these surplus numbers would be even bigger but for China's post 2022 BoP shenanigans ... But they are still huge. Someone will get a lot of business helping the state banks avoiding directly buying Treasuries now that the state banks are intermediating the surplus .... https://t.co/etHCY3Gf83
Original source ↗  |  February 13, 2026 at 22:33 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

Views 5,501
Retweets 4
Likes 14
Replies 2
Quotes 3
Bookmarks 3