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Olduvai III: Catacylsm
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Surge in Global Credit Driven by China: Deflationary Bust Coming

Surge in Global Credit Driven by China: Deflationary Bust Coming Since 2008 the growth in global credit has been on the back of China. Real estate led the way. Now what? Inquiring minds should take a look at FT Alphaville article Chinese Real Estate, Charted. Here is the key chart. In March, Jim Chanos stated […]

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Japanese Bubble Bursting Playbook

JAPANESE BUBBLE BURSTING PLAYBOOK Every now and then I stumble across a new source of information that I can’t wait to share with my readers. Today is one of those days. If you have even the tiniest shred of interest in commodities, then head over to the Goerhring & Rozencwajg website immediately. It’s just terrific […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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