Markets in Wartime
What Goes Up
China
I'm speculating, but you know, again, i'm just going to give you my irrationally confident, hyperbolic view. China does import food, food prices on a matter one. And we've got political risks at home. Every recession has been preceded by doubling in old presses. I think the risk is there, but the risk of positioning yourself for a reception is also enormous,. Because what do you do then? You buy ten year yields. What happens if this is a georgia senaria? A short term, a month long conflict like anyboty waihe? So that would iwout playing both Idady and inflation through commodity paradime.
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