Hat tip to my buddy John Winsell Davies for sharing this with me. The China H-shares index is now trading at levels last seen in the immediate aftermath of Lehman in Q4 2008. There are a lot of companies that have been thrown out of the bath with the water.
When I was 20 something I had a buddy who worked as a derivatives trader over at Deutsche Bank in the City of London. He was from the East End of London, but in his team he was surrounded by three Germans. As such he picked up a lot of
By now you might be thinking we are “pro-Russia”. Nothing of the sort. In essence, what we are trying to do is point out how Russia is way more important to the world economy than it was some 20 years ago. To embargo or limit Russia’s exports will only lead
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