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ChooChoo

Unfiltered takes on macroeconomics, investments, geopolitics, CHINA, and more. Just a public diary to discipline scattered thoughts into coherence.

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Substack
PricingOnly free issuesPublishesDaily
Issues9Founded4 months agoLast Issue3 months ago
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Latest Issues

The Power War: Why Cheap Electricity is the Final Match Between China and the U.S.

Today, human civilization stands at a new historical singularity driven by AI. The mass adoption of AI will exert a profound impact on everything from industrial structures to wealth distribution, a transformation no less significant than t...

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The Silver Squeeze: When the House Runs Out of Metal and Starts Breaking the Rules

For those playing the precious metals game, I usually suggest the 'buy, hold, and pray' strategy. But if you’re the type who likes to dance on the edge of a blade, you should have been pocketing your winnings the moment silver started its v...

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The Great Concrete Hallucination: From the "Hengshan Strategy" to the Last Alarm of the Property Dead-End

I. The Lost World of Chinese Real Estate

At the dawn of the 21st century, as the Chinese economy roared back to life, a ferocious hunger for housing gripped the nation. Prices didn't just rise; they went vertical. Seeing a golden goose, th...

4 months ago
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The Silver Wars: Ten Years of Madness and Manipulation Part III

This chapter concludes my three-part deep dive series into the Silver Inferno.

Before we look at the wreckage, a quick disclaimer: I believe the best way to find enlightenment through the lens of history is to look at the facts without the...

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  • ChooChoo

    Unfiltered takes on macroeconomics, investments, geopolitics, CHINA, and more. Just a public diary to discipline scattered thoughts into coherence.

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