Chinas future

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Yodean
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Post by Yodean »

Budge wrote: Thu Jul 14, 2022 11:07 am "The Empire of Lies." The US and aligned countries have become past masters of the fake news/propaganda/psyops and the nickname is well deserved.
To be fair, every empire lies. Might gives right.

There's always a lot of talk and nervous excitement over various aspects of kinetic warfare, but the true battle is really the Propaganda War - for the hearts and minds of the Herd. And of course, as always, the WOC (War Of Currencies) that underlies most major geopolitical struggles.

The USD Black Hole (sucking up global capital) is a sight to behold - destroying commodities something fierce, smashing emerging markets/countries, etc.

Bank of Canada surprise rate hike 100 bps - yet, atm, down 1.73% vs. King USD.
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Re: Chinas future

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Pelosi was trolling with this Taiwan visit

China is getting more and more vocal, won’t be long now when the US either completely delists Chinese securities.

BABA a prime example, great short idea by SOL also. Personally I’m just hyper bearish on China this decade

Doesn’t mean to short everything that is Chinese, it’s just the risk outweighs the opportunity compared to US securities
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Re: Chinas future

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AstuteShift wrote: Thu Aug 04, 2022 3:29 pm Pelosi was trolling with this Taiwan visit

China is getting more and more vocal, won’t be long now when the US either completely delists Chinese securities.

BABA a prime example, great short idea by SOL also. Personally I’m just hyper bearish on China this decade

Doesn’t mean to short everything that is Chinese, it’s just the risk outweighs the opportunity compared to US securities
I fear the Chinese payback for the ignominy of Piglosi will be subtle and painful:

"Sun Tzu deploys his six blades

Following Speaker Pelosi’s caper in Taiwan, collateral damage is bound to multiply like the blades of a R9-X missile.

The first stage is the People’s Liberation Army (PLA) already having engaged in live fire drills, with massive shelling in the direction of the Taiwan Strait out of Fujian province.

The first sanctions are on too, against two Taiwanese funds. Export of sable to Taiwan is forbidden; sable is an essential commodity for the electronics industry – so that will ratchet up the pain dial in high-tech sectors of the global economy.

Chinese CATL, the world’s largest fuel cell and lithium-ion battery maker, is indefinitely postponing the building of a massive $5 billion, 10,000-employee factory that would manufacture batteries for electric vehicles across North America, supplying Tesla and Ford among others.

So the Sun Tzu maneuvering ahead will essentially concentrate on a progressive economic blockade of Taiwan, the imposition of a partial no-fly zone, severe restrictions of maritime traffic, cyber warfare, and the Big Prize: inflicting pain on the US economy."

.."The Speaker’s escapade was concomitant to the definitive burial of the “war on terror” cycle and its metastasis into the “war on Eurasia” era."

https://thesaker.is/how-a-missile-in-ka ... in-taipei/
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Re: Chinas future

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Budge wrote: Thu Aug 04, 2022 4:52 pm
.."The Speaker’s escapade was concomitant to the definitive burial of the “war on terror” cycle and its metastasis into the “war on Eurasia” era."

https://thesaker.is/how-a-missile-in-ka ... in-taipei/
Yep, I agree. It is soooo obvious this was the plan. There was no other reason for her to go to Taiwan.
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Re: Chinas future

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LoriPrecisely wrote: Thu Aug 04, 2022 5:33 pm Yep, I agree. It is soooo obvious this was the plan. There was no other reason for her to go to Taiwan.
All this is political theatre.

Brandon needs some sort of "win" to look strong before midterms. Pelosi in a pink suit flying to Taiwan makes for good optics, and distracts from all the domestic issues in the USA, at least temporarily.

Good for Xi, as well ... China's reeling from severe USD shortage - tons of problems, with real estate sector on the brink of utter collapse. This Taiwan-Pelosi business serves as yet another distraction.
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Re: Chinas future

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What’s interesting also is how China allowed foreign banks to be in the country, especially wallstreet

What does wallstreet like to do? Sell garbage to the world

I think many years from now, wallstreet will seek Chinese bonds to the world, foreign investors will gobble up and that will cause the bull market to pop.

From what I see, that’s my big bet to short the market to hell, not now since not many foreign investors are in Chinese bonds

Once the sheep buy into the Chinese bonds like idiots, wallstreet will bail and watch the next global financial crisis.

