Global Trade Inversions

The Long & Short of It

On August 18th we made a short call for Vinfast Blink - Fast - Short.

We are still seeing this play out in real time. Rubber in avatar world of memetic warfare is meeting the road of real world fundamentals. CRASH!

Intervention

Watch out for the deals made after Biden’s visit to Vietnam on September 10th. Possible speed bumps to slow down the inevitable …