AI SUMMARY — China's economy mirrors late Soviet decline with massive fixed investment (1/3 of GDP) supporting a shrinking manufacturing sector (1/4 of GDP), declining profits, and potential sudden collapse. The post suggests this economic deterioration could accelerate rapidly, making YANG (3x inverse China ETF) calls an attractive hedging bet.
| TICKER | YANG |
USER | u/Chumpleshitskin |
| RATING |
BEARISH |
ENTRY |
$29.47
|
| POSITION |
340 sh
SYN
|
BOOK VAL |
$10020.40 |
| CURRENT |
$29.41 |
P&L % |
-0.20%
|
| CURR VAL |
$10000.00 |
P&L $ |
-20.40
|
1/3 GDP of fixed industrial investment to prop up 1/4 GDP of manufacturing that has shrunk in USD terms since 2022. Declining profits. Looking like slowly, then all at once.
https://aaronlee.substack.com/p/late-soviet-china
Might be time for some YANG leaps.