michael brought up chinese real estate which i haven’t heard discussed much, certainly not conclusively, other than by people eager to trash china. as well as, i was surprised with michael’s comments regarding russia’s high interest rates. which i’d never thought of as libertarian but as a protective shield when… Read more »
Hi Emerson – great to see you keeping your eye on the ball, my friend! Here’s my 2 cents worth that might help to give this awesome discussion a little bit of added context… Chinese RE market… (i) Loans on RE only comprise ~6.2% of Chinese bank loans – a… Read more »
Last edited 1 year ago by Col...'the farmer from NZ'
Don’t miss it. Chaos and Denial is the current empirical strategy. We got it and understand it and observe it. I wrote about chaos as a strategy for months now, as well as denial of opportunity across the world in all sectors and activities of humanity.
michael brought up chinese real estate which i haven’t heard discussed much, certainly not conclusively, other than by people eager to trash china. as well as, i was surprised with michael’s comments regarding russia’s high interest rates. which i’d never thought of as libertarian but as a protective shield when… Read more »
Hi Emerson – great to see you keeping your eye on the ball, my friend! Here’s my 2 cents worth that might help to give this awesome discussion a little bit of added context… Chinese RE market… (i) Loans on RE only comprise ~6.2% of Chinese bank loans – a… Read more »
Don’t miss it. Chaos and Denial is the current empirical strategy. We got it and understand it and observe it. I wrote about chaos as a strategy for months now, as well as denial of opportunity across the world in all sectors and activities of humanity.