$XIAOMI-W(01810)$ $Baidu(BIDU)$ $Alibaba(BABA)$ The US and Chinese Equities are exactly at opposite positions in their economic cycle right now.

One of them needed to flood their economy with a stimulus and the other needed to cool theirs down

You accumulate positions in the one that is waiting for a stimulus[Lovely][Lovely][Lovely]

That’s it.

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# Macro Trend

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  • Des79
    ·09-28
    Good research. Its indeed the opposite.
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  • GoodLife99
    ·09-27
    [Like] sharing!
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  • mocheee
    ·09-29
    Great article, would you like to share it?
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