4 Comments

Great work as usual

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πŸ‘πŸ‘πŸ‘ This is great. Thanks for helping me better understand the market.

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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).

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Excellent article, thank you for the insight. Any thoughts on the housing market and what we'll see there?

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