Good stuff Xi now you just need to: 1) let Chinese folks get their money OUT 2) let western folks get their money IN 3) let us buy + fix your broken ass banks 4) let me short the worst ones 5) move from pledge repo to asset repo good luck!! https://t.co/w01Bbp00EB
Original source ↗  |  February 01, 2026 at 13:50 UTC  |  Twitter - @abcampbell

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: SPY (or broad market index) DIRECTION: short/avoid THESIS: A government shutdown is expected to lead to market "ugliness" due to trapped liquidity in the TGA, suggesting further downside for equities. SPEAKER: @raoulgmi TIMEFRAME: short-term

IDEA [8] TICKER: SPY (or US equities) DIRECTION: short/avoid THESIS: If Warsh implements Quantitative Tightening (QT), it removes the Fed put, significantly increasing left tail risk for US equities. SPEAKER: @humacapital TIMEFRAME: medium-term

IDEA [9] T

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