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Welcome to Season Two! There is already too much ground to cover; but let's dig straight into:

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• Apple's China Problem, China's America Problem et al

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• WeWork is a Real Estate Co After all. Duhh!

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• How to Measure RBI's Reserve Adequacy?

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Also: Check out the Funky Reserve Benchmark Chart we spoke of at https://twitter.com/Nikhil26A/status/1081445348302831617