Evergrande Crisis Displays China’s Real Estate Woes
While Evergrande is getting most of the press, dozens likely hundreds of Real-estate related firms will default especially in 2022. A crisis in…
Central Bank QE Addiction Could Lead to Housing Bubble Crashes
To say that the Fed supported the economy when it crashed in March, 2020 is an understatement. Now we have evictions, increased wealth…
The Canadian Housing Crisis Is Reaching Epic Proportions
So you knew that Vancouver and Toronto had unaffordable housing? Now, during the pandemic, it’s the entire country of Canada. Around 1 in…
Why I would Buy Coupang in a Market Dip
Coupang has learned a lot from Amazon’s path, and it won’t just stay in South Korea, it will successfully transition to Japan, Taiwan…
Waiting for the Last Dance
This is not going to be an article or Op Ed about Michael Jordan. Since 2009 we’ve been in the longest bull market…
Is C.1.2 the South African Variant More Dangerous?
While it’s now finally been shown Delta is twice as dangerous for hospitalizations, there may be yet another VOC on the horizon. South…
TikTok Isn’t Just the New Facebook with Shopify Partnership
If TikTok is the new Facebook for a younger generation, there’s also increasing evidence they understand how to grow their social commerce revenue….
Evergrande Is Near Systemic Collapse in China’s House Bubble Burst of 2022
China’s debt crisis is most likely to begin if and when Evergrande defaults and collapses, which has historically been less likely to occur…
ByteDance’s Valuation Soars as IPO Date Nears
While China tech is having a regulatory correction, Chinese Capitalism is fascinating to watch. When ByteDance’s CEO stepped down, we knew it wasn’t…
What Is OnlyFans Without Sex?
It’s one of the catch 22s of the Internet in 2021. OnlyFans will ban explicit content in October, although its weird underground of…