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Reverse Ponzi Scheme

The Compound and Friends

CHAPTER

Navigating U.S.-China Tech Dynamics

This chapter examines Apple's heavy revenue reliance on China and its implications for investors amidst ongoing U.S.-China tensions. The discussion works through the complexities of trade relationships and how major U.S. companies, including Tesla and Amazon, navigate their international markets. With a focus on automotive stocks and their valuations, the chapter highlights both the opportunities and risks of investing in companies tightly integrated with the Chinese market.

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