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NeoCyrex @CyrexLab

Joined May 2014
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NeoCyrex retweeted
colinwu Profile Picture

Colin Wu @colinwu

a year ago

某香港银行朋友分享给我的出金流程图，里面一些环节也都有替换选择，似乎还不错。

NeoCyrex retweeted
DtDt666 Profile Picture

看不懂的SOL @DtDt666

a year ago

一图看懂全球金融市场逻辑 美股也好，比特币也罢，涨跌从来不是K线玄学，而是美元潮汐、宏观经济政策、地缘博弈等的精准投射。 所以，币圈现在要玩好，必须搞懂是金融市场逻辑。 这些因素都直接影响资金怎么流，金融周期怎么走。 懂了这些，才能在币圈里游刃有余。 很多兄弟说，我就是这个臭炒币的，有必要了解这么多吗？ 如不懂全球金融基础逻辑、资本如何用利率收割、用汇率绞杀、用政策挖坑，币圈暴富终究是赌场门口的童话。

NeoCyrex retweeted
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Wasteland Capital @ecommerceshares

3 years ago

$NVDA INSANE raise of Q2 guidance, with rev $11bn vs $7.2bn cons estimate (+64% y/y), COMPLETELY BANANAS! 💦 🤤 Implies non-GAAP EBIT $5.8bn vs $3bn cons! 😳 Throw the AI money right in my face! Last Q was ok (Data C +14%, Gaming -38% y/y) but who cares! AI IS COMING! 🚀 🌝 🦄

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NeoCyrex @CyrexLab

3 years ago

@GordonGChang 🤡

NeoCyrex retweeted
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Global Times @globaltimesnews

3 years ago

#Comment: The G7 countries, which have more than 5,000 nuclear weapons, condemn China, which has about 300 nuclear weapons, and pledged never to be the first to use them. What’s more, this happened in Japan, which is about to dump nuclear-contaminated wastewater into the Pacific Ocean.🙄

guardian Profile Picture

The Guardian @guardian

3 years ago

G7 leaders warn China and North Korea against expanding nuclear arsenals as they await Zelenskiy theguardian.com/world/2023/may…

CyrexLab Profile Picture

NeoCyrex @CyrexLab

3 years ago

@spectatorindex global？Is America or Britain representative of the world？You have never seen people living in third world countries。G7 countries only account for 10% of the world's population. Who will represent the other 90%?

NeoCyrex retweeted
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Sharing Travel @TripInChina

3 years ago

Breaking news: Street fighting broke out in Chongqing, China. Women and children picked up guns.🧐 Winner winner, chicken dinner.

NeoCyrex retweeted
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Morten (马腾) 🇩🇰🇨🇳 @mortenhjm

3 years ago

Invest in #China 🇨🇳 or 🇺🇸The #UnitedStates ? If i were a #Chinese person of vast, intellect, talent and discipline i would invest in China, not the United States. At current prices, i think an intelligent person would do better investing in China. 🇺🇸Billionaire Charlie Munger 👇 #invest #investment

NeoCyrex retweeted
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Compounding Quality @QCompounding

3 years ago

How people will remember you:

NeoCyrex retweeted
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Ebrahim Hashem 李思瑞 إبراهيم هاشم @EbrahimHashem

3 years ago

Syria’s return to occupy its seat at the Arab League is primarily an Arab matter. Foreigners can complain and protest all they want; the Arabs no longer pay attention to them. Particularly, the Arabs don’t listen to foreigners who have played a destructive role in the Arab world over recent decades. If they are interested in win-win relations, foreigners, especially those who appear to be interested in keeping the region in a permanent state of chaos and conflicts for their own selfish gains, should adjust their policies and align their interests with those of the region — not the other way round. Plus, coming and trying to lecture the Arabs on “human rights”, while their own human rights record is dismal, won’t get foreigners any points. It only elicits derision and exposes their double standards. The world is no longer in early 1990s or even early 2020s; the Arabs see through the foreign officials’ hypocrisy and don’t accept condescension, especially from those whose policies have been detrimental to regional stability and prosperity. Some foreign officials are unaware that they behave amateurishly and sound crude. They seem to lack essential understanding of world affairs and basic diplomatic etiquette; they obviously need re-education and re-training. Arab officials are a lot more sophisticated and educated than many of their foreign counterparts. Perhaps, Arab officials should offer to give them training on the art of diplomacy and world affairs.

