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U.S. companies report investment by China-related entities, technology transfer requests, and
H. R. McMaster • Battlegrounds: The Fight to Defend the Free World

4th Quarter Commentary January 2024
A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.
horizonkinetics.comThe technological and political context has changed in important ways too. Globalization has had destabilizing effects, ranging from climate change to the spread of technology into far more hands than ever before, including a…
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