Moatless Musings
Moatless Capital, East Asia Stock InsightsNot investment advice. Do your own work. Musings on investing in China and economic development with a global perspective
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 7 | Subscribers | Read | realmoatlesscapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
China: Government Fiscal Operations 101
The following content contains scenes of verbal violence that will offend certain reporters and China Watchers, as well as a looooong dose of nerdy technical details related to Chinese Government Fiscal Operations. Viewer Discretion is *Str...
There are weeks when decades happen.
On July 25, I started drafting an article on Substack. As a self annointed value investor, I wanted to write something along the lines of Warren Buffett’s famous “Buy American, I am” article in the New York Times in 2008. Selfishly speaking...
The Jordan Belfort of Lujiazui
Welcome to all new subscribers and thank you for the feedback/comments!
Kweichow Moutai's Impossible Trinity
In context of the upcoming Third Plenum, historically a venue for the leadership in China to announce consequential agenda on a series of reforms, this will be the first of a few posts where I provide microeconomic examples of how political...
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I run the East Asia Stock Insights substack - check it out!
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