Japanese markets are making history: The correlation between the Japanese Yen and the Topix stock index just flipped positive for the first time since 2005. This means both the Yen and Japanese stocks are rising together, a rare historical signal in this market. The shift https://t.co/Um3Uea1cK0
Original source ↗  |  February 16, 2026 at 19:06 UTC  |  Twitter - @KobeissiLetter

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: N/A (South Korean shipbuilding industry) DIRECTION: long THESIS: U.S. fees on Chinese-made ships are causing a surge in ship orders for South Korean companies, indicating a positive outlook for the industry. SPEAKER: @zerohedge TIMEFRAME: medium-term

IDEA 2 TICKER: 0288.HK (WH Group) DIRECTION: long THESIS: Smithfield Foods, a subsidiary of WH Group, is building a new pork plant, suggesting increased demand or expansion plans that could benefit the parent company. SPEAKER: @BarbarianCap TIMEFRAME: medium-term

IDEA 3 T

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