Good analysis, although I would have liked a more global scope. I especially agree with how he thinks the correction may be over. While people are looking for a broad correction, it might have happened sector by sector instead.
6 reasons this is a fresh multiyear bull market and 6 stocks in the surprising sector you should favor<blockquote>这是一个新的多年牛市的6个原因以及您应该青睐的令人惊讶的行业中的6只股票</blockquote>
I latched on to the words "based on facts, not hope" when talking about Chinese ADRs. The author later wrote "I believe" about US stocks like ZM and TSLA. That seems contradictory, and indicates bias, IMHO.