To The Moon

Oil at 9mth Low, dollar is peaking, CPI highly likely to come in favourably. Let's have a couple more toast before reality checks in.

Oil at 9mth low, USD is peaking, CPI should come in 7.9-8.2, feels good going into the week, Let's have a couple rounds of toast short-term

Bring it down 7.8% and let's go on with a couple of burst...before reality check.

Chinese internet companies are now better investments. $CSI China Internet ETF(KWEB)$$Alibaba(BABA)$$Pinduoduo Inc.(PDD)$

People forgets we're in QT. Rate hikes takes several quarters before it reflects and we're notdone yet. Earnings will take some beating.

This will hurt. Go with China ADRs, their first in but surely first out too from all these global headwinds. $kweb $baba $tcehy $nio $jd $pdd

We're in for a brief upside. Let's go! 

Valuation is indeed expensive. Consumer staples and energy sector could be a better proposition in such times. Chinese ADRs Is the way to go....

Market is up ahead of CPI report tomorrow which makes alot of sense.

PCAOB to HK for inspection of CN ADR audits mid sep. State Council to back Internet platform compnies with Special Loans. Zero Covid easing likely on 4Q It's all in the pipeline, China will Be first in firstout. Long term accumulation.  $baba 92.1 $kweb 28.4