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Monthly Archives: May 2020
The Other Side of the Coin
In an attempt to maintain a balanced approach to the conflict between China and the US, I recommend “Ill Winds” by Larry Diamond. He provides a well documented, scathing expose of China’s threat to the world as opposed to the … Continue reading
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Bad and Worst Case Scenarios
I have a 20.79? gain in my portfolio for the year and I’m taking it. Will the students riot in Hong Kong? Will China take control? Is there a steer in Texas? Cash is an asset category!
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The Inmates are Running the Asylum
As of the open I am 37% in equity, 63% cash.
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Excerpts From: Has China Won
The author, KISHORE MAHBUBANI, was born to two Hindu parents in Singapore. He has had two distinguished careers, thirty-three years in diplomacy and fifteen years in academia. He lived in New York for over ten years as Singapore’s ambassador to … Continue reading
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A Must Read For Keen Insights To The China Problem
The book is:Has China Won? by Kishore Mahbubani. Very well written and I agree with his monetary analysis. Here is a very controversial, but well reasoned, view of the conflict between America and China that will make you think.
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Mission Accomplished
Portfolio Navigation produced a profit for the year of 10% and I am now 49% in cash.
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