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Good analysis. One quibble - it's not clear that stocks sold off based on this. There are a lot of factors that affect market prices and it's usually hard to pinpoint them on one event. For example, stock prices could have gone down because of a perception of further separation of the CCP from Western economies after the congress meeting.

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Oct 31, 2022·edited Oct 31, 2022Author

Yeah I was thinking the same thing after I had posted it.

Hong Kong stocks look insanely cheap right now, but Xi is kind of scary. Part of the reason I wrote this is to talk myself into buying :) .

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did you tho ? ;)

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Yeah I did actually, got myself some JNBY shares

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