China – The Mother of All Grey Swans

Share:

I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.

China - The Mother of All Grey Swans

I had the pleasure of presenting my thesis on China and Japan at the Casey Research Summit in San Diego in early October.  Here is a link to my updated presentation on China and Japan (Japan starts on slide 40).

Related Articles

The Chinese Black Swan

The Chinese Black Swan

Party rulers in China are trapped in a position that chess players deeply fear - zugzwang - where any move made puts you at disadvantage.
Video from China/Japan Presentation and DC Trip

Video from China/Japan Presentation and DC Trip

I had been in DC a few times before but never really had time to see the city.  I took my almost-ten-year-old son Jonah with me on this trip, and we had an amazing experience.
China - The Mother of All Gray Swans / Japan - Past The Point of No Return

China – The Mother of All Gray Swans / Japan – Past The Point of No Return

Overcapacity + late-stage growth obsessive 1998 - 2008, economy grew at 10% a year. China's customers are overleveraged and are deleveraging.
Set the Bar High

Set the Bar High

The world today is riddled with unique economic, political, and demographic risks.  Finding attractively priced assets that will perform well in spite of these challenges is excruciatingly difficult.

Leave a Comment