CoreValues Alpha
@corevaluesalpha
America first equities investments
.@BenHarburg on @CNBC The 15% profit share is a good middle ground to allow @nvidia to sell a lower grade chip into one of its largest markets while generating revenue can go toward R&D and enhancing American semiconductor competitiveness cnbc.com/video/2025/08/…
.@BenHarburg on @CNBC US should not include @tiktok_us in any trade deal as China doesn’t value the company as highly as many believe. @elonmusk would have been a potential buyer for TikTok viewed as "neutral" by both sides, but @Oracle is frontrunner cnbc.com/video/2025/06/…
.@BenHarburg on @BloombergTV Chinese regulators may have to break up some of the country's tech giants for their own survival. As long as they keep consumer business lines under the same hood as military applications, they are vulnerable to US sanctions bloomberg.com/news/videos/20…
China is the 'safe harbor' and will weather the tariff storm, as its firms are well positioned to target 'the next billion consumers' in emerging and middle-market countries, Ben Harburg of CoreValues Alpha says
.@BenHarburg on @SchwabNetwork Geopolitics guides economics today. As the US looks to ween itself off China dependence, focus on strategic and national security supply chain resilience over short term tariff tit-for-tat noise schwabnetwork.com/video/harburg-…
.@BenHarburg with @FrankCNBC on Trump visit to Saudi and US-China tariff negotiations President did an excellent job of pushing back against growing Chinese influence in Middle East by bringing best of American innovation and striking long-overdue deals cnbc.com/video/2025/05/…
cnbc.com
Harburg: China’s role in U.S. supply chains remains critical
Ben Harburg, Portfolio Manager of CGRO ETF at CoreValues Alpha, says Chinese stocks still have room to grow, with U.S.-China supply chains remaining strong despite trade tensions and market volatil...
.@BenHarburg on @BloombergTV "America is going to put its foot on the gas on innovation during the Trump Presidency. You'll see regulatory red tape removed, enhanced tax incentives, and integrated action across federal departments" youtube.com/watch?app=desk…
Why China's stock market is roaring after investors fled in 2024 trib.al/nfQKpox
.@BenHarburg on @BloombergRadio Expect continued growth in Chinese equities due to: 1. Stabilization of real estate and public portfolios = more spending 2. More China stimulus 3. Revaluation of equities after wake ups like DeepSeek 4. US-China trade deal omny.fm/shows/bloomber…
omny.fm
US Stock Selloff Extends to APAC Markets - Bloomberg Daybreak: Asia...
Thanks for the shoutout @MarketBeatCom "CGRO has returned an impressive 41% in the last year and nearly 18% year-to-date as of February 28, far ahead of the broader market on both timescales" marketbeat.com/stock-ideas/3-…
Mixue, China’s largest bubble-tea chain, will begin trading in Hong Kong on Monday after individual investors flocked to the company’s $444 million IPO trib.al/VU9BL86
China says it has no favorite and Trump says China prefers a “shaky Biden”. Wrong. China would much prefer a transactional Trump who sets aside the intractable issues prioritized by Dems. A softened China is much more willing to do a deal this time around cnb.cx/3VTLc82
Out now- China vet @BenHarburg on: - Chinese property crisis is NOT a "Lehman moment" - Incredible bargains offered in Chinese equity market - Chinese advanced manufacturing is dominating the rest of the world - Chinese labor market experiencing layoffs and salary decreases…
China has recently unveiled a series of stimulus measures to resuscitate its slowing economy. MSA Capital's Ben Harburg and AlixPartners' Lisa Donahue examine how Beijing's fiscal policies will affect both domestic and global markets. trib.al/ZkYOqsz
Full recorded Webinar: When & How To Choose Your Next Venture: Lessons from a Global Investor Speaker: Ben Harburg: Global Investor @BenHarburg cstu.io/a988f4
.@BenHarburg with @SchwabNetwork on @Baidu_Inc earnings $BIDU's early mover advantage on AI has warn off with DeepSeek and others supplanting its Ernie Bot. Missed opportunities to invest in new tech gen like Tencent #CGRO divested last week, pre fall schwabnetwork.com/video/bidu-ear…
DeepSeek challenged the "hubris" of American AI leadership, says @BenHarburg of CoreValues Alpha. "We need to now put our foot on the gas and reexamine our own capabilities" trib.al/uAHVc6M
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