Again, it was great to shake hands with you at the meet up and talk to the contributor of all those great graphs and analysis.
So, if the either China/Japan or both begin liquidating, what does that look like? How do they liquidate? They sell the loans (correct?) and if so, who buys them?
Or, if I’m way off the mark, what’s likely to take place if either of both try to get the heck out of Dodge?
Hope the holidays were good to you and your family.
