December 13, 2023
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An insider's view of money, markets, and the economy
Media
Public Posts
China
Why China’s Crisis is like the panic of 1907
In 2021 the cracks in China’s real estate sector were exposed when its biggest developer – Evergrande Group – started
November 28, 2023
China
Meltdown in China caused the Fed to hit the Brakes
Summary: The Federal Open Market Committee (FOMC) is responsible for setting the key overnight rates in the economy. You and
November 15, 2023
Asia Ex-China
Korea is Growing Closer to a Financial Crisis
A high private debt load, deep webs of counterparties in real estate loans, and collapsing real estate values make conditions ripe for a debt deflation.
March 29, 2023
Stocks: the Great Paradigm Shift
https://www.thelakestreetreview.com/post/stocks-the-great-paradigm-shift Perhaps it’s due to monetary inflation, or changes in the legal requirements around corporate earnings reports, but the US
February 12, 2023
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Economy
December 13, 2023
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November 8, 2023
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October 25, 2023
Financial Markets
October 18, 2023
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October 11, 2023
