1/ my new manifesto
CAPITAL MARKETS MAXIMALISM
There’s a version of the American reindustrialization story that goes like this: China ate our manufacturing base. Supply chains proved fragile. Now we need to build again.
That story is true. But it’s incomplete.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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