Re << Xi, Putin and Trump >>
The boyz seem to play well together. They cannot exist as they are otherwise.
Trump introduces energy into the equation, accelerating whatever the trending direction, believing he sets the trend.
Putin acts as an accelerant and retardant, depending on who he chooses to side with, and definitely is an important swing factor in setting direction, based on who goes against him. Putin knows his role well.
Seems Xi might at least have deciding role in setting the general direction, at least perhaps heavily influences specific initiatives of the direction, as well as provides a bit of the momentum. 5-, 10-, 15-, and 30-years planning cycles tend to drive direction selection. Putin and Trump both are helpful at this juncture.
Re <<I still think you greatly underestimate those pole climbers :)>>
It is good that they got in early on the ‘wait for interest rate to rise’ trade [:0) given that so the trade can provide endless amusement for so long, and according to the other J, for further than the eyes can see, without real zero bound. Patience is a virtue and if wrong, hilarity, and if right, must be in gold.
Speaking of pole climbers, My shorted China Tower (0788.hk) puts blew up on my counter-party, I earned a previous booked amount as free and clear, and shall re-load on Monday Message 32906357
China 5G rollout should continue to pay monthly dividends, else Nasdaq collapses due to WeChat-less corporate users of Team USA No longer able to operate in domain China-China-China (Big Mac burger sales would crater, for example), WeChat-less Apple phones heavily impacting sales in China, simultaneously ramping global unit cost, Team USA chip exports to Team China players go down the tube, and perhaps even getting to the point that rare earth is canola-ed. |
