There is still a gap between the reported goods surplus in the BoP and what it would be had China retained its pre-2022 BoP methodology, but the gap is smaller than last year and it isn't getting bigger ... (I do take a bit of credit for highlighting this effectively) 3/ https://t.co/1K2mzEmdI4

Original source ↗ | February 13, 2026 at 20:54 UTC | Twitter - @brad_setser

IDEA 1 TICKER: GDS, KC DIRECTION: Long THESIS: BofA Securities prefers these stocks due to strong AI demand and price hikes, indicating a positive outlook. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 8 TICKER: BABA DIRECTION: Avoid THESIS: US tech aiding military could escalate US-China tensions, negatively impacting Chinese tech stocks like Alibaba due to geopolitical risk. SPEAKER: @briantycangco TIMEFRAME: Medium-term

IDEA 10 TICKER: BABA, BIDU, NIO, BYDDF DIRECTION: Avoid THESIS: Pentagon's actions (likely related to the list of firms aiding the

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