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In China: The 100-Year Storm on the Horizon and How the Five Big Forces Are Playing Out
Ray Daliolinkedin.com

I usually love @RayDalio but I think this is completely wrong.
1) The change in economic policy is to incentive more free market competition in industrial focus areas and remove sprawling bureaucracy that impedes effective decision making, otherwise we cannot build infrastructure... See more
Andrew Côtéx.comBessent was hired to strengthen the dollar by doing the opposite of all the warning signs he saw in the British Pound.
Inflated housing markets, treasury yields, etc. all pointed to the big short that the Soros fund pulled off.
Bessent's obsession with the prices of homes and the interest... See more
Derek.x.com
