Adem Tumerkan from Speculators Anonymous made a contrarian guest post video about how and why deflation or disinflation can come in the next few months. There is also brief commentary about Adem's video and his disinflation thesis by Jason at the end of Adem's video about China's credit contraction the last few months and China's new domestic commodities policies.
Follow Adem on Twitter here: https://twitter.com/RadicalAdem
Adem's website: https://speculatorsanonymous.com/
Articles on China's New Commodities Policies That Jason Mentioned At The End:
1) China to strengthen commodity price controls in five-year plan https://www.nasdaq.com/articles/china...
2) China Is Quietly Stepping Up Its Interventions in Markets https://finance.yahoo.com/news/china-...
3) China's Campaign to Control Commodities Goes Into Overdrive https://finance.yahoo.com/news/china-...