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4 weeks t bill is north of 5.3% yesterday, liquid.

HSI is a good call but being a US person you can't buy 2833 in IBKR since Trump's ban. I suppose EWH works. ASHR and KWEB are only ETFs I track since.

. they have home ownership nearly 90%, much more than 65% we have here. also they don’t trust the stock market hence all the savings they plowed into housing in the first place and bank deposits second. pboc have 1.8 trillion yuan extra savings during the pandemic. the homeowners can pay down...

Coincided with the magnificent 7 from May, house of cards, at least this year.

Most of the charges against Ms. Powell involved thedata breach at the Coffee County elections office. There, on the day after the Jan. 6 riot, Trump allies copied sensitive and proprietary software used in voting machines throughout the state to hunt for ballot fraud. Ms. Powell was not there...

protecting the downside risks, either diversify or co-locate, money doesn't grow on trees. 40 years run to number 2, wasn't bad in any measures, good for them. Real estate debt is the easiest thing to fix, so long they are running short on food and energy.

buyable dip if he is any guide, like previous instances.

Foxconn is replaceable but not TSM and ASML at the moment. Apple couldn't do a thing if not for these two. I lost 5 figures in GTAT back in 2014. Apple loaned them 400 million for this glass comany. Obviously there was the case of intel modem, Apple bought it eventually but still subpar. I sold...

i am back from a three weeks r&r, what's cooking? holiday rally anyone? i need to get the levels memorized before taking positions.

shit, my feb 225 covered calls are massively in the money now but i don't have the money to close the trade. all my available funds are tied up in ARM puts until this friday. bad timing.

not sure about that. china's average life expectancy is higher than that of the us. I suppose the asians knew how to take care of themselves once getting old. no fatty food...

I agreed they are all “poor” for now but who isn’t relatively speaking. Real wealth is created by manufacturing, not trading papers. An upscale apartment in Bangkok is about $250k with all the amenities and services one would want. Probably costs more in Shanghai, a lot more expensive in...

Chinese investors sold off $21.2 billion of US bonds and stocks in August, the most in four years, fueling speculation that authorities may be preparing to defend a weakening yuan. My read is that they are redoplying the funds for other projects, i.e. buying long term commodities contracts...

This problem of this kind of analysis is that LGFV debts are not marked and not tradable, and not sold to the foreigners. Only way is to refinance out, i.e., borrow and repay. We only look at their real estate as a bomb but China doesn’t have property tax and capital gains tax. If they were to...

no taxation without representation, that is our core value. unless folks in dc are exempted from taxes, i don't think it is constitutional to rid of their constitutional voting rights, just like the blacks back in the 50s.

probably tlt bought lot of that.

I am shocked to read 140 countries went to Beijing yesterday for the BRI meeting. Mind you there are only 195 countries in the world, probabaly all of them went except the whites. China sat at the head of the table. Sands are shifting, better have a completely setup in the so-called Global South.

plan to buy ZN after next fed meeting, probably near the bottom. however gross said not yet, he is a big whale.

So long you don’t max out the leverage, adding positions is a reasonable strategy. I am building slowly, and expect rate cut talk to start. hedgers are pushing Fed to lower the rate, powell will bend over.

Multiple instruments and multiple timeframe for one, ES/YM/NQ/CL/ZT took 5 screen already, you can always alt-tab but what’s the point.