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 …
I posted elsewhere that I can see them muddling through this but the basic pieces in play are extremely similar to the 08 crisis source: I was a fed researcher in 08 of course its very possible they learned from how we fucked up and they manage to finesse this
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but all of the pieces for a blowup are there
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Have been for... Decades now.
End of conversation
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