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Join date: Sep 30, 2021
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Jan 19, 2025 ∙ 6 min
Mandarin And Orange Man
Trump's call with Xi signals improved US/China relations. Chinese consumer stocks and US farm stocks to benefit, USD to fall. We buy PDD.
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Jan 17, 2025 ∙ 1 min
Trade Update
We buy ACWI with our remaining cash to avoid holding an equity underweight over a weekend when US/China relations could take a leap forward.
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Jan 16, 2025 ∙ 1 min
Trade Update
We buy a 2% position in SMR.
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John
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