2min chapter

The Compound and Friends cover image

We Haven’t Seen the Third Act Yet

The Compound and Friends

CHAPTER

The Biggest Global Risk Is a China Recession.

C p i has only been weaker than expected three times in the last 24 months. It's persistently coming in hotter than expected. Sian, but when you have a regime change in the market, righting, imen, barries its probably writing a book on this right now,. People are slow to adapt to the new regime. If you've bought the dip ten times, and on the eleventh time it doesn't work like that’s werd whatever on the twelfth time. What it takes you just showed me the chart where they don't get it? I i'm done.

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