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I suppose that the worst case scenario is that the bond market gets involved. Ugly.

OTOH, maybe it's better to have a small conflict early rather than a large one later.




The worst case scenario is that tariffs and other measures against China slow down their economy enough that their real-estate bubble pops. The results of that could easily be political.


It's not early friend :(

Having said that, with the amount of Chinese wealth overseas I think there is a vested interest in keeping the status quo


Why are you confident that this isn't already "later"?




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