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Musings of the Day, 7/30/25:
“Talking the talk but not walking the walk” has literally been one of the cornerstones of China’s Unrestricted Warfare on the US and its Allies over the last 25 years.
They have counted correctly on useful idiots on both sides of the Atlantic to get frog-boiled into an untenable situation.
Thank god we have an Energy Secretary @SecretaryWright that understands that we need ALL forms of energy (and the difference between gas and gasoline!).
3.10.2024
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.
The thing I like about Bold Bowman is that she’s no bullshit and calls it like it is when the facts change.
She called out Pusillanimous Powell for his inexplicable Premature Pivot, and now she’s calling out Parsimonious Powell for his newfound intransigence.
You gotta love the Anti-Gretzky of Fed Chairs:
JPOW is master of skating to where the puck WAS…
21.11.2024
Bold Bowman is the only Fed Head brave enough to defy Pusillanimous Powell and will be remembered well for it.
Trump rug-pulled Copper today,.
Lakshmi thinks it's a warmup for Oil as do I, and perhaps that's what $XOP is already sniffing out.
Here’s the problem with the Runaway Tariff Inflation thesis.
Services are already in DEFLATION.
Retailers have absorbed 70% of Tariff increases thus far, for good reason — fear of Demand Destruction.
What little Goods Inflation results WILL result in Demand Destruction, which means that the endless stream of goods from China’s Runaway Assembly Line get dumped in the EU and RoW.
The inevitable result is that the EU and RoW are forced to erect their own Tariff barriers to China.
It would not surprise me if the resultant GLUT of Chinese goods might have to clear at even lower prices NET of Tariffs, stacking Goods Deflation on top of Services Deflation.
Where’s the ultimate safety valve for China?
CNY/CNH DEVALUATION.
28.4.2025
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.
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