stephen leong

[stephen leong @stepheneleong]

@Danstringer74 @michaelxpettis It might be helpful if you Google or AI to find the median net worth of Chinese middle class households vs American middle class households

[stephen leong @stepheneleong]

@RichardMCNgo Try searching for the phrase “the stock market is not the economy”

[stephen leong @stepheneleong]

@SariArhoHavren @sharethelove0 @sharethelove0 is saying if A=B then B must = A. While @sariarhohavren is saying if A=B then B does not = A.

[stephen leong @stepheneleong]

@gbrew24 Thanks for your comments Gregory. Can you help me reconcile: if oil from the ME doesn’t affect the US, then why did Biden vow “consequences” for Saudi in December last year in response to their production cuts?

[stephen leong @stepheneleong]

@MacroKova @LynAldenContact IYO, is the objective of the government to revive the real estate market? Or to cushion an engineered unwinding catalyzed by leverage restrictions imposed on developers?

[stephen leong @stepheneleong]

@mikealfred Fade it

[stephen leong @stepheneleong]

@aCodingGuy @GodfreeTrh @macastel3 @BrianTycangco https://t.co/Ei2Tw0IgOS

[stephen leong @stepheneleong]

@asimonlee1 @macastel3 @BrianTycangco Given the high mix of 7 series in the China market, it should be one of, if not the most profitable markets for them as well

[stephen leong @stepheneleong]

@asimonlee1 @macastel3 @BrianTycangco Should they pull out of China? Had enough?

https://t.co/lw0NEsLFzD

[stephen leong @stepheneleong]

@asimonlee1 @macastel3 @BrianTycangco Do you think if BMW sells 44% of all 7 series in China, that BMW has had enough?

https://t.co/UcyDzZ1Y1W.

[stephen leong @stepheneleong]

@asimonlee1 @macastel3 @BrianTycangco In some cases yes but in many cases, consumers have more choice in China than say in Korea or JPN. Just look at the diversity of brands of cars in the streets or choices in the supermarkets vs. Korea

[stephen leong @stepheneleong]

@macastel3 @wojtek_china @BrianTycangco https://t.co/83JSFZRoDs.

[stephen leong @stepheneleong]

@macastel3 @Eureka_Bing @BrianTycangco As per BMW, 44% of all 7 series are sold to Chinese customers…so it’s not like the luxury tax is structured to give some outsized competitive trade advantage…a luxury tax is a progressive way to raise revenues

https://t.co/UcyDzZ1Y1W.

[stephen leong @stepheneleong]

@aCodingGuy @itsmeagain4126 @GodfreeTrh @macastel3 @BrianTycangco Historical context: China had no 3rd party repair/maintenance networks when most JVs were set up so the JVs were essential for foreign OEMs

[stephen leong @stepheneleong]

@aCodingGuy @GodfreeTrh @macastel3 @BrianTycangco https://t.co/rJxpP0GyPl

[stephen leong @stepheneleong]

@gschuman @dwallacewells So in other words, doesn’t it come down to the total mix of all new energy capacity? Also, is all coal capacity equal? Is there a spectrum of dirty coal to clean coal tech? Just trying to have a truth seeking disposition…which is a pre-requisite for critical reasoning

[stephen leong @stepheneleong]

@_nwblacksmith @dwallacewells This is helpful in implying we need to look at the big picture context but unhelpful in not simply supplying the big picture context in numbers…wouldn’t that be to just refer to the mix of all new energy capacity?

[stephen leong @stepheneleong]

@douglasritz @dwallacewells Putting on our critical reasoning hat: in order to judge whether it is window dressing, we would first need to confirm the mix in terms of all new energy capacity…no?

[stephen leong @stepheneleong]

@MaryGao More hysterical

[stephen leong @stepheneleong]

@carlmoon The light blue line appears to be irrelevant on these log scale charts because its from a linear perspective but I include it to show that it adds to the confluence pointing to 52k.

[stephen leong @stepheneleong]

@carlmoon 1/3 Karl, very interest in Kasta. Unfortunately, I am not a true DeGen but instead from a traditional VC background. Could possibly invest as much as the average KOL you have if not more. Also would be happy to introduce VCs if interested. This is not a pitch to be your FA.