What concerns me is China can absolutely trigger a market meltdown in equities as well especially pull the rug out from entire companies with a flip of a button ex) SVB
The timing of Xi Jinping's stroke 11 days before the 4th Plenum where a new leader is supposed to be announced, massive build up of military assets around Taiwan recently is not a coincidence
My money says China is getting ready to take Taiwan but not in the way many in the West envision in their WW2 fantasy.
I sold all my stocks. We are going to see assets across the whole sector correct even gold.
Also we might be seeing the start of the end of CCP.