Junior Analyst

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Junior Analyst

Junior Analyst

@JuniorAnalys7

Occasionally writes @ https://t.co/S5M4f6zCzY

Katılım Kasım 2009
411 Takip Edilen103 Takipçiler
sysls
sysls@systematicls·
The problem with the chinese is that they are highly secular. Wherever they go, they will establish a little corner with their own little China. They will have their own rules and opportunities. If you do not speak the language, you are excluded entirely and are an “outsider”.
Jeremy Bernier@jeremybernier

At Meta, 90% of my coworkers were Chinese, and non-Chinese were routinely excluded, disadvantaged, and targeted for layoffs. 6 out of the 7 layoffs I observed targeted non-Chinese despite non-Chinese being the vast minority. Certain orgs like ads and MRS are notorious for being Chinese dominated. I think Americans would be outraged if they knew that their own citizens were getting marginalized and laid off at their own companies, while Chinese promote themselves up, conquer entire orgs, and reap millions. Imagine if Huawei in Shenzhen had entire orgs and leadership chains completely dominated by Japanese people who brazenly spoke Japanese at work without a care in the world that their Chinese coworkers don't understand, imposed their own work culture without respecting Chinese culture, excluded the Chinese, and laid off Chinese people while promoting their own. I imagine Chinese citizens would be outraged, and never allow that to happen in the first place. The most blatant and obvious way that non-Chinese are excluded is that Chinese primarily speak Mandarin at work. I'm not talking about one-off conversations, I'm talking about every single conversation. Loudly and brazenly with no respect for others. 10+ teammates and leaders having a group conversation in Mandarin while the 2 non-Chinese don't understand and feel excluded from the team. Although everyone at least has the decency to speak English during formal meetings with a non-speaker present, it was common that right after the meeting ended everyone would immediately switch to Mandarin. Funny I'm in Korea right now and was just on a double date with 3 other Koreans, and I was shocked that when the conversation would split into two, the other couple would speak to each other in English in my presence just out of respect. A Korean couple on a double-date had the courtesy to speak to each other in English in front of me even though I'd never expect that from them, but my Chinese coworkers did not. Lunch was another place where non-Chinese were blatantly excluded. Recall that the team I joined was an all Chinese team with only one other non-Chinese person. The Chinese would always get lunch together and never invite us (except for one of them who occasionally would, though at some point stopped). Me and the non-Chinese person would invite them, they'd always refuse, and then shortly after they'd disappear and get lunch together. As a result, it was usually just the two of us getting lunch. (caveat, some of the newer Chinese who joined afterwards also experienced similar treatment. So it's moreso a clique thing than a Chinese vs. non-Chinese thing, though 100% of the clique was Chinese) On Wednesdays and Fridays I'd often be the only non-Chinese person on my team in the office, and they'd all get lunch together without inviting me. It was depressing, and made me not want to come into the office on those days. One team dinner we went to a Korean BBQ. I arrived with a non-Chinese coworker and the first table was full, so we sat at one end of the next empty table. Shortly after one of the Tech Leads walked in, and sat at the complete opposite end of our table, alone and not in talking distance to anyone. We invited her over, and she declined. Later another Tech Lead came in and sat across from her. Non-Chinese and Chinese at opposite ends of a long table at a team dinner, and they refused to sit with us. Eventually more people came and the TLs joined our side because I guess maybe it was too obviously anti-social, and they spent the entire dinner speaking speaking Chinese to each other. These were our tech leads. I could not understand how Meta could have "Tech Leads" that so blatantly excluded teammates. I thought Tech Leads were supposed to uplift the team, and that Meta would hold tech leads to a higher standard. Now someone might say that it's just lunch or a one-off team dinner, who cares? To that I vehemently disagree. Lunch is extremely important for team bonding, and so much information is transferred through informal socializing. I'm not saying that everyone needs to get lunch together everyday, but if a minority of people are excluded from getting lunch with the rest of the team, and especially the most tenured and senior employees, then naturally that minority is going to feel alienated, disadvantaged, and excluded from opportunities. And the very fact that they're excluded from lunch is reflective of being excluded in general. When 90% of an org and the entire leadership chain is dominated by one ethnicity, naturally their work culture is going to spill through. Chinese culture is completely different from American work culture, and learning to navigate that was a huge obstacle for me. For example I'm the type that tends to question everything and isn't afraid to challenge a "superior", but I quickly realized that my TL seemed to take offense to that, and would punish/retaliate me for it. I want to make it clear - I have nothing against Chinese people. Most of them are very kind (strong correlation between kindness and not engaging in the kind of exclusionary behavior I mentioned above), and I have many good friends who are Chinese. I get that some barely speak English (though I question how they got hired). I do genuinely believe that most are good people, and not deliberately trying to exclude others. But regardless of intent, the result is that non-Chinese get excluded. The fact that 6 of the 7 layoffs I observed were not Chinese in a 80-90% Chinese dominated org is testament to this. The fact that 90% Chinese dominated orgs even exist in the first place is testament to this. I might not even be posting about this given the sensitivity of the topic if not for the fact that I've seen and/or heard stories of some very toxic people who I do not believe would otherwise survive if not for their ability to exclude others, throwing others under the bus for the next layoff. The same people do this over and over again, and get away with it because they're part of the "clique" that essentially has immunity. I think the company needs to take this more seriously. Some ideas would be enforcing English at the office (I've heard of other teams that do this), raising leaders to a higher bar when it comes to team inclusivity (eg. under the "People" axis), investigating potential discrimination cases (eg. layoffs and/or mistreatment disproportionally affecting certain groups) and having a zero tolerance policy around that, having a zero tolerance policy around injustice in general (eg. lying or deliberately throwing somebody under the bus), ensuring more diverse teams, etc. But to be honest, I don't have faith that much would change so long as the entire leadership chain up to the VP level is dominated by the same ethnicity, language, and culture. Nor does it seem that leadership even remotely cares given that this has been happening in the HQ for probably at least the last decade, and is obvious to anyone who's stepped foot in the office.

