Plaza (dis)Accords (Part 1)

No Chinese Collapse In View

Apr 22, 2024

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Investors today cannot afford to not have an opinion about certain topics. For example, will WW3 erupt soon, something I have discussed, including the milestones and warning signs to watch out for in this previous article:

The Eurasian Century

Playing With Nuclear Fire

Cyclical Value Investing

Mar 29

Believe me, I would love to just stay focused on finding cheap oil stocks and promising under-discussed sectors and companies. Unfortunately, the Western leaders have been on a streak of rather unhinged declarations lately that made the prospect of WW3 an actual possibility.

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Another topic that can hardly be ignored for virtually any portfolio is the persistent fear of a Chinese economic collapse.

Would it…

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