(Unsurprisingly) barely no mention of Hong Kong on fintwit…

despite the fact there’s something of a crisis of confidence in the government at the moment:
Classic fintwit: the importance of something is generally inversely proportional to the # of likes/RTs/engagement.
I’ve done my DD on this. There’s real anger and what’s more impressive and amazing is the unanimity of it.

You have staunchly loyal and proud of mainland folks as WTF about this as anyone.
How do you piss off everyone - from diehard “freedom for HK” types to staunchly loyal to the PRC types?

You extend quarantine for everyone … then exempt Nicole Kidman from quarantine. Then you say it’s “for the economy”. Then you lie about the fact she’s been out and about.
“Despite the draconian nature of the quarantine rules, they have generally been viewed as equally applied until the Kidman incident. In recent weeks, Mark Tucker, the chairman of HSBC, one of the world’s largest banks, was required to undergo a 3 week hotel quarantine.”
This headline is false/misleading - it’s the HK govt that is being ‘slammed’, not Nicole Kidman…I would gloss over this too if I read the headline:

Nicole Kidman Slammed After Skipping Hong Kong Quarantine for Amazon’s ‘Expats’ Shoot hollywoodreporter.com/news/general-n… via @THR

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More from @LongShortTrader

20 Aug
We too have been following this space - VR - for a few years now, but barely have talked about it publicly.

Here’s our current + simplified view:

I am eager to see how Apple’s VR will fare vs Facebook/Oculus.

I have an opinion, but we shall see!
It remains to be seen whether a company whose track record and DNA consists of being user centric and user focused - prioritizing the user

Vs a company whose track record and DNA is seeing users as the product and mindless cattle …

Which one fares better
I’ve dealt with oculus customer service . I’ve dealt with Apple customer service.

Lol.

I will leave it at that.
Read 4 tweets
20 Aug
All right I’m doing this for the sake of my buddy @ReganCoda and a few other friends. Counterpoints to the thread 👇:
Let me translate “Myth 1”: the Chinese people went from starving poor 40 years ago, to poor but not starving, today. Depending on who you ask, this is thx to CCP or the Chinese ppl.

Starving ppl tend to worry more about making ends meet than the right to sh1tpost abt Beijing.
Also, when most of your people go from starving poor to poor (but not starving)…people tend to trust the system, give it benefit of doubt, and expect a better tomorrow vs today.

Confidence.
Read 19 tweets
19 Aug
“We must fight the virus. Science.”

- Hong Kong Government

👇
These are the kinds of actions that undermine confidence in the system.

And bring about political change, one way or the other.

It’s not 17 year olds with textbook understanding of govt and no real world experience.
We shall see if they “keep on digging” or do a roundabout 180.
Read 10 tweets
19 Aug
CFA and MBA are Labor, who think they’re Capital
That is all I have to say about that.
Yes why choose a side when both sides can get rekt
Read 4 tweets
16 Aug
I’m not sure which surprises me more:

(1) the # of basic factual inaccuracies in that Soros China op-ed

(2) fintwit (even soros haters) oooing and ahhing over it… unaware how uninformed they look when they quote incorrect info…
Fact check this: “never went abroad”
Mistakes like that make you wonder who ghost wrote for Soros edition.cnn.com/2016/12/07/asi…
Read 16 tweets
15 Aug
Must read: “The Bush administration lied about Afghanistan, lied to and defrauded the American people —and its fraud has left hundreds of thousands of Afghans dead. This betrayal will live in infamy. The burden of shame falls on Bush/Rumsfeld/Cheney”

Fixed it for you.
And Iraq*
Donald Rumsfeld 2003: “I have no visibility into who the bad guys are in Afghanistan or Iraq.”

2003!!!!!!!!!!!!!!!!!!!!!!
Read 5 tweets

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