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Contrarian Woo Warns of VAR Shock as Investors Misread War

  • Woo sees ‘Cold War II’ and shift from U.S. equities to cash
  • Says Chinese sovereign bonds have appeal on monetary outlook
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David Woo, the Wall Street contrarian who foresaw Donald Trump’s election in 2016 and how to profit from it, sees a much more dangerous world today with fewer investment options.  

Markets haven’t adequately priced for the risk of a drawn-out war in Ukraine, according to Woo, who views it as a “dress rehearsal for the start of Cold War II.”