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Shehzad Qazi
China Beige Book (COO)
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BearChina
leaning · 2026-07-31
exclusive data showing months of pullback in China travel and spending
“there's some probably genuine level of demand destruction that is happening that has not yet been picked up”
contrarian read on why the China slowdown caps oil despite the war
“this is not covid style demand destruction which is what all the oil analysts are focused on I don't think that's the right lens”
on whether Chinese AI models could hack deliberately as US models did in tests
“there's no reason to assume that chinese ai models cannot do the exact same thing”
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