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Junior Analyst retweetledi
Wasteland Capital
Wasteland Capital@ecommerceshares·
$LULU new 8-year lows $NKE new 12-year lows Retail research analysts built their entire persona pumping the “moat” of these two. Here’s a lesson: Brands have no moat. They’re either getting hotter, or they’re cooling. You win by observing at which stage the brand is at.
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@ecommerceshares Isn’t it just because there are no European VCs or other investors willing to burn $ billions in a race they’re not well positioned to win? Currently the best way to leverage the AI boom is to be a consumer, and it’s highly likely to end up being a commodity in the model layer.
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Wasteland Capital
Wasteland Capital@ecommerceshares·
Why has Europe decided to completely stay out of artificial intelligence race? Serious question. They’re not even trying. I really don’t get it.
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@fargeau_ @sanpellyenjoyer Feels good - but how many different albums do you actually listen to? I’ve paid Spotify for 15 years now, so probably closer to $2,000 all in. That’s a lot of CDs…
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Sam
Sam@fargeau_·
@sanpellyenjoyer Spotify despite price increases. Near-total music history access for less than the price of one CD in the 90s
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Question for a payments expert. What I pay for something by card in Spain, the reader offers me the choice to pay in euros or dollars. Obviously dollars are removed from my account. And the cafe gets euros. So what’s really going on in the transaction that requires this step?
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@compound248 @MetacriticCap @JerryCap @TheStalwart This is true, however I usually check vs spot for large transactions and I’ve never seen a consistent spread above spot for US issued Amex platinum. I know other countries (esp. EU based) do have a spread on the platinum, but never experienced on US issue.
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MetaCritic Capital
MetaCritic Capital@MetacriticCap·
@JerryCap @TheStalwart The proper way to analyze the deal is to find out how much my issuer bank would charge me and then compare. The merchant acquirer doesn't have a way to know what my bank spread is, right?
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@JCOviedo6 Providing liquidity if I may, retail needs a counterpart for their betting
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@stevehou Is that even a question? Yes, of course - those of us who haven’t yet bought a home are very happy for it. And we’re the majority.
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@DatingDannyNYC @MurrayHillGuy1 That’s definitely true, $175 per hour isn’t my issue - issue is $300k per year post tax at that rate. If you said the rate was $250/h that post tax income would make more sense.
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Murray Hill Guy
Murray Hill Guy@MurrayHillGuy1·
My friend is bragging about waking up at 8:28, sending an email right at 8:30 to his team and now is “done for the day” He works a remote NYC office job but is “working” from Austin, TX He makes $350K Has he hacked the system or is this the biggest finesse of all time?
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@YellowLabLife Honestly a great idea, and I’m happy to see @rev_cap coming over to the bright side after blocking me because I was a fan of the congestion surcharge!
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Yellow Lab Life Capital
Yellow Lab Life Capital@YellowLabLife·
Non-residents of NYC are going to be amazed by how popular the luxury pied-a-terre surcharge idea is going to be with high earning residents who normally complain about the all-in 50+% tax bracket Especially when current property tax + common charge/maintenance on a $5mm place runs >$200k/yr (after tax dollars as well to be clear) which means a non tax resident staying 1-180 days in the city each year could spend $1.1k-$200k/night on a luxury hotel room or suite And if you are doing that Florida 200 days NYC 165 days tax arbitrage, this sort of policy reduces the value of it and perhaps drives the marginal person to not try it and just stay in NYC PS - that $200k/yr being paid by a Gulf prince or Monaco resident billionaire with an effective tax rate close to 0% is actually $200k versus it’s more like the first $400k pre-tax an NYC resident makes per year (and top 1% income threshold in NYC starts at ~$900k from memory) Hate to say this as a marsupial that’s now a property owner, but a big reason tier 0 cities globally are so expensive is the global ultra wealthy and merely wealthy like having real estate footprints It incentives the build of luxury housing but then it’s a housing unit that sits dark most of the year like a Picasso kept in storage Of all the things for a global tier 0 city to tax, this isn’t the worst idea at all
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Junior Analyst
Junior Analyst@JuniorAnalys7·
@pitdesi Food deserts are a real problem, just not in New York. That the problem isn’t solved immediately when a new store opens doesn’t prove that the problem doesn’t exist.
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Sheel Mohnot
Sheel Mohnot@pitdesi·
Mamdani wants to spend $30M to build a city-owned grocery store… plus waived rent and taxes This is so dumb I feel bad for all the small businesses grocery stores in the area (of which there are many!) Food deserts are not a real problem
Sheel Mohnot tweet media
Emma G. Fitzsimmons@emmagf

