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Bold Predictions for 2023: Better late than never!

Equity Mates Investing Podcast

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China's Internet Firms Will Outperform US Components

China's internet firms will outperform US counterparts measured by craneshares China ETF versus the NASDAQ 100. I am calling the Elon effect takes hold. The big seven American tech companies will have less employees, but will be more profitable. We'll see big layoffs from big tech, bigger than we expect and it won't be because they need to protect their bottom line or print cash.

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