I know an inversion when I see one, and I recognize when social angst is at an all-time high.
Gaza protestors are very upset.
Countdown...
3…
2…
1…
Long Israel (NYSE: EIS)
Did you smile?
Remember: If it amuses you, it's probably true.
Now, get this ‘call’: to all your armchair analyst or AI to justify all the relative valuations, making it sound like you're a sound money manager.
(Kudos to a reader who took a stake in their stock exchange. I consider that a bid in the stock market as well.)
Thank me later.
Btw, show some love for Long Taiwan and Short China.
If you ‘win’ without merit - you lost
I am very well-versed with the CCP, and I'm not even Chinese.
Close, though; I'm Canadian.
I did spend time in communist countries (a masochist), I realized something that could serve as a powerful heuristic.
Why is it that if I did the exact opposite, the right outcome would come about? It sounds counterintuitive, but not if the entire economy is inverted.
In fact, the rule I created, which is quite astute, suggests that you want to be in the 3rd/4th quartile of the social hierarchy inside an inverted economy like China. The reason is simple: if you go any more, you would be completely inverted. More importantly, if you go any more, you will be forced to deal with corruption or jail.
Going below (first or second quartile), you would be completely broke.
These reasons contribute to why the issues of immigration and the migrant crisis are significant problems. The social hierarchical inversions are challenging to overcome for a nationalist or culturalist coming from the East.
Now, let's say you achieve being in the top 1% of earners within the 3rd quartile of the social hierarchy using exclusively transferable global skill sets.
You would have developed an elegant hedge, assuming those transferable skill sets were world-class. If you went somewhere less inverted, you than can pursue being in the 4th quartile like Elon - few.
Show some love or hate….