Matt Schmidt @_MatthewSchmidt
DRW Trading - Golf - Kellogg MBA Joined March 2013-
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I’ve been thinking about this chart a lot. May be in a period of peak China and a possible deflationary spiral that plagued Japan, expedited by lockdowns. Real values of debt increase during deflation. I anticipate China to further stimulate and ease monetary policy to avoid this
One of the more interesting stories today is Dominos strategy to purchase Chevy EVs, starting with 800 vehicles to select franchises (small dent in 6,643 total stores). To me, this is a signal to the market of a business that is becoming more asset heavy over time. Not great.
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