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Archive of entries posted on July 2018

Where do we go from here? Focus on China and FAANG

We’ve gone ten years without a crash. Hence the pundits are predicting “It’s about time.” It’s not. But they’re pundits and I’m not. One pundit writes: Rosy-looking stats conceal the same two related problems as 10 years ago: excessive consumer debt (relative to income) and unaffordable housing. The New York Times did a weekend piece […]