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主题:关于葡萄最近一系列文章的读书笔记及对葡萄发帖的总结归类 -- 月下

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家园 big slowdown + political

infight + lame duck administration in last year.

=perfect combination for seeding the next economic crisis.

BTW, I like your point on corporate bond: but the trust between investors and corporations need to be supported by various intermediaries, such as auditor, underwriter and regulators. The Chinese equity market does not give me much confidence.

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