One of the big stories right now is the attempt to “decouple” from China, and also reduce vulnerability to Taiwan in the event of a ChiComm takeover or war that will affect our microchip supply. But it will not be easy, quick, or cheap. Here’s how we got into this situation, from Bruce Mehlman’s useful monthly compendium (and if you’d like to receive his monthly chartbooks, email him at [email protected]):
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