Re: Inflation/Macro-Asian Contagion 2.0?
I wrote this at the beginning of this year to summarize my concerns for the macro setup. This thread delves deeper into Point #3
Pretty much everything on my list has since been litigated ad nauseum by everyone EXCEPT for my allusion to “’97-’98” which I will dub “Asian Contagion 1.0,” or “AC1” for short.
No, I’m not talking about a pandemic; I’m talking about a CURRENCY CRISIS and its impacts on everything else.
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