@Brad_Setser Good analysis, although in case of 🇨🇳, 🇺🇸 loss is more in the form of $BABA $BIDU etc’s replacing $AMZN $Goog completely in 🇨🇳 , all due to GFW of CCP, therefore the complete loss of their &amp; other 🇺🇸 Companies’ market share in 🇨🇳, &amp; 4 ever? 😂