MASSIVE DISLOCATION between QQQ and China Tech
Updated
An inflationary scenario could see an absolutely HUGE catchup in Chinese tech relative to the nasdaq. I am LONG KWEB
Note
This setup is even better than when I posted... however worried about tail risk if China makes a move on Taiwan... I exited my positionsNote
Exited my positions as I stated (fortunately) - but I think this is worth watching for another high risk setup.
White Lake Investment
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