I wrote this article to share and reflect on a bet I made on China back in 2024. Would love for everyone to check it out and let me know what you think. Reflections on a China trade — the thesis, the options, the loss, and what I got wrong about the world's second largest economy.
I am starting to write again. Tell me what you think. Feel free to ask me anything.
Reflections on a China Bet and a Tail Betting Experiment
https://open.substack.com/pub/condensed/p/reflections-on-a-china-bet-and-a?r=7401s&utm_campaign=post-expanded-share&utm_medium=web