Movies Watched -- Muscle Shoals

Added on by C. Maoxian.

A small town in Alabama where the Fame recording studio, and later, Muscle Shoals Sound recording studio were established ... Great black artists like Arthur Alexander, Percy Sledge, etc. record music backed by an all-white band comprised of talented local teenagers (pictured below) ... later Wilson Pickett, Aretha Franklin, Etta James, so many greats featured ... Lynyrd Skynyrd, Duane Allman, The Rolling Stones, and countless others make their appearance.  Interesting, esp. in the context of the civil rights movement.  Heard a new expression from Rick Harris, maybe it's well known in the South, but not to me: "shitting in high cotton" ... means riding high, good days, I guess.

Movies Watched -- Room 237

Added on by C. Maoxian.

A movie about a movie ... presents various crackpot interpretations -- Injun genocide, the Holocaust, faked Apollo landing, etc. -- of Kubrick's The Shining, some more interesting than others.  Several of the analysts sound like potheads, one guy in particular with the tell-tale stoner's laugh.  An hour in you begin to tire of these kooky theories, but I did watch it to the end.  The screenshot below is from a screening of the movie being played forward and backward at the same time, done to reveal it's "secrets," I suppose.  See, Jack's a clown.

Why You Never Want to Sell Baidu

Added on by C. Maoxian.

Wrigley has 77% share of the chewing gum market in China and so does Baidu, though with search not bubble gum.  I'm stunned that Google has even 11% market share ... recently all Google services, including Gmail and Search, were hard-blocked in China ... this is a new development that has gone largely unreported.  Maybe I'm the only one suffering it?

Everything I Ate in July 2014

Added on by C. Maoxian.

Food diary, updated daily:

July 16, 2014 -- Too bored to update this, plus I fell off the wagon with several binge drinking sessions as well as the odd bag or two of Cheetos in there.  Maybe will try again in August. 

Wednesday, July 9, 2014

87.8 kg 22.5 bf

08:00  mush (apple, pear, banana, sunflower seeds, almonds, blueberries, soy milk)

09:30 Teekanne tea, mixed herbs

13:50 apple

14:05 gym scale 189.5

14:21 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs, one bottle Nongfu brand jasmine tea (no sugar)

15:47 apple

Tuesday, July 8, 2014

87.4 kg 22.5 bf

07:44 mush (apple, pear, banana, sunflower seeds, almonds, blueberries, soy milk)

09:18 small coffee

11:07 apple

12:41 apple

13:10 gym scale 188.75

13:13 apple

13:30 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs, one bottle Nongfu brand jasmine tea (no sugar)

14:00 one bottle Nongfu brand jasmine tea (no sugar)

16:06 one glass Caol Ila (12 yo), bowl of unsalted peanuts

16:54 first handful of Tostitos hint o' lime which eventually led me to finish the bag (~250 grams or around 1500 cals) by end of night -- bad.

17:44 cheese sticks from South German Bakery and bread pretzel

18:00 many slices of sweet pork, cucumber, one bottle Nongfu brand jasmine tea (no sugar)

Monday, July 7, 2014

87.6 kg 23.0 bf

07:15 mush (apple, pear, banana, sunflower seeds, almonds, blueberries, soy milk)

08:15 small cup of coffee

09:05 Teekanne tea, mixed herbs

14:37 gym scale 187.5

14:39 apple

14:48 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs, one bottle Nongfu brand jasmine tea (no sugar)

18:28 235 grams (uncooked) or 176 grams tenderloin (cooked), potatoes carrots beans, one bottle Nongfu brand jasmine tea (no sugar)

19:03 One serving Tostitos hint o' lime chips is a whopping six chips (one bag is the normal serving size, no?)

Sunday, July 6, 2014

08:20 one pear, one apple

09:34 60 grams Cream of Wheat, two cups milk, dash of salt. maple syrup (several spoonsful, spoonfuls?)

12:03 several lychee

12:28 240 grams (uncooked) ternderloin is 187 grams (cooked)

14:06 20 macadamia nuts, one bottle Nongfu brand jasmine tea (no sugar)

15:18 5 slices of Wasa bread

17:55 sweet pork ribs, bowl of stew, large handful edamame

 

Saturday, July 5, 2014

08:13 banana

09:38 One and a half croissants (Comptoirs)

11:20 bowl of mixed fruit, one yoghurt, one bottle Nongfu brand jasmine tea (no sugar)

11:34 two slices Wasa original

11:42 handful Goldfish original crackers

14:13 Nongfu sugary green tea

16:31 one bottle Nongfu brand jasmine tea (no sugar)

16:45 pretty sure I had 200 grams (uncooked) tenderloin here?

