sleepydragon

Check out RBB, it’s also a Chinese American focused community bank.

So it seems it’s true people like to post what they are buying but not what they are selling I will be surprised if nobody is selling during the last few days. I got scared so I sold bunch of my smaller positions to reduce my margin balance close to 0. Specifically I sold out ATVI and all my bank related stocks.

Yesterday was the last date before the dividend ex date. It was a down day for oil stocks but VTS down a lot more. I suspect there’s some trading involved that’s short term and non fundamental. It’s possible that some fast trading funds want to sell before dividends and get back in after ex date.

Anyone looked at BAnk of Hawaii? Mostly Japanese American depositors , I think

this is crazy. What does a cryto bank going bust has to do with JPM?!

Added to tencent

The AI’s target function is likely based on clicks, not based on if you actually make a purchase

Lots of Chinese trying to move USD out of China nowadays. So they need to do restrict that otherwise they will run out of USDs. It's not much different from Blackstone restricting clients withdrawing from their real estate funds

I have zero sympathy for Jack Ma, btw. He's very smart and creative. He's a Elon Musk type of guy. But this guy tried to steal Alipay from shareholders for himself. He has ethic problem. He's lucky CCP didn't put him into jail.

Bought more Tencent.

Imo, these sort of things happen a lot in China. If you are in a position of significance,or MD level working in a state companies, it happens. It seems scary to westerners.

Yeah.

just search "uhal ceo" in YouTube. it's from a few years ago.

Yeah, I bought and sold it after I watched a Fox interview with the current CEO and his two children on YouTube.

bought some tencent.

I sold my SCHW and Uber stocks.

How about BABA or some Chinese stocks after all, he bought TSM and nobody thought of that.

The balloon crisis: I bet this because whoever was supposed to be running these balloons are on vacation or miss coordinated due to the long spring festival break. Someone was on break.

what's wrong with brk a/b stock price? it's not moving

Maybe AJ is retiring, he’s moving his residence to Florida to save tax?

I thought he lives in Stamford CT?

Bought NTDOY last week. Bought GE today

I am wondering if this means WEB is bearish on auto stocks in general, because of high capx in an inflationary environment, or is it just BYD’s valuation too high.

I am pretty much just flat. 85% BRK which is flat/up a couple of %. 15% in Baba which i am only down 2% as of today (1/3/2023). then I have about 8% in margin which is up about 2%.