$BABA ramping up on inflation trade

1105 CST

The Inflation Trade: It seems investors like the inflation numbers on the extreme austerity and deflation in PPI and steady CPI numbers in Chinese ADRs.

I want to thank Larry Cheung for this, which he was tracking for months and I believe he was buying the lows of $BABA. Which is faith in your numbers for sure. My goodness. Can you imagine seeing that PPI number come down and just assuming Chinese ADRs are going up in March?

So the deal is this. $BABA and $PDD are going to rally its just a question of what cycle is going to be the longest in motion to carry the wave to apex. {click here to go to the watchlist}

I believe the 20 week cycle will contain the peak that has the place to exit, and that is not for another month. As long as #USEQUITIES are rallying, PDD and BABA will rally more. As will other ADRs. That is the valuation. That is the thing. These stocks are down, they were popular. Theyre cheaper.

The inflation trade.

BINGO,

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