Domino Theory

Trump’s media gambit, Taiwan war, and Russian equities


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Mark and Christian discuss doubts about Trump’s new media venture. Mark is pessimistic about Taiwan’s political strategy and ability to reopen. Christian is bullish on Russia and energy, especially RSX. Mark talks up blue chips that trade in Taiwan, including TSMC, banks, and Wan Hai Lines. What is Beijing’s plan to attack Taiwan, and will it ever come to that?

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Domino TheoryBy Rockies Aria LLC

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