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Smartkarma

@smartkarma

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The Investment Intelligence Platform trusted by global leaders. (Tweets are not investment advice).

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Joined December 2010

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@smartkarma

Smartkarma

8 days

Big news – We’re glad to share that Smartkarma has acquired Helixtap Technologies, expanding our reach in the global commodities market. This marks a key milestone for us, enhancing our market presence and proprietary data services across critical global commodity supply chains.

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@smartkarma

Smartkarma

3 years

Technical analysis

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@smartkarma

Smartkarma

10 months

@unusual_whales Budgeting 101: Spending beyond means.

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@smartkarma

Smartkarma

1 year

@chamath @wmcintyre84 @tiltwave Lmao

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@smartkarma

Smartkarma

10 months

@spectatorindex This hatred must end now.

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@smartkarma

Smartkarma

1 year

@DKThomp @david_perell Grade inflation has been going on for while now...

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@smartkarma

Smartkarma

3 years

@ParikPatelCFA James

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@smartkarma

Smartkarma

2 years

Take it from us - every analyst will underestimate Chinese revenge travel spend Trip dot com said volume of searches rose by 10x YoY within 30mins of the announcement. Top searched - Macau, HK, Japan, Thailand & South Korea.

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Jubilant Chinese plan trips abroad as Covid-19 quarantine for inbound travellers set to end

Travel platform Tongcheng saw an 850% jump in searches and a tenfold jump in inquiries about visas. Read more at straitstimes.com.

www.straitstimes.com

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@smartkarma

Smartkarma

1 year

🚨BREAKING 60-65% stamp duty for foreigners buying additional properties in Singapore now!!!! OMW 😱 #Singapore #property

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@smartkarma

Smartkarma

2 years

Hong Kong: starting a thread on multi (> 2) baggers as the economy progresses towards full reopening. Would appreciate if you would: a) Add ideas to the thread b) RT it After all, isn't it all about good idea generation?! 🙏 #hkmultibaggers

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@smartkarma

Smartkarma

2 years

Average height by world cup squad #worldcup #fifa #qatar

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@smartkarma

Smartkarma

6 years

Beware the wrath of the tariff titan: US President Donald Trump! Beyond the ballooning US trade deficit and Chinese industrial espionage, what else rattles him? Download ‘The End of Fair Trade’ report to learn more.

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@smartkarma

Smartkarma

2 months

@Hamptonism Meanwhile

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@smartkarma

Smartkarma

2 years

Smartkarma's weekly review (Don't forget to share!) 1. Global liquidity and world wealth (via @crossbordercap )

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@smartkarma

Smartkarma

1 year

US Outstanding Mortgages by Rate #chartoftheday (via @biancoresearch ) The US real estate market is locked down. As of Q1 2023, over 61% of mortgage holders still had a rate below 4% (cyan and blue). Fewer than one in ten mortgages had a rate above 6% (green).

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@smartkarma

Smartkarma

2 years

#openai 🤣

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@smartkarma

Smartkarma

4 months

@Barchart Let the market play out.

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@smartkarma

Smartkarma

8 months

@spectatorindex Helping hands never rest. #Spain

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@smartkarma

Smartkarma

3 years

@Codie_Sanchez Funeral Services. See Fu Shou Yuan $1448.HK - China's largest funeral services company. China not only has the largest, it also has the fastest ageing population! This is a 30%+ net margin business, that's rolling up the rest of the fragmented players and generating crazy FCF.

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@smartkarma

Smartkarma

2 years

💀

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@EpsilonTheory

Ben Hunt

2 years

If you don't see that the crypto "industry" has become just as corrupt, just as fatuous, just as much a part of the Nudging Oligarchy as the traditional financial services industry it was supposed to replace ... well, you're just not paying attention.

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@smartkarma

Smartkarma

1 year

🚨 $SE (SEA LTD) - We've just unlocked an eBook with 33 Insights published over a 3-year Period by Independent Analyst Oshadhi Kumarasiri who went against the tide with his Bearish Call on SEA LTD. This link will expire in 24 hours. No registration, No

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@smartkarma

Smartkarma

1 year

@sisterinferior @77cyko

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@smartkarma

Smartkarma

1 year

@unusual_whales Goodbye awkwardly forced gratuity.

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@smartkarma

Smartkarma

6 months

@unusual_whales Insiders cashing out, watch out.

