The China US Relationship and the Stock Market

Gary Brode of Deep Knowledge Investing, and Heather Heldman of Luminae Group and member of the Deep Knowledge Investing Board of Advisors to discuss the China/US relationship and the impact of upcoming events on financial markets.

Please join us for an in-depth conversation covering China’s actions in Hong Kong and Taiwan, supply chain disruption, whether US companies should move production out of China, and possible delisting of Chinese equities trading in US markets. If your portfolio has exposure to Chinese supply chain and manufacturing issues, you’ll want to be part of the conversation.

#supplychain#china#logistics#investing#tiktok#geopolitics#trade#shipping#internationaltrade

Recent Blogs

Jensen Huang – Updated

Two days ago, I wrote that I thought it was unlikely that Nvidia would fire CEO, Jensen Huang. I also wrote that “In situations like this, when a CEO...

Read More

October 2026 CPI is 0.4% M/M

CPI was up 0.4% vs last month. This was down from 0.6% last month and was above expectations of 0.3%. This annualizes to 4.9%. There is no annual comparison...

Read More
Referral program

Invite & Earn

X
Signup to start sharing your link
Signup
background banner image
loading gif

Available Coupon

X