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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: stsimon who wrote (161792)	8/27/2020 9:51:32 PM
From: TobagoJack	Respond to of 217795

Yeup, know Andy's work. Not always correct, but the logic sound. I draw your attention to 3033.HK on the ETF monitor. It shall soon list on HKEX (symbol 0388.HK). The thing can be gotten via many on-line brokers. I expect 3033.hk, and its constituents 0700.hk, 9988.hk, etc etc to do well, but better if from a lower base, along w/ 0388.HK the exchange they trade on. Have positions in some of the constituents finance.yahoo.com but not nearly enough. Expect to build up core position as the tech universe bifurcates and the capital markets split asunder, all per Cold War 2.0. Much more Team China tech shares shall list, some are undoubtedly phooey, but others of merit. Ultra enthusiastic and hoping the Trump can create a psychological risk-free buying moment. The option market in HK is not great, so cannot lower cost basis much by playing w/ options. As far as disruptive technology goes, believe much in China. Been there, saw enough, be they systems, software, medicine, and whatever. Believe Team USA technology cost to rise, as market share drops, and Team China technology cost to drop, as market share increases. Thus explaining the tech battle of the Cold War 2.0. Recently the Blue Team put on exhibit in the neighbourhood traditional ware hubbed around two 10-billion dollars carriers sailing within a hundred miles of Red Team boundary, and Red Team just lobbed two 10-million dollar anti-ship ballistic missiles from thousand miles away based on trucks in the desert and amongst anywhere forest. The export potential is great for one but not the other. The gadget supposedly works thus (minus the music of course :0) There is some controversy re how and whether the anti-ship ballistic longer-stick missile gizmo works as advertised - which is puzzling, why would anyone think Team China bluffs given track record of all global powers bluff is rare especially on this scale that would only encourage peer competitor to up gaming? The Boyz Blue and Red play so well together, encouraging each to up game, spending dollars and yuan However, the home court of one is not about building, but actually built, game of Go like, and grid marked for kinetic play forbes.com , as it has been on-going for a lot of years already. Now, together w/ the GPS-competitor BeiDou positioning system doubtlessly available for export per military-civilian fusions to be listed on HKEX 0388.hk. China is about trade, not boots on any ground, imo. Given that the Trump is from NYC real estate, he knows about home court advantages, am sure. Am guessing that sacrifices shall be demanded of the opposing sides populations, and that is encouraging for the work of gold and of silver. There is less or no doubt that China quantum satellite works, per participants in Austria phys.org - oddly, 4 years after launch still no competing system shows up in space So yes, short SOX and long 3033.HK might work well as pair-trade. But first need the Trump to better do his job on Team HK and China Tech. And then there be the space race, and other racings. TikTok for gold / silver.