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(Money) Made In China - Semiconductors Part 2
If Chips Are The New Oil, These Are The Drillers
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Cyclical Value Investing
(Money) Made In China - Semiconductors Part 1
Chips Are The New Oil
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Cyclical Value Investing

May 2024

News Updates
History Happening In Real Time
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Cyclical Value Investing
(Money) Made In China - Part 3
Renewables, Aerospace, and Missed Sectors
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Cyclical Value Investing
(Money) Made In China - Part 2
Improved Tech For Improved Returns
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Cyclical Value Investing
(Money) Made In China - Part 1
In China, Money Follow Hardware Tech, Not Software
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Cyclical Value Investing

April 2024

Plazza (dis)Accords (Part 2)
China's Diverging Path From Japan
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Cyclical Value Investing
8
Plaza (dis)Accords (Part 1)
No Chinese Collapse In View
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Cyclical Value Investing
A New Type Of Civilization
Industrial Civilization Rising - With China As An Entirely New Model
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Cyclical Value Investing

March 2024

Playing With Nuclear Fire
Mapping The Dangers Ahead
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Cyclical Value Investing
8
Investing In South America - Colombian Stock (Part 9)
Colombian and Bolivian Gas - Canacol Energy
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Cyclical Value Investing
Investing In South America - Colombian Stock (Part 8)
End of Ecopetrol and Start of Geopark
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Cyclical Value Investing
© 2024 Jonathan Schramm
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