Offshore
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The Kobeissi Letter
The collapse of US consumers:
Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.
In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.
Is the US set to enter a recession?
(a thread) https://t.co/iQhcQkRGUv
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The collapse of US consumers:
Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.
In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.
Is the US set to enter a recession?
(a thread) https://t.co/iQhcQkRGUv
tweet
Offshore
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The Kobeissi Letter
Shocking stat of the day:
We have just witnessed the biggest drop in US equity allocation on record. https://t.co/qgVXqbhQEe
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Shocking stat of the day:
We have just witnessed the biggest drop in US equity allocation on record. https://t.co/qgVXqbhQEe
The collapse of US consumers:
Unemployment expectations in the US are now ABOVE 2020 levels and at their highest since 2008.
In 2024, a poll showed that a whopping 56% of Americans thought the US was in a recession.
Is the US set to enter a recession?
(a thread) https://t.co/iQhcQkRGUv tweet
Offshore
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Stock Analysis Compilation
Harding Loevner Global Small Companies Equity on LEM Holdings $HELS SW
Thesis: LEM Holdings is expanding its market presence in EVs and traditional industries while leveraging its in-house designed ASICs for competitive advantage.
(Extract from their Q4 letter) https://t.co/ytEjV9dzhj
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Harding Loevner Global Small Companies Equity on LEM Holdings $HELS SW
Thesis: LEM Holdings is expanding its market presence in EVs and traditional industries while leveraging its in-house designed ASICs for competitive advantage.
(Extract from their Q4 letter) https://t.co/ytEjV9dzhj
tweet
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Quiver Quantitative
Tesla short sellers have made $16B this year, per The Financial Times.
Marjorie Taylor Greene is now down 42% on her January purchase. https://t.co/bSKBaOgQh4
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Tesla short sellers have made $16B this year, per The Financial Times.
Marjorie Taylor Greene is now down 42% on her January purchase. https://t.co/bSKBaOgQh4
tweet
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Alvin
Let me make this one clear for you guys.
I don't "manipulate" any of my smartphone camera tests by adjusting the exposure, colour & saturation, using filters or photographic styles, and so on.
This applies to:
1. Camera comparison between two or more phones
2. Full Review
3. When I am making a consideration for concluding how good the phone's camera is
When comparing between phones, I always use the same or equivalent modes between them just to make things fair.
But when randomly sharing photo samples from a phone, I might adjust the exposure, use some kind of filters or styles, and do some other adjustments just to show people how to take advantage of the phone's full potential.
That's because I know, most people want to take good photos using the phone that they have.
Besides, no phone is perfect. It is hard to choose only one phone as the best cameraphone right now. It depends on so many factors.
What looks good to me might not suit your preferences. What looks good to you might not suit my preferences.
That's the beauty of photography, not limited to smartphone photography.
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Let me make this one clear for you guys.
I don't "manipulate" any of my smartphone camera tests by adjusting the exposure, colour & saturation, using filters or photographic styles, and so on.
This applies to:
1. Camera comparison between two or more phones
2. Full Review
3. When I am making a consideration for concluding how good the phone's camera is
When comparing between phones, I always use the same or equivalent modes between them just to make things fair.
But when randomly sharing photo samples from a phone, I might adjust the exposure, use some kind of filters or styles, and do some other adjustments just to show people how to take advantage of the phone's full potential.
That's because I know, most people want to take good photos using the phone that they have.
Besides, no phone is perfect. It is hard to choose only one phone as the best cameraphone right now. It depends on so many factors.
What looks good to me might not suit your preferences. What looks good to you might not suit my preferences.
That's the beauty of photography, not limited to smartphone photography.
tweet