Brendan Ahern

Positive news for $NIO $XPEV $LI and others https://t.co/pIR8L1cJuw

$TCEHY bought 1.333mm shares in HK overnight accounting for 2% of the volume https://t.co/NpLIpMF5cV

$BABA bought 283,682 #ADRs yesterday accounting for 0.9% of the volume https://t.co/UVvA0WBMzh

Premium/Discount of US listed China #ADRs versus their HK close. Strange to see $TCOM off so much versus HK. Good thing we own the HK line. https://t.co/HGPqeJGe1V

you are looking at total debt and not gov't debt. big difference. no luck needed. https://t.co/pR10uN4YFF

zerohedge @zerohedge

Good luck guys https://t.co/8WDQ1HAq7Y

Premium/Discount of US-listed China #ADRs. Such pessimism despite HK higher overnight per today's @chinalastnight https://t.co/WrSjCyW3Pv

Looking forward to catching up @KeithMcCullough of @Hedgeye!

Hedgeye @Hedgeye

Batting cleanup today is @ahern_brendan from @KraneShares. He will sit down live in studio with @KeithMcCullough. They’ll cut through the market and macro noise—and lay out how to position in the chaos. ➡️ Free access (live or on-demand): https://t.co/VosQ5Ru3NG https://t.co/5WqmHCE7r2

$BABA buyback yesterday 497,700 ADRs yesterday accounting for 1% of the volume per their HK filing this morning. https://t.co/BZ1n16V1c1

Premium/Discount of US listed China #ADRs versus their HK close. Still down despite @chinalastnight noting the LARGEST inflow from China into HK ever today in advance of domestic consumption rumors. $BABA & $TCEHY were largest inflow names today. https://t.co/oprGEke4Rh

Premium/Discount of US listed China #ADRs versus their HK close. Absurd discounts IMO. Looks like futures and offshore renminbi attempting to rally which help close. Simply better off in HK shares versus the US shares. https://t.co/WBas8FDhSf

Will have to take a further listen!

American Enterprise Institute @AEI

AEI's @MichaelRStrain: These tariffs will reduce manufacturing employment. They will reduce the competitiveness of American manufacturing firms. They will raise prices for consumers. They will increase unemployment. If they are not scaled back, they will likely cause a recession. https://t.co/crspcbJjZf

I asked ChatGPT, what percentage of China's GDP are US exports? Less than 3%! Feels like the Chinese government did this math which explains their indifference to US tariffs as 70% of US GDP is consumer spending. https://t.co/f6Kr0TPK6m

Premium/Discount of US listed China #ADRs versus their HK close. Renminbi is weak versus the US dollar on higher US 10 Year Treasury Yield which is weighing on risk assets. Renminbi not alone as Indian rupee, South Korean won off as well while the Thai baht and Indonsian rupiah https://t.co/sXdFYyhbdq

I'm sure South Korea's population of 51mm with a GDP per capita of $33,121 can buy as much as 341mm Americans with a GDP per capita of $82,759

Donald J. Trump Posts From His Truth Social @TrumpDailyPosts

I just had a great call with the Acting President of South Korea. We talked about their tremendous and unsustainable Surplus, Tariffs, Shipbuilding, large scale purchase of U.S. LNG, their joint venture in an Alaska Pipeline, and payment for the big time Military Protection we

$TCEHY bought 1,364,000 shares today of their HK share class https://t.co/bKPTWhRE1o accounting for 2% of its volume https://t.co/P1cAvRkD4Y

$BABA bought 187,300 #ADRs yesterday accounting for 0.3% of their volume https://t.co/Lwv7mvbKtc

Fantastic job by @FrankCNBC early this morning interviewing Simplified's Emily Ley who filed a compliant in Florida Court stating the #tariffs are unlawful and unconstitutional. Tariffs will hurt $WMT $COST $HD $AMZN but especially small business owners IMO. Ley: My goal is to