Bullish
$AMZN trade deal news is a distraction . This is the new cold war II. The real focus is who’s going to dominate tech for the years to come. China’s vulnerability is it’s hardware it imports more high end semi conductors than it imports oil in terms of dollar values. It will take beyond 2025 for China to be self sufficient in that area. The area where the US can apply hard pressure in the years to come is “there@ forget about soy beans and agricultural products. Tariffs are blunt instrument that’s a very precise one.
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