@seanpianka@gave_vincent You alluded to it, but how do those dynamics feel to the Chinese consumer? Imagine despite lower wages, purchasing power better?
@TotemMacro@DerivativesDon@qa__rocks@dampedspring Law of diminishing returns on policy reversal headlines. Tough to put the genie back in the bottle at this stage. Overshooting risk is high on the 18 x 250.
@BillAckman Would be cool, 1985 redux, Rocky 7. Problem is we haven’t done enough to paint China as a common enemy, while Europe stopped being a team player after the fall of the Soviet Union.