In my opinion, there is no country really to challenge America in terms of currency and it’s by design. I don’t think Russia has a ghost of a chance, China is in free fall.

Either way, US securities are the best in the world in terms of accumulating wealth. This bull market is just getting started
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Re: Chinas future

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The answer, as always, lies within (our own borders). The NIMBY attitude is going to come to an end when peeps need to eat.

https://www.tennessean.com/story/opinio ... 202513002/
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Re: Chinas future

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MarkD wrote: Fri Aug 05, 2022 2:58 pm The answer, as always, lies within (our own borders). The NIMBY attitude is going to come to an end when peeps need to eat.

https://www.tennessean.com/story/opinio ... 202513002/
Yeh, been a lot of chatter about Russia having a ton of natural resources (which they do), but so does Uncle Sam, when one looks underneath the hood. Policies, of course, preventing them from being utilized to their full potential. Policies can be changed at a whim ...
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Re: Chinas future

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"TVA President Jeff Lyash said smaller nuclear reactors such as the GE-Hitachi BWRX-300 being studied by TVA can be built more cost effectively and offer more flexibility than the previous generation of nuclear plants. Lyash said while TVA is pursuing a range of energy options for its future, he thinks the small modular reactors will be needed to help TVA achieve its long-term goal of being carbon-free by 2050 while still maintaining reliable and relatively low-cost power.

“I am pleased to announce that TVA has taken another step on that road (to building a small modular reactor) and signed a two-party agreement with GE-Hitachi which will support our planning and preliminary licensing for the potential deployment of an SMR (small modular reactor) at the Clinch River site,” Lyash said during an earnings presentation Tuesday. “The agreement will provide additional information to analyze the viability of SMRs in the Valley.”

https://www.ctinsider.com/news/article/ ... 0as%202030.
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Re: Chinas future

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This is a very informative.
I posted some highlights with a link to the full article.

China's 'Wartime Cabinet' Is Complete: What Xi Jinping's Loyalists Mean For US Stocks, Investing, Chip Sector, Taiwan
by Natan Ponieman, Benzinga Editor
October 25, 2022 10:23 AM | 6 min read

Xi Jinping has been confirmed for a third five-year mandate as Chinese Communist Party general secretary.

The news sent shockwaves across China’s stock market. In one day, the country's domestic equity market saw foreign investors pull out more than $2.5 billion.

Financially-savvy members of the previous committees were removed in favor of military-oriented officials.

Today’s 10-20% crash in Chinese shares is just the beginning of the destruction of western capital invested in Chinese companies,” Bass wrote.

Xi seemingly spoke out of both sides of his mouth in a speech last week that China wants "peaceful reunification" with Taiwan, yet "will never promise to give up the use of force and reserve the option to take all necessary measures."

https://www.benzinga.com/markets/asia/2 ... dium=Email
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Re: Chinas future

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LoriPrecisely wrote: Wed Oct 26, 2022 12:11 am This is a very informative.
I posted some highlights with a link to the full article.

China's 'Wartime Cabinet' Is Complete: What Xi Jinping's Loyalists Mean For US Stocks, Investing, Chip Sector, Taiwan
by Natan Ponieman, Benzinga Editor
October 25, 2022 10:23 AM | 6 min read

Xi Jinping has been confirmed for a third five-year mandate as Chinese Communist Party general secretary.

The news sent shockwaves across China’s stock market. In one day, the country's domestic equity market saw foreign investors pull out more than $2.5 billion.

Financially-savvy members of the previous committees were removed in favor of military-oriented officials.

Today’s 10-20% crash in Chinese shares is just the beginning of the destruction of western capital invested in Chinese companies,” Bass wrote.

Xi seemingly spoke out of both sides of his mouth in a speech last week that China wants "peaceful reunification" with Taiwan, yet "will never promise to give up the use of force and reserve the option to take all necessary measures."

https://www.benzinga.com/markets/asia/2 ... dium=Email
As the money supply increases, which we stated several years ago, things will worsen significantly. In fact, I am actually quite surprised at the speed at which things have turned. In some areas, the trend has picked up at such an incredibly fast pace that it is now hard to envision how bad things will get before they peak.

These developments also indicate that Geopolitical events will dominate the financial markets for several years to come.

On a separate note, I took time to dig deeper into what is happening in Russia, relying primarily on information from ordinary people. Some of the people we helped get out of Ukraine's war zone proved invaluable.
When I have time, I will publish the results. but if what I suspect is true, then both the Pro-Russian media (almost everyone we know, small and big) and the ones rabidly against Russia are either part of a massive psyops operation or utterly ignorant of what is going on.

