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Jacob Shapiro on Russia, Ukraine, and China
Forward Guidance
I Don't Think You're Going to Make Money Betting Against China
I don't think you're going to make money betting against the Chinese in any kind of short term horizon. I see a Chinese Communist Party that is only getting stronger and periods of centralization in Chinese history usually mean China does great things on the world stage. People have made a lot of money over the past two years betting against China. The Chinese Communist Party is stronger than ever.
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