oh shit is evergrande getting ugly? I haven't been paying attention because moving saw they bailed out Huarong earlier going to investigatehttps://twitter.com/orthonormalist/status/1436187084876705821 …
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Replying to @eigenrobot
Ok but people were warning about Chinese debts since like 2010. Pretty sure the Economist always had an article on Chinese debt, tech bubble and how Eurozone was about to collapse in every issue back then.
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Replying to @Rationalbot @eigenrobot
I recall once the debt thing got stale people tried to make analyzing Chinese train shipping volumes a thing for a bit
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Replying to @Rationalbot
people are wrong about recessions until they're not
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Replying to @eigenrobot
They're mostly wrong about recessions though, and there's a lot of motivated reasoning around the Looming Chinese Crash
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Replying to @Rationalbot
believe what you want idc
10:49 PM - 9 Sep 2021
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