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Nicholas Glinsman on Banks, Commercial Real Estate, and China

Forward Guidance

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The Reverse Diffuse of Chinese Government Bonds

Investing in Chinese government bonds isn't some of that money going to the PLA, the military. And we know that the Chinese debt to GDP ratio is pretty high now. So and they're desperately seeking foreign investors. But wait, Nick, isn't a foreign ownership of of Chinese sovereign bonds relatively small compared to us? Yeah, absolutely. By the way, the Chinese have been buying US Treasury's that's something that goes against domestic.

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