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Brian McCarthy Profile
Brian McCarthy

@briangobosox

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Macrolens LLC, China-focused global macro strategy.

Stamford, CT
Joined May 2013
Don't wanna be here? Send us removal request.
Brian McCarthy Retweeted
@BaldingsWorld
Professor Howitzer Balding 大老板
6 hours ago
Trust me it gets worse
@waynema
Wayne Ma
7 hours ago
Apple CEO Tim Cook secretly signed a five-year investment agreement with Beijing in 2016. Internal Apple documents provide a rare glimpse at Apple's interaction with Chinese officials over the years. My latest scoop for @theinformation
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@briangobosox
Brian McCarthy
18 hours ago
We know we’re running. They know we’re running. We know they know we’re running. They know we know they know we’re running. We still run. - B. Belichick
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Brian McCarthy
18 hours ago
This tweet brings back sweet memories. The scene was absolutely epic and then they opened with the first ‘Here Comes Sunshine’ in nearly 20 years. 😎 Definitely on my short list of all-time great concert experiences.
@GratefulDead
Grateful Dead
19 hours ago
“I close my eyes, feel the sunshine, hear the music, feel the crowd go nuts as they break out ‘Here Comes Sunshine’ after all those years!” - althea193 on The desert sun was glowing at the Compton Terrace Amphitheatre on this day in 1992. 📸: Robbi Cohn
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Brian McCarthy
a day ago
I chatted with @AkikoFujita of @YahooFinance this morning about the Didi delisting and the "big picture" question weighing on Chinese tech stocks... #delisting #decoupling #ChinaTech
@YahooFinance
Yahoo Finance
a day ago
“Didi ran a regulatory flashing yellow light when they were preparing for their IPO,” Macrolens' @briangobosox says. “The broader issue here is that... the U.S. and China have been unable to come to an agreement on Chinese companies meeting U.S. accounting standards.”
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Brian McCarthy
2 days ago
Kong had already accepted an invitation to speak at a coming online commemoration of the Tiananmen massacre. Uncertain if he should go through with it, he joined in rehearsals for the event on Zoom. Within days, MSS officers were at his family’s door again @BaldingsWorld
@JChengWSJ
Jonathan Cheng
2 days ago
At "Purdue University in Indiana…7,000 miles from his home in China, Zhihao Kong thought he could finally express himself…The blowback, he said, was fast and frightening. His parents called from China, crying…'Stop or we are all in trouble.'"
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Brian McCarthy Retweeted
@thebradfordfile
thebradfordfile
3 days ago
Pfizer has not sold their vaccine to any country without total immunity from the adverse effects of their product. Any questions?
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Brian McCarthy
3 days ago
So let’s talk about AI… if I type “dug a hoke” in a text, the iPhone spell-check changes it to dug a “joke,” not “hole.” But we’re supposed to let a computer drive our cars…
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Brian McCarthy
3 days ago
This is beautiful: Sars-Cov-2 hooked up w/ the common cold in the stomach of an AIDS patient and produced a Plandemic-ending offspring. Fauci owns the film rights. The sequel (2023): Ebola mates w/ the sniffles & if you don’t retreat to your metaverse VR pod you die immediately.
@Reuters
Reuters
3 days ago
Omicron variant may have picked up a piece of common-cold virus
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Brian McCarthy
3 days ago
Holy shit, they’re fkn calling it!
@Reuters
Reuters
3 days ago
Omicron variant may have picked up a piece of common-cold virus
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Brian McCarthy
6 days ago
I hope for everyone’s safety they’re requiring vaccine passports…
@Reuters
Reuters
6 days ago
New York City opens first U.S. sites for supervised narcotics injection
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Brian McCarthy
7 days ago
Anyone still suggesting at this point that we can “end the pandemic” with universal forced vaccination is either a fool or a bad person with an agenda. I don’t think Cramer is a fool.
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Brian McCarthy
7 days ago
So we know the current vaccines are rapidly fading in efficacy. If we're approaching a point at which the vaccines are at risk of failing en masse, the supposedly vax-resistant miracle mutant Omicron is arriving at a perfect time for Moderna & Pfizer.
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Brian McCarthy
7 days ago
We’ve known since Day 1 the vaccines do not prevent transmission and therefore do not contribute to herd immunity. Unlike natural immunity, the vaccines do not eliminate one as a transmission vector. Why does Mr. Science-personified keep saying things that are obviously false?
@covid_clarity
Clarity
7 days ago
Dr. Fauci uses measles again to suggest we need to get 90%+ vaccinated for "herd immunity." 👇 This propels a false notion, and he hopes nobody realizes. Measles and covid-19 are different. Measles has no animal reservoir and no asymptomatic carrier state.
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Brian McCarthy Retweeted
@RealSpikeCohen
Spike Cohen
8 days ago
It's really simple, folks. In order to stop this new variant, we have to do the things that have already failed against the old variants. But we must do it even harder this time, so even more people suffer as it fails again. If that makes no sense to you, you're a bad person.
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Brian McCarthy
7 days ago
“the market for Omicron booster shots could be between $20bn and $50bn in 2022” The less effective the product, the more they sell. Biden & Fauci keep preaching vaccines as the way out when in reality they’re driving us around in circles.
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Brian McCarthy
7 days ago
Calling it “Omnicron” seems like a small thing, but for the President of the U.S. it’s not. Furthermore, why do they keep selling mass-vaccination as a means to curtail the spread of the virus when everyone knows the vaccines don’t reduce transmission much, if at all?!?
@DonLuskin
Donald L. Luskin
8 days ago
Do you accurately transcribe his four mis-references to the varient as "Omnicron"? YES YO DO! Good work!
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Brian McCarthy
8 days ago
@next_china
Bloomberg Next China
8 days ago
China’s Covid Zero strategy seems to be proving a boost for its equities as global markets fret over the omicron coronavirus strain
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Brian McCarthy
8 days ago
@catturd2
Catturd ™
8 days ago
Imagine trusting big Pharma with your life - and calling yourself the resistance.
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