Geoffrey Yu

Senior Strategist, BNY Mellon
· tracked since Mar 2026
Calls 2 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
EWY long +67.7%
EWT long +53.4%
Worst Calls
No live losers yet
Most Mentioned
EWY ×1
CHF ×1
EWT ×1
Recent Calls
EWT long 3 months ago
EWY long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 100%
90d 100%
Average Return +60.6% Long Return +60.6% Short Return -
Average Return
7d -1.3%
30d +0.7%
90d +60.6%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
EWT iShares ... iShares MSCI Taiwan ETF
Long
Mar 05
$70.40
+53.4%
Despite being major oil importers, Korea and Taiwan are currently the "two best markets in the world." Investors are prioritizing the AI/Tech hardware cycle (which drives these economies) over the energy input cost shock. The market positioning suggests resilience in high-tech manufacturing hubs. Long Korea (EWY) and Taiwan (EWT) as they are attracting capital flight from other EMs. If oil prices stay elevated for too long, the current account deficits in these nations will eventually erode currency and equity value.
Despite being major oil importers, Korea and Taiwan are currently the "two best markets in the world." Investors are prioritizing the AI/Tech hardware cycle (which drives these economies) over the energy input cost shock. The market positioning suggests resilience in high-tech manufacturing hubs. Long Korea (EWY) and Taiwan (EWT) as they are attracting capital flight from other EMs. If oil prices stay elevated for too long, the current account deficits in these nations will eventually erode currency and equity value.
Macro
YOUTUBE
EWY iShares ... iShares MSCI South ...
Long
Mar 05
$125.74
+67.7%
Despite being major oil importers, Korea and Taiwan are currently the "two best markets in the world." Investors are prioritizing the AI/Tech hardware cycle (which drives these economies) over the energy input cost shock. The market positioning suggests resilience in high-tech manufacturing hubs. Long Korea (EWY) and Taiwan (EWT) as they are attracting capital flight from other EMs. If oil prices stay elevated for too long, the current account deficits in these nations will eventually erode currency and equity value.
Despite being major oil importers, Korea and Taiwan are currently the "two best markets in the world." Investors are prioritizing the AI/Tech hardware cycle (which drives these economies) over the energy input cost shock. The market positioning suggests resilience in high-tech manufacturing hubs. Long Korea (EWY) and Taiwan (EWT) as they are attracting capital flight from other EMs. If oil prices stay elevated for too long, the current account deficits in these nations will eventually erode currency and equity value.
Macro
YOUTUBE
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