Real estate, economics
Toronto, Canada
Joined March 2008
- Tweets288
- Following1.2K
- Followers167
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Tim retweeted
The Trudeau govt has always been sweet on the CCP. Joly was a weak appointment, another data point in our declining world stature.
But explicitly adopting the CCP's Taiwan policy?
After Michaels, Uighurs, HK, SCS & aggression against India?
Fire Joly and whoever advised this.
Our new Foreign Affairs Minister needs to make it clear that Canada does not have an all capitalized "One China Policy" - rather, Canada takes note of the position of the People's Republic of China. An important distinction #cdnpoli ctvnews.ca/canada/feds-stay-…
Tim retweeted
This was a really bad episode of the @nytimes Daily, and I say that as someone who has taken the mRNA vaccine and is not a promoter of conspiracies.
It's loaded with certainties and unqualified opinions passed off as facts when only skepticism should exist.
I went on the Daily to talk ivermectin with @kevinroose!!! Hear how Joe Rogan, Ron Johnson and pandemic desperation helped create a run on an unproven drug nyti.ms/3B9ICPM
Tim retweeted
Hey @GoPro, here is an idea for you. NFT minting straight from the camera. If @nba_topshot is capturing moments; I think extreme sports moments are for more rare and exciting. Imagine "GoPro Mint" & the drops your extreme sport athletes could do there to connect with their fans!
Tim retweeted
Isn’t it great we live in a world where Cardi B’s WAP can be a number one hit song while 80 year old children’s books are being canceled? We’ve finally got our priorities in order, haven’t we?
Tim retweeted
1/ When Steve Ballmer joined Microsoft in 1980, he was employee #30 and received ZERO equity.
By its IPO in 1986, he owned 8% of the Microsoft, which makes up the majority of his $80B fortune today.
How did Ballmer get that stake, though? A contract quirk.
Here's the story🧵
Tim retweeted
So I've followed DFV's $GME journey from beginning and think it says a lot about what's going on here. How do u go from $50k to $40ml deep value screening in about a year which btw beats $nflx and $amzn growth return holding for decades? A thread...
wsj.com/articles/keith-gill-…
Tim retweeted
Increasingly, the question is not what will this do to Huawei?
The question is now that the Americans know they can kill Chinese firms pretty easily, what Chinese firm is next on America's to-kill list? cnbc.com/2020/08/18/huawei-d…
Tim retweeted
China is a dictatorship that, for decades, enforced a one child per family policy under penalty of forced sterilization. But they can't close down the farmer's market from hell? #CoronaVirus #WetMarkets
Tim retweeted
This comment from an anonymous FT reader offers a succinct and simplifying framework for how to think about C-19 and the government's response to it.
Tim retweeted
Disagree with this. HY companies are at risk of failure because they load up their balance sheet with boatload of debt (to fund share buybacks to juice up executive compensation via option grants) while entering COVID19 crisis.
Fourth, on moral hazard: HY companies are at risk of failure because of #COVID19, which hits everyone the same, HY or not. A health crisis is not the time to send a message about risk taking, when such message wasn’t sent even in 2008, when behavior was much more outrageous. /6
Tim retweeted
Canada has followed WHO's advice on travel and masks with poor results. Common sense and the Taiwanese experience should be proof enough that masks will benefit the population now that there is clear evidence of community transmission.
#Cdnpoli #COVID19
nationalpost.com/opinion/chr…
Tim retweeted
I’m angry that I have to write about the airline industry bail-out. But the raccoons are looking to get their losses socialized and their gains locked in.
Bailout the airlines and rank-and-file employees? You bet.
Bailout Buffett and the CEOs? No way.
epsilontheory.com/do-the-rig…
Tim retweeted
Confirmed cases in Ontario now 142, up 38% from yesterday. Median incubation at ~5 days, mild onset of symptoms for many=delayed testing. 72hr turnaround time for tests means confirmed cases today have been contagious at least a week and more likely 10+ days
Tim retweeted
Cuomo announced confirmed CV-19 cases in NYS now 729, up 80% from yesterday. Of these, 137 have been hospitalized. That’s 18% of confirmed cases.
We need to shut down all non-essential public-facing businesses now. We need to shut down domestic air and train travel now.
There aren't enough ICU hospital beds or ventilators to handle the number of severe coronavirus cases expected to hit NY, Cuomo warned today.
“In my opinion, which is not science-based, you will not be able to flatten the curve to avoid the wave," he said
nydailynews.com/coronavirus/…
Tim retweeted
The changing of the guard is happening now in real time
The long 20th century, which didn’t start until 1914, is finally ending
Welcome to the future
Tim retweeted
COVID-19 Prep Update- March 14:
Last night I was on with state & local officials around the US well into the night. By March 23 many of our largest cities & hospitals are on course to be overrun with cases.
I am going to prepare a memo for them. I will share highlights here.1/
