And it is probably not a coincidence that the rise in Treasury holdings of the custodial and European financial centers (now 3x China's reported holdings) loosely correlates with the fall in China's reported holdings and China's surplus 4/ https://t.co/DNDyFIiaq6

Original source ↗ | February 16, 2026 at 16:22 UTC | Twitter - @brad_setser

Here are the actionable trade ideas extracted from the tweets:

IDEA [4] TICKER: LHX DIRECTION: long THESIS: L3Harris secured a $400M contract to power THAAD interceptors, indicating strong demand for its defense products and potential revenue growth. SPEAKER: @FirstSquawk TIMEFRAME: medium-term

IDEA [6] TICKER: Application Software Sector (e.g., IGV, XSW) DIRECTION: short THESIS: A top-performing fund manager believes application software faces an "existential threat" from AI, suggesting a bearish outlook for the sector. SPEAKER: @burggrabenh TIMEFRAME: long-term

IDEA [7]

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