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 Post subject: It's all about China
 Post Posted: Wed Sep 11, 2019 10:40 am 
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Joined: Jul 24, 2019
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Few will argue that the markets will pop to the upside when a China deal is struck. The questions is when. Who wants to be on the sideline when the announcement is made? Not me.
But when? China growth is at a 27 year low. Jan 2018 GDP was 6.8, July 6.2 and the forecast for Jan 2020 is 5.7. How long can they hold out? Will they wait for the election? Big gamble if the Art of the Deal author stays. Can a China deal divert the looming recession? And finally, who else out there likes Alibaba (BABA) when a deal is done?


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AGG (F Fund)
iShares Lehman Aggregate Bond (AGG)

S&P 500 (C Fund)
S&P 500 INDEX,RTH (^GSPC)

DWCPF (S Fund)
Dow Jones U.S. Completion Total Stock Market Index (^DWCPF)

EFA (I Fund)
iShares MSCI EAFE Index (EFA)