to co-sleeps in turns. that way at least one of you get some sleeps. we used sleep training consultants too. didn't work. Their jobs is basically stop you from interfere while the baby cried for hours. we eventually decided that sleep training is not natural. Babies are supposed to with mom all the time.. Eventually when the baby is older and can talk, she will be able to understand and only then you can sleep train her. Don't force it. I know someone who slept trained his kids and somehow the kids have speech development problem now.

agree. I think westerners underestimated the influence of the Chinese leadership has on the stock markets. The leadership is like the emperor. When they want to give some breathing rooms to the people, just a little bit of air the ball can bounce up very aggressive. People are eager to make money. And now is the time that they are releasing some fresh airs to the market.

I bet it’s a summer intern who got rejected by GS and was shorting google

Luca paid a higher fee?

Could be someone who shorted google if the message was sent after mkt close

probably he hate Goldman too, and used a fake GS email.

Qin Gang recently disappeared. He's pro-westerner, former Chinese ambassador in US. Rumor is this lady is charged with spying, and she and Qin has a baby. unconfirmed rumors. The picture is showing her on a private jet (her job is just a newspaper). Her last interview was with Qin

Qin gang is on leave due to “physical reasons” not sure if the rumor is true. Didn’t Munger said something about avoid siren sound especially if they are from attractive opposite sex?

One thing good came out of these margin trades of mine was I made back half of my BABA lose in 2023

My wife has told me, if she had bought everything I had sold, we would have retired by now. I seems to have a problem to sit on winnings and get paranoid. For CASH, I worry if we do get a recession, people will withdraw their gift card balances (or stop giving out gift cards) and those loans to small companies will go bad. It's one of the more economic sensitive stock in my portfolio, and I had a margin debt in my brokerage account (until yesterday).

I would like to add Fairfax also owns BABA he may even own Tencent too