My favorite shares have collapsed: ZIM, the Israel Company, ICI the Potash business. I just got a phone call from the Bank that they had retired their recommendation on NVidia. Dalio says it is cyclical and will rise again. I shall wait out the recession. Musk and the economic papers say that America does have not enough PhDs in the computing fields. It cannot compete with China. I should not worry about them.
A Good War would re-stimulate the economy.
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