Charles Chen
@charlesychen.bsky.social
Views expressed here are solely my own and do not constitute investment advice. Following or reposting does not equal an endorsement.
State-sponsored academic espionage on top of state-sponsored IP theft. However, it appears that the jig is up.
stanfordreview.org/investigatio...
stanfordreview.org/investigatio...
INVESTIGATION: Uncovering Chinese Academic Espionage at Stanford
This summer, a CCP agent impersonated a Stanford student. Under the alias Charles Chen, he approached several students through social media. Anna*, a Stanford student conducting sensitive research on ...
stanfordreview.org
June 4, 2025 at 7:28 PM
State-sponsored academic espionage on top of state-sponsored IP theft. However, it appears that the jig is up.
stanfordreview.org/investigatio...
stanfordreview.org/investigatio...
Reposted by Charles Chen
Goldman Sachs tonight: We are lowering our 2025 Q4/Q4 GDP growth forecast to 0.5% and raising our 12-month recession probability from 35% to 45% following a sharp tightening in financial conditions, foreign consumer boycotts, and a continued spike in policy uncertainty …
April 7, 2025 at 2:31 AM
Goldman Sachs tonight: We are lowering our 2025 Q4/Q4 GDP growth forecast to 0.5% and raising our 12-month recession probability from 35% to 45% following a sharp tightening in financial conditions, foreign consumer boycotts, and a continued spike in policy uncertainty …
Reposted by Charles Chen
I think there is going to be a Red Rural Recession and soon if all the cuts continue as is
All the firings, cancelling of grants and contracts with companies , the closing of offices, disproportionately impact small towns, cities and states.
Their finances will be turned upside
All the firings, cancelling of grants and contracts with companies , the closing of offices, disproportionately impact small towns, cities and states.
Their finances will be turned upside
March 28, 2025 at 3:14 AM
I think there is going to be a Red Rural Recession and soon if all the cuts continue as is
All the firings, cancelling of grants and contracts with companies , the closing of offices, disproportionately impact small towns, cities and states.
Their finances will be turned upside
All the firings, cancelling of grants and contracts with companies , the closing of offices, disproportionately impact small towns, cities and states.
Their finances will be turned upside
Reposted by Charles Chen
“.. If all others accepted the lie which the Party imposed — if all records told the same tale — then the lie passed into history and became truth."
– Orwell, “1984”
– Orwell, “1984”
WHITE HOUSE: TRUMP SIGNED EXECUTIVE ORDER 'RESTORING TRUTH AND SANITY TO AMERICAN HISTORY '
March 27, 2025 at 10:09 PM
“.. If all others accepted the lie which the Party imposed — if all records told the same tale — then the lie passed into history and became truth."
– Orwell, “1984”
– Orwell, “1984”
Reposted by Charles Chen
JPMORGAN slashes $TSLA Q1 delivery estimates “to just ~355K, which is -8% y/y .. and -28% q/q
from 495K in 4Q24 ..
“.. We struggle to think of anything analogous in the history of the automotive industry, in which a brand has lost so much value so quickly ..”
Cuts target price to $120 (prior $135
from 495K in 4Q24 ..
“.. We struggle to think of anything analogous in the history of the automotive industry, in which a brand has lost so much value so quickly ..”
Cuts target price to $120 (prior $135
March 12, 2025 at 4:29 PM
JPMORGAN slashes $TSLA Q1 delivery estimates “to just ~355K, which is -8% y/y .. and -28% q/q
from 495K in 4Q24 ..
“.. We struggle to think of anything analogous in the history of the automotive industry, in which a brand has lost so much value so quickly ..”
Cuts target price to $120 (prior $135
from 495K in 4Q24 ..
“.. We struggle to think of anything analogous in the history of the automotive industry, in which a brand has lost so much value so quickly ..”
Cuts target price to $120 (prior $135
Reposted by Charles Chen
(Reuters) - There is about a 40% chance of a U.S. recession this year and a risk of lasting damage to the country's standing as an investment destination if the administration undermines trust in U.S. governance, according to J.P. Morgan's chief economist.
