Patrick Chovanec
Managing Director, Chief Strategist at Silvercrest Asset Management, Adjunct Professor at Columbia SIPA, former biz prof at Tsinghua University in Beijing
Last synced from Twitter 398d ago
Bloomberg - Are you a robot?
1
Patrick Chovanec
I support passage of the Hong Kong Human Rights and Democracy Act, for the simple reason that Beijing made international commitments on “one country two systems” that underlie our own decision to treat it differently than Mainland China, in many ways.
15h
Trump Followed His Gut on Syria. Calamity Came Fast.
All the warnings were there. But President Trump’s reliance on his instincts, and his relationships, led him to ignore the consequences of a move that has emboldened Russia, Iran and the Islamic State.
Bloomberg - Are you a robot?
1
Patrick Chovanec
You know what? BS. If the Chinese don’t want to watch US basketball, they don’t have to. They get furious mad at Japan over this kind of stuff all the time, and still end up buying Japanese brands. It’s a paper tiger.
9d
Alagba, 344-Year-Old Tortoise, "Oldest" In Africa, Dies
A tortoise whose royal owners claimed was 344 years old years old has died in the palace of the traditional ruler of Ogbomosho, southwest Nigeria, a spokesman said Saturday.
Trump Trade Adviser Peter Navarro: ‘I Am Never Disappointed in My President!’
“Here’s the thing,” Navarro said, “I will never talk about what happens inside the White House. OK?”
1
Patrick Chovanec
"I am never disappointed in my President"
This is a sycophant's refrain, and I'd be embarrassed to have an advisor who said this.
12d
Manufacturers Cut Spending as Trade War Dents Confidence
U.S. manufacturers are investing less in their factories and workforces as the trade dispute with China makes it more difficult to anticipate costs and demand.
2
Patrick Chovanec
Orders for core capital goods have just gone negative y/y. This is another one of the typical recession indicators I’ve been keeping an eye on.
38d
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Patrick Chovanec
According to this, Boris has lost his majority (including Ulster Unionists) but is unlikely to be taken down by vote of no confidence because moderates fear seeing Corbyn take over. What a fine mess.
43d
Bloomberg - Are you a robot?
1
Patrick Chovanec
1. My wife and I finally got time to watch "American Factory" on Netflix over the weekend. It gave me a recurring sense of deja vu - and not just because parts of it reminded me of innumerable factory visits to Chinese companies over the years.
44d
Will Trump Break the Yuan?
The trade war has ended in a stalemate. The currency war has just begun.
1
Patrick Chovanec
I don't know why Trump would WANT to "break" the Chinese yuan. US trade warriors have always pushed for a stronger yuan. A collapse in the yuan would almost certainly lead to competitive devaluations and a US recession.
49d
The forgotten war which made Transylvania Romanian
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Patrick Chovanec
August 1919 - Article on "The Forgotten War That Made Transylvania Romanian" #100yearsago
74d
Mercosur bloc leaders meet to fast-track EU trade deal
Member nations and the European Union in June agreed to a deal that will eliminate nearly all tariffs on two-way trade.
Nigeria joins the 'world's largest free trade area'
The African Union estimates that the agreement could boost intra-African trade by 60% by 2022.
Thailand and EU prepare for signing of a strategic trade partnership
Thailand and the European Union are ready to sign a draft Strategic Partnership and Cooperation Agreement to promote bilateral trade and investment in the future. Federica Mogherini, an EU Representative for Foreign Affairs and Security Policy, and...
Tears in rain soliloquy - Blade Runner (1982)
"I've seen things you people wouldn't believe. [laughs] Attack ships on fire off the shoulder of Orion. I watched c-beams glitter in the dark near the Tannhä...
1
Patrick Chovanec
Actor Rutger Hauer has died, at age 75.
An appropriate moment to re-watch his best scene ever, here
84d
A third of women only date men because of the free food: study
The results are in: she only wanted to try that hot new restaurant. A new study published Friday in the Society for Personality and Social Psychology journal found that a quarter to a third of hete…
Chinese auto sales post worst-ever monthly decline as trade war...
China reported the worst-ever monthly sales drop in the world's largest veh...
1
Patrick Chovanec
11th straight month means there’s something besides trade war going on here. China’s slowdown is driven primarily by internal problems, not trade tensions.
123d
A Sad Finale
Look, I share David’s love of Game of Thrones. But I thought the finale was largely a bust.
1
Patrick Chovanec
Rely on @JonahNRO to ask the key question: Will Bran be more loyal to his Three-Eyed Raven agenda or the country? #WesterosFirst
149d
Google suspends some business with Huawei amid US-China trade war
Patrick Chovanec of Silvercrest Asset Management and Tony Fratto of Hamilton Place Strategies join CNBC's "Power Lunch" team to discuss trade talks between China and the U.S. and the Huawei fallout.
1
Patrick Chovanec
Here’s part of my appearance on @cnbc today alongside @TonyFratto talking about US-China trade tensions.
149d
Violent Japanese Mascot That Tickled John Oliver Is Suspended by Twitter
The mascot Chiitan, modeled on a real-life otter, drew notoriety for violent stunts that delighted social media users and the HBO comedian.
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2
Patrick Chovanec
Note how US stance on China is being taken as a warning to all other trading partners, instead of an opportunity to work with our other trading partners to put maximum pressure on China. This is how America First becomes America Alone.
158d