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China, A Dutch Boy and a Dike
China, A Dutch Boy and a Dike

We’ve been talking about China for a long time. Our thinking has been heavily influenced by the excellent work of Michael Pettis, Victor Shih,...

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September 4, 2015
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We’re Not in Kansas Anymore

Truly incredible deck embedded below.  Reminded me of a few notes from a meeting on the west coast last year: The Chinese equivalent of...

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June 15, 2014
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How Do You Say “Minsky” in Mandarin?
How Do You Say

Wikipedia defines a Minsky Moment as, "a sudden major collapse of asset values which is part of the credit cycle or business cycle. Such moments occur...

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July 1, 2013
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Chu Got It
Chu Got It

After this week's Barron's Cover titled, China's Looming Credit Crisis, it's safe to say that the risks to the Chinese economy are well...

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June 27, 2013
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On Gold & China
On Gold & China

In our last post on Chinese Math, we discussed the implications of China's export and investment led growth model.  To put this growth in...

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April 24, 2013
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Chinese Math
Chinese Math

A cyclical upturn in Chinese data around the turn of the year led the consensus to believe that China’s new leadership would generate...

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April 21, 2013
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GIBI & One Giant Epcot Center

They say everything is bigger in Texas.  This week, at the Great Investors Best Ideas Investment Symposium in Dallas, I learned that statement...

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November 2, 2012
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A Parody About China: An Imaginary Press Conference by President Obama
A Parody About China: An Imaginary Press Conference by President Obama

We’ve been admittedly quiet on China of late, but it’s certainly not due to lack of material.  In fact, it’s probably just the...

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August 8, 2012
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What a Tangled Web We Weave
What a Tangled Web We Weave Read More
July 6, 2012
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Keep Digging
Keep Digging

In a recent FT column, GMO’s Edward Chancellor claims, “It is too early to judge the legacy of China's 2009 stimulus. There are,...

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June 7, 2012
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About Broyhill
We are a boutique investment firm, established as a family office and guided by a disciplined value orientation. Located in the foothills of the Blue Ridge Mountains, we operate outside of the fray and invest with a rational, objective, long-term perspective.
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