The_dumpster_diver

dalio's call. plaza accord II? the future chinese bubble

NASDAQ:HTHT   H World Group Limited
his call in my mind reminds me of japan in the 80's.. that being said we need to see a soaring dollar. a "plaza accord" type deal to devalue the dollar/fix the yield curve inversion before we see money flood back into the chinese market irrationally. chinese land prices will be ridiculous longer term if he's right.

so, in order for dalio to be right we first need to see the dollar go up irrationally. a plaza accord type scenario where finance ministers globally meet and agree on a dollar devaluation. and then the chinese bubble will realllllllly get going
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