China’s Fake Property Crisis
Compare that to Australia, where the Big Four banks have about 70% of their assets in mortgage loans. The property debt risk is arguably much higher in Australia than it is in China.

Compare that to Australia, where the Big Four banks have about 70% of their assets in mortgage loans. The property debt risk is arguably much higher in Australia than it is in China.
By Callum Newman,

Stock markets are not looking right.They have sold off over the past month after reaching all-time highs in early September. The price of oil has surged further to over US$75 a barrel. Gas and uranium prices have also risen sharply.
By Brian Chu,

Our government has been trying to secure some sort of trade deal with India for over a decade now. Because it doesn’t take a genius to realise that our economy could stand to benefit greatly from some sort of free trade agreement.

Most of the climate models are so defective that they can’t even simulate the past based on known data, let alone forecast the future.
By Jim Rickards,

It looks like disaster was averted this week with the Evergrande situation going onto the backburner and the FOMC meeting ensuring the market that taper is coming, but not for a few months yet.
By Murray Dawes,

Meanwhile, gold — the asset that outperforms when you can’t trust the monetary, financial, or economic system — has fallen. This usually signals rising trust in the system.Look back at financial markets and you’d think the pandemic ended way back in mid-2020.
By Nick Hubble,
Investment ideas from the edge of the bell curve.
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