Monthly Archives: March 2014

China Article Collection

An ongoing anthology of articles relating to China’s investment bubble. 2014 Update: China’s 2014 Reform To-Do List – the depth and breadth of this list confers how serious the government feels the problems are. One major concern is regulating shadow … Continue reading

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Article Collection 03/12/14

Macroeconomics George Soros on “The World Economy’s Shifting Challenges” Deutschbank predicts which hedge fund strategies will work – and how well – in 2014. I suspect this will turn out to be more accurate than inaccurate. Goldman Sachs’ major macro … Continue reading

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