Theodore Shou

[Theodore Shou @qishou]

Here's the core "rather than simply competing head-to-head with private credit, banks have made the calculation that they must embrace the new world and form their own copycats" Banks wonder whether to beat private credit upstarts — or join them https://t.co/GTiOmfpDIx 来自 @ft

[Theodore Shou @qishou]

should this not give a clear enough direction for Hong Kong properties? What's the point of speculating on rebound timing ... with or without rate cuts

[zerohedge @zerohedge]

These Are The World's Oldest Populations https://t.co/DxhZRjCZtA

[Theodore Shou @qishou]

就凭这个审核水平，腾讯也就这样。下次谁问我Is China still investable? 需要回答吗

[Theodore Shou @qishou]

@zhanglifan 本来就是假新闻 而且门户网站上现在大量自媒体内容 出现在门户网站不代表有任何可信度 和搜索页截图上面那条雪球是一样道理

[Theodore Shou @qishou]

The BofA chart is very in line with what I said on Bloomberg's China Open this Monday. However, onshoring/reshoring/friendshoring isn't necessarily cutting China out. Chinese companies are moving to Mexico in great number. (and other US-friendly mkts)

[Theodore Shou @qishou]

@HAOHONG_CFA 企业所得税可能有延后效应，同时企业所得税那个口径并不是完全“工业企业”，所以有差别还���以理解。假如看“车辆购置税”前两月的跌幅，倒是和汽车制造业的利润跌幅同向。也的确是时点上更同时发生的（尽管也会有延后，因为车厂有些卖到4S已经确认收入）。

[Theodore Shou @qishou]

@mbrookerhk a few replies have pointed out the FX error (apparently neither the writer nor WSJ editor picked that up though the large number is used to prove a point in this essay). It's loosely structured with anecdotes that are not even proper arguments.

[Theodore Shou @qishou]

@Fengan_ 年轻的生命实为可惜。与政治立场没有关系，与做过什么也没有关系，单纯早逝便足以让人痛心。

[Theodore Shou @qishou]

WSJ got nearly the full list correct (that one blank was likely left on purpose). 5yrs later, all of them will be too old (with Ding being the youngest at 65 then).

[Theodore Shou @qishou]

The full sentence probably is "I plead not guilty, but I admit misleading". She stressed the 1st half, and DoJ the 2nd half. Neither is wrong. Lawyers are walking dictionaries.

[Theodore Shou @qishou]

@TMclaughlin3 The Public Order Ordinance was set up in the colonial days by the Brits. Raab pointed finger to the wrong target (Beijing). He was basically saying UK did a shxtty job drafting that law. Lai is not accused of anything under the national security law (at least not yet)

[Theodore Shou @qishou]

"Grandpa can you tell me about the time when the Nasdaq had a down day?"

"Well dear, that was a long long time ago when people still believed valuations were a thing..."

"What are valuations?"

"Exactly."

[Theodore Shou @qishou]

I, too, am quite concerned about CNY though China does fare better in COVID-19. When everyone prints and prints, beggar thy neighbor

[Otavio (Tavi) Costa @TaviCosta]

Through the roof.

The Fed’s balance sheet just surpassed the PBOC’s for the first time in 16 years!

If $CNY can’t even rally in this scenario…

What will happen when China joins the money printing party?

[Theodore Shou @qishou]

Fed moved "swiftly". Are we there yet? Yes. It's that bad huh? Yes. Should Fed do it now? No. Seasoned investors already figured out how severe shocks are, but not the average Joe. Now literally everyone in the world knows even Fed is panicking. It's pushing us off the cliff.

[CAIA Association @CAIAAssociation]

"To achieve genuine diversification, investors cannot ignore the fast-rising #alternativeinvestment sector." @Forbes shares their picks for 2020: https://t.co/ogcnLOwB6h

[Theodore Shou @qishou]

疫情下的韩国街头为何还有集会？ https://t.co/tQPJlhmQnl 来自 @YouTube

[Theodore Shou @qishou]

China has just confirmed 7 COVID-19 cases coming from Italy. All 7 had no previous interaction with Chinese from Wuhan.

[Theodore Shou @qishou]

Corporate Governance: Presenting Financials - Case Study of Disclosing D... https://t.co/buBIUaqIoD 来自 @YouTube

[Theodore Shou @qishou]

Well, A-shares have seen some rebound today so far but huge dispersion across sectors and names

[CGTN BIZ @CGTNGlobalBiz]

While the #CoronavirusOutbreak is negative for transport, and consumer discretionaries; beneficiaries are likely consumer staples, telecoms, infotech, online enterntainment, biotech, according to hedge fund @SkyboundGroup CIO Theodore Shou. @qishou