Steno Signals #176 – Will 2025 be 2007 or 2021 all over again?
Welcome to my weekly editorial, where I assess the big-picture macro landscape, explore potential risks, and identify the next narrative for...
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[Blue Lotus Daily]:LI US/TSLA US/XPEV US/NIO US/1211 HK/300750 CH/BEKE US/1810 HK/LKNCY US
LI and Tesla increase subsidies to hedge against industry sales slowdown. CATL plans third overseas plant in Spain. Abnormal surge in existing...
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[Blue Lotus Daily]:LI US/XPEV US/NIO US/1211HK/TSLA US/ZK US/MNSO/601933CH/LKNCY/981HK/ACMR/1347HK
Electric vehicle deliveries in the 48th week of 2024 show stagnation for some, surge for others. Stock rally commentary and impacts of US...
446 Views
CX Daily: Chinese Chipmakers Look to Malaysia to Sidestep U.S. Tariffs
Chips / Cover Story: Chinese chipmakers look to Malaysia to sidestep U. S. tariffs As global supply chains are braced for disruption following...
364 Views
Global Stock Positioning: MSFT Dominates, Mag7 Record U/W, Apple Inflows, Tobacco Uninvestable?
The latest in stock-level investor positioning among over 300 active Global funds. We explore the AI boom, key over/underweights, Tobacco's...
585 Views