China Credit Thesis - Master Thread:
(since Twitter is hard to navigate)
China Credit Market Risk (6/1/21)
Evergrande Liquidity Thread 1 (7/20/21)
Evergrande - Tether Rumors (7/22/21)
China Credit Update (7/27/21)
Big Picture China Credit Update (8/30/21)
China Update - Gradually then Suddenly (9/7/21)
A Timeline of Contagion (9/8/21)
Writing on the Wall - and How to Trade it (9/15/21)
The Argument for a Bank Crisis (9/22/21)
Banks in Theory and Practice (9/27/21)
Pressure Cooker (10/26/21)
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