macro
In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out
Ray Daliolinkedin.com
Notably, the long-term debt cycle coincides with the 4th turnings.
I mainly focus on what's happening quantitatively (debt). But keeping in mind the changing social/geopolitical dynamic is a nice accompaniment to that. Old institutions/norms facing entropy, death, rebirth.
🧵 https://t.co/grRyMJxeJt
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