@usatoday.com 🇺🇸
@usatoday.com 🇺🇸
J.P. Morgan economist sees 40% chance of a US recession in 2025
U.S. stocks have suffered their sharpest selloff in months as investors have grown nervous that Trump will slow the economy with import duties.
www.usatoday.com
March 12, 2025 at 4:42 PM
(Reuters) - There is about a 40% chance of a U.S. recession this year and a risk of lasting damage to the country's standing as an investment destination if the administration undermines trust in U.S. governance, according to J.P. Morgan's chief economist.
@usatoday.com 🇺🇸
@usatoday.com 🇺🇸
Collapsing real estate market, aging demographics, high youth unemployment., declining income, massive capital flight, damaging deflation, escalating trade wars, and rising geopolitical conflicts. Hard to see light at the end of the tunnel.
www.forbes.com/sites/george...
www.forbes.com/sites/george...
Is China’s Economy Entering ‘Historical Garbage Time’? Part 1
China is suffering from deflation, devaluation, capital flight and the loss of foreign investment — all at the same time. Unprecedented, far worse than "Japanification."
www.forbes.com
March 12, 2025 at 4:42 PM
Collapsing real estate market, aging demographics, high youth unemployment., declining income, massive capital flight, damaging deflation, escalating trade wars, and rising geopolitical conflicts. Hard to see light at the end of the tunnel.
www.forbes.com/sites/george...
www.forbes.com/sites/george...
Reposted by Charles Chen
March 10, 2025 at 5:05 PM
Reposted by Charles Chen
It's hard to write gripping stories about the failure to discover fraud, but this is probably the most important takeaway from the DOGE circus.
After taking unprecedented (illegal) access to federal data systems, DOGE has found basically no substantial waste, fraud, or abuse.
They've lied a lot but come up quite empty in reality.
They've lied a lot but come up quite empty in reality.
March 9, 2025 at 7:34 PM
It's hard to write gripping stories about the failure to discover fraud, but this is probably the most important takeaway from the DOGE circus.
Reposted by Charles Chen
A photo of Army biologists was on a list of images to be purged, seemingly because it mentioned they were recording data about fish that included their gender.
Military to remove 'Enola Gay' photos for violating DEI rules
www.newsweek.com
March 7, 2025 at 7:35 PM
A photo of Army biologists was on a list of images to be purged, seemingly because it mentioned they were recording data about fish that included their gender.
Reposted by Charles Chen
Someone needs to explain to our Sec of Commerce how capitalism works.
America has a GLOBAL TRADE SURPLUS on services. Services have the highest margins and profits of our exports. That is where capital and expertise focused.
It is why we dominate in tech globally.
America has a GLOBAL TRADE SURPLUS on services. Services have the highest margins and profits of our exports. That is where capital and expertise focused.
It is why we dominate in tech globally.
CNBC hosts literally laugh at Lutnick as he suggests that t-shirts, sneakers, towels, and TVs will again be made in the US as a result of Trump's trade war
March 7, 2025 at 1:07 AM
Someone needs to explain to our Sec of Commerce how capitalism works.
America has a GLOBAL TRADE SURPLUS on services. Services have the highest margins and profits of our exports. That is where capital and expertise focused.
It is why we dominate in tech globally.
America has a GLOBAL TRADE SURPLUS on services. Services have the highest margins and profits of our exports. That is where capital and expertise focused.
It is why we dominate in tech globally.
Reposted by Charles Chen
25% tariffs on Mexico & Canada + the 10% tariffs that are already in effect on China, could cost the typical American household more than $1,200 per year—& this analysis doesn't include the additional 10% on China recently announced. #PIIECharts
Learn more: www.piie.com/research/pii...
Learn more: www.piie.com/research/pii...
March 4, 2025 at 5:38 PM
25% tariffs on Mexico & Canada + the 10% tariffs that are already in effect on China, could cost the typical American household more than $1,200 per year—& this analysis doesn't include the additional 10% on China recently announced. #PIIECharts
Learn more: www.piie.com/research/pii...
Learn more: www.piie.com/research/pii...
Reposted by Charles Chen
This is a big win for shell companies and money launderers ca.finance.yahoo.com/news/us-trea...
US Treasury Department says it will not enforce anti-money laundering law
The Trump administration has opposed the Biden-era Corporate Transparency Act on the grounds that it is a burden on low-risk entities. In a statement, the Treasury Department said it would not enforc...
ca.finance.yahoo.com
March 4, 2025 at 5:03 AM
This is a big win for shell companies and money launderers ca.finance.yahoo.com/news/us-trea...
