KBA

$KBA chatter on StockTwits

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  David Durand@SunAndStormJun 1

  $KBA All out now. Sold back on May 15, just below where I just sold. Breaking down from a lower high after breaking the immediate uptrend as I define it. 1/

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  David Durand@SunAndStormMay 15

  $KBA Sold 1/2 here. 1/

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  David Durand@SunAndStormApr 17

  $KBA China Started a position and will add in steps along with $KSTR that was up nicely today. see pr. post

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  David Durand@SunAndStormFeb 22

  $SPX $SPY $KBA $KWEB I heard Trump's US Trade Rep. Jamieson Greer on @ThisWeek this morning and he,,, 1. Mentioned that they are using Section 122, which has been upped to the 15% level globally from the 10% Trump mentioned at his first news conferenced on tariffs after his SCOTUS loss. 15% is the maximum allowed by Section 122. It can only last 150 days. 2. What's not clear is why he would call it "global" when some countries like the UK have trade agreements, so what is actually going to happen? The Trump Admin has signaled that they are going to slap that extra 15% on the 10% UK tariff level for all products except for specifically exempted products from the UK, as one example. How would you feel about working with the US as a foreign leader on any agreement and in any way, when Trump is now moving the tariff levels up due to his anger over losing in the Supreme Court? It does not build confidence. 3. The other important message Greer sent this morning was to NOT mention using Section 338, which is good, because it's the most blunt of the possible instruments (see pr. post). Trump alluded to it in the presser, but he's not using it, because it could fail, as it has never been tested. 4. They will also use National Security arguments via Section 232 as they have for steel and aluminum, but if they try to apply it too widely, they will lose in court. Greer even said that textiles could be considered a source for uniform manufacturing during war, but then said they wouldn't do that, but might for some other products that "you might be surprised about" (paraphrased). 5. Everyone knows they will also use Section 301, which was used for a good amount of the China tariffs that Biden kept on when he was POTUS. That requires an investigation. If fake investigations are done, they'll lose in court.

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  David Durand@SunAndStormFeb 20

  $SPX $SPY $KBA Some more observations about Trump's big loss on #Tariffs today... - He'd wouldn't have sounded so mad if this were a matter of just switching the rule used to collect the same tarifffs. That's not possible. What are his choices? - Section 122: He may try to impose 10-15% (he chose 10%) tariffs for 150 days without Congressional action. Then he must go through Congress if he wants to extend them. This may not work if SCOTUS/the lower courts find it's a way to end run the ruling today that says Congress must pass a law to impose taxes, which includes broad tariff policies. - Section 232: National security argments may work for aluminum and steel, but they require a legitimate Commerce Dept. Investigation, and if they make it all up, they will lose at a lower court whose decision won't be reviewed by SCOTUS IMO. This won't work in many cases. Only 40-50% of tar - Section 301: Unfair trade practices. Requires an investigation by the US Trade Rep. Again, that worked for PART of the tariffs currently imposed on China but not all of them and if they "make it up," the courts will strike them down at a lower level again. - Section 338 of the Tariff Act of 1930. Discrimination against the US must be proven, such as... Country A imposes higher tariffs on the US than they do from Country B. Discrimination "in Fact" exists which means a country's laws disadvantage US commerce directly/indirectly vs. other nations. Broad scope: The POTUS can impose tariffs if custom duties, fees, port charges, classifications, and even regulations ban certain US products. The sledge hammer he was referring to that he said paraphrased "could make the new tariffs even higher" is the fact that Section 338 would allow up to 50% tariffs OR a total ban of ALL imports of a given country. And no hearing is required. But part of this sections says the president must have evidence from a US International Trace Commission (ITC; non-partisan group) that "Discrimination exists." However, there is a debate about the wording of the law that could allow the POTUS to move ahead without the ITC giving him the go ahead (there is a line that says the POTUS can act "whenever he shall find as a fact" that discrimination exists), but that would seem to violate the spirit of the SCOTUS decision. I don't think that will work. SCOTUS made it clear that it expected the POTUS to go through Congress to impose broad tariffs as that's what our Constitution says. Bottom line? Trump appears set to use the most archaic law to justify his aggressive approach taken without Congressional law to support it. I think he'll fail if he makes that choice. He'll have to have investigative backing for his claims to support each tariff, which is a massive and much slower undertaking. But remember, the Section 301 tariffs in place remain unscathed by SCOTUS, so given time, he could impose many more tariffs on lots of countries. The easy and discriminatory way has been shut down like "I'm putting a 100% tariff on all of XYZ country's produccts to stop fentanyl from coming in." Or as with Brazil, "I don't like what their President is doing in prosecuting Bolsonaro, so I'm imposing more tariffs on them!" Those issues have nothing to do with trade. Even a blanket 10% tariff on countries is not defensible without evidence/investigation unless Congress were to pass a law allowing it. Trump has a long road ahead if he wants to impose many tariffs on many countries. He only has 150 days over which he can impose broad tariffs without a law from Congress to support his actions. If he tries to abuse Section 338, I believe lower courts will rule against him and the SCOTUS majority who rendered this decision will reject any appeal. The 3 levels of court decisions for tariffs are: 1. US Court of International Trade (CIT) in New York City. This is the trial court for trade/tariff cases, and there is only one such court. 2. U.S. Court of Appeals for the Federal Circuit" (CAFC) which is different from the circuit courts that are regional. There is only one of these and it's in Washington DC. The tariffs that are bogus will be stopped at least by this level IMO. SCOTUS won't agree to hear cases that violate the spirt of their decision. That doesn't mean Trump won't waste everyone's time though as we've seen. He loves to litigate. 3. SCOTUS will only hear cases for which valid investigations were done as I've indicated. They can't hear that many cases per year, so flooding them won't work as a strategy. They'll just let the lower court's decision stand.

