In today’s briefing:
- CX Daily: China Local Governments’ Fiscal Stress May Roll Over to 2023, Think Tank Warns
- TPW Advisory March Monthly: Short Vs Long Term Investment Thinking
CX Daily: China Local Governments’ Fiscal Stress May Roll Over to 2023, Think Tank Warns
Fiscal /: China local governments’ fiscal stress may roll over to 2023, think tank warns
Containers /: How a global shortage turned into a shipping container glut
Corruption /: Corruption charges filed against former China Merchants Bank president
TPW Advisory March Monthly: Short Vs Long Term Investment Thinking
- As Narrative Speed turns investors into contortionists it seems like a good time to consider short term vs long term investment thinking.
- Most investment money is LT: pensions, endowments, 401Ks, target date funds etc.
- Significant amounts are managed on a short term trading basis – often by machines.
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