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If Only We Could Blame China | Outside the Box Investment Newsletter | Mauldin Economics

If Only We Could Blame China | Outside the Box Investment Newsletter | Mauldin Economics

I regularly read Niels Jensen’s monthly letter, and this month’s edition is exceptional. Longtime readers will know that he has been featured in Outside the Box several times over the years. Today, Niels challenges the widespread belief that the steep drop in commodity prices is all about the economic slowdown in China. He also questions whether China is in fact more a victim than a villain of the recent plunge in global equity markets.

Source: If Only We Could Blame China | Outside the Box Investment Newsletter | Mauldin Economics