Carl Quintanilla

Incredible thread:

Nice Druck thread: 🧵

Nice $BRKA thread:

Great piece from $AAPL Whisperer @markgurman about Apple's delicate dance: "developing ties" to new supply markets -- but "concerned that China might retaliate if it moves too much capacity .. or transitions too rapidly." @business

Important piece on China’s new “dare-to-fight” era: a diplomatic push that argues ‘modernization’ doesn’t equal westernization. “It’s an ideological battle that’s more attractive to developing countries than people in Washington might believe.” @FT