Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
Search or
𝛼
SK
SIGN UP
SIGN IN
INSIGHT PROVIDER
Top Quartile
David Mudd
Asian Hedge Fund Manager, Long Short Equity, Macro
Message
Follow
Location:
Hong Kong
Joined:
02 February 2024
192
Insights
124.1k
Views
147
Followers
Equities
•
Cross Asset Strategy
•
Thematic (Sector/Industry)
Message
Follow
Regions
More Filters
Refresh
Top Picks Only
Recent
bullish
•
Cross Asset Strategy
•
17 Dec 2025 14:33
2026 HIGH CONVICTION IDEA: Long Gold / Short Bitcoin (UPDATE)
Whatever economic scenario unfolds in 2026, a long Gold/short Bitcoin investment should outperform. The position is up more than 50% since October.
David Mudd
137 Views
Share
bullish
•
Cross Asset Strategy
•
16 Dec 2025 14:08
2026 HIGH CONVICTION IDEA: Long Gold / Short Bitcoin
Whatever economic scenario unfolds in 2026, a long Gold/short Bitcoin investment should outperform. The position is up more than 50% since October.
David Mudd
239 Views
Share
bullish
•
Cross Asset Strategy
•
15 Dec 2025 09:23
HONG KONG ALPHA PORTFOLIO: (November 2025)
We made small changes to the HK Alpha portfolio mid-month. At the close on 12/12 we sold all of First Pacific (142 HK) and added 2% to our...
David Mudd
453 Views
Share
bullish
•
Thematic (Sector/Industry)
•
12 Dec 2025 20:14
Gold: DON'T MELT YOUR JEWELRY YET!
Gold is reacting to the Fed's decision to ease monetary policy substantially with a renewed QE program. The sizeable $40B monthly purchases...
David Mudd
971 Views
Share
bearish
•
Macroeconomics
•
12 Dec 2025 09:43
US: Inflation Is Dead, Long Live Inflation!
Without warning, the Fed announced it is restarting a substantial QE program under the pseudonym "Liquidity Management". Starting immediately, it...
David Mudd
512 Views
Share
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.60.1
x