We build on the LGFV Fragility Index from the last post to construct an aggregated national index. We make some interesting inferences & adjust it using…

January 2023

Using macro data we build a Fragility Index for 33 cities in China to be used as a backdrop proxy for Local Government Financing Vehicle (LGFV…
Trying to make sense of things

December 2022

Merry Christmas!
And no V-shaped recovery
Trying to make sense of things

November 2022

Mapping today's issues onto Ian Morris' development index of East vs West
Trying to make sense of things
Tracking social development of East vs West from 15,000 BC
Trying to make sense of things
Using Synthetic Aperture Radar (SAR) to measure coal port activity

October 2022

Trying to make sense of things
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