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User Profile: FollowClick to Follow LongShortTraderLST@LongShortTraderInvestor and occasional short seller Expertise: Discovering new ways of losing money. Question unchallenged assumptions. Bear, DEJoined February 20091,084 Following33.4K Followers

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LST@LongShortTrader May 16, 2021Most of crypto56116

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LST@LongShortTrader 22hIf Hong Kong as Guinea pig experiment fares well, and heralds the easing, eventual elimination of the zero covid policies, we will see an economic boost for China. in that event, the pressure/temptation for Chinese politicians to blame America will ease (but not totally go away)Quote TweetLST@LongShortTrader Aug 7zero covid is policy failure since last fall, whether you look at more top down data, or granular 1st person accounts such as the cited . Chinese politicians face pressure to redirect blame on America for these failures until the zero covid policy measures disappear.Show this thread1

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LST@LongShortTrader 22h believe this is the correct take. Half sh1thole policy is better full sh1thole policy but it s still sh1thole policy.Quote TweetStuart Hargreaves@hargreaves_s 22hI stand by what I said before - 3+4 is obviously better in a relative sense, but HK cannot be a city of any international consequence or significance until the mandatory hotel quarantine number is a big fat 0. It's been almost 3 years now. twitter.com/tripperhead/st 2

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LST@LongShortTrader 22hAs if right on cue, Hong Kong easing (but not eliminating) their restrictive covid entry policies. This incremental move will probably seen as an experiment for mainland China s reopening.Quote TweetAaron is AWOL@tripperhead 22hChief Executive John Lee: New rules for overseas arrivals to begin this Friday 3 days hotel quarantine plus 4 days home medical surveillance when under medical surveillance, cannot enter premises using active Vaccine PassShow this thread12

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LST@LongShortTrader Aug 7My friend in Shanghai (who at the time of our convo was effectively incarcerated in his own apartment for weeks) responded: lol that s a good one! 12

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LST@LongShortTrader Aug 7(Continued) the quality of China infrastructure. Ppl complain about US airports, roads, public transportation, that they r low quality, inefficient. China s are held as great + efficient. I told him: How I feel is that infrastructure is irrelevant if it s not being utilized! 13

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LST@LongShortTrader Aug 7This entire thread reminds me of a funny convo I had a few months ago with a Shanghai based friend (we were speaking at the height of Shanghai s zero covid lockdowns): I had recently traveled through JFK NYC. He asked me what I thought about the quality of US infrastructure vsQuote TweetLawrence Zhang @HistorianZhang Aug 7Until these things are straightened out and streamlined, any talk of reopening is just fantasy. The airport, as it is currently arranged, cannot really handle any more flights. Forget about any resumption of normalcy. How about entering the 21st century? /30Show this thread1

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LST@LongShortTrader Aug 7I m an equal opportunity hater: Taiwan touts its democracy, freedom creds, yet Has the most restrictive covid border policies in all of E Asia and SE Asia, other than mainland China! Few understand this. Allies should be held accountable not given kiddie glove treatment:Quote TweetLST@LongShortTrader Aug 3This sounds like a great idea in theory - but - have any of you actually looked into what the entry requirements to Taiwan are? twitter.com/FoolAllTheTime 22

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LST@LongShortTrader Aug 7zero covid is policy failure since last fall, whether you look at more top down data, or granular 1st person accounts such as the cited . Chinese politicians face pressure to redirect blame on America for these failures until the zero covid policy measures disappear.118

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LST@LongShortTrader Aug 7Hong Kong has historically been held as an example of efficiency, a leader to follow, source of envy in the region. Yet read the thread, one word comes to mind: sh1thole. And I know for a fact mainlanders see HK currently as having it good vs them. That s how effed up it is.43

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LST@LongShortTrader Aug 7It s mainland Chinese people who need to read the below . To summarize: Hong Kong is becoming an inefficient sh1thole, and it s even worse in the mainland. Not because of Pelosi. Not because of . Rather, due to insane covid policies destroying the economy and peopleQuote TweetLawrence Zhang @HistorianZhang Aug 7There's been a lot of speculation about reduction in quarantine hotel requirements in #HongKong. Having just returned from overseas, I can confidently say that until something changes with the airport arrival experience, this can only end badly. A thread: /1Show this thread216

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LST@LongShortTrader Aug 7Do your own homework, every case is different, and exceptions may exist but as a RULE OF THUMB, yes chiropractic appears to be (mostly) a sham. Happy Sunday65

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LST@LongShortTrader Aug 7So a good friend of mine - who has a talent for detecting and exposing health/wellness/biotech quackery - tells me chiropractic is mostly suspect but for some very narrow back related problems, can be effective in his experience (his opinion similar to the quoted tweet):Quote TweetJabroniCoin.USD@TheBenSchmark Aug 7Replying to @LongShortTrader98% yes. Leaving a small amount for some evidence of efficacy for mechanical low-back pain. twitter.com/thebenschmark/ 46

Replying to @LongShortTrader98% yes. Leaving a small amount for some evidence of efficacy for mechanical low-back pain. twitter.com/thebenschmark/

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LST@LongShortTrader Aug 7WTFQuote TweetDr. Jonathan N. Stea@jonathanstea May 11, 2021This video shows chiropractic adjustment on a 6 day-old baby. It has over 45k likes on TikTok. It s scientifically indefensible and potentially harmful: https://sciencebasedmedicine.org/pediatric-chiropractic-care-scientifically-indefensible/ Let s normalize not normalizing pseudoscience.0:48295.3K views28

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LST@LongShortTrader Aug 7Effective for recovery from exercise related injury/soreness.23

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LST@LongShortTrader Aug 7Based on its history, the answer appears to be (mostly) yes. Separately, I have found dry needling effective for (Not a carte blanche recommendation).19

