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To: Sun Tzu who wrote (5181)	8/21/2022 12:32:34 AM
From: Sun Tzu	Read Replies (1) \| Respond to of 10711

Some macro context for Chinese RE With average property exposure at 17% of banks assets, the malaise is clogging money supply at banks as opposed to credit creation where demand for credit has been already low in light of the weak economic backdrop.https://t.co/LJNyMhAgXl — Steve (@ssinvestments8) August 19, 2022 My takeaway was that RE is so immensely important to the Chinese economy that the government will have to step in and save it. But since their debt is so high, they won't be able to save everyone. Unlike the US, they are choosing to save the people rather than the builders and the banks (ok, some aid for the banks and builders in the form of bond guarantees, but only to a point). The implications for the commodities and the global economy is huge.

To: Sun Tzu who wrote (5181)	8/21/2022 12:44:17 AM
From: russet	Read Replies (1) \| Respond to of 10711

Farmers in North America are destroying crops and killing livestock because it makes sense, cost wise, due to increasing costs. Is China real estate any different. Perhaps we are seeing a reduction of China population moving from the countryside to swarm into the cities. Declining GDP growth and increasing costs, increasing offshoring of production back to North America and other consumer countries is a trend that is taking hold. The viewpoints below may be making more and more sense. howestreet.com howestreet.com It is possible that fundamentals and economic issues may finally be about to wipe out the buy the dip because the stockmarket always goes up dogma. Inflation is something Central Banks cannot ignore. Like you, I am exiting long positions and looking for earnings growth. I think it may be difficult in the next two quarters, but the U.S elections will probably give a boost to the markets if the Republicans make gains.