Finally, COVID is “over” in Shanghai. Now that the CCP declares its victory, the US will likely become more comfortable, temporarily.
America certainly needs that relief.
We already see that reflected in container prices. At this point in the cycle, anything helps.
I used to believe China had already won against the US until they decided to crush founders with oppression (Didi, Alibaba, PinDuoDuo -- and hundreds of others).
There is still hope for freedom; once they meddle with self-made tech billionaires, they start to lose since there is no point in building wealth if you don’t have ultimate lasting freedom.
Now, more than ever, you are being asked to present the unabridged version of yourself, without any shortcuts or alternatives.
Inevitable founders are deeply connected to the mission of their companies. There is no plan B for the inevitable. The interests are aligned.
I have made 30+ trades in the past 18 months using over US$100K in margin. Interesting to see that margin soared this year. It can be quite useful.
