Letters from Larry: U.S. and China Stock Selection
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What a MEGA Week. And Happy Chinese New Year to you!
Happy Chinese New Year!! 🧧
Jan 31
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
What a MEGA Week. And Happy Chinese New Year to you!
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Massive Lock Out Rally Has Occurred: What's Next?
Informal note that reflects some personal thoughts - hope you enjoy.
Jan 23
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Massive Lock Out Rally Has Occurred: What's Next?
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Extreme Market Volatility Update: $UNH Rallies To DCF Base Case and Gold Continues to Shine
Special Offer: We try to help more people with membership pricing when our Opinions come to fruition.
Jan 10
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Extreme Market Volatility Update: $UNH Rallies To DCF Base Case and Gold Continues to Shine
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Audio: High Level Thoughts on this week (1/6-1/10) -Upcoming Jobs, Inflation, Dow Earnings Data
Pre-Market Audio Note
Jan 7
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Larry Cheung, CFA
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Can the Dow and Russell 2000 stop being turds (for once)?
Parody Title: But seriously, they need to hold up.
Jan 6
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Can the Dow and Russell 2000 stop being turds (for once)?
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Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
Hi Everyone - we got a considerably positive macro shift in headlines today with Trump aides discussing that he is looking at targeted tariffs rather…
Jan 6
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Positive Macro Shift: Targeted Tariffs rather than across-the-board tariffs.
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Post FOMC Market Crash Update: Don't Sell.
Not time to get overly bearish.
Dec 18, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Post FOMC Market Crash Update: Don't Sell.
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MASSIVE CHINA RALLY HAS COME
SPECIAL Deal for Market Aligning with My Thoughts
Dec 9, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
MASSIVE CHINA RALLY HAS COME
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11/20 Pre-Market & Daily Plan: New Sequence Ideas
Whether the market can fill the Friday gap down will depend almost exclusively on NVDA earnings later this week.
Nov 20, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
11/20 Pre-Market & Daily Plan: New Sequence Ideas
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Pre-Market Plan [10/24-10/25]: Markets will become more difficult in coming 2 weeks
Good Morning from Hong Kong -
Oct 24, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Pre-Market Plan [10/24-10/25]: Markets will become more difficult in coming 2 weeks
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10/17 Daily Plan: Opening Fade after TSM earnings
Travel Notice: Hope everyone is doing well.
Oct 17, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
10/17 Daily Plan: Opening Fade after TSM earnings
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Pre-Market Plan [10/17]: TSM Bullishness Cancels out ASML Bearishness
Good Morning to the Public ☀️ -
Oct 17, 2024
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Larry Cheung, CFA
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Letters from Larry: U.S. and China Stock Selection
Pre-Market Plan [10/17]: TSM Bullishness Cancels out ASML Bearishness
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