TheIntelligentAllocator @IntelAllocator
Joined February 2025-
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Is it just another day of $CCOI shares moving 4%+ on no news?
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Tactical trading idea: Get long Vietnam. US wants to weaken China, and Vietnam is aggressively trying to make a deal. Their could be a massive realignment in US trade from China to Vietnam. Thoughts?
I think the market’s reaction today is less about China’s retaliation in and of itself and more about the fact that it reduces the probability of US Tariffs getting reduced. Trade wars take more time to sort out than trade deals.
If left untouched tariffs (which are not reciprocal) will cause a deep recession in the US. It’s unclear whether this is a negotiating tactic, given the goal is to reduce trade deficits and raise tax revenue. Very pessimistic with this backdrop.
$GOOG trading off more than the market on its announcement to acquire Cybersecurity firm Wiz. Stock price action implies that the market is roughly valuing Wiz at less than 0.
$CCI Crown Castle finally throwing in the towel on its fiber business, selling for a big loss vs. its capital invested. Nice to see them returning to a pure play US TowerCo.
Everyone’s panicking about the market having crashed. We’re not even down 5% from peak $SPY
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