@dalibali2 Keeping them?

@Sleepysolcap There better be substance behind the TSMC rumours if this upward move is to be sustained.

@AlexLuck9 @leemakiyama From the US's POV, isn't the repudiation of NPT beneficial? It can check aggression in expansionist nations (see: China)?

@aceboy8844 @pandawatch88 @Sino_Market You called it. That was quick

@blondesnmoney Let's see if they top that rollercoaster ride from Oct last year

@blondesnmoney Is it for real this time?

@SpottySnowLeo @WPICKorea Would the potential ending/stalemate of the Ruso-Ukraine war mean more supply? Demand changes notwithstanding, wouldn't that prove to be a headwind?

@theguyguyguyabc @ChartWestcott @dhambrick63 @BonnieGlaser The strait looks more important to CN over the US?

@theguyguyguyabc @ChartWestcott @dhambrick63 @BonnieGlaser What effect would this have on the US?

@blondesnmoney For everyone's sake please delete this immediately.

@han_seoul_ohno Colombia? Really small market? If interested in LatAm what are your thoughts on Brazil and Mexico?

@atticusanalysis @Citrini7 @on3dance Citrini covers both bases so he can't lose

@fbermingham How can the EU expect favourable negotiation outcomes against the US when it has already aligned itself with the US? This seems counter to negotiation fundamentals?

@JackFarley96 Love it when a CEO says "if we had understood..."

@blondesnmoney JXN dead in the water

@zephyr_z9 @rwang07 So there are no alternatives?

@iBladesi Worth a subscription?

@Citrini7 @atticusanalysis @on3dance Love your work.

@ChrisRinvesting @aceboy8844 For sure. Xpeng cars are cool too. Seem to be a better managed company.