$First Republic Bank(FRC.US)$ this is what happened if you have too many banks, small, mid and big, in the US banking systen - increased competition leading to smaller banks taking on more risk to increase earnings; lower quality of regulation (you can more effectively regulate and provide oversight to say 10 big banks over say 500 banks); and most importantly, a higher bank count means higher probability of a bank failure and current and past events have shown even a small bank’s failure could ...

$BABA-SW(09988.HK)$ a negative sign that Chinese shares continue tbeir unrelentless slides after the conclusion of CCP leadership election…zero covid is to stay. tech regulation is to stay. shares will continue to trend low.

$Bitcoin(BTC.CC)$ bitcoin and all crypto assets get rich quick opportunities are gone. people are now sober enough to realize they are just unproductive speculative assets. they will trade and closely correlate to stocks and interest rate movements, but without the benefits of receiving interest income/dividend income of productive assets like bonds and stocks

$Apple(AAPL.US)$ don’t bet against Apple. it is a all weather business

$Apple(AAPL.US)$ Apple has proven again and again it is a all weather business

$Bitcoin(BTC.CC)$ falling knife

$SANDS CHINA LTD(01928.HK)$ lockdown finally arrived to the sin capital of the East.

$Amazon(AMZN.US)$ and Alphabet, which is better value?  I own alphabet shares and want to add some more but was thinking of adding a new position in Amazon instead of adding more alphabet. I like Alphabet’s strong cash flow and relatively Low PE against Amazon. Amazon looks expensive to me with high PE and its businesses are facing a lot more competitions than alphabet’s search which is almost a monopoly.  Many people like Amazon so there just be something great about it that I missed. thoughts?...

$DiDi Global (Delisted)(DIDI.US)$, grab, Uber, ride hailing companies, all laosai, but Didi probably got cancer