Is China Losing Its Export Prowess?
55% of US companies said they had canceled investments in China in 2021
QT Has Barely Started
QT for as far as the eye can see
Leland Miller: Growth No Longer China’s Top Priority
“Pretty clear that nobody was very happy with the way Xi packed the new leadership”
Chris Whalen: We’re Repeating Mistakes of S&L Crisis
Funding costs going up
Worst Year in 100 for 60/40 Portfolio
The other years with similarly large combined drawdowns portended decade-long periods of trouble for the economy
Roubini: Prepare for Stagflationary Debt Crisis
Worst case looking pretty bad…
Less Than Two Weeks of Global Copper Inventory
If there is any upgrade to growth expectations, fleeting as it may be, somebody is bound to notice that copper inventories are running out
Druckenmiller: Fed “Boom-Bust” Policy May Lead to Lost Decade
“The Dow won’t be much higher in 10 years than it is today.”
Where Most Aid to Ukraine Comes from
More EU defense free-riding
