I’ve tabled a couple of pieces I am working on to bring you Fringe Finance’s first official “General Bulletin” post, which is the stuffy, vintage sounding title I’ve given to a post that is random and encompasses several topics and is timely, but that doesn’t have one lede. I like the title - it’s exceptionally boring and reminds me of when people wore suits to work, kept scotch bottles on their desk and used typewriters (oh, and actually went into the office - remember those days?)
In today’s bulletin:
An updated take on U.S. listed China stocks
My latest on macro and life in general
One must-watch Covid podcast if you’re following the latest on the virus, vaccines and the government’s response