Liz Li
@8Limitless
Global Investor, inventor and idea-generator. Bitcoin bff
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I'm in Hong Kong and there is not a single customer in any of the luxury stores... LV, Bvlgari, LeCoultre, Piaget, Chanel, Gucci, etc. absolute ghost town.
GSBD trades very differently. Liquidity is a double edged sword. I'm sure a lot of these are tech cos with no assets so recovery rates will be less than 50%
BDC A is trading at a 25% discount to NAV. BDC B is available through the wealth channel at NAV (no discount). I wanted to find out whether one is very different from the other. The two BDCs: - A is Goldman Sachs' publicly traded GSBD - B is its non-traded sibling - GSCRED…
BDC A is trading at a 25% discount to NAV. BDC B is available through the wealth channel at NAV (no discount). I wanted to find out whether one is very different from the other. The two BDCs: - A is Goldman Sachs' publicly traded GSBD - B is its non-traded sibling - GSCRED…
Coatue is the GOATo
There are 30 publicly traded stocks in the Fantastic 40 index. Coatue Mgmt's portfolio currently holds 19 of them, including 8 in the top 10 of Coatue's portfolio. $NVDA $AMD $TSM $MSFT $META $AMZN $GOOGL $AVGO $TSLA $APP $GEV $CEG $ARM $ORCL $SPOT $NFLX $ISRG $INTU $BABA…
There are 30 publicly traded stocks in the Fantastic 40 index. Coatue Mgmt's portfolio currently holds 19 of them, including 8 in the top 10 of Coatue's portfolio. $NVDA $AMD $TSM $MSFT $META $AMZN $GOOGL $AVGO $TSLA $APP $GEV $CEG $ARM $ORCL $SPOT $NFLX $ISRG $INTU $BABA…
Coatue Mgmt, a top Tiger Cub hedge fund, just refreshed the Fantastic 40 - its curated Growth & Innovation Index, spotlighting 40 companies we believe are best positioned to lead in an AI- and technology-driven world. #Fantastic40 coatue.com/fantastic-40 Here are some top tech…
Canary we have been waiting for
This is BEYOND insane: Billions just have vanished overnight. Auto-parts giant First Brands just went bankrupt and no one knows where the money went. It borrowed using the same assets over and over, now no one knows who owns what. (a thread)
Think gold is expensive at $4,000? Wait until you see what happens when just 5% of dollar reserves shift to gold. We're talking $10,000+ per ounce territory. The math isn't fantastical—it's inevitable. #GoldPrice #DollarCrisis #Investing schiffsovereign.com/podcast/podcas…
Trump is enabling insider trading and market manipulation in plain sight. Time to throw out fundamental analysis and replace it with mental analysis #trump #stockmarket
Private-Credit Firms Expand Restructuring Teams Amid Bankruptcy Surge The bubble is about to implode. Move over S&L crisis! #creditbubble #privatecredit
Bad idea. Too many cooks. This won't work - when the system is down, one will point fingers at the other. Big disaster awaits. First in the world: Malaysia’s telcos sign network sharing deal for six-way 4G multi operator core network #malaysia malaymail.com/article/2909298
malaymail.com
First in the world: Malaysia’s telcos sign network sharing deal for six-way 4G multi operator core...
KUALA PILAH, Jan 28 — Malaysia has become the first country to witness the signing of a 6-way 4G Multi Operator Core Network (MOCN) sharing agreement, says Communications...
Seems China has an overpopulation problem and people weren't meant to live in such dense cities. Even India (where HMPV has been in existence for decades) doesn't have these level of outbreaks #hmpv independent.co.uk/asia/china/hmp…
Lee Kuan Yew acknowledged Singaporeans speak bad English. How can they write well if they can't even speak well. Those who do speak "well" use obsolete English. channelnewsasia.com/today/big-read…
Deciding what oil to use at home isn’t the issue. It's fast fried foods doused in cheap seed oils that's the problem. #seedoils #cancer Cooking oils under scrutiny New study links common varieties to cancer risk indiatoday.in/world/us-news/… via @indiatoday
Please explain how they're so poor yet look excessively well-fed? Looks like they need a lesson on cooking lentils. Help needed for family of five struggling to survive freemalaysiatoday.com/category/leisu…
At the end of the day, who can manage the deficit better than someone who is an expert at deficits #Trump
Boil your water - something Asians have been doing for generations sciencealert.com/theres-a-surpr…
Rapes might not be up double digits in LA, but roberies sure are
Well then let's hope he gets voted in and bans guns
Maga world unites around ‘unstoppable’ Donald Trump after shooting on.ft.com/3Ww0Isx
This is how babies get brain cancer from EMFs Moms are flocking to use desks that have cribs attached. They say it allows them to balance motherhood with their careers. businessinsider.com/viral-desk-cri… via @businessinsider
businessinsider.com
Moms are flocking to use desks that have cribs attached. They say it allows them to balance...
The desks were invented by a single mom at a library in Virginia. Now a co-working space in New York offers it for parents with no childcare.
United States Trends
- 1. Friday the 13th N/A
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- 5. #42coin N/A
- 6. #FanCashDropPromotion N/A
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- 11. #RISERCONCERTD1 N/A
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- 19. BTS IS BACK N/A
- 20. Arson N/A
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