16:55 couple forkfuls forksful? of bean sprouts

17:16 handful of McD fries, several sips of Sprite

17:54 three bottles Nongfu brand jasmine tea (no sugar) during foot massage

20:58 20 Fard dates

Friday, July 4, 2014

87.4 kg 23.5 bf

07:14 mush (apple, pear, banana, sunflower seeds, almonds, soy milk)

08:09 small cup of coffee

09:04 Teekanne tea, mixed herbs

11:15 apple

13:28 apple

13:54 gym scale 188

14:10 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs, one bottle Nongfu brand jasmine tea (no sugar)

18:30 cold tofu rice noodle dish (DTF), shuijiao (pork and veggie?) (DTF), massive mound almond ice jelly (DTF)

21:26 17 Fard dates, one bottle Nongfu brand jasmine tea (no sugar)

Thursday, July 3, 2014

88.4 kg 23.5 bf

07:11 mush (apple, pear, banana, sunflower seeds, almonds, soy milk)

08:04 small cup of coffee

08:30 Teekanne tea, mixed herbs

11:15 apple

13:22 gym scale 188

13:37 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs

15:12 apple

17:28 apple

[shit, not sure how update got lost, seem to recall 173 grams of cooked tenderloin, and then various handfuls of dates throughout the evening]

Wednesday, July 2, 2014

88.4 kg 23.0 bf

07:18 mush (apple, pear, banana, sunflower seeds, almonds, soy milk)

08:20 Teekanne tea, mixed herbs

11:50 apple

13:30 apple

14:14 gym scale 188.5

14:18 apple

14:30 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs

15:43 apple

16:01 20 lychees 

18:12 220 grams beef (uncooked) is 180 grams beef tenderloin (cooked), massive handful edamame, one bottle Nongfu brand jasmine tea (no sugar)

19:40 12 Fard dates

20:37 10 Fard dates

21:09 8 dates, one bottle Nongfu brand jasmine tea (no sugar)

Tuesday, July 1, 2014

88.6 kg 22.5 bf

07:11 mush (apple, pear, banana, sunflower seeds, almonds, soy milk)

08:32 Teekanne tea, mixed herbs

11:08 apple

12:40 apple

13:24 gym scale 189.5

13:38 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and broccoli, two boiled eggs

16:41 one bottle Nongfu brand jasmine tea (no sugar), 12 Fard dates

17:55 Couple of bites of cantaloupe, supermarket trial tray

18:31 ~190 grams beef tenderloin (cooked), swallow of skim milk (polish off dated carton), small bowl stew/soup, pre-packaged 28 kuai lazy man's salad, Caesar dressing not enough supplemented with Newman's light Italian, HP sauce, one bottle Nongfu brand jasmine tea (no sugar)

20:54 12 Fard dates, one bottle Nongfu brand jasmine tea (no sugar)

21:24 6 Fard dates

21:41 5 Fard dates (bag is finished)

Monday, June 30, 2014

89.8 kg 24.0 bf

07:17 mush (apple, pear, banana, sunflower seeds, almonds, soy milk)

08:19 Teekanne tea, mixed herbs

13:38 apple

14:15 gym scale 192

14:31 ~90 grams hamburger meat with pickle slices and trace amounts of catsup and chopped onion, steamed cauliflower and sweet peas (in pods), two boiled eggs

14:56 one bottle Nongfu brand jasmine tea (no sugar)

15:45 apple

17:56 144 grams beef tenderloin cooked (195 grams uncooked), HP sauce, edamame, cucumbers and hummus

18:09 one bottle Nongfu brand jasmine tea (no sugar)

 

 

Golden Eagle Crash Landing

Added on by C. Maoxian.

When I read about the booming online shopping market in China, it makes me wonder about how many department stores are going to go bankrupt here in coming years. Chinese department stores tend to have tenants with no-name brands that try to charge crazy prices for their goods. There's a reason Golden Eagle's stock price chart looks like this:

China's Mobile Shoppers

Added on by C. Maoxian.

From Deutsche Bank:

iResearch recently published a report profiling mobile shoppers in China. 61% of mobile shoppers under 30 years old. Female users accounted for 60% of the total population. Some 70.3% of China's mobile shoppers use Android phones, followed by the iPhone (18%) and Windows Phone (3.7%). Approximately 56% of users transacted on a mobile more than 10 times in 2013, as compared to 46.8% in 2012. In addition, 57.6% of users paid for products and services through third-party payment channels such as Tenpay, and 18.7% of the total made the payment using mobile banking connections.
Mobile shopping market volumes reached RMB64.2b (+140.8% YoY) in 1Q2014, with mobile shopping penetration (mobile shopping as a percentage of total online shopping) increasing from 11.1% in 4Q2013 to 14.1% in 1Q2014 alone. Mobile Taobao and Tmall combined accounted for 76.4% of the total GMV (Gross Merchandise Volume) of the market [ed. WHO'S YOUR DADDY? BABA, THAT'S WHO] , followed by Mobile JD (6.9%) and Mobile Vipshop (2%). 
In 1Q2014, Vipshop’s mobile revenue accounted for 36% of total revenue, compared with 8% in 1Q2013. For Jumei approximately 49% of its total GMV was generated through its mobile platform in 1Q2014. Approximately 18% of JD’s fulfilled orders were placed through mobile in Mar 2014, as compared to 15% in Dec 2013.

NQ Mobile New Low Close

Added on by C. Maoxian.

Are you listening to what the market is saying about NQ?  Yes, Muddy Waters'  many reports are badly organized and poorly written, but that doesn't mean they aren't onto something.