Disney mgmt change; Howard Marks' memo
Long-onlys turning positive on China
Also, lockdowns make people angry and antsy
Xi-Biden meet seems positive
Evidence of China moving towards reopening
CPI expectations too high; FTX coming down
Midterm results positive; Disney 4Q22 miss; Main buyers of China are from mainland
Concerns overblown, leaning towards a beat
See all

Hedgie's notes