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Add HK tech ahead of Trump visit for asymmetric upside. Warsh + inflation favors SG banks over tech. Chase HK IPO pops; SGX GLB benefits SGX and banks.
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Warsh will definitely be cutting rates as he believes the AI benefits will push down inflation, even from the negative impact of the Iran war. I will be longing major banks and long duration junk bond!
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I believe Trump will achieve a big deal in his visit to China. He needs something to overcome the fallout of the Iran war. Get ready for another bull run!
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During Circle's earnings call, the progress of its self-built mainnet Arc was mentioned. Some investors asked if this would pose a challenge to ETH. Let me share my view: Arc's essence is an "enterprise-grade compliant intranet." Through its underlying KYC/AML mechanisms, it creates a clean "sterile room," encouraging traditional financial capital to enter. However, as a permissioned chain, Arc does not yet possess the vast, freely composable DeFi ecosystem and liquidity depth found on the Ethereum mainnet in the short term. This means that no matter how USDC circulates on Arc...
Donald J. Trump Truth Social Post 11:13 AM EST 01.17.26
A front page Article in The Fake News Wall Street Journal states, without any verification, that I offered Jamie Dimon, of JPMorgan Chase, the job of Fed Chairman. This statement is totally untrue, there was never such an offer and, in fact, I’ll be suing JPMorgan Chase over the next two weeks for incorrectly and inappropriately DEBANKING me after the January 6th Protest, a protest that turned out to be correct for those doing the protesting — The Election was RIGGED! Why wouldn’t The Wall Street Journal call me to ask whether or not such an offer was made? I would have very quickly told them, “NO,” and that would have been the end of the story. Also, one was led to believe that I offered Jamie Dimon the job of Secretary of the Treasury, but that would be one that he would be very interested in. The problem is, I have Scott Bessent doing a fantastic job, A SUPERSTAR — Why would I give it to Jamie? No such offer was made there, or even thought of, either. The Wall Street Journal ought to do better “fact checking,” or its already strained credibility will continue to DIVE. Thank you for your attention to this matter!$XTALPI(02228.HK) by Gemini, for reference only, but no matter what the reason for holding the position is, the capital market is very focused on Jingtai, making it a good target for betting, with good liquidity and concept. It does not affect my determination to realize the long-term value of Jingtai; the information in this chart (Form 2 - Equity Disclosure Form) is very rich. By carefully analyzing the codes and data within, we can clearly judge the motivation behind JPMorgan Chase & Co. (JPM)'s recent increase in holdings...
X post (from @tonyhua64243679) discussed the latest financial reports of the four major U.S. banks (JPMorgan Chase, Bank of America, Citigroup, Wells Fargo), concluding that there is no need to panic. The banking system's balance sheet is far healthier than in 2008, and a financial crisis is unlikely to erupt at present. Below is a summary and verification based on the financial report data: The reports indicate that these banks released their Q3 results around October 14-15, 2025, showing strong overall performance. Driven by the resilience of the U.S. economy, investment banking, and trading activities, both profits and revenue grew, exceeding analysts' expectations...
Moving to Chase for the Apple Card has been the plan all along - detailed in Power On in 2023 (moving over a credit card is a multi-year process):
Source: Mark Gurman
