Some links

China:

– Paul Krugman thinks it is game over for China
– China bear Jim Chanos in the meantime is short Caterpillar
– A similar trade from Andreas Halvorsen: Short Kone
– in the meantime China is building the tallest building in the world

Carson Block in the meantime is shorting American Towers

Book review “What’s behind the numbers” from Old School Value

A blogger looks at Kleeman Hellas

Mebane Fabers “shareholder yield” book is currently free on Amazon

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