Category: China
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“I don’t think it’s time to get out…
…It’s a matter of relative choices.” “No. 1, what’s going to happen? Nobody knows. His appointments are not firm, they have yet to be confirmed. his policies are not known. What is he going to do? Nobody really knows what he’s going to do? No. 2, What else will be going on in the world.…
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The Thiel-verse
Thiel’s success is attributed to his ability to navigate contradictions and embrace his own path regardless of traditional affiliations. He discusses his investments, involvement in elections, and critiques of identity politics and ideological conformity within the left-leaning elite circles, emphasizing a shift in the political and cultural landscape. Thiel also reflects on the current state…
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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…