really good thread on the second largest property developer in China I don't know enough to evaluate everything but there are some real sphincter-clenchers herehttps://twitter.com/TheLastBearSta1/status/1417492372573798412 …
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background thread from early June good contexthttps://twitter.com/TheLastBearSta1/status/1399748954082971659?s=19 …
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forget real goods for a second whats US exposure to Chinese financial markets like I have the impression china is fairly isolated from global financial markets and most of this stuff is interior but I also have no real evidence of this
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it do seem like that
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