US and China: In the Foothills of Cold War (Updated) – Ep 138

Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations. He also discusses and shares an update on IMA's investment in defense stocks, in light of...

Vitaliy updates listeners on his views about the US and China, and includes his previous article going over the risks posed by tensions between the two nations.

He also discusses and shares an update on IMA’s investment in defense stocks, in light of the current geopolitical climate.

John Cena apologizing: https://www.scmp.com/video/china/3135092/hollywood-star-john-cena-apologises-china-calling-taiwan-country Defense Stocks article: https://contrarianedge.com/defense-stocks/

You can read this article online at: https://contrarianedge.com/us-and-china-in-the-foothills-of-cold-war/

 

 

Enjoyed this read?

Share it with someone who’d love it too!

Related Articles

It Is Not the Cards You are Dealt; But is How You Play Them – Ep 249

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

Q&A Series: Diversification and Position Sizing in Investing – Ep 248

📩 Join 94,000+ readers on my FREE weekly email newsletter:   📚 Get my books: Soul in the Game -  The Little Book of Sideways Markets -   Active Value Investing -    WHO AM I: Vitaliy Katsenelson is the CEO of...

The Hidden Advantages of Investing from NOT New York City – Ep 247

What are the hidden advantages of living away from “noisy” investing centers like New York? 
DeepSeek Breaks the AI Paradigm – Ep 246

DeepSeek Breaks the AI Paradigm – Ep 246

I’ve received emails from readers asking my thoughts on DeepSeek. I need to start with two warnings. First, the usual one: I’m a generalist value investor, not a technology specialist, so my knowledge of AI models is superficial. Second, and more unusually, we don’t have all the facts yet.