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From Bob to Bob
Disney mgmt change; Howard Marks' memo
Nov 24, 2022
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Don't fight the flows
Long-onlys turning positive on China
Nov 17, 2022
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Must watch video from Neckar
Also, lockdowns make people angry and antsy
Nov 16, 2022
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Must watch video from Neckar
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Make friends, not war
Xi-Biden meet seems positive
Nov 15, 2022
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Make friends, not war
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Do two wrongs make a right?
Evidence of China moving towards reopening
Nov 11, 2022
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Do two wrongs make a right?
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All eyes on CPI
CPI expectations too high; FTX coming down
Nov 10, 2022
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Midterms look positive, China looks even more positive
Midterm results positive; Disney 4Q22 miss; Main buyers of China are from mainland
Nov 9, 2022
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Midterms look positive, China looks even more positive
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Disney 4Q22 preview
Concerns overblown, leaning towards a beat
Nov 8, 2022
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Disney 4Q22 preview
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As cheap as it gets?
China covid news leads China stocks up and US futures down 🤔
Nov 7, 2022
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It’s all about policy (part 2)
China markets rally strongly on more reopening sentiment; US jobs very strong… which is negative for stocks??
Nov 4, 2022
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It’s all about policy (part 2)
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It's all about policy
Powell pivots... to more hawkish; China refutes reopening committee rumours
Nov 3, 2022
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