Why China's Population Decline Is Irreversible

China’s demographic collapse is so advanced that even an immediate return to replacement-level fertility cannot prevent a massive population decline because there are simply too few women of childbearing age...



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The Two-Way Panic Market

The market isn't panicking lower. It's panicking both ways. Negative gamma, leveraged ETF exposure and growing uncertainty around the AI buildout are creating a market where small moves can quickly turn into big ones.