2023 was the Year of wrong predictions w/China optimism being the most wrong. This year, most of Wall St was on the same page: Sell US stocks, buy Treasuries, buy Chinese stocks. Turns out nearly all of the predictions were wrong bloomberg.com/news/features/… (HT @biancoresearch)
>>1
確かにチャイナには惑わされた。ドイツ ホルガーさんより
2023 was the Year of wrong predictions w/China optimism being the most wrong. This year, most of Wall St was on the same page: Sell US stocks, buy Treasuries, buy Chinese stocks. Turns out nearly all of the predictions were wrong bloomberg.com/news/features/… (HT @biancoresearch)
https://x.com/schuldensuehner/status/1741492522310906030?s=46&t=2Ozaq5ZjbT7_uOYMVsIRKQ