Macro Tourist

Macro Tourist: ‘Buy The Periodic Table’

"China will have no qualms about getting even deeper into debt to stimulate their economy."

"China will have no qualms about getting even deeper into debt to stimulate their economy."
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2 comments on “Macro Tourist: ‘Buy The Periodic Table’

  1. Whatever the CPC does in the way of infrastructure spending or commodity purchases, it’s gonna be too late by the time it arrives. Either the government will have already succeeded in stemming the spread of the virus, in which case it won’t be needed (and could inflate already big bubbles in many areas of the Chinese economy), or we’ll be looking at Spanish Flu Pt II. In which case you probably don’t want to own anything that isn’t cash or a 10 year.

  2. base metals, as you point out in copper, arent even imagining that trade yet, maybe summertime.

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