It's Starting To "Reek" Of A Cold War

"Is there anyone out there that still thinks China is not going to take Taiwan before November 2024?"

Today’s post includes a look into how Jerome Powell’s testimony this week may drive market direction, as well as the growing tension between the U.S. and China, which took another step in the wrong direction overnight last night.

First, remember that it was just days ago that I once again reiterated my take that U.S. listed China-based equities could be facing substantial risk as geopolitical tensions continue to rise. During that article, I concluded: