Tag Archives: Taiwan Strait

Straight Flush: The Taiwan Straight Beats The Straight Of Hormuz

As the stock market and the FOMO chasers remain unhinged from reality (3 standard deviations above mean valuations) about as much as the crowd we watched in horror invade the Capitol yesterday, it’s time to revert to a fundamental story … Continue reading

Posted in Uncategorized | Tagged , , , , | 2 Comments

The Taiwan Strait Getting Hot, Hot, Hot…

We posted the following in July after President Trump threw Montenegro under the bus. Taiwan may be about to get hot, hot, hot in the next year after last night’s Commander in Chief’s ambiguous message on defense treaties.  – GMM One … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 24 Comments