Is China Reemerging and Exporting Stimulus to the World?

China reopening is deflationary in a lot of ways right because we are just sort of expanding the capacity of goods. I think bullish energy it's certainly bullish like stuff like copper and maybe putting on some trades there to kind of get out of my you know equities crypto and in currency little cycle. Eric, do you want to share with us some investments that have been doing well this year?

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