Macro Flaneur
@macroflaneur
Coordination I Convexity | Compression | Capital Allocation | https://t.co/aNbNJP93BY
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The Hama Rules This thread explores the logic of extreme retaliation in the Middle East The destruction of the Syrian city of Hama in 1982 provides a case to analyze the incentiv...
The current economic crisis in China has almost uncanny parallel in Japan This thread explores how Japanβs economic miracle started in 1945 and ended in 1990, and how Chinaβs asce...