Is This It? Do You Stay or Go?
The most known of knowns in financial markets is the China Evergrande Group debt crisis. Will it or won’t it be allowed to fail? Will this be the modern-day Lehman Brothers moment?Markets are pondering these…
Chinese Economy
The Tide Is Turning Australia
We interrupt Australia’s slow-motion descent into medical fascism to report on a big story from China. Greg Canavan reported on the looming collapse of property developer Evergrande last week.
China’s ‘DOW’ Is Down 30%…and No One Cares
Retail sales, a key gauge of China’s consumption, rose just 2.5% in August from a year earlier, down sharply from July’s 8.5% year-over-year growth, according to data released Wednesday by China’s National Bureau of Statistics.
You Might Want to Take a Look at China…
China has been trying to ‘rebalance’ its economy for a decade now. It hasn’t been able to do so. I don’t know why now is going to be any different.
Fake it ‘til You Make it — Capitalism Is Not Working Anymore
Capitalism created almost all the wealth we enjoy. In a world in which we have to compete with state-run giants like in China, that think on 50-year time horizons, quarterly capitalism simply doesn’t cut it…
A Change in Climate Is Coming — Part Two
Climate change is coming…but not the one you think. The political climate is where the heat is going to be felt the most.And it’s this political response we must watch closely…
China’s ‘Good Pandemic’ May Be Nearing Its End
Take this with a grain of salt, but my view is that this inflow of capital into China is a one-off. The pandemic certainly produced some unintended consequences.
Mount Fiat — What Goes Up, Must Come Down
The biggest and most urgent challenge for investors is protecting what you have from the coming calamity. Don’t get stuck on a financial island with no way out…
The Feds’ Monetary Experiment — China’s New Digital Currency
China’s digital currency is controlled by its central bank, which will issue the new electronic money. It is expected to give China vast new tools to monitor both its economy and its people…
Structured Nomad — The Pandemic Robbed Us Our Freedom
The pandemic has highlighted the importance of being able to make life decisions without being concerned about how it will affect your finances. Taking control of finances and not relying on anyone else…