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https://www.foxbusiness.com/features/walmart-ups-its-stakes-in-robots-adds-thousands-more-in-stores

Like the rest of the cpp economy... Debt then bankruptcy! There was a rush of bike sharing start ups years ago, when the VC seen was on fire in Shenzhen. They had FOMO and just dumped money into them, after a while they all went bust, VC's got burned, and it led to the creation of Bike Cemeteries

It's 2 AM... Go to bed! =) Issue is German Industry is panicking over UK leaving the EU Trade Union, it would severely affect the profits of there manufacturing, best thing for Germany is that UK ends up trapped in a Custom's Union May is trying to push, they don't care about EU elections...

The person leading brexit is a remainer and the person blocking it is a leaver... Classic

Central Banks have subsidized Large caps across the world... They can function for years at loss, lose 2 billion a year and still operate perfectly with excellent salaries at a price lower then the competition. Small-Medium private business can't compete anymore in certain categories... Look at...

That guy is deep

https://asia.nikkei.com/Economy/China-s-1.4tn-distressed-debt-pool-draws-global-buyers2 The slowdown is deteriorating asset managers' ability to clear these debts off banks' books. One of these companies, China Huarong Asset Management, suffered a 90% drop in net profit last year. On the...

Are you comparing Japan's Economy to China Economy ? Haha Japan Economy is zombie but very well diversified and the multinationals of Japan are export powerhouses... China's Economy is the printing press and cheap labour to US, but now multinationals are moving away... China is no longer the...

The debt grew so out of control, there debt servicing capabilities are almost non existent. High majority of there debt is bad and non productive... On paper, only 40 % of LGFV total revenue can cover 2019 entire maturity's. You had 124 Billion Yuan Defaults in January 2019 alone, according to...

Opinions opinions opinions... Domestic currency debt owed to and by domestic entities is a domestic political problem, not an economic one ? What do you call Price To Income Ratio of 30 ? Mortgage as percentage of Income 240 % ? That's a political problem the consumers have or a financial...

He has been saying on multiple occasions, china will have a soft landing... They will go stagnate for a decade, and bounce back. He is a great mind for sure, deep thinker but is view doesn't match the numbers Corporate debt in china is equivalent to 27 Trillion US, on paper... With Shadow...

I detailed why China's economy is in disaster, gave overview of there problems Went Super Saiyan since Saturday and completed it... This was a response to Michael Pettis, who believes China will manoeuvre a lost decade like Japan did, but I counter argued with this Thesis. I shall send him the...

He's a genius and a legend

Excellent comment!

Custom's Union and EU's deal is destruction of UK... The Country who has the biggest footprint in the world's history, getting reduced down to a colony by the EU, is sad. They lose all the benefits of being in the EU, from Financial to just about everything else that made UK great, and on top...

I have been obsessed by china economy, literally obsessed... Ever since I dug in and laid my eyes on there numbers, my life hasn't been the same... I am fascinated by the sheer amount of Financial Misrepresentation that is going on in that country, it is the Biggest Ponzi Scheme ever in the...

https://www.bloomberg.com/news/articles/2019-04-05/whoever-is-behind-the-stock-market-rally-it-s-not-hedge-funds Hedge funds have stubbornly refused to embrace stocks even as global equities added $10 trillion in value over the last three months. At the end of March, their net exposure as...

With Lira collapsing, there CB with 25-26 Billion US as Foreign Reserves, I do not see how it's remotely possible not to mass default... Don't forget the shorts smell blood on there currency, they will have to spend there Foreign Reserves or let it crash. The minimum they need is 20 Billion for...

Did some little digging around... Turkey will precisely default on there US Issued debt in Q4 2019

I think it's in the bag... May just gave WTO Brexit on a platter, Europe badly needs a crisis, especially France. It is likely they refuse extension it seems with current reactions, and have stated they are prepared for WTO Brexit. In all honesty, cancelling Brexit is the best economical option...