We were told Joe Biden was going to restore America's standing on the world stage.
US allies have every right to feel double crossed by these feckless buffoons running the Biden regime

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More from @macrotwain

20 Aug
Some thoughts on $FTCH....so many big buyers that got it wrong....why?
In a word....#China

This platform looks like a pure play on Chinese luxury growth at this point...and right now that ain't good

wsj.com/articles/selli…
No China risk right? I would also note that they are not disclosing geographical segment data since y/e 2020

$FTCH could be a near *pure play* on China luxury, live by the sword, die by the sword
Read 9 tweets
19 Aug
What if China devalued the #Renminbi like Aug 2015?

- Maximum pain to Biden administration who would lack a clear response

- Diminish export pain of Delta lockdowns at the expense of the world

- Create confusion around Evergrande default terms

$CNH is too quiet vs greater FX
This move in $CNH.... Image
Created this move in $EEM.... Image
Read 5 tweets

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