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2 thoughts on “Communist Embrace

  1. There’s the “markets can remain irrational…” dictum, but few consider the opposite: you yourself can be irrational until facts puts you down for the count. I’m reminded of this every time our investment team makes the case for China. Thankfully it’s only guidance from them and we managers remain fiercely independent. And in my case, privileged to have discovered this site and its content.

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