Wednesday, June 13, 2012

Chimerica and the global predator class

Two must-read posts:

Charles Ferguson: Predator Nation, Global Predator Class – jesse 

The Macroeconomics of Chinese kleptocracy – bronte capital   Deflation = revolution in China.  Great insights into how Chinese demographics impact saving and investment.

The specter of global neofeudalism looms….

Add:  see also You Should Be Mad As Hell About This [CHARTS] ( h/t  In case you had any doubt…. mind-blowing set of charts.

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