STRATEGIC NEWS SERVICE® The most accurate predictive letter in computing and telecommunications,
***SNS Special Alert***
To All SNS Members:
Given the volatility and drops in global equity markets, we thought a short note to members might be helpful.
Members who have been following SNS will already be aware of our warnings from the first two Special Alerts in this series. Those who have not had the time might read them now.
As we suggested in the second Alert, the Chinese domestic economy is undergoing serious collapse. Global investors probably are not fully aware of this yet, but they have been running for the doors since shortly after that Alert based on the obvious signals coming out of China: the currency devaluation, equity market manipulations, and the capital flight out of China. Again, the complete list is in our last Alert.
At this time, we have two suggestions which may be helpful, given the range of equity market falls today(Shanghai down 8.5%, US down 3.9%, most others between these) and the likely continued fall in the next few days. Prior to listing these, here is the environment we expect:
GIVEN all this, the two obvious recommendations for global investors would be:
Of course, markets are not rational, and this may all take some time to sort out, with plenty of short-term volatility to come. But shorting China exposure, and buying its lack, seems the best plan today.
I hope that this is of use,
Sincerely,
Mark Anderson
Copyright © 2015 Strategic News Service, PO Box 1969, Friday Harbor, WA 98250. All rights reserved. |
Recent Issuesscott2022-09-20T16:01:24-07:00
SNS Special Alert: Chinese and US Markets III