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Macro Twain

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18 Aug, 4 tweets, 2 min read

https://twitter.com/JamesAALongman/status/1427954085324484608

We were told Joe Biden was going to restore America's standing on the world stage.

https://twitter.com/JamesAALongman/status/1427954085324484608

https://twitter.com/DominicRaab/status/1428030742987223050

US allies have every right to feel double crossed by these feckless buffoons running the Biden regime

https://twitter.com/DominicRaab/status/1428030742987223050

https://twitter.com/alexwickham/status/1428280996730916867

#NATO

https://twitter.com/alexwickham/status/1428280996730916867

https://twitter.com/omriceren/status/1428691453748957190

https://twitter.com/omriceren/status/1428691453748957190

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Macro Twain

@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

Macro Twain

@macrotwain

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....

Created this move in $EEM....

Read 5 tweets

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