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Recently I was asked to comment on the dynamics of Chinese housing economics in the wake of the collapse of Evergrande by the people over at Territories. This is the first formal piece I have ever published about economics and it is a definite departure from the work that I usually engage in, but hopefully worthwhile for those that come into contact with it.

Hope you all enjoy!

territories.substack.com/p/the

@tom_nomad living through ‘09 and reading your analysis brings things into focus. Great stuff.

@Morrison_Dare

I really appreciate that! Thank you for the kind words!

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