Dear Reader,

This is serious: Several highly acclaimed experts believe that we are entering a new Cold War. This time, it’s going to be between the US and China.

Take my friend Louis Gave, one of the speakers and panelists at the SIC 2019.

I’ve known Louis for many years. For most of those years, he’s been a staunch China bull.

That has changed recently. I was stunned by his bearish comments on the SIC 2019 Expert Panel titled, “How Much of a Danger Is China’s Economy?”

And I was even more stunned when I read his latest report, Investing for a New Cold War.

In this clients-only report, he and his team spell it all out. Here’s a tiny excerpt:

Given the bipartisan, anti-China rhetoric emanating from Washington DC, Beijing has to conclude that its key relationship has changed. The Nixonian policy of “bringing in China from the Cold” has now run its course. From Beijing’s perspective, the US’s new China policy seems to be containment—technologically, economically and geographically.

Thus, even while hoping for the best, any forward-thinking Chinese leader must now plan for the worst. This means dealing with China’s most glaring weaknesses of which there are three; namely, its dependence on overseas supplies of (i) technology/semiconductors, (ii) energy and (iii) US dollars.

This, by the way, is from just one of the five insider reports that are part of your Trade War Survival Kit.

Louis, Leland Miller from the China Beige Book, and others have generously allowed us to make these client-only reports available exclusively to Mauldin Economics readers.

For the next five days, you can still get the whole kit for the unbelievable price of $29.95.

After that, it’s not just that the price goes up. The whole kit goes away and won’t be available anymore, at any price.

So please don’t wait.

Click here to find out more about the offer and order your Trade War Survival Kit for just $29.95.

I hate to say you’ll be glad you did, but it’s true.

Your concerned about your portfolio analyst,

John Mauldin

John Mauldin
Chairman
Mauldin Economics

 
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