TOPICS AND TIMESTAMPS:
The Extreme 0:00
CHINA’S NEW CRISIS 0:39
EVERGRANDE CONTAGION 5:52
INFLATION STATION 10:19
$GPS INSIGHTS
#1 CHINA’S PROBLEMS CANNOT BE CONTAINED EASILY
#2 SUPER LOW INTEREST RATES CREATE ISSUES THAT CAN’T BE RESOLVED
#3 FUNDAMENTAL CRISES NEED RESOLUTION ON A PERSONAL LEVEL
china thermal coal 10.11.jpg (1240×694)
https://cms.zerohedge.com/s3/files/inline-images/china%20thermal%20coal%2010.11.jpg?itok=93jA0PZA
china therma coal futs.jpg (1237×694)
https://cms.zerohedge.com/s3/files/inline-images/china%20therma%20coal%20futs.jpg?itok=yhgQSpQL
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https://cms.zerohedge.com/s3/files/inline-images/china%20coal%20futs%20vs%20ppi.jpg?itok=vyTnddIB
china barometer.jpg (802×1052)
https://cms.zerohedge.com/s3/files/inline-images/china%20barometer.jpg?itok=FHnPynR5
China Coal Futures Surge to Record as Flood Swamps Mine Hub - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-11/china-coal-futures-surge-to-record-amid-flooding-in-key-mine-hub
1400x-1.png (1400×1112)
https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iuipgk.BERtM/v0/1400x-1.png
China's Energy Crisis Deepens With Coal Soaring, Flooding in Mining Region - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-12/coal-hits-another-record-in-china-as-floods-deepen-energy-crisis
China’s power crisis prompts warning from rust-belt despite efforts to boost coal supply, manage electricity | South China Morning Post
https://www.scmp.com/economy/china-economy/article/3151934/chinas-power-crisis-prompts-warning-rust-belt-despite-efforts
Evergrande crisis: developer Modern Land (China) seeks debt extension, to repay US$87.5 million early | South China Morning Post
https://www.scmp.com/business/banking-finance/article/3151913/evergrande-crisis-developer-modern-land-china-seeks-debt
China's bond markets slump again as new Evergrande deadline passes | Reuters
https://www.reuters.com/world/china/china-evergrande-bondholders-brace-mondays-coupon-deadline-2021-10-11/
Bondholders Didn’t Receive Interest Payments: Evergrande Update - Bloomberg
https://www.bloomberg.com/news/articles/2021-10-11/investors-scour-property-sector-for-stress-evergrande-update
crude steel production.jpg (593×409)
https://cms.zerohedge.com/s3/files/inline-images/crude%20steel%20production.jpg?itok=ciefNmpi
Xi Jinping Scrutinizes Chinese Financial Institutions’ Ties With Private Firms - WSJ
https://www.wsj.com/articles/xi-jinping-scrutinizes-chinese-financial-institutions-ties-with-private-firms-11633972484?mod=hp_lead_pos6
Michael Burry Archive (@BurryArchive) / Twitter
https://twitter.com/BurryArchive/status/1445891161277837312/photo/1
Kraft Heinz says people must get used to higher food prices - BBC News
https://www.bbc.com/news/business-58847275
Gas prices skyrocket as the global energy crisis worsens - CNN
https://www.cnn.com/2021/10/11/business/gas-prices-oil-opec/index.html
Yet another worry: Price of ship fuel is now highest since 2014
https://www.freightwaves.com/news/yet-another-worry-price-of-ship-fuel-is-now-highest-since-2014
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https://cms.zerohedge.com/s3/files/inline-images/Snag_1247bc35.png?itok=rDPAeCEJ
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https://cms.zerohedge.com/s3/files/inline-images/Snag_127a87bf.png?itok=bV-Pm-y-
Some Colorado River farmers are paid to leave fields dry - Los Angeles Times
https://www.latimes.com/environment/story/2021-10-10/colorado-river-california-farmers-dry-fields-fallow-drought