NeoCyrex retweeted
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non aesthetic things @PicturesFoIder

3 years ago

NeoCyrex retweeted
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Sharing Travel @TripInChina

3 years ago

Guangzhou, the night of the Pearl River.

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NeoCyrex @CyrexLab

3 years ago

@BeijingDai 看到的第一眼就感觉她非常眼熟，但是怎么都想不起来她是谁 好家伙，如果不是台当局这迷之操作，我猜全世界都忘记了政界还曾经有这人😂 她是从哪里冒出来的？

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NeoCyrex @CyrexLab

3 years ago

@WallStreetSilv typical rumor

NeoCyrex retweeted
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Compounding Quality @QCompounding

3 years ago

Great finance cheat sheet:

CyrexLab Profile Picture

NeoCyrex @CyrexLab

3 years ago

@Stephen05123318 @HAOHONG_CFA 啊对对对 很高兴看到反华分子都是你这种文化水平和智商

NeoCyrex retweeted
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Hao HONG 洪灝, CFA @HAOHONG_CFA

3 years ago

很尊重老蛮的分析，但是这个帖子有些标题党： - 这些数据的来源是公开的：央行、发改委、中登和上清所等。地方政府平台的数据可以从城投报表里看到。60、70万亿的估算也是来自官方摸底数据。因此，不存在什么“真实”、“大起底”这样的说法。 - 每年都有债券到期赎回。这也并非出人意表。新增贷款增速和长期名义GDP增长基本一致。但是过去两年由于疫情开支，的确快于经济增速。 - 对于中国债务最直接的估算，用广义货币M2的总量就可以了，因为货币恒等。中国M2也就是债务总量约280万亿人民币，GDP约110万亿人民币，杠杆率约2.5x — 2.8x，与国际组织的估算基本一致，并低于许多西方国家水平，尤其是日本。 - 很多人研究债务总是从总量出发。但是债务危机往往不是因为杠杆率过高，而是流动性偿付问题。这解释了为什么日本债务问题一直悬而未决。 - 通胀而被迫加息才是真正刺破债务泡沫的导火线。看看去年的英国、日本。不仅仅是因为利息上升加重了偿付的压力，债券价格的暴跌使债券作为抵押品价值下降，造成补头寸的现金需求。通胀本身使实体经济对于现金的需求也飙升，导致恶性循环。美国债务上限又要开始假装讨论一下就上调了。 研究债务问题需要深挖，总量只是表面现象。

caijingshujuku Profile Picture

财经数据库 @caijingshujuku

3 years ago

中国真实债务大起底！ 截至2022年底，中国各类债券余额为144.54万亿，其中政府债60.46万亿占GDP约50%；金融债券51.59万亿；公司信用类债券32. 32万亿。 但由于地方政府债隐藏在地方融资平台内，包括了其他债券和银行贷款，存在大量的隐性政府债，比如65万亿城投债，政府债总额大幅高于公布的数字 1/4

NeoCyrex retweeted
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S.L. Kanthan @Kanthan2030

3 years ago

How to classify external debt of poor countries: 10% — China’s DEBT TRAP! 😭😭 35% — IMF/World Bank’s generosity 😍 40% — Vulture capitalists from Wall Street and London: Free market 💪🏻

CyrexLab Profile Picture

NeoCyrex @CyrexLab

3 years ago

Obviously, this is mainly the insistence of the United States.

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Volodymyr Zelenskyy / Володимир Зеленський @ZelenskyyUa

3 years ago

The world should know: respect and order will return to international relations only when the Ukrainian flag returns to Crimea, when there is freedom there – just like everywhere else in Ukraine.

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