Morgan Stanley China A Share Fu (CAF)
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KeithMcCullough
ASIA: stocks stopped going up on a sequential acceleration in Chinese inflation (CPI); which my team was expecting $CAF

Feb. 9 at 5:48 AM

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KeithMcCullough
China long $CAF remains a 9% position in the Hedgeye Asset Allocation, under review

Feb. 8 at 3:16 PM

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dschorrnyc
Weightings? RT @KeithMcCullough: My short $SPY position is currently -1.24% against me; long China $CAF +17.89% for me

Feb. 8 at 10:08 AM

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KeithMcCullough
My short $SPY position is currently -1.24% against me; long China $CAF +17.89% for me

Feb. 8 at 10:08 AM

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KeithMcCullough
Long China? I'm not selling it here $CAF

Feb. 8 at 10:01 AM

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KeithMcCullough
ASIA: excellent move across the board last night w/ Chinese Equities leading the way +2.4% (were long $CAF); HK +1.5%

Feb. 8 at 5:05 AM

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macroQmicro
Global strength: up $VNM $TUR $EPI $EPOL $GXG $QQQ $HAO $EWW $ECH $EWS $IWM $EWU $EWZ $SPY $ENZL.... down $IDX $CAF $ARGT

Feb. 6 at 4:44 PM

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KeithMcCullough
China (I'm long $CAF) data could be a problem this week. Inflation slows Chinese growth.

Feb. 6 at 9:41 AM

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KeithMcCullough
$CAF, up +17.94% since we bought it 12/29 - dont chase that here either pls

Feb. 3 at 3:15 PM

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KeithMcCullough
We're long Energy $XLE - will keep that one on as well as $CAF $SBUX and $MAR

Feb. 3 at 10:33 AM

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KeithMcCullough
Staying w/ long China, Stabucks, and Marriott $CAF $SBUX $MAR - evaluating other long positions for sale right now

Feb. 3 at 10:32 AM

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KeithMcCullough
I've been long China $CAF since Dec 29th and I'll keep that on the sheets - good hedge vs short India $INP

Feb. 2 at 3:08 PM

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KeithMcCullough
CHINA (which we're long) = +2% getting people who missed it bullish after the move - its overbought here $CAF

Feb. 2 at 5:15 AM

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macroQmicro
Volume in developed & emerging; up & over 150% daily avg vol: $GXG $EPI $EZA $EWK $EWD $EWC $EPHE $EPU $HAO $ENZL $THD $CAF

Feb. 1 at 3:57 PM

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KeithMcCullough
We'll stay long China vs short India $CAF $INP

Feb. 1 at 3:17 PM

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KeithMcCullough
I'm still long China $CAF = Shanghai Index Posts Best January Since 2009 Amid Pension-Fund Speculation http://t.co/7FjWb72V

Jan. 31 at 5:55 AM

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