What the hell is happening to China
>>62823484The chinese would rather buy gold than buy a company with no future growth
Pajeets
>>62823508what in the world do they have to do with this
>>62823504Gold is down over the same stretch
>>62823484Rolling Global Recession caused by AI and American Rape Hikes.
>>62823514This is your opportunity to start stacking
>>62823508are they ok
>>62823484Ho Lee Fuk
>>62823484Just usual China stuff
>>62823484China was an incel power fantasy.>>62823548I certainly hope not.
Turns out communism and stockmarkets don't mix
>>62823484Zoom out
>>62823484They generate growth through state-directed projects and plans, not through the profit incentive. (Yeah that sounded pretty smart; must be right.)
>>62823484The bubble popped a while ago
>>62823508Why do you keep videos of gore and accidents on your computer? I can only imagine how repulsive of a person you would be in real life.
No oil coming from Iran
>>62823548they walked it off.
>>62823484STEM incels is getting rejected in making it.
>be elites>know the French bond market is a ticking time bomb>quietly dump European bags>flee to the Dollar while retail is distractedListen up, anons. The thesis is simple and it's playing out right in front of us. France is functionally cooked. 119% debt to GDP, a 5.4% deficit, and a gridlocked parliament that can't pass a budget to save its life. The OAT-Bund spread is blowing out because the risk premium on holding French debt is getting toxic.The smart money already knows. Look at the DXY—it’s been grinding up relentlessly. Capital is fleeing the Eurozone and hiding in the dollar. At the same time, yields are starting to top out because the bond market senses a breaking point is coming. The elites are front-running a sovereign liquidity event. Lagarde and the ECB aren't stepping in to save them this time.The Euro is bleeding out. The Dollar is the lifeboat.How are we scheming this? What is the highest asymmetric play here?Short EUR/USD with massive leverage?OAT puts?Long specific US equities that benefit from a crushed Euro?Drop your plays. Let's front-run the collapse.
>>62825105this thread is about your shithole, ching chang chongnot about France
>>62825111I'm underweight both Europe and China. America, Developed Asia, and Emerging Markets ex China are just better.
>>62823484Common prosperity
>>62825147People finally realized giving capital to or buying capital in companies that need to prioritize the dictates of their communist party liaison over shareholder returns when the current head of the country and party doesn't give a shit about business profitability is a bad idea.Meanwhile not that far away Japan is reforming to be more shareholder friendly and Korea is riding the AI boom.Not rocket science.
i don't see mostly peaceful protests in chinashort france
They realized AI is NEVER EVER going to make back the initial investment.
