Bingo And the global trade surplus (ex pharma) is now primarily in China, Taiwan and Korea ... Important qualification to the now standard argument the dollar has gotten weaker (which is true primarily if the clock starts at the end of 24, not the middle of 24) https://t.co/48pol9kFEL

Original source ↗ | February 12, 2026 at 16:53 UTC | Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: BYDDF DIRECTION: long THESIS: BYDDF is expanding into the UK market and partnering with Manchester City Football Club, which is positive for brand visibility and market penetration. SPEAKER: @briantycangco TIMEFRAME: medium-term

IDEA [9] TICKER: KC, GDS DIRECTION: long THESIS: Hong Kong-listed AI/cloud names like KC and GDS are receiving strong bids due to advancements by Chinese AI firms like Zhipu AI, which has released a competitive new language model. SPEAKER: @briantycangco TIMEFRAME: short-term

IDEA [12

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