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    • May 1, 2022

Re-making globalization: real winners and losers


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Unknown member
May 07, 2022

Hey David, I noted this on LinkedIn, but the Roe V Wade scandal provides tremendous political capital for the Democrats to hold on a bit tighter. They probably won't keep that many extra seats, but does this new development change your views on the upcoming midterms?

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john
May 09, 2022
Replying to

I just put out my thoughts on this topic. Getting people used to it is exactly why we should be suspicious that the chief justice leaked it.

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robert billings
May 03, 2022

would appreciate your thoughts as you do the trade if you are carrying the SPXU position over the announcement of the fed or if you are exiting the position

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Moad Fahmi
May 04, 2022
Replying to

I personally have reduced my position by half. IMO the Fed is unlikely to mention anything that would accelerate the risk of recession - political implications are too big.

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Tony Jackson
May 02, 2022

Hi David, Australia produces 9 times Russia's total output of iron ore and every tonne of it is at benchmark quality. Relatively little of Russian production matches Australian quality and presumably they have significant local consumption and if it was cheaper China would already be importing it. They may start importing to "punish" us. China has already banned import of Australian coal and the prices went up because China coal production and coal from the rest of the world is much more expensive in energetic terms! Thank you China for the income transfer. China is doing for coal what Opec does for oil by forcing a chunk of the cheapest product in the world to be left in the gr…

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Unknown member
May 05, 2022
Replying to

I agree that the transition to the new equilibrium will be gradual and with many hiccups

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Nick van Rensburg
May 02, 2022

Great video. John mentions a unique take on Twitter - Musk. Where can I find that? Also, how do you see the UK positioned in the war?

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Unknown member
May 02, 2022
Replying to

Thanks Nick. John’s take on Musk will come out in his regular Monday post (“More Buyers or Sellers?”).

I think the developments over the past year have further vindicated UK’s decision to exit the EU. However, I think for the UK to get the most out of its situation, it should play the go-between, the mediator, the deal maker, the country that brings everyone together. Economically, the UK needs to make friends with as many countries as possible to offset the costs of Brexit. While I voted for Boris Johnston, he is not the same person since he got sick and got married. Not everyone is a Churchill but at this point I would say even Cameron and Major would…

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