Sitemap - 2023 - reading, writing & investing

LGFVs: The Path Forward

Maslow’s Hammer: Tyranny of the Accounting Identity, Part II

Maslow’s Hammer: Tyranny of the Accounting Identity, Part I

newsletter | 2023.7.20

LGFVs with Korean Characteristics

newsletter | 2023.7.10

LGFVs: the Good, the Bad, and the Mierda, Part II

LGFVs: the Good, the Bad, and the Mierda, Part I

Project Finance with Kweichow Characteristics

charts & data | 2023.04.12

Is High-speed Rail in China a "Gray Rhino"?

Threads Archive: 2023 and Earlier

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