I may have mentioned this before—and apologies if I have—but as well as being an equities analyst covering media and tech for over 20 years, I am a historian by training. And most recently, as a war historian, I studied the geopolitical tensions between China and the US and its wider consequences. One of my more serious hobbies is also as a bettor on political events, which can be highly lucrative and where 2024 offers plenty of opportunities. I mention all of this because I think, when it comes to the suggested TikTok ban in the US, the real issue may lie elsewhere, and Amazon and…
