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Star Magnolia Capital
- May 12, 2020
- 4 min
The Credit Debacle 2.0
This article was co-authored by Cook Pine Capital and Star Magnolia Capital COVID-19 Has Triggered a Corporate Credit Cycle Shinya joined...
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Star Magnolia Capital
- Mar 30, 2020
- 3 min
Qingming Festival
On April 4, China observes Qingming Festival, a tomb-sweeping day, this year. Ahead of this memorial day, the Wuhan government decided to...
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Star Magnolia Capital
- Dec 20, 2019
- 6 min
Wisdom of Good Allocators
Each quarter, we receive hundreds of letters written by managers. Some of them are excellent, most of them are not, but we still read the...
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Star Magnolia Capital
- Mar 12, 2017
- 7 min
Requiem for the American Dream
Housing Markets: Different Paths of the Recovery Is the U.S. housing market recovering? We were quite puzzled and didn’t really know the ...
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Star Magnolia Capital
- Oct 23, 2016
- 3 min
Another Dream of Californication
Source: Supplemental Nutrition Assistance Program, Census When we are on the road for research trips, we usually try to check the economi...
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Star Magnolia Capital
- Feb 24, 2016
- 4 min
It wasn't me... it was CHINA!
China is an interesting topic. We spent hundreds of hours to understand what China really is and we still do not understand. We think nob...
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