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Reading Michael Pettis: Why the Bezzle Matters to the Economy [Ep. 114]
Reading Michael Pettis: What Does an Evergrande Meltdown Mean for China? [Ep. 119]
China`s Structural Problems | Michael Pettis
Reading the BIS: 70 Years of International Banking [Ep. 113]
Reading Jeff Snider: Revisiting 2019's Inventory Overhang [Ep. 116]
Why do US Treasury Bonds lose value 'every' August !? [Ep. 115a]
US Treasury Bonds lose value each Autumn - Why? [Ep. 115b]
Reading Jeff Snider: 1/3 of US, Canadian Small Businesses Can't Pay Rent [Ep. 117]
Reading Myrmikan: Real Rates Go More Negative [Ep. 106]
Reading Lyn Alden: Supply Chain Woes [Ep. 112]
Reading George Friedman: China’s Economic Crisis, Foreign Policy [Ep. 124, Macropiece Theater]
Reading Jeff Snider: History's Great Monetary Shortages [Ep. 111]