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✨ 2 Jan 2022 | Value Investing Substack NEWS
valueinvesting2.substack.com

✨ 2 Jan 2022 | Value Investing Substack NEWS

Asianometry in 2021, Asian Century Stocks' MML, $INTC valuation: A Cash Machine, Marathon AM & The Capital Cycle, China Evergrande suspends trading, Flurona: rare dual infection of Covid + Influenza?

Aaron Pek
Jan 3
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HIGHLIGHTS

The Asianometry Newsletter
Asianometry in 2021
Hello. It’s Jon from Asianometry. For this little newsletter, I wanted to take some time away from work and reflect a little on a crazy 2021. The Channel I have been posting videos on the YouTube channel since 2017. Like I have said before, the channel began with vlogging life in Taiwan. It grew slowly, with most videos doing about maybe 300-500 views…
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4 months ago · 50 likes · Jon Y

SUBSTACKS + BLOGS + TWITTER

Asian Century Stocks
Monday morning links
China cut the subsidies for new energy vehicles by 30% and plans to scrap them entirely by the end of 2022. Lower subsidies will have severe ramifications for the battery industry and OEMs reliant on the Chinese market, including Tesla. Asia’s Regional Comprehensive Economic Partnership…
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4 months ago · 2 likes · Michael Fritzell
Roaring 20s by Tate
January 2-8, 1922
Quick Stats: DJIA: 78.96 (Today: 36,338) Shiller PE Ratio: 6.3 (Today: 40.0) Federal Reserve Bank of NY Discount Rate: 4.5% (Today: 0.25%) GBPUSD: $4.20 (Today: $1.35) Price of The Wall Street Journal: $0.07 (Today: $4.00) Market-Moving Themes: Sentiment slowly turning positive as business activity improves and financial conditions ease (equity, debt markets…
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4 months ago · 4 likes · Tate

How Marathon Asset Management Profits From The Capital Cycle [Linkedin - click image to read]

LINKS

Stock Markets:

Click this image to read this news article (Reuters)


Macro

China:

Click this image to read this news article (Caixin)


COVID-19:

  1. What is ‘flurona’? Israel reports first case of rare double infection of Covid and influenza

  2. First known case of 'Flurona' detected in the world

"We don't always know whether that makes things more severe or not, but the message there, for pregnant women in particular, you're certainly at increased risk of going to hospital, going to intensive care and having an adverse outcome for your unborn child if you're not vaccinated," Dr Coatsworth told Today.
"So the critically important message from 'Flurona' is that we've got a vaccine for both COVID-19 and influenza and we should be taking them."

MEDIA

Macro


News & Others


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