The S&P 500 Report: Performance, Profitability, Sentiment & More - #Ed 5
Zooming out first for a big picture perspective - helpful away from the news & chatter: Bears Make Headlines & Lose Money, Bulls Make Money! As...
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CX Daily: Huawei’s HarmonyOS Next Is Set to Rival iOS and Android
Coffee / In Depth: Luckin challenger pushes China’s coffee price war toward boiling point China’s coffee market is in the midst of a price war,...
384 Views
CX Daily: ByteDance Holds Firm Against Selling TikTok Despite U.S. Ban Threat
TikTok /: ByteDance holds firm against selling TikTok despite U.S. ban threat Corruption /: Head of Chinese Football Association sentenced to life...
423 Views
CX Daily: New Battle Lines Emerge in China’s Shifting NEV Market
NEVs / In Depth: New battle lines emerge in China’s shifting NEV market. Foreign affairs / Xi and Putin vow to have each other’s back.
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2023 Shareholder Letter
The last twelve months were, market-wise, interesting. Multiple things have happened that contributed to changes in my thinking-process.
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