So Eric Yeung 👍🚀🌕 is telling me that the China shorts are making fun of us daily. My Answer: I am making fun of their bank account BIIIIIIIIG xxx% (yes, 3 digits YTD)

#UST: There were better uses of capital in China so I covered my USTs shorts. Flat on this second trade. BUT Hopefully the BLS puts up bogus data (again) of low CPI, then the 10s and 30s rally a bit on bogus data for a while, then short again.

Someone with some brains. Buy China not because it's doing a stimulus but because it does not need one. 20 tr deposits with nowhere to go but in Chinses stocks. (Besides, if you have been a buy-side for 25 years? It's cheaaaaaap.) asiatimes.com/2024/10/no-chi…

Eric Yeung 👍🚀🌕 VBL’s Ghost Well what is funny is people watching a currency go down vs Gold and expecting that the cheap Stocks(capitalization to profits, book , sales etc) priced in that currency to go down also. 🙃 For stocks to do nothing, you need to peg the currency to precious metals. THEN you have

Journey in ABURDISTAN: There are money managers who are AT THE SAME TIME very bullish on India's future manufacturing sector, AND short $VALE . Yup those absurd bipeds exist. You can even find some on this platform.

Michael Ron Bowling They just did a massive deval of the CNH versus Gold (bringing down the USD with it by arbitrage. ). Mind you, they might continue. Be careful what you wish for, if they deval more the USD will plunge more vs Gold.

The St Louis Fed is a parody account. The main disadvantages of the #Gold standard were to tie the currencies to each other instead of letting each country decide on its currency if it would be fiat, Silver bimettalic or whatever commodity. It forced the demonetization of Silver

One hour difference, same publication. If you don't have anything interesting to say? Just shut up.

I got some questions about when to sell China stocks or a Chinese impending recession and if China should have a monstrous fiscal spending more monstrous than monstrous and what not. "Otherwise the Chinese stocks will go down by 10,000%, the price of the stocks will go

Andreas Steno Larsen So Andreas is not a stooge paid by some gov no no no... He was long Chinese stocks all along and predicted the short squeeze, He was also right all along that the long bond falluing because he does not confuse money and credit, and he is an expert on fiscal dominance. And now he

LUFAX VALUATION UPDATE OCTOBER 2024 You can watch 📺the graphcall/ DocuTalk recording link.graphcall.com/lufax_Q2_review (Augmented Web) And the youtube with the full financial statements review youtu.be/bR2xOlslKHc (Video) Another 10-15% lower and it's in buying range again. At 25

FUNNY 🤔 My SMIC stock is up 52% recently (You can't buy or short is you are a US person or entity) I am not. But ASML is down 16% recently. When you do disastrous policies, you should expect consequences. For as long as we have the same imbeciles in command in the West, the

Craig Shapiro The only really shortable assets right now are Gov bonds. When currencies plunges versus commodities, it is hard for Financial assets that reprice inflation (stocks) to plunge in nominal terms (while if overvalued, they will certainly plunge in real terms). But bonds are future

WELLS FARGO: Complete Stagnation NO RECESSION The only reason for the uptick in earnings on Q is due to a reversal in provisions. (Me think it must be due to ATI on rates). Then I continue reading the release from Wells Fargo... and TADA! WATCH 📺 the report Here

You heard it here for some time. But why inflation rise while the real output is tepid? Primary deficit is the answer. Now we could see a short term rally again especially since the "department of cost cutting" could spook bond shorts pre-election and then short again.