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Sep 14, 2024
Reversing globalization would massively derate US assets, dislocating the professional class for re-industrialization that won’t work
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Apr 15, 2024
Chinese ‘overcapacity’ grousing more Western solipsism while Global South needs China’s exports to resolve US-caused Lucas paradox
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Apr 1, 2024
Economists may not see it yet in the numbers but for foodies, shoppers and travelers China is consumption heaven on earth
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Feb 19, 2024
As the threat of deflation stalks China’s economy, the China-watching herd has resurfaced an old question from the rotation: Is China turning Japanese? The well-known script,...
Apr 15, 2024Chinese ‘overcapacity’ grousing more Western solipsism while Global South needs China’s exports to resolve US-caused Lucas paradox 
Apr 1, 2024Economists may not see it yet in the numbers but for foodies, shoppers and travelers China is consumption heaven on earth 
Feb 19, 2024As the threat of deflation stalks China’s economy, the China-watching herd has resurfaced an old question from the rotation: Is China turning Japanese? The well-known script,...