Skip to content
Archive of entries posted on 27th September 2021

Revisiting China stocks, How they’ll save Evergrande; How Jeff Bezos excels.

Stinky day for most techs. But great for my running down-the-line backhand. I remain in tech. I have faith. I bought a tiny bit of FRSH and ESMT. In recent days, I sold CCI, GXO, ROKU, PTON, TDOC and ZM. China fascinates and confuses. My conclusion: The less my investments depend on China’s quirkinesses, the […]