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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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Reverse Cipheus and Its Consequences

Reverse cipheus will come as an executive order, followed up by congressional legislation. The world is splitting into two trading blocks: Central Europe and the Far East. I think the biggest block against the Chinese to counter the Chinese way will be CBTPP. But which countries will join China over and above Russia fighting against US rules-based world? If all this disappoints, if political ideology hits the Chinese economy further in a really bad way, how strong is she?

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