Category: China
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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,…
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NVDIAS Chips for China are Illegal
The US government has recently placed restrictions on the sale of Nvidia chips made for the Chinese market, in an effort to prevent China from obtaining highly advanced semiconductor technology that could be used for military purposes. This move has affected both the 880 800 and top-tier chips, with the primary difference being the 880…
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Floating Fortress
The USS Gerald R. Ford is hailed as the most expensive and largest carrier ever built, with a price tag of at least $13 billion. It has the ability to generate enough energy to support high-power lasers and can accommodate more stealth fighters than Russia’s armed forces combined. With a displacement of around 100,000 long…
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Evergrande Disaster
China’s property collapse, particularly with Evergrande, can be attributed to the country’s one-child policy, declining birth rate, and faulty population data. Evergrande’s growth strategy of borrowing money for land acquisition and selling homes before they were built resulted in massive debt for the company. Evergrande has over $320 billion in debt, making it the most…
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Wall Street Week 9.22.23
If rates remain high, it can lead to a slower liquidation for those who are overleveraged, but stocks and the economy could still fare well in such a scenario. Government spending and borrowing could also impact the rate structure, potentially crowding out borrowers and making it difficult for rates to come down significantly. Finally, the…
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Dalio
Ray Dalio, in his talk at the All-In Summit, focuses on the rise and fall of nations and the changing world order. He highlights the importance of studying history to understand the patterns and drivers of societal shifts. Dalio identifies three significant factors that are shaping the current world order: debt and money creation, internal…
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“Well Publicized Trouble”
Kimball Brooker Jr. of First Eagle explains how uncertainty around Chinese economic growth has impacted global equity markets and why the Global Value team is maintaining a cautious outlook as the yield curve remains inverted. https://www.firsteagle.com/insights/september-views-first-eagle-global-value-team-0 https://www.dataroma.com/m/holdings.php?m=FE
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Elon’s All-in
He talks about the progress of the Starship and the challenges of building a rocket twice the size of Falcon 9. He addresses the controversy around Starlink and Ukraine, explaining the reasons behind not turning on Starlink in Crimea. Musk also shares his perspective on the Biden administration and social media platforms, emphasizing the need…
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Made in India
Apple is set to release the iPhone 15, potentially manufactured in India, signaling a strategic move to diversify production away from China. This decision aims to reassure investors about the resilience of Apple’s supply chain. It also reflects confidence in India’s ability to produce high-quality phones and successfully market them. The pricing strategy for the…