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Navigating the Chinese Economy and Global Markets
This chapter explores the challenges facing the Chinese economy, including declining 10-year yields and low consumer sentiment, and compares it to Japan's economic struggles. It also discusses the broader implications of U.S. and China geopolitical tensions on investment strategies and market trends. Additionally, the chapter touches on the future of education in an AI-driven world and the impact of current policies on U.S. and global equity markets.