Acorn - Short Taiwan
Originally published November 10th 2022 [Old format]
Confession. The Blind Squirrel has a bit of a crush on Totem Macro’s Whitney Baker. We love the way she thinks about markets, especially emerging markets. She is not often on the podcast circuit, and we take notice when she is. The whole show with Meb Faber is well worth a watch / listen but, as highlighted I Monday’s note, we wanted to focus on her ‘short Taiwan’ thesis. She first mentioned this 7 months ago. Has worked so far and probably still has legs.
