Subject: Re: PRC and Domestic Investing
Predicting the future is hard, but we have fun trying. My guess is that a whole bunch of workers are going to be out sick (or worse) and that supply chain problems will get worse, not better. So if you're counting on stuff from China for your business there will be a short-term problem. That said, longer term (3-5 years?) this too will pass. It wouldn't surprise me if the US markets continue downward for the next six months and it is hard to imagine adding to any positions before the summer.