The offshore profits of Apple, Microsoft, big Pharma &others = the main reason why the US doesn't register how much it pays the rest of the world in interest (and it also starves the US of corporate tax revenue while providing Ireland and a few others with a windfall)

Original source ↗ | February 11, 2026 at 21:44 UTC | Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA [2] TICKER: AI-related stocks/ETFs (e.g., $SMCI, $NVDA, $SOXX) DIRECTION: Avoid / Short THESIS: The current AI market in early 2026 is compared to the early 2017 crypto market, suggesting potential overvaluation or a bubble that might burst. SPEAKER: @krugermacro TIMEFRAME: Medium-term

IDEA [3] TICKER: Copper (e.g., $JJC, $CPER, copper mining stocks) DIRECTION: Short THESIS: The removal of subsidies in the Chinese automotive sector has led to a significant drop in volume, indicating

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The offshore profits of Apple, Microsoft, big Pharma &amp;others = the main reason why the US doesn't register how much it pays the rest of the world in interest (and it also starves the US of corporate tax revenue while providing Ireland and a few others with a windfall)

The offshore profits of Apple, Microsoft, big Pharma &others = the main reason why the US doesn't register how much it pays the rest of the world in interest (and it also starves the US of corporate tax revenue while providing Ireland and a few others with a windfall)