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Olduvai III: Catacylsm
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The Curious Case of Missing Defaults

THE CURIOUS CASE OF THE MISSING DEFAULTS CAMBRIDGE – Booms and busts in international capital flows and commodity prices, as well as the vagaries of international interest rates, have long been associated with economic crises, especially – but not exclusively – in emerging markets. The “type” of crisis varies by time and place. Sometimes the […]

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China is going to hit a wall

China is going to hit a wall “There is probably no company that is more representative of the investment bubble than Evergrande. It’s the biggest pyramid scheme the world has yet seen”, says Anne Stevenson-Yang (Bild: James Wasserman ) Anne Stevenson-Yang, co-founder and research director at J Capital, warns that the monster bubble in the […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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