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SECTOR ETFFXIKWEBBEARISHCore thesis · 5/5

No single ticker was named. China ETFs are one way for retail investors to get exposure. Not a recommendation.

US shipbuilding capacity lags China 230-to-1

The case was made that the US faces a severe strategic disadvantage as China's shipbuilding capacity massively outpaces America's, creating a national security risk.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
US shipbuilding capacity lags China 230-to-1 · Zortix