Back
“Chinese buyers likely have zero equity under mountains of global real estate, and when it's dumped the lending banks eat it.”
Source
Chris BloomstranSource“2023 SAI Letter: Dirty Deeds Done Dirt Cheap: Be…”00:00
“Chinese investors are substantial owners of commercial real estate all over the world... the best bet would be zero equity exists under much of this property. Investors have barely marked down carrying values.”
Performance
Entry$52.43
Current$75.04
Since call-43.12%
Confidence72%
How this was scored
Entry$52.43Dec 31, 2023 · 12:00 UTC · paste.trade
Resolution$75.02Jul 4, 2026 · 01:56 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 4, 2026 · 01:56 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.