The China Narrative That Really Matters

I’m a China bull, let’s get that out of the way first. But like anything connected with the global industrial and commodity complex today, from…

Actually Maybe Not So Excellent

Everything under heaven is in chaos; the situation is excellent. ― Mao Zedong (1893 – 1976) A quick email on China’s currency devaluation last night.…

Going Gray

Everything under the sun is in chaos. The situation is excellent. – Mao Zedong (1893 – 1976) Forget it, Jake. It’s Chinatown. – Chinatown (1974)…