To The Moon

Commodity positioning: Investors appear to have reduced shorts in crude and crude products, while slightly adding shorts to metals. Technical investors appear to have unwound shorts and added longs. Hence, NYMEX $W&T Offshore Inc(WTI)$ and $洲际交易所(ICE)$ Brent shorts have shrunk slightly to −19 and −24.Image

Hi Tigers, This article mainly focuses on Chinese ADRs with four major risks, two positive perspectives from both China and US market, Long term and shortterm outlooks, when the bear market will ends and how to choose potential winners during recession.Disclamer: The opinions in this article are for exchange only. If you have more questions to this article, welcome to write your comment, Thanks."We're not looking to decouple from China. We're looking to reduce risk and diversify our relationship with China," U.S. President Joe Biden told a news conference after the G7 leaders' summit on Sunday. The G7 group has reached an agreement on China, and Biden has hinted that he may soon meet with the Chinese president.The communication with China and easing of relations are bound to be necessary a

This is historic! For the first time since the past 15 years, real interest in the U.S. is positive. Fed fund rates at 5.1%. CPI at 4.9%. Real rates at 0.2%.However, for the poor people, core CPI of 5.5% is still way too high. In addition, no bank gives you 5%. What a shame!ImageOne will need to move their deposit to money market funds to get “real positive rate”. Financial repression continues in the U.S.!When do you think U.S. enters recession and the Fed cuts rate?A. Q3 2023B. Q4 2023C. Q1 2024D. Soft Landing, No resn.