Category: China
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What’s Going to Happen?
“Who knows what these polls even mean. No one even responds to them anymore.” Stanley Druckenmiller expresses his concerns about the Federal Reserve’s current monetary policy, drawing parallels to his 2021 opinion piece in The Wall Street Journal where he warned the Fed was “playing with fire” due to their commitment to forward guidance. Druckenmiller…
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Bridgewater Outlook
Bridgewater Identify the Major Issues Facing Investors in the Years Ahead,” the speakers discuss various challenges investors will encounter in the coming years, including the sustainability of US exceptionalism, the US dollar’s strength, long-term bonds, Artificial Intelligence (AI), and China’s economy. US exceptionalism, driven by factors such as a large domestic market, responsive government policies, and…
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Trading Cities…
Famous youtuber explains why he moved from NYC to New Jersey.
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Trade War 2?
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Trump on Offense
Trump defends his proposal for a 10% tariff on imports from countries like China, India, and others. He argues that it would bring international trade back to the United States and save industries, such as steel, that have been negatively impacted by foreign competition. Trump believes that the tariffs would also give the US political…
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Short & Co.
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Zeihan advises Morgan
Zeihan predicts China will be the first major country to experience “National Oblivion” due to a demographic crisis. The expert also highlights the rise of geopolitical tensions, specifically in the Middle East, which could disrupt the world’s largest source of internationally traded crude oil. Countries like Canada, Colombia, and Vietnam are potential labor absorbers due…
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Is China Really Imploding?
Peter Zeihan has predicted China will collapse as a political entity within a decade or two, possibly as early as 2050. Joeri Schasfoort argues that the predictions are not based on solid arguments but are purely sensationalist meant to get views. The video addresses Mr. Zeihan’s arguments regarding China’s economic decline and highlights the importance…
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Total War: Taiwan, USA, and China
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China’s Debt Problem
The debt problem is so severe that it is significantly greater than the 23 trillion total debt held by the country’s national government, and there are concerns that the debt burden could reach 360% of China’s GDP. The debt problem is compounded by deflation, which is causing goods and services to become cheaper in China,…