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Preston Pysh @PrestonPysh · Sep 17, 2021
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Amazing thread!

Tweet Sep 17, 2021
Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy
by Girolamo Pandolfi da Casio ditto Carlo Dossi Erba
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