Musings of the Day, 10/3/24: Talking the Green Energy Talk but not Walking the Green Energy Walk is literally another form of China’s “Unrestricted Warfare” against the West. What the Gretaverse doesn’t get is that Nature already invented the perfect Solar Battery, and it is called the HYDROCARBON MOLECULE. I addressed these issues in my recent Guest Lecture on “The Geopolitics of Energy” at Denison University. Look for it this weekend.

Bold Bowman is the only Fed Head brave enough to defy Pusillanimous Powell and will be remembered well for it.

Musings of the Day, 4/28/25: As I am Chinese by descent, I get the whole angle of Chinese national pride in being able to “吃苦” (Eat Bitterness) and endure hardship. But the math is the math. When your entire economy is based upon keeping the Runaway Assembly Line humming, not because of Economic Profit or Demand, but because THERE IS NO OTHER WAY TO KEEP THE MASSES EMPLOYED, it really behooves you to find a way to make good with the US Consumer that buys 35% of GLOBAL CONSUMPTION. Talking with my Retailer CEO friends, PERMANENT decisions to relocate Supply Chains out of China are being made with every day that this Tariff War goes on. So yeah, the US is beholden to 4-year Election Cycles, yada yada, but China is at risk of SECULAR Economic Collapse if this Tariff War even goes on for ONE year. Trump 2.0 needs to provide a Face-Saving Exit Strategy for China, and Xi needs to take it.