From ‘The China Syndrome’ to ‘Trading Places’
The Blind Squirrel's Monday Morning Notes, August 21st, 2023.
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Bearish China narrative is swamping the market. The 🐿️ does not do “Doom at 11” and is tempted to fade the sentiment extremes.
However, this week’s piece is now no longer a China report (read about it elsewhere - I have recommendations) although I was very pleased with the cover artwork, so we are keeping that!!
Instead…