The pandemic may be over, but so is tech exuberance.
Great work as usual
👏👏👏 This is great. Thanks for helping me better understand the market.
Great work! Two of your questions deserve contextualization:
1. Two years with COVID have been hectic, but what actually changed? (China grew its economy 10x faster than ours, while kept Covid deaths and long term impairment 99.9% lower).
2. How should we navigate tech stagflation? (When China is not experiencing stagflation).
Excellent article, thank you for the insight. Any thoughts on the housing market and what we'll see there?