China

Common Cents Blog

Common Cents & Black Swans

One of the more difficult things about investing is determining what the next “black swan” event will be. After all, there is a reason why we call them “black swan” events. In case you are unfamiliar…

Common Cents Blog

Common Cents & Zaijian China

During the Spring of 2020, our investment committee made the relatively aggressive move to completely exit our already underweight international allocation. By completely exit, I mean none, ninguno, rien, keiner, nessuno, geen, and nashi. Our reasoning…

Common Cents Blog

Common Cents & Suppression

In 2019, I compared the passing societal discourse in the United States to the disastrous Great Proletarian Cultural Revolution in China during the 1960s and 1970s. Unfortunately, I don’t feel as though the situation has noticeably…