Alice Han

Well, at the risk of being facetious, Ed, can I say Chimerica, if that country still exists?

Well, at the risk of being facetious, Ed, can I say Chimerica, if that country still exists?

Because the two, again, back to this relationship in which they just reinforce each other because one side's strengths is the other side's flaws. When I think about Chinese tech manufacturing capacity, China is undoubtedly the leader, and I think it will continue to be so.

Because the two, again, back to this relationship in which they just reinforce each other because one side's strengths is the other side's flaws. When I think about Chinese tech manufacturing capacity, China is undoubtedly the leader, and I think it will continue to be so.

Because the two, again, back to this relationship in which they just reinforce each other because one side's strengths is the other side's flaws. When I think about Chinese tech manufacturing capacity, China is undoubtedly the leader, and I think it will continue to be so.

Basically, it's astounding that China has quietly met or even surpassed all of its Made in China 2025 goals, even though it's not talking about it anymore. I remember back in the day in Tribal 1, where there was a huge backlash, China silently achieved many of those goals. And meanwhile, in the U.S., I still think that the U.S. has a degree of exorbitant privilege.

Basically, it's astounding that China has quietly met or even surpassed all of its Made in China 2025 goals, even though it's not talking about it anymore. I remember back in the day in Tribal 1, where there was a huge backlash, China silently achieved many of those goals. And meanwhile, in the U.S., I still think that the U.S. has a degree of exorbitant privilege.

Basically, it's astounding that China has quietly met or even surpassed all of its Made in China 2025 goals, even though it's not talking about it anymore. I remember back in the day in Tribal 1, where there was a huge backlash, China silently achieved many of those goals. And meanwhile, in the U.S., I still think that the U.S. has a degree of exorbitant privilege.

It's going to be very hard to fully rotate out of the U.S. The fact that stocks now, the S&P, are above April the 2nd and maybe even will come up to an all-time year-to-date high suggests that people are trying to get back into the U.S., It's not fully convinced that this is the end of U.S. hegemony and that there's still an appetite for U.S. assets. I'm still bullish long term about the U.S.

It's going to be very hard to fully rotate out of the U.S. The fact that stocks now, the S&P, are above April the 2nd and maybe even will come up to an all-time year-to-date high suggests that people are trying to get back into the U.S., It's not fully convinced that this is the end of U.S. hegemony and that there's still an appetite for U.S. assets. I'm still bullish long term about the U.S.

It's going to be very hard to fully rotate out of the U.S. The fact that stocks now, the S&P, are above April the 2nd and maybe even will come up to an all-time year-to-date high suggests that people are trying to get back into the U.S., It's not fully convinced that this is the end of U.S. hegemony and that there's still an appetite for U.S. assets. I'm still bullish long term about the U.S.

in terms of its knowledge economy, in terms of immigration. What it gets its act together like with the COVID vaccine, it does it very, very well. And again, remains a strong consumer-driven economy in the way that China isn't. So at the risk, again, of sounding facetious, I would say I'd put my money on China America. It's hard to see any other economy, even EU, competing with that.

in terms of its knowledge economy, in terms of immigration. What it gets its act together like with the COVID vaccine, it does it very, very well. And again, remains a strong consumer-driven economy in the way that China isn't. So at the risk, again, of sounding facetious, I would say I'd put my money on China America. It's hard to see any other economy, even EU, competing with that.

in terms of its knowledge economy, in terms of immigration. What it gets its act together like with the COVID vaccine, it does it very, very well. And again, remains a strong consumer-driven economy in the way that China isn't. So at the risk, again, of sounding facetious, I would say I'd put my money on China America. It's hard to see any other economy, even EU, competing with that.

I think the Europeans, even although people were saying buy Europe earlier this year, have faced a big hurdle with Merz's fiasco. You know, he finally got elected, but it showed underlying weakness in Europe. And I think Europe is next when it comes to tariffs. So I would say China America, if that's at all possible.

I think the Europeans, even although people were saying buy Europe earlier this year, have faced a big hurdle with Merz's fiasco. You know, he finally got elected, but it showed underlying weakness in Europe. And I think Europe is next when it comes to tariffs. So I would say China America, if that's at all possible.

I think the Europeans, even although people were saying buy Europe earlier this year, have faced a big hurdle with Merz's fiasco. You know, he finally got elected, but it showed underlying weakness in Europe. And I think Europe is next when it comes to tariffs. So I would say China America, if that's at all possible.

I know. I was going to say, can I make that publicly known somewhere? I've got so much. I'm against the digital equivalent of fan mail on LinkedIn and whatnot. Thanks to you guys. So I really appreciate that.

I know. I was going to say, can I make that publicly known somewhere? I've got so much. I'm against the digital equivalent of fan mail on LinkedIn and whatnot. Thanks to you guys. So I really appreciate that.

I know. I was going to say, can I make that publicly known somewhere? I've got so much. I'm against the digital equivalent of fan mail on LinkedIn and whatnot. Thanks to you guys. So I really appreciate that.