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@smartkarma

Smartkarma

2 years

"The energy crisis that is presently unfolding is the result of years of underinvestment in and hostile policies towards fossil fuel energy infrastructure, along with policies that encouraged a shift towards less reliable renewable energy." - @Josh_Young_1 @BisonInterests

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@smartkarma

Smartkarma

1 year

$ADBE firefly is insane. See below. Does this make $ADBE an AI stock? ~~

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@smartkarma

Smartkarma

6 months

Plover Bay $1523.HK would probably be an instant multibagger if they just listed on the US market. Heck they even report in USD!!! 🤣

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@smartkarma

Smartkarma

3 years

For everyone investing in #EV players today; this has to be a good Buffet clip to watch. Also begs, what made him invest in BYD?

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@smartkarma

Smartkarma

1 year

@BloombergNRG

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@smartkarma

Smartkarma

1 year

Apple AR/VR Headset Supply Chain H/T CMBI

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@smartkarma

Smartkarma

1 year

@TikTokInvestors Meanwhile…

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@smartkarma

Smartkarma

1 year

@LukeMassie @RMac18 @DaveLeeBBG Lmao

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@smartkarma

Smartkarma

2 years

@hms1193 👀 @adam_tooze @FoolAllTheTime

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@smartkarma

Smartkarma

1 year

@NYGov @PekingMike

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@smartkarma

Smartkarma

3 years

👇🏽Really insightful depiction of where various sectors stand vis-à-vis regulatory risks in China by Susanta Mazumdar at Nuvest Capital. (1/n)

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@smartkarma

Smartkarma

1 year

#AI generated art ≠ copyrightable On August 18, 2023, the US District Court for the District of Columbia (the Court) ruled in Thaler v. Register of Copyrights that an AI-generated work “absent any guiding human hand” is not protected by copyright, explaining that “[h]uman

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@smartkarma

Smartkarma

3 years

@LM_Braswell cc: @vcstarterkit

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@smartkarma

Smartkarma

5 months

@unusual_whales Start saving for yourself now.

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@smartkarma

Smartkarma

1 year

$TSLA - is this a good thing?

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@smartkarma

Smartkarma

2 years

Meanwhile in Indian media… @tradingarb @travislundyasia @andymukherjee70

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@smartkarma

Smartkarma

1 year

Smartkarma's weekly review (Don't forget to share) 1. Global liquidity and world wealth (via @crossbordercap )

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@smartkarma

Smartkarma

1 year

🚨 It is time for Smartkarma's Weekly Review 🚨 1. Outbound Chinese tourists (via @marcgarrigasait )

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@smartkarma

Smartkarma

3 years

@QTRResearch 💯 - $300b simply isn’t what it used to be and the comparison to crypto liquidity is 👏🏽

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@smartkarma

Smartkarma

9 months

@gurgavin Just remember 0.04pc of #Bitcoin addresses control 62pc of all BTC

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@smartkarma

Smartkarma

1 year

@gurgavin Xbox: the new trading floor?

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@smartkarma

Smartkarma

2 years

Nothing to see here

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@smartkarma

Smartkarma

1 year

@INArteCarloDoss Pricing vs volume growth

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@smartkarma

Smartkarma

1 year

@gurgavin "VinFast's founder, Vietnam's richest man Pham Nhat Vuong, pledged $2.5 billion in April to bolster the EV maker, including $1 billion from his personal fortune. He is the beneficial owner of 99% of the 2.3 billion ordinary shares of the EV maker after the merger through his

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@smartkarma

Smartkarma

6 months

Cosco Intl - HK net-net - earnings +77pc YoY - 11pc yield - net cash is now 120pc of mcap Geez!

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@smartkarma

Smartkarma

1 year

@LibertyRPF Is that a lot @jason

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@smartkarma

Smartkarma

3 years

@DrEricDing @Saurabh_Unmute Singapore has shipped Cryo oxygen over. Indian air force have been doing sorties. We need more solidarity.

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@smartkarma

Smartkarma

2 years

6. Office REITs lagging (via @biancoresearch )

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@smartkarma

Smartkarma

1 year

9. The Mother of All Bubbles (via @KeithMcCullough )

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@smartkarma

Smartkarma

3 years

@saxena_puru

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@smartkarma

Smartkarma

2 years

🚨PSA: Today is the cutoff

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@smartkarma

Smartkarma

2 years

Japan is now a brutally competitive manufacturing base. H/T Nicholas Smith (CLSA).