For example, it appears that Putin falsely believed that the Russian army was in the state he envisioned. He envisioned this state because of the money he had allocated for the armed forces, but corruption is so endemic that much of this money did not reach its final destination. False reports were sent that all was well and going according to plan, but in reality, the generals, colonels, etc., stole this money and sent it to Europe. One mid-level officer, embezzled millions, and his entire family was living a cushy life in Europe, and this was only one small pawn. Imagine the big players.

If this data from the ground is valid, it is very bad because it means that after realising, his army might not be in the shape he thought it was, and God forbid the situation worsens, pressing the red button might be his only option to save face. It is death when you are a big Guy in Russia and show signs of weakness.

If time permits, I will expand on this, but I was pretty surprised at our sources' data.

The only possible solution is for Russia and China to form a real union. Right now, they are both Bsing.
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Re: Chinas future

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SOL wrote: Wed Oct 26, 2022 7:47 am
For example, it appears that Putin falsely believed that the Russian army was in the state he envisioned. He envisioned this state because of the money he had allocated for the armed forces, but corruption is so endemic that much of this money did not reach its final destination. False reports were sent that all was well and going according to plan, but in reality, the generals, colonels, etc., stole this money and sent it to Europe. One mid-level officer, embezzled millions, and his entire family was living a cushy life in Europe, and this was only one small pawn. Imagine the big players.

If this data from the ground is valid, it is very bad because it means that after realising, his army might not be in the shape he thought it was, and God forbid the situation worsens, pressing the red button might be his only option to save face. It is death when you are a big Guy in Russia and show signs of weakness.
Russia is an ossified kleptocracy (a phrase I stole from fellow sub Scott), and those lower on the totem pole tend to lie to their superiors - generally reporting more positive results since they don't want to be blamed or scapegoated by their bosses. Same thing in CCP - PLA (People's Liberation Army) is a joke.

Sh*it rolls downhill ...

With that said, Russian Federation's almost won - it finally started, like any self-respecting invader, bombing energy infrastructure, disrupting water supply, etc. Fairly boring, classic military tactics, but effective.

Putin's an idealist at heart - since the blood of Russians runs in many Ukrainians, he thought he could minimize Ukrainian civilian casualties by a "show of force" (e.g. line of tanks slowly heading towards Kyiv), and not targeting the power grid, water supply, and communications networks.

Well, this is a Game of Thrones in real time - you win or you die, there is no middle ground.

Ukraine military is mostly broken - apparently 100k Ukrainian soldiers or more may already have been killed, with roughly twice that number or more significantly injured.

Their military equipment is running out of fuel.

On the Kyiv side, the only credible military threats remaining: 1) a group of well-trained, mostly Polish soldiers; 2) "Foreign Legion," basically mercenaries from a bunch of countries combined into an experienced fighting unit;

Russian Federation also hasn't thrown its best stuff out there yet. Kharkiv and Odessa will be re-taken at some point, at a minimum.

Also, Putin's never publicly said he would support the use of nuclear weapons - he only mentioned them when he was asked what he would do if the West attacked with tactical nukes - i.e. Putin's basically saying he won't use nukes unless the West uses them first.

I believe him.

However, look for a CIA-induced false flag attack as a potential possibility, that is blamed on Vlad.

The following is quite good:

https://youtu.be/8I0bfEGtHeY?t=20
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Re: Chinas future

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Here in the Wild, Wild West, leaders agree how to fabricate lies to distribute to the plebes. Not sure the approach is much better.
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Re: Chinas future

Post by SOL »

Yodean wrote: Wed Oct 26, 2022 2:40 pm .

The following is quite good:

https://youtu.be/8I0bfEGtHeY?t=20
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Re: Chinas future

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Yodean wrote: Wed Oct 26, 2022 2:40 pm Russia is an ossified kleptocracy (a phrase I stole from fellow sub Scott)
I like Steve Deace's description: Russia is a thugocracy and Ukraine is a corruptocracy.

My only question is motive of US politicians... Are they almost single handedly "funding" Ukraine because they're trying to hide something (like US funded [s]bio-weapon[/s] "vaccine" research labs, Hunter Biden's escapades) or are they trying to launder a hundred billion dollars for personal gain?

I suspect the answer is yes.
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