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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Rarebird who wrote (3102)	12/29/2021 9:03:37 PM
From: Sun Tzu	2 Recommendations Recommended By Cogito Ergo Sum Rarebird Read Replies (1) \| Respond to of 10712

I agree that the Chinese economy is not running on all cylinders. Exports are down. Properties are faltering. And even birth rate is down. But the biggest issue, imo, is the capital war between China and the US. And what makes it particularly problematic for the US listed stocks is that fundamentally both China and the US agree on reducing or removing the Chinese listed stocks. The US perspective is that we should not help Chinese companies take over the world. Which is quite understandable. This is aside form the audit issues that have been raised. The Chinese perspective is that Shanghai or at least Hong Kong should be the major hub of Asian trade, so their companies should move closer to home. Additionally they don't want to see billionaires with international connections who may some day challenge the government. Because both sides agree on reducing/removing the US listed stocks, it will be an exceptional stock that will remain listed on the US markets. If this problem did not exist, then one would have time on his side and could reasonably make long term bets on companies even in the midst of economic problems.

To: Rarebird who wrote (3102)	12/30/2021 12:20:05 AM
From: Investor2	Read Replies (1) \| Respond to of 10712

I think IWM will grossly underperform. Why so negative on small caps? Thanks, I2

To: Rarebird who wrote (3102)	1/7/2022 3:22:27 PM
From: Cogito Ergo Sum	1 Recommendation Recommended By Lou Weed Read Replies (1) \| Respond to of 10712

remember.. Xi is Serious about wealth gap... and will support market.. but will be targeted ... very targeted IMO... no broadsides U could be very well right on Xi... he may just want to finish what he started .. a good point if he closes the wealth gap.. he will be a hero.. and US should take note... it will be beginning of China #1 imagine that.. capitalism funding social programs what a novel idea LOL oh wait ... that happens in much of EU already .. we need both .. pure communism and unbridled capitalism are both recipes for disaster