LittleMac

[LittleMac @BenjaminMalcol8]

@grassosteve Decade long of "drugs" fueling the 1) BUY THE DIP addiction of FAANNGs + Tesla, 2) PE & VC silicone valley boom. $SPY outperformance of $EEM at a "pivotal" pt with FED ending QE and days of low rates over VERSUS China coming out of covid, reopening, rebuilding, repopulating.

[LittleMac @BenjaminMalcol8]

@EquityBrian I hope you are right. Looking at price action today - quite blatant HSTECH being used as the ATM for Kospi, TWSE and Nikkei...

Need some rebalancing from Hang Seng soon....

[LittleMac @BenjaminMalcol8]

@bbgoriginals your link doesnt work.

[LittleMac @BenjaminMalcol8]

@MichaelMOTTCM jealous?

[LittleMac @BenjaminMalcol8]

@EquityBrian Capital is impatient I guess... interesting the returns for BABA, Tencent, HSTECH etc.. vs Minimax, Knowledge Atlas, SH Iluvatar.. etc

[LittleMac @BenjaminMalcol8]

@TheShortBear it's not betting when you already know the outcome

[LittleMac @BenjaminMalcol8]

@BrianTycangco Last couple of times SB net buys so strong was august and April of last year....

[LittleMac @BenjaminMalcol8]

@Milkshake54_ 8

[LittleMac @BenjaminMalcol8]

@shehzadhqazi overhang removed......?

[LittleMac @BenjaminMalcol8]

@Callum_Thomas Nice looking chart but how come i cant draw it on Bloomberg? CSI 300?

[LittleMac @BenjaminMalcol8]

@KobeissiLetter You should look at Global Money supply... How much of that will find it's way into risk assets?

[LittleMac @BenjaminMalcol8]

@EquityBrian Nice. Where did you get this?

[LittleMac @BenjaminMalcol8]

@Rick_Zullo @coatuemgmt @GoldmanSachs all the SPVs "hiding" the real debt

[LittleMac @BenjaminMalcol8]

@KobeissiLetter almost 8b on the side earning real rate of less than 1% - need to find a home?

[LittleMac @BenjaminMalcol8]

@felixprehn TOM

[LittleMac @BenjaminMalcol8]

@Wisdom_HQ 2

[LittleMac @BenjaminMalcol8]

@sciencegirl Godzilla

[LittleMac @BenjaminMalcol8]

@elonmuskTN 11

[LittleMac @BenjaminMalcol8]

@PauloMacro Come to China and witness it yourself.... China has outpaced many "developed" nations by years when it comes to embedding tech into daily life.

[LittleMac @BenjaminMalcol8]

@BrianTycangco isnt this the same grizzly short call?

[LittleMac @BenjaminMalcol8]

@Matt_vlietstra NFTs again??