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@smartkarma

Smartkarma

1 year

@unusual_whales

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@smartkarma

Smartkarma

1 year

Everyone attending conferences in Hong Kong is telling us how HK is back. Rooms are filled up with participants etc. Yet stock markets don’t believe it. So many attractive reopening trades at dirt cheap valuations and double digit yields.

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@smartkarma

Smartkarma

8 months

Amidst all the HK doom and gloom - mini-mighty Taste Gourmet (8371 HK) smashes it out of the park yet again. Here's a summary of their profit alert: - Revs >42% YoY - Net Profit > 110% YoY The best past with TG is that you get paid *very* handsomely to wait! Liquidity is

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@smartkarma

Smartkarma

2 years

Smartkarma's weekly review, ten quick charts 👇 1. PBoC liquidity and world business confidence (via @crossbordercap

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@smartkarma

Smartkarma

1 year

@RMac18

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@smartkarma

Smartkarma

2 years

@prometheusmacro - “Our systems estimate that CPI will increase 0.74% versus the prior month, while consensus expects a 0.2% increase.”… “Based on the historical performance of our forecasts, our systems estimate a 98.5% probability of a surprise.”

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@smartkarma

Smartkarma

2 years

Still think China's reopening won't be inflationary??? Iron Ore hits 7mo highs

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@smartkarma

Smartkarma

2 years

@ParikPatelCFA we need an update @NickatFP

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@smartkarma

Smartkarma

8 months

Staggering how abysmal the Chinese Outbound Tourism Recovery has been this far. Take Thailand International Visitor Arrivals for instance, and looking at the top 5 countries from where tourists flock to Thailand: - China is still 70% below 2019 levels - While Malaysia is up 3%

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@smartkarma

Smartkarma

3 years

Dear FinTwit, We 💚 sharing well-researched, high-conviction ideas from top independent analysts. Last 18mos we grew ~10x & were quoted ~6x/day in major press. We would be 🙏 if you could help us grow a ⏫ Twitter following so we can #movemarketstogether . Best, Smartkarma

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@smartkarma

Smartkarma

3 years

Forget Evergrande - Country Garden will now be "the one" to watch. A few days back we flagged that COGARD had overtaken Evergrande to become China's No 1 developer by contracted sales; a throne no one wants. ( @Mingtiandi ) cc: @travislundyasia @tracyalloway ~~

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@smartkarma

Smartkarma

3 years

This is one throne no one should want to sit on right now.

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@smartkarma

Smartkarma

2 years

@WClementeIII Pomp is a grifter @APompliano

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@smartkarma

Smartkarma

2 years

Fed hiking

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@smartkarma

Smartkarma

2 years

Hourlong immigration queues at Narita TYO - Tourists are back!

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@smartkarma

Smartkarma

11 months

BoJ - you pulled a 🐰 via @AndreasSteno

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@smartkarma

Smartkarma

3 years

@RampCapitalLLC Ok so hear me out… how about we take a bunch of these loans and put them together so they look more diversified, and then we can sell them to investors in parts, which we’ll call tranches…

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@smartkarma

Smartkarma

2 years

@INArteCarloDoss @CumLordeAwards

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@smartkarma

Smartkarma

1 year

Ageing Asia - Phil’s, Indonesia, India, Malaysia and Vietnam stand out.

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@smartkarma

Smartkarma

4 years

$SE is expected to be included in the MSCI Singapore and MSCI Standard indexes at the May SAIR. Estimated passive buying is 20m shares (US$5b; 5 days ADV). Positioning in the stock is picking up, Brian Freitas writes. Read more:

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@smartkarma

Smartkarma

1 year

@unusual_whales Creative motivation for your hustle.

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@smartkarma

Smartkarma

1 year

@unusual_whales And the back-paddle:

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Tim Gurner deeply sorry for ‘wrong’ comments about tradies, job losses

The developer and Rich Lister has broken his silence to apologise to tradies for the “wrong” comments he made calling for job losses to improve productivity.

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@smartkarma

Smartkarma

2 years

$TSLA - is it just us or was the price action really odd on Friday?! Stock was locked down on solid volume, despite all green and a strong China beta bid. Do we see a Form 4 on Monday? @BradMunchen @VickiBryanBondA @TESLAcharts ?

