fspeech

63 ms·

751.
by fspeech 8y ago
Japan’s KHI licensed their technology to China’s CSR. Japan was never going to have the Chinese market to itself because it has competition: in addition to indigenous competitors Europe was competing for contracts as well. The dispute was o
752.
by fspeech 8y ago
Right. Considering that calls can be intercepted at either end, just securing his end does not preclude the call from getting compromised on the other end. Maybe that is why the security people are not pushing back that hard, since it is fa
753.
by fspeech 8y ago
This doesn't prevent the other end from being surveilled, if indeed the signal is being intercepted. Similarly, keeping his phone malware free doesn't solve the problem of his friends' phones getting compromised. So without b
754.
by fspeech 8y ago
That is a good point. The paper didn't make it as black and white as I read. However in my mind intercepting calls without police power (thus carrier cooperation) is much harder to achieve.
755.
by fspeech 8y ago
End to end encryption would not prevent malware from having access to your microphone.
756.
by fspeech 8y ago
If you are wondering if other countries are intercepting calls by hacking the carriers, the article seems to mainly point the finger at malware. It said the protocol is to replace the phones with no backups every month or so. "Mr. Trum
757.
by fspeech 8y ago
Hongkong has land border with China and rail links over land.
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China’s grip on electronics manufacturing will be hard to break(economist.com)
2 points by fspeech 8y ago|0 comments
759.
by fspeech 8y ago
Here is the S&P report that the headlines are based upon: https://www.spratings.com/documents/20184/0/ChinasHiddenSubn... Might as well read the source for yourself if you are interested in the issue.
760.
by fspeech 8y ago
Well prices vary greatly from first tier cities to other cities to rural areas, and your impression is likely formed from the first tier cities. Total Chinese mortgage is estimated at around $4 Trillion https://www.ceicdata.com&#
761.
by fspeech 8y ago
If you want to compare numbers you need to know what metrics are used in each. Here is the S&P report that everyone's headline is based upon: https://www.spratings.com/documents/20184/0/ChinasHiddenSu
762.
by fspeech 8y ago
The Bloomberg report talked about how investigators tracked phone calls inside China, presumably by hacking and compromising Chinese telecom infrastructure. I don't see how, even if true, the US government would own up to something lik
763.
by fspeech 8y ago
Many ideologies appeal to idealism; few in power live up to the idealism even of their own espousing.
764.
China’s Leaders Confront an Unlikely Foe: Ardent Young Communists(nytimes.com)
92 points by fspeech 8y ago|60 comments
765.
by fspeech 8y ago
All I could say is that if there were a clear way for monetizing their user base musical.ly would not have been sold for that price. But it is not very relevant to Bytedance's valuation or main businesses either way.
766.
by fspeech 8y ago
Their businesses have been regularly reported upon in the English media. Try searching "toutiao" or "douyin".
767.
by fspeech 8y ago
GP was wrong. They acquired musica.ly in 2017 for $800 million. Musica.ly accounts for a minuscule portion of their valuation. The article itself clearly spells out what Bytedance's main businesses are, but commenters don't appear
768.
by fspeech 8y ago
The theory has always been that countries would compete with each other for FDI, but the reality is a little more complicated. When Amazon put the location of its new headquarter out for bid many cities are willing to throw any concession a
769.
by fspeech 8y ago
EU's complaints depend on the TRIPS agreement https://www.wto.org/english/thewto_e/whatis_e/tif_e/agrm7_e.... , which appears to be silent on investment as well. If EU obtains a favorable ruling it
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by fspeech 8y ago
No WTO is about trade and it is fairly silent on investment. See https://www.wto.org/english/tratop_e/invest_e/invest_info_e.... "As an agreement that is based on existing GATT disciplines on trade in go
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by fspeech 8y ago
Patents are public knowledge. How do you revoke public knowledge?
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by fspeech 8y ago
Through Google Spreadsheet you have access to many of the same underlying functions for finance, like quotes, financials etc. I have always kept portfolio tracking through the spreadsheet, which in addition offers more powerful functionalit
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by fspeech 8y ago
They do some bloodletting to let off some pressure from time to time. This pushes the full blown crisis further down the road. However this time they are in an obvious bind over the real estate price boom and there is no easy way out.
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by fspeech 8y ago
The Fed does pay interest on excess reserves these days so the portion of debt that comes from issuing zero interest obligations (namely dollars) is not as large as it seems. As it currently stands, excess reserves are around $1.8T: https:
775.
by fspeech 8y ago
And crashes do happen a lot in China. Just recently there was the P2P lending crash.
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by fspeech 8y ago
Asset and debt are balance sheet quantities. They can be measured at a point in time. Revenues and expenses are flows on the P&L. They are measured over a period of time.
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by fspeech 8y ago
Right I forgot Huawei, which only adds to the evidence that stock market isn't the only mechanism for building capital.
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by fspeech 8y ago
I don't think that is how bubble or market in general works. Last year prior to Chinese government's ban of bitcoin exchanges supposedly 90% of bitcoin trades were in China. Yet after the ban and a brief dive in price, bitcoin pri
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by fspeech 8y ago
That may be true but most of the price actions are merely noises. The cataclysmic ones show how mass hysteria can easily form and that is rather independent of the existence of manipulations. The problem is really that too much of capital a
780.
by fspeech 8y ago
The Q2 4.2% is too convenient a number to make your point. On average US GDP growth has been around 2% over the last decade: http://www.multpl.com/us-real-gdp-growth-rate/table/by-year

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