"... I have been modeling the impact of a China invasion of Taiwan in my portfolio. I know that most non-grocery items in discount retail, even moreso than other sectors, are China imports. I know there are US macro reasons for the drop in price across a number of US discount chains, but I'm concerned this is another signal ..."

Delegating significant US production capabilities to other countries, especially in arenas of strategic significance, is inadvisable.

Countries are discrete cultural entities, with decision-making processes entirely distinct from our own. This diminishes present accordance as a reliable predictor of ongoing alignment. Better than nothing, no doubt, but far from assuring.

We must aspire to manifest all of our essentials as best we can.

Tom

Falling Knives FAQ

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