I was discussing something with our investment analyst Choon Siong and somehow… maybe my computer was listening to me and YouTube pushed this Making Sense of the Latest Chinese Stimulus presentation by GaveKal’s Louis Vincent Gave to me. Those that invest in the Asia region may know the name GaveKal, which is based in this region. They tend to be pretty well verse in this region. Given the nice recovery in the Chinese tech market, you may be interested to hear what Louis think of the markets a couple of months ago. I put the slides that I found fascinating here and will come back to wrap things up at the end. This chart shows the market capitalization of the energy market versus the crypto market. The cognitive dissonance is that the crypto market is now bigger than the energy market. I think the other sectors are significantly larger today, relative to the energy market....