fantasia reportedly was unexpected and resulted more or less in chinese real estate starting to get locked out of international markets some numbers i roughly remember:https://twitter.com/EricMertz_KC/status/1448460489642684418 …
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reportedly china is pretty sealed up financially so maybe this is like a bomb going off inside a bunker, sucks if you're in the bunker but maybe ok if you're outside maybe maybe
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reportedly something like $100B in intl bonds from chinese real estate coming due before end of year INTERESTING TIMES
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be poetic if chinas rise and fall were bookended by olympics in beijing and given the way the simulators operate i have to expect this is how it will go downhttps://twitter.com/EricMertz_KC/status/1448488097092624387?t=FEQRQYykERORascD4Iiyyg&s=19 …
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