Great analysis. Agreed that the bull market is over but what comes next is tough to predict! Personally, if we unwind decades of globalization, I see the trends of resilience, reshoring & sovereignty and China as long term winners. But it could take time to play out! Looking forward to reading your next articles!
"Prediction is very difficult, especially about the future." - Niels Bohr
It's clear that national and economic security are core priorities for both Beijing and Washington, and we're seeing that play out in real time. This won't be good for the stock market in the short to medium term, which has thrived off globalization.
The recent market shifts signal the end of the bull market, but with challenges come opportunities for strategic adaptation. It’s a reminder that staying informed and flexible is key to navigating changing conditions. Thanks for the insightful analysis!
Great analysis. Agreed that the bull market is over but what comes next is tough to predict! Personally, if we unwind decades of globalization, I see the trends of resilience, reshoring & sovereignty and China as long term winners. But it could take time to play out! Looking forward to reading your next articles!
"Prediction is very difficult, especially about the future." - Niels Bohr
It's clear that national and economic security are core priorities for both Beijing and Washington, and we're seeing that play out in real time. This won't be good for the stock market in the short to medium term, which has thrived off globalization.
The recent market shifts signal the end of the bull market, but with challenges come opportunities for strategic adaptation. It’s a reminder that staying informed and flexible is key to navigating changing conditions. Thanks for the insightful analysis!
You're welcome. Great to hear from you!