A Talk On TikTok

Are we really solving anything by forcing Oracle (ORCL) to buy TikTok, but allow the Chinese firm to remain majority owners?

This is the shape of things to come, as borders are drawn, not taken down, in the Chinese/US tech sphere of influence.

This is a story about big data concerns, but also the difference between a WeChat ban (few in the US know what that is, use it, or care) that just emphasizes China's ability to have their own tech systems - and TikTok, that has quickly reached the entire planet. In any event, I see this as an opportunity, along with the recent rebound in the US dollar, to add to emerging markets longer term.

Reasonable valuations, tech and consumer discretionary heavy, China heavy, and over 4 times the dividend yield compared to 10 year US Treasuries. We will see.

Video Length: 00:02:16

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