Writing to you from snowy Wall Street.
I had one of those ideas I typically get in the shower.
What’s the best way to achieve the ‘One China’ policy?
By a cute pair trade. *smirk*
Long Tawian 🌺
Short China 🌑
Throughout Q1 + Q2
The tape doesn't lie.
Seasonal Moonfall is back.
Everyone's trying to catch the falling knife - but it is sharp.
China is down -44% since Moonfall 1.0 - The S&P is about to make 5000.
I was the only one for the last two years saying to you S&P 5000.
I was the only one laughing at last years ‘banking crisis’.
The information police throughout mainland China and Hong Kong have put the ‘kibosh’ on economic commentary.
Trading and execution desk have been told to stop selling Chinese equities.
These people don’t like rejection and love saving face.
If you thought the Epstein scandal was horrific.
You would be put to tears of what happens inside ‘inverted’ societies.
U Copy Me Boy
Btw, I just finished a really interesting conversation with Gary Gindler. We concluded that MoonFall economies are two years behind the West in terms of technology. The thesis that great technological leaps in intellectual property is merely a short-term stimulus with no durability.
Socialist states engage in practices like mass reproduction of Western materials, raising questions about intellectual property rights and fair competition.
It should really make one rethink about the bootlegs you see on the street.
The Price of Weight
I used to be really impressed by the idea of socialist asymmetrical warfare concepts for ideological subversion. It did sound cool and clever, right? But just like the thesis of "no durability," there's no real substance to it all. It's just banter with no lasting impact.
I agree that banter, procrastination, and writer's block are all part of the creative process. But periodically, you need to show off the tip of the iceberg, the actual body of work. After all, that's the mantra of great artists.
Modern Classic
This ties back to my previous point about the long-lasting value of a robust body of work. My book, published a decade ago, is experiencing a fascinating rediscovery, suggesting some of its ideas might have sailed over heads in 2012. Perhaps that's the curse (or blessing?) of being an ENJT, Mr. Gee (if you're reading this!). It brings me immense joy to see it now ranked among the top 10 classics of trading, even hailed as a masterpiece. This recognition speaks volumes about the book's enduring relevance and impact.
P.S the site is 🔥 and original. Show some love (appreciated) or hate its all the same thing - energy.
U can’t copy boy….LoL