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eigenrobot's profile
eigenrobot
eigenrobot
eigenrobot
@eigenrobot

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eigenrobot

@eigenrobot

robot. friend.

eigenrobot.substack.com
Joined July 2013

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    1. eigenrobot‏ @eigenrobot Oct 21

      eigenrobot Retweeted Tracy Alloway

      heh think i saw earlier today that evergrande sales in sept were down like 90% y/y and they were having trouble selling off various divisions people in replies are calling this a shadow bailout, kind of inclined toward this story interestinghttps://twitter.com/tracyalloway/status/1451361959635423274 …

      eigenrobot added,

      Tracy AllowayVerified account @tracyalloway
      Local Chinese media report that China Evergrande has managed to make an $83.5 million bond payment that was due this weekend. Shares up as much as 7.75% https://www.bloomberg.com/news/articles/2021-10-22/evergrande-pays-bond-interest-due-saturday-local-media-says?sref=frV97TwV … by @RChoongWilkins pic.twitter.com/XNF4zDYBB9
      4 replies 3 retweets 35 likes
    2. blissfully married srav‏ @thesravaka Oct 21
      Replying to @eigenrobot

      nothing about the insolvency is transient, though. they don't really have a way to make their housing market rational. like, declining and rapidly aging population, and a supposed home ownership rate of ~90%. who do you sell houses to at this point?

      4 replies 0 retweets 7 likes
    3. Ummon Karpe | 𑀅𑀫𑀦 𑀓𑀭𑀧𑁂‏ @The_Equationist Oct 21
      Replying to @thesravaka @eigenrobot

      Depends how successful they are at inducing a baby boom in the coming decades.

      2 replies 0 retweets 3 likes
    4. eigenrobot‏ @eigenrobot Oct 21
      Replying to @The_Equationist @thesravaka

      eigenrobot Retweeted eigenrobot

      hehhttps://twitter.com/eigenrobot/status/1448047999372828674?t=h6S3LexBv0rbrFmJywNOQw&s=19 …

      eigenrobot added,

      eigenrobot @eigenrobot
      anyway wangs plan is not gonna work https://news.yahoo.com/survey-found-almost-half-chinas-061516907.html …
      Show this thread
      2 replies 0 retweets 2 likes
    5. Ummon Karpe | 𑀅𑀫𑀦 𑀓𑀭𑀧𑁂‏ @The_Equationist Oct 21
      Replying to @eigenrobot @thesravaka

      It's going to work because they'll do whatever it takes to make it work. I'd stake a longbet on it.

      1 reply 0 retweets 3 likes
    6. eigenrobot‏ @eigenrobot Oct 21
      Replying to @The_Equationist @thesravaka

      i dont think their state capacity is actually so limitless id take a bet but i think we're talking a real long time frame

      1 reply 0 retweets 2 likes
      eigenrobot‏ @eigenrobot Oct 21
      Replying to @eigenrobot @The_Equationist @thesravaka

      @RemindMe_OfThis on January 1, 2035

      8:34 PM - 21 Oct 2021
      • 3 Likes
      • blissfully married srav Ummon Karpe | 𑀅𑀫𑀦 𑀓𑀭𑀧𑁂
      1 reply 0 retweets 3 likes
        1. Remind me of this tweet‏ @RemindMe_OfThis Oct 21
          Replying to @eigenrobot

          Remind me of this tweet Retweeted eigenrobot

          Got it, @eigenrobot! I'll remind you about this on Monday, 1 January 2035 at 12:00 GMT+0000.👍 You can also reply "cancel" to cancel this reminder.https://twitter.com/eigenrobot/status/1451391420556722176 …

          Remind me of this tweet added,

          eigenrobot @eigenrobot
          Replying to @eigenrobot @The_Equationist @thesravaka
          @RemindMe_OfThis on January 1, 2035
          0 replies 0 retweets 3 likes
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