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Chinese mainland real estate companies pricing out local developers in Hong Kong. Happy Thanksgiving everyone and thanks for reading. Headlines * CoStar – Hines REIT Sells Tallest Building In Sacramento for $175.5 Million 11/17. Hines bought the 30-story tower in May 2007 for $224 million – it would appear that
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Folks this Pension issue is a BIG PROBLEM. Speaking of problems, pollution in Delhi is a doozy. Supply side subsidies loom large in corporate China. Headlines * Reuters - 'Trump Thump' whacks bond market for $1 trillion loss 11/14. Inflation expectations are up resulting in major bond losses. * FT
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Xi Jinping, the master politician. In the US oil and gas industry it’s about time for some more culling of the herd. Uber providing transportation solutions for US municipalities. Headlines * FT - China's renminbi joins elite global reserve currency club 9/29. On October 1, the renminbi joined
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A novel way of paying off debt – issue more of it, the savings are already accruing. It’s official, Nigeria is in a recession. Headlines * WSJ - Food Price Deflation Cheers Consumers, Hurts Farmers, Grocers and Restaurants 8/29. "The U.S. is on track this year to post the
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Insurers having to rethink their business model. India makes a giant leap forward in tax reform. Headlines * FT - Venezuela's armed forces tighten grip as food crisis grows 7/29. Maduro has handed over more powers to General Padrino Lopez making him "the most powerful man in Venezuela.
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Eight massive shifts underway in energy. U.S. men of prime working age are dropping out of the labor force. Venezuela on the brink of social and economic collapse. Headlines * WSJ - Global Bonds: Even Further Through the Looking Glass 6/16. Long dated bonds continue to fall - generating outsize returns,
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Venezuela about to become a formal dictatorship. Container shipping industry going through one of its (if not the worst) downturns. A handful of US tech companies are flush with cash. Headlines * Bloomberg - Venezuela's Military Needs to Get Out of Business 5/6. "Venezuela has more than 4,
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Even Apple isn't immune to Chinese oversight. China debt load is piling high. Retailer existential crisis. Headlines * NYT - U.S. Suicide Rate Surges to a 30-Year High 4/22. Things aren't hunky dory for a lot of people. * FT - China's debt-shrinking machine