2023 Pickup of the trade workshop
2023 Resumption of trading operations. A look back at past positions, their outcome and an outlook for the upcoming year.
Tag: China
MA 20221104 – Mandatory optimism
The FED, China, Midterms, and Crude Oil. I’m going full Nostradamus here. We are going to have a party ending with a massive rug pull.
Of Chinese pipe Dreams, and other distressed matters – Part 5
Time to tie all strings together, by gauging what the people’s response is going to be: to the lockdowns, the real estate crash, everything. Is the Chinese Dream disappearing for good?
Of Chinese pipe Dreams, and other distressed matters – Part 4
A look at the mismanagement of the Henan banking crisis. In it we read the tea leaves and try to evaluate the medium-term prospects for the banking sector in China. Oh, and bank runs are trendy again.
Of Chinese pipe Dreams, and other distressed matters – Part 3
Why, exactly, people in China are starting to straight out refuse to pay their mortgage? In this part, we take the bottom-up approach to look at what is happening.
Of Chinese pipe Dreams, and other distressed matters – Part 2
The hunt for safety and societal greed allowed the real estate bubble to to scale out of control. Chinese builders turned themselves into a ticking bomb. What happens next? Let’s find out, using Complex Systems and Chaos theory.
Of Chinese pipe Dreams, and other distressed matters – Part 1
China is selling a very confident narrative. But the picture that emerges by scraping the numbers isn’t good. At all. Maybe some cracks in the Chinese Dream are starting to show?