*New* Mayor Zohran Mamdani plans to announce at his 100 days speech tonight that the first site chosen for a city-owned grocery store is La Marqueta in East Harlem: nytimes.com/2026/04/12/nyr…

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Junior Analyst
Junior Analyst@JuniorAnalys7·
@stevehou Why should the US charge a toll here? Seems not very helpful to anyone?
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Steve Hou
Steve Hou@stevehou·
I'm honestly ok with a double toll system. Iran gets a dollar and America gets a dollar. It seems like a small price to pay to guarantee safety in that region of the world, which seems like a perpetual tinderbox.
Liqian Ren@liqian_ren

From Chinese social media 😂

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Junior Analyst
Junior Analyst@JuniorAnalys7·
@TMTLongShort I hope you turn out right about the end outcome, because if it doesn’t work the US will have no allies left and a crippled economy - but still be the greatest military power in the world, which is a dangerous combination.
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Just Another Pod Guy
Just Another Pod Guy@TMTLongShort·
Hegemony implies that the day after China invaded Taiwan the Europeans would stop trading with China. Because we both know that is not the case it implies the U.S. has seen its hegemony greatly erode. Trump is making a mad dash towards regaining that hegemony. America ceasing trade with China is insufficient. You need to push that pain to vassals because American voters have become weak and intolerant of pain. That is what decoupling is. Pulling the collective west kicking and screaming away from China….. And forcing vassals to take the pain of re-industrializing on the other side of it.
em_gorilla@em_gorilla

@TMTLongShort That’s an honest post. So the trade was world gets free-riding you get hegemony. Which is a balanced trade. Why MAGA convinced that you are getting suckered and you need to keep only hegemony ?

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Junior Analyst
Junior Analyst@JuniorAnalys7·
@TMTLongShort I think you overestimate the ability to shift production back to the US, and underestimate the cost to the US economy of trying to force it.
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