Comments by "Sciagurrato" (@sciagurrato1831) on "Chinese shortages that never happen, and why our investors always lose money" video.

  1. Kevin once again makes an original point (I don’t see it anywhere else): is China that stupid? Is the West smarter than China? “The most recent data point is the best unbiased predictor of the next value” (week 1, university statistics). Macro Polo (“Marco-Macro”, get it?) is just another unreliable, politically-affected “research” organizations. Worth looking at it, but certainly not paying for it. Better to hire a smart analyst with the requisite technical background and a native speaker/writer of Chinese. From my experience, everything that Kevin says about local/central relationships is accurate. In fact, Kevin is the #1 channel on YT in this area.
    104