We are in a phase of the most rapid change the world has ever seen, both technological and geopolitical. In this environment, the premium to liquidity increases significantly. In my opinion, almost all forms of privates, illiquid closed end funds (such as PE), or real estate does
Original source ↗  |  February 09, 2026 at 17:38 UTC  |  Twitter - @plur_daddy

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: $BYDDF, $XIACF, $GELYF, $NIO, $LI, $XPEV, $ZK DIRECTION: long THESIS: Expect more support policies to boost auto sales after a correction in January/February, which should benefit these Chinese auto manufacturers. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [4] TICKER: US Bonds (e.g., TLT, IEF, BND) DIRECTION: short THESIS: Chinese regulators' reported guidance to limit US Treasury exposure adds pressure to bonds, alongside upcoming NFP and CPI data. SPEAKER: @ces

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