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David Woo on What the Economists Got Wrong About the Stimulus
Odd Lots
The Supply Chain Disruption in the Global Market
Woo agrees that china's decoupling from the global economy is an under appreciated risk. It reminds him of in early two thousand 20 when the covet outbreak first happened, and ch China basically shut its entire economy. Woo: At some point people are going to wake up to this dynamic. And i think your assessment that it has not been fully appreciated.
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