In fact, China now has a position net international investment position of close to $4 trillion, and a pretty balanced FDI position (so no more compositional effects) which should translate into an income surplus of say $100b! 3/ https://t.co/NmEpNKOQ0i
Original source ↗  |  February 16, 2026 at 19:58 UTC  |  Twitter - @brad_setser

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

Views 2,546
Retweets 2
Likes 14
Replies 1
Quotes 2