CHINA: MacDoζe Winter-Blows 1/4 (+52%)
China heat was hot enough.
Monotone chatter and feel-good tales.
China has been ranging for a decade.
A fifty percent return on equity in two months is hot enough.
1. Recap Situation
We introduced the MacDoζe Winter-Blows series and countered it with the monotony of Saint Nicholas chatter. We have empirically proven: that annual December rally folly is a lie. We are all adults, so let's get back to data, probabilities, and intelligent structuring of investment ideas, instead of feel-good tales for toddlers.
We also mentioned China and were convinced it would be back in the 2019-2020 trading ranges. It looks like we weren’t wrong about that, either.
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