Feb 3Liked by Kevin Batcho

I re-read your article several times to fully internalize it. It is pure gold of essential knowledge for those who actually want to understand the workings. Same for your previous piece on GRCs.

So you mentioned the “Opening Round”. Do you have any thoughts on the post-Opening Phase?

I’m simply asking because I think you are correct in your assessment of China as of today, but over years / decades China is facing a major population crisis that might impact their current manufacturing capabilities. I reckon that other countries will face similar issues as well.

Expand full comment
Feb 2Liked by Kevin Batcho

We can only wonder how many fat ass woke bosses are reading your excellent analysis.

After all they floated to the top due to a lack of gravity.

Expand full comment