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LST@LongShortTrader Aug 7Is chiropractic basically a sham?3034

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LST@LongShortTrader Aug 7An economically weaker Taiwan becomes a less relevant Taiwan, becomes less strategically important for , becomes easier for China to invade or reunite peacefully or otherwise. Am I the crazy one here?413

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LST@LongShortTrader Aug 7I could be wrong, but IMO strengthening Taiwan s economic position and relevance would do far more to mitigate and minimise PRC s military actions.18

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LST@LongShortTrader Aug 7Here s what particularly bothers me: all the China/Taiwan experts talk about helping Taiwan militarily. Send them more equipment. Train them. Etc etc. I ve seen exactly ZERO takes on helping Taiwan by fortifying their ST and LT economic position.23

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LST@LongShortTrader Aug 7This is not a game of checkers, it s far more complicated than that good intentions are not enough: U.S. firms eye Taiwan exit on Chinese invasion risk https://politi.co/3SsjpJu via @politicopolitico.comU.S. firms eye Taiwan exit on Chinese invasion risk14

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LST@LongShortTrader Aug 6This bro refers to Pegatron as a China-based iPhone assembler Pegatron is a TAIWANESE company These bros might say I stand with Taiwan with words but if their opinions were implemented into real action Taiwan would be destroyed Do these bros even realize this? 213

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LST@LongShortTrader Aug 6Shi Jianxiang - one of China s most wanted men over a $6.3 billion illegal fundraising scheme, was charged with visa fraud in a court in Florida after being arrested in Las Vegas where he was promoting cryptocurrency. 136

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LST@LongShortTrader Aug 6How it ended:123

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LST@LongShortTrader Aug 6How it started:123

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Ethan Mollick@emollick Aug 5Why the mediocre wins: 1. Everyone thinks mediocre ideas are fine. But people either love or hate innovative ideas 2. When groups judge an idea, the few negative reviews get more attention as negative evaluators appear smarter" 3. As a result great ideas are judged more harshly275682,024

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LST@LongShortTrader Aug 4Sorry, theatre first and then drinkingQuote TweetChristian Davies@crsdavies Aug 4Yoon, who is believed to be at home in Seoul, instead spoke to Pelosi by phone on Thursday afternoon. He was at the theatre on Wednesday evening when she arrived in South Korea. Our latest for the FT: https://ft.com/content/73d0ce63-0b2a-47d7-9d97-9ecf367ef924

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LST@LongShortTrader Aug 4"President Yoon declined to meet with Pelosi based on a comprehensive consideration for national interest." Translation: he is believed to have gone out drinking insteadQuote TweetThe Blue Roof@BluRoofPolitics Aug 4Office of the President: "President Yoon declined to meet with Pelosi based on a comprehensive consideration for national interest." twitter.com/News1Kr/status 215

Office of the President: "President Yoon declined to meet with Pelosi based on a comprehensive consideration for national interest." twitter.com/News1Kr/status

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AFP News Agency@AFP Aug 4#BREAKING Taiwan 'preparing for war without seeking war': military11139241

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LST@LongShortTrader Aug 4I think it's impossible (if not very difficult) to truly understand USA's true competitive weaknesses/strengths without taking a step back, look at the US from the outside, and dispassionately. For example IME, entrepreneurship/free enterprise is truly an American strength.5

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LST@LongShortTrader Aug 4explicit vs implicit corruption in police/public security? or its absence? Corruption in some countries takes form of explicit bribes to police. In USA, comes in form of speeding tickets, asset forfeiture, etc. (without loss of generality)14

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LST@LongShortTrader Aug 4It's helped me see the USA not just in "right vs left" terms, but in ways I never would have imagined. Examples: What do efficient govt services look like? Public infrastructure? True poverty? Absence of standards we take for granted - e.g., air conditioning - look like?210

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LST@LongShortTrader Aug 4For those of us who were born/raised American (where citizenship was not a choice), I highly recommend you spend significant time outside the US. And not just in countries that are worse in almost every way, but in countries where there are some better/worse qualities than USA.211

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LST@LongShortTrader Aug 4She is 100% right, thus the question: why no reform? IMO public + political pressure is low because: 1. USA #1 in world in immigration 2. Economic/social conditions good 3. Weird culture where Americans fine w/ suboptimal public institutions/servicesQuote TweetJulie Fredrickson@AlmostMedia Aug 4Replying to @LeannaOIt s a national nightmare that is unfolding without anyone paying attention. It s affecting our competitiveness and so hard on families39

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Leanna Orr@LeannaO Aug 4Replying to @AlmostMediaI had to leave my 4-month-old nursing baby in the UK last spring and fly to the US for five days so I could *be on American soil when the lawyers mailed some paperwork* related to my green card, because that s the rule.217

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Barely Investible Capital Management Ltd@LowAlphaHighVol Aug 4India is now the biggest importer of Urals oil, ahead of China, despite its four-cornered alliance (the QUAD) with Western powers.3311


LST@LongShortTrader Aug 4This further supports my point. How many of us born and raised Americans actually know how the system - in this case, the immigration system - works (or doesn t) ?Quote TweetLeanna Orr@LeannaO Aug 4Replying to @hedgefundmafiaThey DID sponsor. Sponsor means you get a ticket for the lottery (which costs $10k, nonrefundable)313

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Leanna Orr@LeannaO Aug 4Replying to @hedgefundmafiaThey DID sponsor. Sponsor means you get a ticket for the lottery (which costs $10k, nonrefundable)426


LST@LongShortTrader Aug 4Suffice it to say: 2 of my friends who dealt with the dysfunctionalities of the American immigration system are now proud Americans. And I don t think they want to see future generations deal with the BS they did.19

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