So the
FH Stock Watch went over the weekend, which shares my views on individual stocks.
3 points I wanted to discuss:
- Sharing my updated probabilities on the macro outcomes
- Where does value lie in this market?
- Sharing my views on China after my recent trip
We discussed (1) and (2) yesterday, and we’ll discuss (3) today.
This is a modified FH Premium post written earlier this week.
I am making this available to all readers to keep you updated on my latest thinking given the current market volatility.
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What did I hear about China recently?
The views that were shared to me recently:
- Some hold the view that China will relent on the tariffs eventually. Thought process is that a good chunk
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