Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts
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China's 30 Year Malaise
On Asia, I think that China is entering at least a 30 year malaise. They're essentially all state entities. Everything is because the government will walk in at any time and tell you how to run your business. So the probability of China ever getting anything right so far as technology and innovation is near zero unless.
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