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China is heading for short-term disaster. For years it embarked upon a tremendous credit expansion which led to a miscoordination of scarce resources, especially in housing. Now the Chinese credit bubble is quickly unravelling, exactly as the Austrian business cycle would indicate. I warned that a Chinese readjustment would have “a rippling effect on gold, as well as other commodities tha

The Great Unwinding of Chinas Credit Bubble

A Novelty: Positive, Real Interest Rates in China

What’s Next in China

Will the Gold Rally Continue?

Does It Really Matter?

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