Tag Archives: China Housing Bubble

China Real Estate: “Prices Will Fall By 50%”

Posted on March 17, 2012 by macromon

Sound familiar?  Keep this one on your radar. NTD Television writes, Chinese real estate has been seen as such a quick and lucrative investment that a special term, “chao fangzi” or “stir-frying houses,” was invented to describe property speculation. But … Continue reading →

Posted in Black Swan Watch, China, Housing | Tagged , | 4 Comments

The 2012 Blind Side: China’s Housing Bust

Posted on December 19, 2011 by macromon

As the world’s attention focuses on the death of Kim Jong Il and shorts keep piling up in the Euro,  China’s real estate bubble appears to have finally burst.   This is the one macro swan that could really smack developed … Continue reading →

Posted in Black Swan Watch, China | Tagged | 2 Comments

China’s Deflating and ‘Eerily Similar’ Housing Bubble

Posted on December 13, 2011 by macromon

Wow!  Check out this. In January we compared the U.S. and China stimulus, In the U.S., the central bank printed and created money through the expansion of its balance sheet.  In China, the government pressured the  banks to create money … Continue reading →

Posted in Black Swan Watch, China, Commodities, Credit, Sovereign Debt, Sovereign Risk | Tagged | 2 Comments