TOPICS AND TIMESTAMPS:

Bigger 0:00

CHINA CREDIT 0:56

RISKS 6:31

OVERWHELMED 10:51

$GPS INSIGHTS

#1 CHINA CREDIT IMPULSE TOP INDICATOR SHOWING MORE SLOWDOWN

#2 VERY DIFFERENT POLICY THAN MOST OTHER COUNTRIES SPARKS QUESTIONS

#3 BE PREPARED FOR ANY POSSIBLE OUTCOME AS BEST YOU CAN

bfm9027.jpg (1003×540)

https://cms.zerohedge.com/s3/files/inline-images/bfm9027.jpg?itok=4rt8sbjs

bfm2ABC.jpg (1003×892)

https://cms.zerohedge.com/s3/files/inline-images/bfm2ABC.jpg?itok=Zu_LPJoh

Mystery of China’s Huge Dollar Surplus Baffles Global Markets - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-04/mystery-of-china-s-huge-dollar-surplus-baffles-global-markets

A warning from Chinese bonds | Financial Times

https://www.ft.com/content/7953a046-c4c2-4377-85b3-44acec1f938b

Assets: Total Assets: Total Assets (Less Eliminations from Consolidation): Wednesday Level (WALCL) | FRED | St. Louis Fed

https://fred.stlouisfed.org/series/WALCL

FRB: H.4.1 Release-- Factors Affecting Reserve Balances -- Friday, November 12, 2021

https://www.federalreserve.gov/releases/h41/20211112/

Treasury Securities Operational Details - FEDERAL RESERVE BANK of NEW YORK

https://www.newyorkfed.org/markets/domestic-market-operations/monetary-policy-implementation/treasury-securities/treasury-securities-operational-details#current-schedule

Homes Now Typically Sell in a Week, Forcing Buyers to Take Risks - WSJ

https://www.wsj.com/articles/homes-typically-sell-in-a-week-forcing-buyers-to-take-risks-11636632000

Inflation Surge Whips Up Market Froth - WSJ

https://www.wsj.com/articles/inflation-surge-whips-up-market-froth-11636817049?mod=hp_lead_pos3

Clock ticks closer to midnight for overwhelmed California ports

https://www.freightwaves.com/news/clock-ticks-closer-to-midnight-for-overwhelmed-california-ports

Crunch at Ports May Mean Crisis for Family Farms – DNyuz

https://dnyuz.com/2021/11/14/crunch-at-ports-may-mean-crisis-for-family-farms/

Supermarkets Alter Layouts, Use Decoys to Fill Gaps Left by Shortages - WSJ

https://www.wsj.com/articles/supermarkets-alter-layouts-use-decoys-to-fill-gaps-left-by-shortages-11636894800

(1) Elon Musk on Twitter: "@SenSanders I keep forgetting that you’re still alive" / Twitter

https://twitter.com/elonmusk/status/1459891238384115722?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1459891238384115722%7Ctwgr%5E%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.zerohedge.com%2Fmarkets%2Fi-keep-forgetting-youre-still-alive-musk-taunts-bernie-sanders-asks-if-he-should-sell-more

How the White House is Planning to Ease the Global Chip Shortage - Bloomberg

https://www.bloomberg.com/news/articles/2021-11-13/white-house-spurns-intel-plan-to-boost-chip-production-in-china?sref=6uww027M

bfmEA24.jpg (987×542)

https://cms.zerohedge.com/s3/files/inline-images/bfmEA24.jpg?itok=f9Y61kCq

bfm89DB_0.jpg (987×537)

https://cms.zerohedge.com/s3/files/inline-images/bfm89DB_0.jpg?itok=KV8OISAT