The Year of the Snake…
We are going to keep the commentary light this week as you have plenty of reading to do with the Happy Hour transcripts. However, last week we noted our increasing interest in the China theme when we wrote: “After stopping out on a lot of our China exposure in Q4, we’re back at it. We…
October 27, 2024, Vol. 198
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China’s “Whatever it takes” Moment – The Year of the Dragon
What the hell is going on over in China?? First, they detonated their real estate sector. Remember how homes are for living in, not speculating?? Then, they locked down for germs (you can’t be a superpower if you’re scared of the common cold). Finally, they crowned Xi as king, right after the party congress/purge. It’s…
October, 20, 2024, Vol. 197
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China Is Looking Up…
This quarter’s 13Fs was non-eventful. As we’ve noted ad-nauseum, we went “full harvest” in recent months and cleaved off the chaff. Things get wacky at the tops and unless its related to gold, new CUSIPs just aren’t interesting. The only small nugget that caught our eye was the ongoing bull campaign by Tepper (Appaloosa) and…
August 18, 2024, Vol. 189
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