$SPY Its odd that there are folks who want to be Long our Market & yet think bashing China & Chinese stocks is possible w/out a complete takedown of our Markets. You can be Long $BABA, $JD, $BIDU & know that if Trump & the WH get Xi pissed he will respond & hit our Markets. WMT, TGT & our manufacturers as much as they pretend they dont, need China. If China goed after $AAPL its a done deal & that will take this place down. Cheering for that to happen is pretty self defeating
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@GoodNewsBull @Semiquaunt I mean obviously people get screwed by govt. I don't see the benefit in conflating a collectivist regime with western democracy however. Do you recall what happened the last time collectivists held power and degraded to putting minority populations in camps? The only difference this time is CSR funds such as BlackRock seem to be content in allocating capital to state backed companies. Again, ignoring the politics, how long could a CSR conscious investor convince him or herself that this capital allocation is in convergence with CSR principles?
@LIoydDankfein @Semiquaunt " Do you recall what happened the last time collectivists held power and degraded to putting minority populations in camps? " I sure do, kind of the point. US wants to act superior? really?
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