Portfolio Update Chinese Stocks The ride on Chinese stocks have not been going well. It could have been worst considering the downtrend is as deep as Year 2008 global financial crisis except that this is man-made. Frankly, for such a deep correction, the cost to economic is highly subjective bother concern. Even with past few days of rebound, the downtrend is still intact from what I estimate from the chart. Some of the change is anti-capitalism in nature. This may mean innovation will be much harder locally. US Stocks In contrast to Chinese stocks, the US market is on strong recovery mode. Printing continues to work. There is no runaway inflation so far. Whatever loosening of the dollar means the value get lesser which implied the stock price should go higher as the fundamental of the business remains unchanged if not better since those with strong moat will adjust their product and services upwards....