China at the Crossroads
Minsky Moment or Beautiful Deleveraging?
This is the first of a series called A-Frames, essentially primers on macro situations that cover both bear & bull cases, context, a framework for synthesizing new ideas based on developments and, of course, a list of plays I think are asymmetric.
These will be 1-2 a year and quite in depth, I hope you find them useful!
Here’s a free preview of the first couple pages:
FULL 58 PAGE PDF, 48 FIGURE CHARTBOOK & 4 COMPLETE EQUITY BASKETS / POSITIONING IDEAS BEHIND THE PAYWALL BELOW 👇