But it is a bit implausible to think that China can plonk $100b a month (the fx the state banks bought in December) into just any market -- more or less has to be in Treasuries, or be lent out to institutions that buy Treasuries ... 3/ https://t.co/3z7J26OG0K
Original source ↗  |  February 11, 2026 at 05:12 UTC  |  Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: BABA DIRECTION: Long THESIS: Alibaba released its Qwen Image 2.0 model, which could be a positive catalyst for the stock. SPEAKER: @briantycangco TIMEFRAME: Short-term

IDEA [3] TICKER: Gold (e.g., GLD, IAU) DIRECTION: Long THESIS: Gold prices holding above a significant level (5,000) indicates underlying strength and potential for further upside. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA [4] TICKER: PMRTY DIRECTION: Long THESIS

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