Take Note

    Posted by steve on 30th of Jul 2022 at 03:36 am

    https://www.voanews.com/a/us-house-speaker-pelosi-to-depart-friday-on-asia-trip/6679531.html

    Be aware and monitor

    Posted by steve on 30th of Jul 2022 at 09:11 am

    https://m.economictimes.com/news/defence/china-announces-military-exercise-opposite-taiwan/amp_articleshow/93230979.cms

    *CHINA STATE MEDIA MOUTHPIECE SAYS

    Posted by fundamentalvalues on 30th of Jul 2022 at 08:22 am

    *CHINA STATE MEDIA MOUTHPIECE SAYS CHINA WILL SHOOT DOWN U.S. FIGHTER JETS ESCORTING PELOSI IF THEY ENTER TAIWAN AIRSPACE-NewsWire

    Pretty bold and it doesn't seem likely she would stop in Taiwan, though very serious business to China either way. I didn't realize it has been since 1997 as noted in the article you shared since the last visit there. 

    The geopolitical has been on the back burner for a bit with inflation, earnings, and economy being the central themes while stocks rose on bad news this past month. These tensions remain:

    https://www.nytimes.com/2022/07/28/us/politics/biden-xi-call-china.html

    QT is just starting, putting markets further at risk. Sentiment is holding things up right now, if it changes, look out. One day at a time. 

    yes I saw that news

    Posted by matt on 30th of Jul 2022 at 11:00 am

    yes I saw that news on Thursday, clearly the market didn't care about it, yet.  Playing with the dragon's tail there

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