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Latest (5)

  • Good stock is like iPhone May 13, 2025
  • Is US trade deficit with China that big? May 12, 2025
  • Lovely and random encounters May 1, 2025
  • Existing home price index near flattish in Feb 2025 across tier-1 cities April 25, 2025
  • Vanke no more monthly report? April 24, 2025

Blog Posts

Good stock is like iPhone

Beijing’s 1q25 consumption..

Oh bond market.. will real yield go higher?

Adding tariff on drugs is like killing people?

Tariff discussion is educational

On the other hand, tariff threat can be good?

Tencent x Ubisoft: a new model?

China’s fixed asset investments: smaller discrepancy and better numbers vs 2023

So, investors think tariff is negotiation tool?

Nvidia GPUs as financial products

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