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Evergrande Implosion, Crypto vs Internet Growth, 800 Year History of Inflation

Inflection Point

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The Chinese Government Bonds Are Still One of the Best Buys on the Planet

There have been two black swan events this year, r something to watch out for. The other thing that i would say a is, if things get bad enough in chinais another a devaluation of the ram b. So i don't know if this is large enough to cause that, but i would watch for that. Yan, and that's another one. Look, wer, i think they, they masterfully control the r m b rt as an offset for all the tariff nonsense.

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