Sublime
An inspiration engine for ideas
The “other countries should put tariffs on China” idea and the “China should shift its economy toward domestic consumption” idea are unified in the worldview of Michael Pettis, who has advocated both things. He has been saying that China needs to increase the share of consumption in its domestic economy for well over a decade, and it seems to me th... See more
The Pettis Paradigm and the Second China Shock
this book I will argue that certain types of financial crises—like the crises that have affected many Latin American and Asian countries in recent years—are problems of sovereign balance sheet mismanagement and not economic mismanagement.
Michael Pettis • The Volatility Machine
America, China, and the Death of the International Monetary Non-System - American Affairs Journal
Russell Napieramericanaffairsjournal.org
The End of The Beginning
aitkenadvisors.com
We are in the early phases of a hard asset supercycle.
$68 trillion in new infrastructure investment. Catalyzed by a rapid macro shift toward "national capitalism" and driven toward reindustrialization, energy abundance, and defense capacity.
Who will own it?
Wh... See more
Brett Bivensx.comReview of 2 books: China’s Economy by Arthur Kroeber & China Chapter in Trade Wars are Class Wars by Pettis & Klein
Arthur Kroeberdwarkeshpatel.com