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malinvestment
China: Time to Admit To, Then Douse, Our Inflation Fire
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The hidden tax of zero rates on consumers
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Throwing in the towel on policy makers
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Why the fall in the savings rate is not meaningless
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Is China in a bubble blow-off top like Japan post-Plaza accord?
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Elizabeth Warren: GMAC did not pose a systemic risk
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Wood: “The endgame will be a systemic government debt crisis in the western world”
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The mindset will not change; a depressionary relapse may be coming
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Japanese government has negative net asset value
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Jim Chanos still bearish on China, talks malinvestment
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