On station, nearly fully-invested, about 50% all derivatives and origins of gold, 25% gold and silver, 25% HK-listed China tech and tech-use-intensive equities
Still have cash here there somewhere
Coconut called to ask, “dada, am I in?”, clearly different from a few months ago, “dada, are you out?”
The macro world looks friendly-not but quiet, too quiet, especially in the Ukraine-Russia direction, doubtlessly soon to go high-intensity dramatic
The strange thing, today is Tuesday, but feels like Saturday, nearly forgot to check Hong Kong pre-open
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