Global Macro Strategist, Frmr Head: Research at +$200bn EM fund. #Investor Founder at https://t.co/56ZXpTXd4X , https://t.co/R0ybGmKU9F and https://t.co/lg35TceFvw 🇨🇦🇿🇦
Aug 17, 2021 • 5 tweets • 3 min read
Thread 1/5 Also, ICYMI, last week's #podcast was something different. @FinanceGhost and I both picked 2 newsworthy stocks and talked about our views on them.... check it out here:
moe-knows.com/2021/08/12/mag…
Thread 2/5 I look at a number of indicators both technical and fundamental. In the podcast, at one stage, I referred to looking at my @FASTGraphs , so here's some screenshots on the stocks we spoke about in the thread below:
Aug 10, 2021 • 9 tweets • 7 min read
Thread 1/8 With #China so topical, I often say people dont see the wood for the trees...or more appropriately, they fail to read the 'tea leaves'. I have written about China quite a bit on my blog and in this thread, I will highlight the articles as well as more recent content
Thread 2/8 This piece from last year highlighted not only #China's role in the world but also some interesting learnings from an investor trip I took there a few years back.
