3 Comments
Mar 26Liked by Avid Commentator

Not sure if this has come across your feed.

https://overcast.fm/+yOwBU8TXk

James Aitken, ex Oz investor currently living in the UK, interesting take on China.

Thank you for sharing your thoughts. Martin

Expand full comment
author

Your most welcome mate, thanks for the link.

Expand full comment

If this is true, I wonder why iron ore prices have not fallen. I guess there's a few explanations: 1) lag 2) other construction 3) stockpiling (for war, inflation, or market manipulation)

Expand full comment