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…
Category: China
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)…