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!!Decode/Thread (12/31/20)

Well this could be the LAST Decode/Thread of the Year ...

... Have a Happy and Safe New Years Eve ...

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Neil Thomas \u725b\u7287
Neil Thomas 牛犇...
@neilthomas123
THREAD: Who are the rising stars of Chinese elite politics in the central Party-State bureaucracy?

For @MacroPoloChina I analyzed last year's ministerial-level promotions to posts in Beijing

TLDR: Ties to Xi Jinping—or a Xi ally—are very helpful! (1/14)

https://t.co/kO2A0Efyq2


Seven politicians were promoted to ministerial-level positions in central Party agencies last year

All are likely to feature on the next Central Committee selected at the 2022 Party Congress

Some could make the CCP's elite 25-person Politburo (2/14)

https://t.co/kO2A0Efyq2


Likeliest for the Politburo is Meng Xiangfeng, new Executive Deputy Director of the CCP General Office

He would replace Xi ally Ding Xuexiang as CCP chief-of-staff if Ding is promoted further in 2022

Meng worked under Xi allies Cai Qi in Hangzhou and Chen Xi in Liaoning (3/14)


Less likely for the Politburo but still important is Jiang Jinquan, new Director of the CCP Policy Research Office

He replaces 5th-ranked leader Wang Huning who led the Party's brains trust for 18 years

Wang remains prominent and will be <68 in 2022, so he'll stay around (4/14)


Other notable central Party promotions include Li Shulei and Liang Yanshun, who both assisted Xi when he led the Central Party School from 2007-2012

Li is a political conservative who is said to be quite close with Xi, even drafting his 2014 speech on culture and art (5/14)
FINANCE
Niranjan Avasthi
Niranjan Avasthi
@avasthiniranjan
A simple thread to understand relationship between US Dollar and Emerging Markets.

The relationship between the performance of Emerging Market stocks and the US Dollar is one of the tightest macro relationships that exists in investing.

1/15

The weekly return correlation between US Dollar and MSCI Emerging Market Index is -0.70 over last 10 years. Which means when US Dollar weakens, Emerging Market stocks rally and vice versa.

2/15

As seen in this chart, the MSCI EM Index and the MSCI World Index ratio and the US Dollar Index are negatively-correlated.

When US Dollar weakens, EM index outperform World Index and when US Dollar strengthens EM index underperform World index.

3/15


From 1995 to 2000, the USD appreciated over 30%, while the MSCI EM Index underperformed the MSCI World Index by over 15% annualised.

Then from 2001 to 2010, the U.S. dollar depreciated over 18% while the MSCI EM Index outperformed the MSCI World Index by 14% annualised.

4/15

Then from 2011 to 2020, the U.S. dollar appreciated over 30%, while the MSCI EM Index underperformed the MSCI World Index by 7% annualized.

Overall, from 1995 to 2020, this relationship has a correlation of -0.35.

5/15
FINANCE , STOCKLEARNINGS , MARKET LEARNINGS
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Steve
Steve
@braidedmanga
Ivor Cummins has been wrong (or lying) almost entirely throughout this pandemic and got paid handsomly for it.

He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...


... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:


Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.

Tweet: https://t.co/36FnYnsRT9


Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."

I wonder why...

Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x


Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.

Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq
FINANCE , ALL
SG
SG
@GhoshSubhag
Way to #Financial freedom

1) Rule of 72 (Double Your Money)
2) Rule of 114 (Triple)
3) Rule of 144 (Quadruple)
4) Rule of 70 (Inflation)
5) 4% Withdrawal Rule
6) 100 - Minus Age Rule
7) 10, 5, 3 Rule
8) 50-30-20 Rule
9) 3X Emergency Rule
10) 40% EMI Rule
11) Life Insurance Rule

1) Rule of 72
No. of yrs required to double your money at a given rate, U just divide 72 by interest rate
Eg, if U want to know how long it will take to double your money at 8% interest, divide 72 by 8 and get 9 yrs

At 6% rate, it will take 12 yrs
At 9% rate, it will take 8 yrs

3) Rule of 144

No. of years required to, quadruple your money at a given rate, U just divide 144 by interest rate.

For eg, if U want to know how long it will take to quadruple your money at 12% interest, divide 144 by 12 and get 12 yrs

At a 6% interest rate, it will take 24yrs

4) Rule of 70

Divide 70 by the current inflation rate to know how fast the value of your investment will get reduced to half its present value.

The inflation rate of 7% will reduce the value of your money to half in 10 years.

5) 4% Rule for Financial Freedom

Corpus Reqd- 25*Annual Expenses

Eg- the annual expense is 500,000 then the corpus required to retire is 1.25 cr.

Put 50% into fixed income & 50% into equity.

Withdraw 4% every yr, i.e.5 lac.

This rule works for 96% of the time in 30 yr period
FINANCE
Chris Hladczuk
Chris Hladczuk
@chrishlad
I devoured 50 years of Warren Buffett shareholder letters.

The result?

12 timeless principles from the greatest investor in the world.

Here are the golden nuggets🧵

The Orangutan Effect

"If you sit down with an orangutan and carefully explain to it one of your cherished ideas, you may leave behind a puzzled primate, but will exit thinking more clearly yourself."

Teaching others actually teaches yourself.

2022

The Faulty Premise Framework

“A horse that can count to ten is a remarkable horse - not a remarkable mathematician.”