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@smartkarma

Smartkarma

1 year

South Korea exports #chartoftheday (via @RadicalAdem ) South Korea March exports fell -14% (vs -7% in February 2023), its sixth-straight negative month. In particular, exports to China suffered their sharpest drop in 14 years (-33%).

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@smartkarma

Smartkarma

3 years

@tammireddy @tanayj Here you go 😉

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@smartkarma

Smartkarma

1 year

Weekend plans?

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@smartkarma

Smartkarma

3 years

Decoupling our economies from Russia is hard, but unhooking from China may be near impossible. Based solely on the direction and low ebb of PBoC, World business activity is set to slow further over coming months.

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@crossbordercap

CrossBorder Capital

@crossbordercap

3 years

Two Things Matter Far More To The World Economy Than The Ukraine Conflict via @smartkarma

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@smartkarma

Smartkarma

3 years

Bad News Closer Than You Think > @crossbordercap * Inflation fears being fulfilled * Policy-makers will react (wrongly) by hastening taper * May trigger upcoming liquidity crises & * Risk sharper world economic slowdown * Liquidity/Biz momentum peak 👇🏽 What's the Bull thesis?

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@smartkarma

Smartkarma

2 years

@pmarca Still nothing in comparison

@smartkarma

Smartkarma

2 years

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@smartkarma

Smartkarma

1 year

@gurgavin He’s selling to buy some $INTC, $GOLD and $SJIM

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@smartkarma

Smartkarma

8 months

A day in the life of a $TSLA buyer in Singapore. 👇 Repeatedly rang the @Tesla experience centre in Singapore today. No pick at all. Then called the service centre. Again, no pick. Then called the emergency hotline. After skipping most options I finally got redirected to

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@smartkarma

Smartkarma

2 months

@tracyalloway That looks painful. GWS Tracy!

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@smartkarma

Smartkarma

5 years

We’re honoured and excited to welcome @SGX to our family of investors! SGX’s faith and support validates Smartkarma's key drive: reinventing the global investment research market through technological innovation. #researchreinvented

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@smartkarma

Smartkarma

1 year

🚨 BREAKING 🚨 *US TREASURY CASH BALANCE DROPPED TO $49.5 BILLION ON WEDNESDAY

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@smartkarma

Smartkarma

3 years

@Birdyword And then this:

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@smartkarma

Smartkarma

1 year

@Sally09154623 @Stephen_Geiger Looks real.

@business

Bloomberg

1 year

Fed Chair Jerome Powell held a call with Russian pranksters who were posing as Ukrainian President Volodymyr Zelenskiy, according to video shown on Russia TV

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@smartkarma

Smartkarma

2 years

@ebitdaddy90 @anthonyjdella @Microsoft

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@smartkarma

Smartkarma

9 months

An interesting forward below… could explain some of the recent demand data points on EVs Interesting fun fact on EVs from China ( and elsewhere) … when electric cars catch fire, it is VERY HARD and takes a really long time to put out the fire (which is why when you park your

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@smartkarma

Smartkarma

2 years

$SIVB - Back to basics of Bank Risk Here are some 101 screens that should help gauge path risk from here on out We've included all dev mkt banks with mcap > $5b & tabulated in a GSheet that's open to public: PS. Data via bloomberg; no adjustments made

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docs.google.com

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@smartkarma

Smartkarma

10 months

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@smartkarma

Smartkarma

20 days

@TheStalwart Answer hidden in plain sight

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@smartkarma

Smartkarma

11 months

🚨BREAKING: *SAM BANKMAN-FRIED TO TESTIFY AT HIS FRAUD TRIAL

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@smartkarma

Smartkarma

1 year

Is this the 2023 AI ponzi? 🤔🤔🤔 1. Chip makers & cloud platforms invest in LLM makers funding rounds ⏫ 2. LLM makers use capital and buy from chip makers and cloud platforms ⏫ 3. Financial investors asset finance purchase and also own shares in chip makers and cloud

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@smartkarma

Smartkarma

3 years

@DavidInglesTV Wait for the Tech IPOs...and India will be a few billion ahead. cc: @GuptPiy

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@smartkarma

Smartkarma

3 years

@TheStalwart Stadium naming rights are the ultimate sign of financial strength and confidence.

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@smartkarma

Smartkarma

2 years

Next week's earnings calendar $PLTR $VNO $BNB $Z $RBLX $DASH $RDFIN $AMC (via @TheTranscript_ )

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