Balanced take from Bob. While the headline may be different than my "get out" thesis. The meat says the same. Flows suggest marginally weaker dollar and relative underperformance of U.S. stocks vs ROW. Don't panic out of US assets just move slowly out the exit. Been doing it https://t.co/OYihbXqfXI

Original source ↗ | February 17, 2026 at 11:22 UTC | Twitter - @dampedspring

Here are the actionable trade ideas extracted from the tweets:

IDEA 1 TICKER: ANTO LN DIRECTION: long THESIS: Antofagasta's core profit is projected to climb significantly in 2025 due to record copper prices, suggesting a positive outlook for the company. SPEAKER: @ReutersBiz TIMEFRAME: medium-term

IDEA 2 TICKER: IHG LN DIRECTION: long THESIS: IHG reported a Q4 beat driven by strong performance in Europe and Asia, with expectations for US recovery boosted by the World Cup, suggesting a positive outlook. SPEAKER: @ReutersBiz TIMEFRAME: medium-term

IDEA 3 TICKER: H DIRECTION: short

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