It's possible we're going to gain a little strength b it's possible China is going to open up a bit in response to the protests. Then the Chinese economy is going to go faster. That will be an impetus to commodity prices that will help the global economy.
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It’s not up to them. They can’t just open unless they want to sacrifice their elderly.
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we are not ready sir. their factories are turned and martialed soft artillery. we need software on the ground in se asia now!
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Energy sector is like a raging bull waiting for the gate to open... So undervalued on it's forward outlook. That will change in 2023... If it takes that long.
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Great interview. This guy should have been Fed chair. He was unfairly caricatured as being in the back pocket of Wall St b of his past support for derivatives,etc. It was false & if he had been, then I think we would not be in this mess now.
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Thoughts? Long and deep recession indicators? Goldman believed to be considering such things as well..









