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  1. bob adamson on China: New Year, One More Vote for GDP-Adjusted Bonds: The following is a provocative background piece, not to be taken... more »
  2. AME rej on China: New Year, One More Vote for GDP-Adjusted Bonds: hat tip to http://seekingalpha-articles.blogspot.com/ more »
  3. bob adamson on China: New Year, One More Vote for GDP-Adjusted Bonds: Thank you Michael Pettis for this extensive analysis. Have you or... more »
  4. mna on China: The Pace of Change: And entitlements and social spending WILL be cut. It's not a... more »
  5. CautiousInvestor on China: New Year, One More Vote for GDP-Adjusted Bonds: I am not feeling terribly gifted today and will simply make some... more »
  6. Thomas Smicklas on China: New Year, One More Vote for GDP-Adjusted Bonds: Krugman. Ha. more »
  7. EAFE Pro on China: The Pace of Change: I would be interested to see what you thought about the fact that... more »
  8. ron_paulite on China: The Pace of Change: Please do not call it the Japanese model. Call it the... more »
  9. Think-About-It on China: The Pace of Change: Your graph of manufacturing employment and output deserves... more »
  10. Road Runner on China: The Pace of Change: There is a big difference between the normal boom-and-busts of... more »
  11. Road Runner on China: The Pace of Change: I find your discussion above to be too high level to perform any... more »
  12. Options Trading on China: The Pace of Change: Above average profits in any form requires some form of... more »
  13. Windsun33 on China: The Pace of Change: I wonder how long India can continue to grow. With the much larger... more »
  14. Windsun33 on China: The Pace of Change: Demographically, China is very similar to Japan 20 years ago.... more »
  15. coreopsis on China: The Pace of Change: Osterix is not very helpful because he has an assumption which is... more »