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!

New to investing?

Explore these valuable guides to get started.

Related Articles

Most People Don’t Want to Write. They Want to Have Written. – Ep 296

I was at a conference in Switzerland. A reader came up to me and asked, "Vitaliy, I've been reading your articles for years. I'd like to write. How should I start?"

You are not as smart as you think you are – Ep 295

Lately, I’ve been getting this powerful feeling that everything I touch turns to gold. Every time I buy a ... Read more

Guy and I – Ep 294

Reflections on friendship, mortality, and the kindness of Guy Spier, the value investor who taught me that we all live on borrowed time.

This Is Your Captain Speaking – Buckle Up – Ep 293

I have been feeling very uneasy about the market and the economy. Over the last two decades our economy has been acclimated to insanely low interest rates, and reacclimation to higher and rising rates is going to be difficult.