A recap of the recent China “Bund Summit,” which included discussion of China’s continuing need for foreign capital.
Recent Items
Saturday, October 11, 2025
To Beat China, US Should Tax Ray Dalio Out of Existence
Topics: China, Free markets and their discontents, Globalization, Guest Post, Hedge funds, Investment management, Politics
Posted by Yves Smith at 2:32 am | 24 Comments »
Notes on a World Without Trump
So what might Trump do if he loses?
Topics: Guest Post, Media watch, New McCarthyism, Politics
Posted by Yves Smith at 12:22 am | 54 Comments »
2:00PM Water Cooler 10/26/2020
~ Today’s Water Cooler ~
Topics: Water Cooler
Posted by Lambert Strether at 2:00 pm | 167 Comments »
So Trump Loses. What Happens Then?
A few of the commonplace dystopian possibilities for November.
Topics: Politics
Posted by Lambert Strether at 11:42 am | 151 Comments »
Links 10/26/2020
Topics: Guest Post, Links
Posted by Lambert Strether at 6:55 am | 212 Comments »
Hubert Horan: The Airline Industry Collapse Part 5 – The Battle to Protect Airline Investors From Economic Reality Enters a New Phase
Why the big airline operators’ talk about turning the corner in early 2021 is bunk.
Topics: Doomsday scenarios, Economic fundamentals, Guest Post, Investment outlook, Legal, Pandemic, Politics, Ridiculously obvious scams
Posted by Yves Smith at 5:30 am | 26 Comments »
Covid Spikes in Europe, US Before Winter Is Here
Covid is clearly not going away any time soon. The fact that things are looking bad this early does not bode well for the winter.
Topics: Doomsday scenarios, Economic fundamentals, Europe, Free markets and their discontents, Health care, Income disparity, Pandemic, Politics, Social policy, The destruction of the middle class
Posted by Yves Smith at 5:04 am | 71 Comments »
Hannah Arendt and the Politics of Truth
We can shout truth to power and it will never be heard, because truth and politics don’t stand on common ground.
Topics: Guest Post, Media watch, Politics, Social values
Posted by Yves Smith at 4:58 am | 51 Comments »
Fourteen of My Favorite Flowers
il faut cultiver notre jardin.
Topics: Guest Post, Permaculture
Posted by Lambert Strether at 2:55 pm | 76 Comments »
Links 10/25/2020
Topics: Guest Post, Links
Posted by Lambert Strether at 6:55 am | 282 Comments »
Shipwrecked by Rents
The costs of imperial rent-seeking.
Topics: Commodities, Currencies, Economic fundamentals, Free markets and their discontents, Globalization
Posted by Lambert Strether at 6:38 am | 16 Comments »
Links 10/24/2020
Topics: Guest Post, Links
Posted by Lambert Strether at 6:55 am | 340 Comments »
Limited Liability: Profit Without Responsibility
Over time, limited liability entities have helped facilitate “Heads I win, tails you lose” conduct.
Topics: Banana republic, Free markets and their discontents, Guest Post, Legal, Regulations and regulators, Ridiculously obvious scams, Social policy
Posted by Yves Smith at 4:35 am | 44 Comments »
Housing Market Goes Nuts, Everyone Sees it, But it Can’t Last
A contrarian take on housing.
Topics: Credit markets, Doomsday scenarios, Economic fundamentals, Federal Reserve, Guest Post, Pandemic, Real estate
Posted by Yves Smith at 4:21 am | 91 Comments »
2:00PM Water Cooler 10/23/2020
~ Water Coler
Topics: Guest Post, Water Cooler
Posted by Lambert Strether at 2:00 pm | 238 Comments »