Taiya smith

104 posts

Taiya smith

Taiya smith

@garnetstrat

Katılım Şubat 2015
138 Takip Edilen41 Takipçiler
Taiya smith retweetledi
Michael Pettis
Michael Pettis@michaelxpettis·
1/2 "Nearly 20,000 scientists of Chinese descent have left for other countries, including China (two-thirds)." We're sending thousands of our best scientists to China. It would be hard to come up with a dumber set of policies. chemistryworld.com/news/scientist…
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Taiya smith
Taiya smith@garnetstrat·
@rtnarch An amazing guy. So sorry for your loss. We need him more than ever right now.
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Taiya smith retweetledi
Scott Gottlieb, MD 🇺🇸
Scott Gottlieb, MD 🇺🇸@ScottGottliebMD·
Growth in total confirmed #COVID19 cases as a percent of total population by country: U.S. versus Spain and Italy. (Indexed to days since the first 100 cases were confirmed in each country). U.S. is still early, but on slower relative trajectory when compared to Italy and Spain.
Scott Gottlieb, MD 🇺🇸 tweet media
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Tina Nguyen
Tina Nguyen@tina_nguyen·
I have a very close friend who’s a researcher studying public health at a major NGO, and he told me that this was THE week to practice as much social distancing as possible, even if you don’t have to go to work. I asked him to explain why. Sharing his answers w/ permission (1/x)
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Taiya smith
Taiya smith@garnetstrat·
@rtnarch What would your guess on what actually happened/is happening in China be?
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Robert Nelsen
Robert Nelsen@rtnarch·
Summary; Four+ independent confidential world-leading sources (not for attribution). All agree, but these are obviously estimates. Attack rate: 20-40% of population, R0 2.5-3. Doubling time 7 days. Fatality rate .5-1%. Total infections 500,000-1M++. Quarantines slow temporarily.
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Taiya smith retweetledi
Elizabeth Economy
Elizabeth Economy@LizEconomy·
Astonishing Beijing has not been able to capitalize more on U.S. disarray--perhaps says something about the state of China's polity
Paul T. Haenle@paulhaenle

A Donald Trump willing to allow democracy to waver in HK, not trusting of allies, easily fooled, is a president who could create opening to allow China to gain ground on a swiftly tilting planet: “greatest strategic opportunity since end of Cold War.” businessinsider.my/trump-trade-wa…

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Taiya smith retweetledi
Mark Brownstein
Mark Brownstein@MarkSBrownstein·
I don’t do this every day. In fact, I don’t think I’ve done it, ever. But I’m sharing a blog from ⁦@exxonmobil⁩. Whatever else we might disagree on, we agree on this. America deserves better than what this Administration is serving up on methane. energyfactor.exxonmobil.com/perspectives/s…
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Taiya smith
Taiya smith@garnetstrat·
"BRI has become not just a business opportunity, a development program, a connectivity platform or a security risk, but it is a Rorschach test that tells us what you think about China and its place in the world." lowyinstitute.org/the-interprete…
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Taiya smith
Taiya smith@garnetstrat·
very useful!
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Damien Ma
Damien Ma@damienics·
Just speculating out loud: Apple playing a more shrewd game. Warns China market is in peril —> less reason to keep supply chain there -> gets policymaker attention. No supply chain, no Foxconn, no Zhengzhou, etc etc. Ruhroh.
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Keşfet

@rtnarch @kellysgallagher @ProSyn @ScottGottliebMD @llborio @exxonmobil @McKinsey @elonmusk