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Bio: looking for fat beijing years

07:31 AM 11/21/09

Boycott Bing says @nytimes journalist Kristof http://ow.ly/Ei5g #gfw (via @lonniehodge) craven $MSFT (Msges, Tweets)

07:36 PM 11/20/09

RT @pdenlinger: Alibaba site with own search engine may outshine Yahoo! China: http://ow.ly/EaIz $GOOG (Msges, Tweets) $BIDU (Msges, Tweets) $YHOO (Msges, Tweets) owns 35% ish. gr8 deal

07:36 PM 11/20/09

@pdenlinger forget google china. jack ma and taobao are going 2b robin li and baidu's biggest nightmare $BIDU (Msges, Tweets) $GOOG (Msges, Tweets)

08:34 AM 11/20/09

Hearing that as of Jan 1 restrictions on foreigners buying beijing property reinstated. 1 unit, need resident visa/1yr minimum tenure $EJ (Msges, Tweets)

04:03 AM 11/20/09

China Will Face Its Own Bubble, Gross Says-Bloomberg http://bit.ly/2MY6Lb says China may abandon RMB peg w/in 6 mos//highly doubt that $$

03:36 AM 11/20/09

Some Shareholders Want Goldman 2 Cut Back on 2009 Bonuses-WSJ http://bit.ly/3pUEji good luck. $GS (Msges, Tweets) doesnt care @ outside shareholders

03:08 AM 11/20/09

china franchise of century21 should be listing imminently in US as well. filed a while ago. $EJ (Msges, Tweets) $CRIC (Msges, Tweets) good comps

03:04 AM 11/20/09

sounds like china budget hotel chain 7 Days Inn will list today on nyse $SVN (Msges, Tweets) finally a comp 4 $HMIN (Msges, Tweets) http://bit.ly/3FLR5J

02:25 AM 11/20/09

Op-Ed Columnist - What Geithner Got Right - NYTimes.com http://bit.ly/2UGUbo David Brooks makes the village idiot look smart $$

09:18 AM 11/19/09

Goldman Was Exposed 2 AIG Losses http://bit.ly/1EEAfn "could have suffered dramatic losses" if no bailout. so they lied. $GS (Msges, Tweets) lies every day

08:10 AM 11/19/09

SIG still loves $NTES (Msges, Tweets) netease, says expected weak Q3, buy $51 PT. Brean Murray says Q3 a dog, 2010 #s way 2 high, reiterates hold (ie sell)

01:06 AM 11/19/09

china ministry of culture wants content, value censored in online games http://tr.im/FgSW $CYOU (Msges, Tweets) $GAME (Msges, Tweets) $SNDA (Msges, Tweets) $PWRD (Msges, Tweets) $NTES (Msges, Tweets) $GA (Msges, Tweets) $SOHU (Msges, Tweets)

12:21 AM 11/19/09

all the more reason 4 US 2 annex Canada sooner rather than later. gold, oil, other minerals, farmland, arctic coastline, strong currency $$

12:20 AM 11/19/09

any estimates of how much gold will be uncovered due to global warming causing melting of polar ice cap. canada still has a lot right? $GLD (Msges, Tweets)

11:22 PM 11/18/09

At Failed Banks, Post-Mortems Disclose Excessive, Yet Obvious, Risk-NYTimes http://bit.ly/16O5hk can we claw back regulators' pay 2? $$

11:13 PM 11/18/09

no #s but my understanding is China has a lot more gold still in the ground waiting to be mined than the world knows about $GLD (Msges, Tweets)

10:48 PM 11/18/09

Economists Opposing Fed Audit Have undisclosed fed ties http://www.huffingtonpost.com/2009/11/18/economists-opposing-fed-a_n_362287.html $$

10:37 PM 11/18/09

taobao will take majority of ecommerce related search ad spending in china in next few years. very bad 4 both baidu and google $GOOG (Msges, Tweets) $BIDU (Msges, Tweets)

10:35 PM 11/18/09

google china's current head of marketing is korean american. brain dead decision by google hq, as smart/talented as she probably is $GOOG (Msges, Tweets)

10:30 PM 11/18/09

Slides frommy Ad:Tech panel on China SME mktg. Baidu rep's in Chinese http://bit.ly/1LxFpQ $BIDU (Msges, Tweets) $GOOG (Msges, Tweets) google less china hope than I thought

10:18 PM 11/18/09

How Google Could Win In China $BIDU (Msges, Tweets) $GOOG (Msges, Tweets) http://bit.ly/3folPc wrong. alibaba/taobao will win. & alibaba wanwang 万网 underappreciated

10:06 PM 11/18/09

UPDATE 1-NetEase Q3 earnings, revenue miss Street estimates Reuters http://bit.ly/2VCUDa $NTES (Msges, Tweets) Tencent hurting everyone i think

06:26 PM 11/18/09

very savvy investor friend who had held big (and very low cost basis) netease position $NTES (Msges, Tweets) for many years dumped entire position friday.

06:21 PM 11/18/09

NetEase.com Reports Third Quarter 2009 Results-http://bit.ly/1ZxnDy big miss on revenue and EPS. no word on guidance $NTES (Msges, Tweets)

01:31 AM 11/17/09

Moral Hazard Defined; Goldman's Response 2 FRBNY On AIG: "Let It Fail, We Are Insured" | 0hedge http://bit.ly/2YVgOj sharpen pitchforks $$

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