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  Zonata@ZonataNov 15

  $PGJ $KBA the Chinese rally was very short-lived. We haven't even been able to hold the level of 2023, and it seems crazy to even think about regaining the highs of 2021. The Chinese stocks in many case trade at 50-80% discount to their American equivalent. With Trump at the helm, the question is, will the sentiment worsen? Or will it reverse?

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  BigBreakingWire@BigBreakingWireNov 7

  🚨 Chinese stocks surge as expectations rise for a 12 trillion yuan stimulus, including 6 trillion for local government bond swaps, 4 trillion for a property bailout, and 2 trillion for consumption support. While not a "bazooka," the market is reacting positively to the news. Read more 👇 https://bigbreakingwire.in/china-plans-over-10-trillion-yuan-fiscal-package-to-revive-economy-reports-reuters/ $BABA $KWEB $KBA $SPY $QQQ

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  Sigmund OOze@SigmundOozeBullishOct 23

  $KBA $KWEB $KLIP Food for thought... https://www.marketwatch.com/story/david-tepper-is-buying-everything-in-china-etfsfutureseverything-9ef11ac6

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  Zonata@ZonataBullishOct 4

  $KBA sold KBA. I held this long enough. My buy a pull back... we'll see.

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  Zonata@ZonataBullishMay 18

  $KBA uptrend start to look good. I believe we're headed for 26-27$

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  Rubin Chan@rubinchanMay 15

  $KBA Started a position in KBA - expect China mainlsnd markets to go up following US markets, USD weakness

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  Eyore@EyoreMay 2

  $KWEB $KURE $KBA $EMQQ I shoulda bought lol

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  Johnathan@swingingtechFeb 28

  $BABA $XKCN $TTFAX $KBA https://wallstreetwaves.com/whats-going-on-with-alibaba-stock-wednesday/

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  Joe Sartor@StockMarshalFeb 9

  Cartoon of the Day: Year of the Dragon @Hedgeye $BABA $PDD $CHIE $KBA $SPY

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  Eyore@EyoreJan 9

  $KWEB $KURE $KBA $EMQQ I see China based anything has been written off and left for dead 👀

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