If you are interested in fraud / short selling this might be for you. It's a paid event but keep an eye on the #FraudFest journos always spoil the goodies.

https://berkeleyfraudfest.com/

https://twitter.com/dianabhenriques/status/1407747938940555267?s=19

There has been news in china regarding the new kid policy. You can now have 3. 

But seems like when they allowed 2 in 2016 it didn't really increase baby making.

Popular Economic Reasons given for lower birthrate;

-woman are working and are financially independent, child bearing either postponed or less attractive.

-education and housing have become really expensive.

-Chinese take care of their elderly parents. And since they retire early it seems like they would have to take care of a lot more people on one salary. 

Also found out that in china the lowest retirement age is 60 for men and 50 for woman. Anyone here knows how what % of people actually retire at those ages? 

In case anyone here interested in that case. 
Here is all the material that is being presented in the courts. 

Benedict Evans dug up these slides about all the app stores in China. 
 

However, he is sneaky and expects people to pay for his premium newsletter to basically read public info (F-That)

 

So i dug into all those files in the hope to find that one presentation and I found it! 

==> 

https://app.box.com/s/6b9wmjvr582c95uzma1136exumk6p989/file/814310243587

I recommend anyone interested or involved in Apps or into videogames to go through those public documents. Lots of interesting titbits. 

Here is the full Box: 

https://app.box.com/s/6b9wmjvr582c95uzma1136exumk6p989/folder/135953042066

After going through this I do think Apple has an upper hand but very curious to see what the verdict will be. 

Opening arguments Apple:
https://app.box.com/s/6b9wmjvr582c95uzma1136exumk6p989/file/806840055284

Opening arguments Epic Games: 
https://app.box.com/s/6b9wmjvr582c95uzma1136exumk6p989/file/806765766136 

Here is a deck with lots of data on China: 
 

xD 

The website is interactive and free: 

https://www.chartfleau.com/bubblechart/

I have the full default report dm me if you want it. 

Interesting read on the Chinese currency 

https://chinapower.csis.org/china-renminbi-rmb-internationalization/

Comes with a nice visualization. 

Heavyweights collaborating; 

https://www.jpmorgan.com/news/dbs-jpmorgan-and-temasek-to-establish-platform

LlplHere is a report and some slides to add to the collaborative piece on copper posted by @Olivier Asset a couple of months back:

 https://exchange.realvision.com/post/a-collaborative-piece-on-copper-5fe174622177ea4f6e2d0f18

Some interesting things from the attached report: 
 

and from RV guest Warren Pies

 

And some China Related Slides: 
 

Supply / Demand: 
 

From a report from the international energy association (iea) 

 Full iea report;

https://www.iea.org/reports/the-role-of-critical-minerals-in-clean-energy-transitions?utm_content=buffer1ff09&utm_medium=social&utm_source=twitter-ieabirol&utm_campaign=buffer