Kelly Zou

[Kelly Zou @KellyZou]

@afneil He should live in China. It has everything he listed above. Amen...

[Kelly Zou @KellyZou]

@seanzjay @afneil Why don't you call yourself socialist/communist with UK character? Take other people's money simply because 1) you don't produce enough so you don't pay any of the above or 2) you rely on benefits.

[Kelly Zou @KellyZou]

@AbdulElSayed @TeamAOC @AOC There is a fine line between taxing the rich who may pay up a little more, and driving them all away and turning US into a welfare state relying on external debts funded by countries with real production and a drive to become prosperous. Does AOC care about the difference?

[Kelly Zou @KellyZou]

@TheEconomist This is exactly why liberals are losing out after being the dominant universal value in the last 20 years. You are too arrogant to see the problem. People want a prosperous future and opportunities to move up. At least Reform gives them hope, right or wrong…

[Kelly Zou @KellyZou]

@EconstratPB I am following both of you and added some cash longs last week. But today's bounce feels like a good opportunity to add puts to hedge it out. What do I know...anyhow.

[Kelly Zou @KellyZou]

@SmartReversals Appreciate it! You have had an unbeatable record.

[Kelly Zou @KellyZou]

@BernieSanders Did you create this thing? Did you contribute to the things you want to distribute? Why don’t we start with democratic party’s individual wealth?

[Kelly Zou @KellyZou]

@SmartReversals IGV please

[Kelly Zou @KellyZou]

@SemiAnalysis_ Test in Chengdu, China! Better than Taiwan huh?!

[Kelly Zou @KellyZou]

@Polymarket Just cut corporate tax and let business owners and capitalism speed up the economic growth, instead of hiring some consultants and layers of bureaucracy to provide training on skills this government never has idea about…..

[Kelly Zou @KellyZou]

@MacrostratPB Thank you! It is also time for a correction. I sold some yesterday and just bought back small EWY in pre market when it was 6% down. The last time EWY went down 10% was in March during the war. Maybe I am just catching a falling knife…Eyeing a 1.5% correction in SPX this week.

[Kelly Zou @KellyZou]

@YvesLamoureux Ahh great reminder! Thank you. While it is positive for importers whoever paid the tariffs, isn’t it negative for US deficit? Net net low impact on equity?

[Kelly Zou @KellyZou]

@GordoCDA America has a core interest there, whether Taiwanese people live there or not. Plus, KMT has been bought by China since a long time ago. You don’t need to care about Taiwan. All matters is that island’s strategic position and the chips it produces.

[Kelly Zou @KellyZou]

@Williamgallus I love Scotland and England. Such beautiful places. But both are running on deficits. Scotland runs a consistent deficit in the 2020s. The key is not about independence. The whole Europe is becoming POORER day by day. Produce more, consume less, lower the tax and regulation.

[Kelly Zou @KellyZou]

@cjoye Thanks! I listened to your podcast. When do you think US equity will come down 10-20%?

[Kelly Zou @KellyZou]

@Polymarket It is such a shame EU and UK doesn’t have its own AI company, not even close. China is much more competent and competitive in this space. What does Europe think is the reason? Don’t blame everything on politicians. You elect them! Socialism takes away all motivations.

[Kelly Zou @KellyZou]

@zerohedge No extraction of Uranium, no deal. These Iranian fuckers still think they are such smart asses. Europe and certain Asian countries will suffer and a few governments will resign/collapse. WFH and don’t drive.

[Kelly Zou @KellyZou]

Reserve currency is backed by its military and economic power projection.

[Daniel Lacalle @dlacalle_IA]

Dollar dominance.

Via FT

[Kelly Zou @KellyZou]

@DeItaone This can be huge…and it feels Trump is hinting something all connected together.

[Kelly Zou @KellyZou]

@tanvi_ratna The number of Chinese tourists to Spain is astonishing. Many shops in Barcelona speak a little bit mandarin to be friendly. Spain thinks they have a choice…