Сигналы
2
Felix Jiao
Macro strategist
Винрейт
100.0%
доходность
+0.9%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
20 авг
$414.82
+1.9%
Felix Jiao argues Treasury Secretary Bessent's long-end buyback expansion is a form of yield-curve control/QE-like debasement. The dollar is the exhaust valve, and the clean expressions of debasement are gold and Bitcoin, which are not US assets and are less exposed to foreign capital flow issues. He has been buying both and wants to hold for at least six months, saying don't fight the Treasury.
Сырьё
Лонг
20 авг
$134.53
+0.0%
Felix Jiao is long oil, arguing the Iran/Strait of Hormuz situation has no deal, oil quietly ticks up every day without people talking about it, and that keeps inflation and long-end bond yields unruly. He mentioned being long oil in the Forward Guidance clip.
Сырьё
Показано 2 из 2 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Felix Jiao на Buzzberg отслеживается 2 торговых идей по 2 тикерам с августа 2026. Чаще всего покрывает: GOLD, BNO.
