To: Julius Wong who wrote (165116 ) 11/15/2020 7:39:53 PM From: TobagoJack Respond to of 217860 Re <<EPS>> best to hold-off on the long side, unless bitcoins and gold, and maybe not even gold. Final exam time, for this below expression of last scorched markets act would be fantastic. Possibly making Team China harsh blowback inevitable and the presumable Team USA climbdown inexorable, sending markets hard-down followed by straight-up. Simply because Team China does not negotiate when under extortion, and the barefoot need to worried about a muddy fight w/ the loafer-ed. The wealthy democrats and republicans might not have to be concerned about capital gains tax increases anymore as capital gains scorched Must think out the likely trajectory of various vectors and game the game. The FED shall have to step in should the vaporisation gain expression and rage into high momentum In the meantime, whilst waiting on the Trump moves, am sure glad the current net-short positioning of the portfolio. Believe after months of gradual reduction, rare earth inventory outside of China quite low.bloomberg.com Trump Plans Last-Minute China Crackdown to Trip Up Biden: Axios Ros Krasny 16 November 2020, 07:17 GMT+8 President Donald Trump Photographer: Chris Kleponis/Polaris/Bloomberg President Donald Trump plans several new hard-line moves against China in the remaining weeks of his term, Axios reported, citing senior administration officials they didn’t identify.Trump may announce sanctions or trade restrictions against more Chinese companies, government entities or officials, citing human rights violations or threats to U.S. national security, according to the report . John Ullyot, a spokesman for the National Security Council, told Axios that the actions would be framed in such as way as to be “politically suicidal” to reverse, absent a major policy shift by Beijing. Tougher moves against China have been expected in the waning weeks of Trump’s administration. Raymond James Financial Inc. analyst Ed Mills wrote in a note published Friday that the financial services firm is bracing for additional executive orders on hard-line positions, made in ways that may be difficult to reverse under a Biden administration. That assessment followed Trump’s executive order on Thursday barring American investments in Chinese firms owned or controlled by the military. The order prohibits investment firms and pension funds from buying and selling shares of 20 Chinese companies designated by the Pentagon as having military ties in June, as well as an additional 11 companies added in August, Axios reported. It said administration officials are discussing an expansion of that list. Before it's here, it's on the Bloomberg Terminal. LEARN MORE