People are loading up on the US dollar again. 💸
Not super crowded yet, but getting there if this buying continues.
If the dollar gets too popular, keep an eye on the Euro and gold — they might bounce when the trend reverses.
Just finished mapping out my investing checklist 🧠📋
Got everything on here:
- Financials
- Management track record
- Competitive moat
- Valuation
- Risk factors
Makes decision-making way easier. What's on your checklist?
Just hit 4 million followers on X! 🚀 We started pushing for a ban on Congressional stock trading, built tools people actually use, and grew a massive community. Working on what’s next for finance. Thanks for riding with us. ❤️
Chinese investors are dumping Hong Kong stocks at a record pace:
Hong Kong equity ETFs listed in China posted a record -$3.7 billion in outflows last week, the largest weekly outflow on record.
This marks the 5th consecutive weekly outflow and the 10th over the last 12 weeks.
By comparison, Hong Kong stock ETFs saw 11 weekly outflows during the entire 2025.
Capital is rotating into China-listed semiconductor and AI-linked stocks, which investors view as more direct beneficiaries of the AI boom.
Even a +10% surge in Tencent on Tuesday failed to stop the outflows, with mainland Chinese investors using the rally as an opportunity to exit ~$268 million worth of its shares during the same day.
Chinese investors are turning away from Hong Kong.