Beware your comparison set.

Are you judging crappy relative performance or absolute results?

1985

Pick the Right Business Boat

The business boat you get into is more important than how effectively you row.

“When a brilliant management team tackles a business with a reputation for poor fundamental economics, the reputation of the business usually stays intact.”

1985

A Rising Tide Doesn't Lift All Bonuses

"Good performance should be rewarded whether Berkshire stock rises or falls.
Average performance should earn no special rewards even if our stock soars."

Judge for individual performance or risk free riding on group success.

1986
FINANCE , BUFFETT

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Peggy Klaver #FBR 🌊✊🏻✊...
@Pegerella
The man who invented autocorrect should burn in hello.

It was meant to put a smile on your face. Please stop sending me instructions on how to turn my autocorrect off. 😳🤔

Texted my friends to ask if I could take their kids with me to Satan... still have not heard back from them. I meant Santa...

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Anu Satheesh \U0001f1ee\U0001f1f3
Anu Satheesh 🇮🇳...
@AnuSatheesh5
Neyyattinkara Krishna Kshetram
#Thiruvananthapuram
#KeralaTemples 🚩

Neyyattinkara Krishna Kshetram is considered as the Guruvayur of Trivandrum. Thrikkayyil Venna (butter) is main offering to Neyyattinkara Unnikannan. Kshetram is supposed to be built by Marthanda Varma.


Sthala Puranam says that, Anizham Thirunal Marthanda Varma was surrounded by his enemies, Ettuveettil Pillamar, while he was near the place where Temple is situated now. The king prayed to Padmanabhaswamy to protect him.  At that time, a small boy was seen there and he


advised the king to hide himself inside the hollow trunk of a jack fruit tree. The king was surprised to find a small boy in the forest, but agreed to the advice
Thus he was saved from the attack. When the enemies left, king tried to know about the boy, but he couldn't.


He believed that it was krishna himself who saved his life. A temple was built here, which is the present Neyyattinkara Krishna Kshetram. The jack fruit tree where  the king hid himself is now known as Ammachi Plavu. Ashtami Rohini, Vishu are very famous here

Hare Krishna
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Anu Satheesh
Anu Satheesh
@AnuSatheesh5
Story of Thumba Poo and Shiva

Thumba poo is a tiny white flower which grows in all areas. These flowers are used for treatment for sinus. Small children who have polyps in Nose are told to crush tumbha leaves and apply in nose part.
There is an interesting story of Thumba and


Mahadeva. Thumba flowers were not taken for Shiva Pooja. Saddened to this Thumba prayed sincerely and Mahadeva appeared before her.
She was surprised that Shiva had appeared before her. Instead of saying that she wants to under his feet always, she said
@SriramKannan77


She said that her feet should be on his head. Shiva accepted her prayers. It is because of this Thumba flower is placed in the head of Shiva Linga.
Shambo Mahadeva
Om Namah Sivaye
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Jaya_Upadhyaya
Jaya_Upadhyaya
@Jayalko1
KANIPAKAM VINAYAKA, CHITOOR (AP)
#bharatmandir

Kani means wetland and Pakam means flow of water into wetland.
Kanipakam Vinayaka is swayambhu (self-manifested). The murti is in a well which is always full of water.


Once, there were three brothers. Each one had a handicap- Dumb, Deaf and Blind. They had a small piece of land for livelihood. For their field, they drew water from a well. One day, they found that the well had dried up so one of them started digging in the well.


His tool hit something and blood oozed out. They found a swayambhu murti of Ganesha here.
Villagers started offering coconut water which overflew into a channel. Hence the name Kanipakam.


The murti is still growing in size. At present, we see the knees and the abdomen only. The Kavacham (Armour) offered to Vinayaka 50 years ago doesn’t fit today.
Vinayaka is believed to be the upholder of truth. So people come here and swear before him to prove their innocence.
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SK
SK
@sk_diary1
Andhakasuravadha Samharamurti -#story #Thread
Sculpture of Bhagwan Shiva as the destroyer of the Asura Andhaka - Cave 29,Ellora caves

Asura Andhaka hangs on to a trishula held by 6-armed Shiva.

Once Parvathi & Shiva were relaxing in the pleasant gardens of Mount Mandhara.


Bhagwan Shiva sat down there to enjoy the happiness.Parvati closed the eyes of Shiva playfully & darkness covered the whole universe.Parvati was perplexed & her palms were wet with perspiration.A few drops of her sweat mixed with sweat from Shiva’s body& fell to the ground.

From this sweat,a fierce creature was born,it started to roar.Child was born blind as Shiva's eyes were closed so was named as Andaka.Andha means darkness&also ignorance.Around the same time Asura Hiranyaksha was performing rigorous tapas Shiva for a boon of powerful son.

Bhagwan Shiva was pleased by tapas of Hiranyaksha & blessed him with darshan.Hiranyaksha asked for a powerful son,Shiva told him that he cannot have his own son,but can adopt a blind child who would become very powerful later.Shiva gave child Andaka to Hiranyaksha.

Hiranyaksha returned to his kingdom with Andaka.Later after the vadh of Hiranyaksha, Andaka is said to have lived with his cousins.He was ridiculed,so dejected Andaka went to forest.He did severe tapas for over many years towards Brahma Dev. Brahma dev appeared before him.
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