Citrini (@Citrini7) started following @DumpsterCatCap on Oct 14, 2024

The one wrinkle: video still has a short half life 35% of original content engagement is on brand new shows; 65% is on <2 year old shows Compare this to streaming music, where just 15-25% of engagement comes from <2 years old songs. Video just has less value in the catalog https://t.co/GbUpLCRp3C

Even though it’s still a hits-driven business (probably more so than any traditional TV network), no single Netflix show accounts for more than a few percent of total engagement - the top 20 shows add up to just 17% of global hours viewed https://t.co/LNgBBTvkyc

"THE DRAGON'S HEART" Pendant "Heart of Flame" Jewel, Gray Spinel, Sterling Silver 53mm x 22mm x 33mm (15.8ct. Zircon - Natural, Unheated) 2024 IN A PRIVATE COLLECTION https://t.co/TjwehYBuGC

"THE DRAGON'S HEART" Pendant Zircon "Heart of Flame", Gray Spinel, Sterling Silver 53mm x 22mm x 33mm 2024 Created for a client in celebration of an all-consuming, inextinguishable love. https://t.co/MGAhdRDuzS

Max is my jeweler as well. Epic stuff.

Machines of Loving Grace: my essay on how AI could transform the world for the better https://t.co/CFGd4Sbq86

dear lord i just looked at it again why did I sell it at 80 😭

this is my mom’s portfolio i’m pretty sure she is beating me since 2022 tbh https://t.co/0gdPd1tADf

https://t.co/lgwtqceslL

dude what is going on lmao i can’t tell if this is 4D chess or something more akin to the plot of “the death of stalin”

opus 3.5 is gonna be crazy

mof https://t.co/LJ2u8L3A7r

looks like bottom is in for boeing

CLS now a triple again

https://t.co/Drer4sBAV8

made a bold call with this image but so far it’s off to the right start, as is COHR LITE COMM NTGR UI etc https://t.co/BCs2ZVkqpQ

In that vein, it seems to me that networking is quickly becoming the next technology on the hot list. I feel like I’ve heard more about optics in the last 3 months than anybody has bothered to think about this since the telecom bubble burst in 2001

It’s fascinating to me how public interest in certain technologies is just wildly cyclical I’ve never seen so much interest in semiconductors as today. When I started at Bernstein 7 years ago, nobody cared about semis. Everybody just wanted to talk about, like, SaaS stocks

“California, here we come!”

RT @AnthonyDiComo: Oh my God. Pete Alonso just hit a go-ahead, three-run homer in the ninth inning off Devin Williams. Pete Alonso has his…

This back to what is PBOC’s pain threshold. Shanghai stock exchange index was close to 2600 low recently, index was 2900 when PBOc announced the policy and now close to 3200 What is possible PBOc buy intervention threshold?

Key is PBOC can guide them when to buy and the collateral could be lower quality stuff. So implicitly PBOC is printing money to indirectly buying stocks. But it’s ambiguous on whether unlimited. But that’s what it should be. You don’t want market to test you and call you!

https://t.co/lFeRrej1a4

>alibaba goes up for more than 2 days in a row US investors:

already have the lyrics to use when china inevitably does local government investment led stimulus again https://t.co/sNfisM80kQ

if they say the same shit they did yesterday again they better at least make it into an interpretative dance routine or something

Interesting article. https://t.co/maXSC9PwK6

What a legend

Top

RT @EconstratPB: Nuanced view of last wks labor mkt developments; inflation projections for CPI/PCE; Fed reaction function headed into the…

oh god it’s chinese equity groundhog day https://t.co/smGJOes0E3

tbh bloomberg guests saying a pullback is a good thing makes me think the pullback isn’t over yet.

so…youtube, right? https://t.co/2xZVlnAc90

lots of crazy theories going around so I just have to say…dont come at me with hurricane steering conspiracy theories unless you also have the tickers of the companies making the hurricane steering hardware

You can check it out here. https://t.co/Atcag7vhuN

In our piece, we detail all these baskets and more - including our Chinese AI and XJP priorities baskets. We also discuss the indicators we’re watching to gauge whether the NDRC disappointment is a setup for another leg higher or a “false dawn”.

Typically the cadence in China has been: policy impulse bottoms -> prices (assets & otherwise) bottom -> economy bottoms But it’s not unheard of for prices to bottom first. In the aftermath of the Asian Financial Crisis, that’s what happened. https://t.co/70X19CUeC8

Some highlights from our China chartbook published this morning… Had some fun and ran with “The Wall” concept, gotta keep it interesting! Thread… 1/🧵

RT @Citrini7: no matter how he tried he could not break free …and the worms ate into his brain https://t.co/Atcag7vhuN

no matter how he tried he could not break free …and the worms ate into his brain https://t.co/Atcag7vhuN

here’s the sheet with a brief discussion of why each name was included https://t.co/QRdzKbCHPW

Shared this basket with subscribers a week after posting this, anyone who’s interested can check it out for free now if you want: https://t.co/VgHWJUHtYp and before anyone gets pearl clutchy in the replies - of course I’m donating the pnl. match me and you can.

can someone please tell china

RT @dampedspring: @smileycapital @conksresearch @686Prism Gm fellow macroeconomists https://t.co/I0ydWy9ZUv

massive citrini L today https://t.co/9AJi6qHkTt