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The Hundred-Year Marathon: China's Secret Strategy to Replace America as the Global Superpower
amazon.com
Howard Marks just went on Bloomberg to share his views on Liberation Day.
Here are his insights on its economic impact and why he thinks US is still the best investment destination.
A thread 🧵 https://t.co/tqvDLGYwjJ
Extraordinarily insightful talk by John Thornton on China and its relations with the US. Truly a must-watch!
Here he explains the "fundamental disconnect" between public statements that China-US is the most consequential relationship in the world and the utter lack of action to actually cultivate the relationship. For... See more
Arnaud Bertrandx.comWhen the clock strikes midnight tonight, the battle begins. China will be hit with triple digit tariffs... the export menace should have never retaliated. China had a plan: dump cheap goods into the rest of the world, use the money to build their military, and pass the U.S. as the world’s top super-power. But if China can’t dump cheap goods here,... See more
Jesse Wattersx.comGeopolitically, nothing matters more than winning AI.
These tariffs, as constructed, essentially guarantee that America will lose “AI” by making America the most expensive place on earth to build AI datacenters.
The semiconductor exemption was irrelevant for AI. Datacenter semiconductors... See more
Gavin Bakerx.com🚨NEW: David Sacks, AI and Crypto Czar (@DavidSacks) speaks about DeepSeek and the implications for National Security on FOX News https://t.co/AmtsCP8kA2
Autism Capital 🧩x.comThe hour may be growing late. Just before retiring at the end of 2022, Admiral Charles Richard, head of the U.S. Strategic Command, declared that “this Ukrainian crisis that we’re in right now, this is just the warmup.” Citing the decline in America’s military capability relative to China’s in the western Pacific, he added: “The big one is coming.
... See moreNeil Howe • The Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End
The Bitter Pill of Reliance of China 💊
Half of generic active pharmaceutical ingredients consumed in the U.S. originate in China.
And more than 100 of these can be sourced only in China.
How would Americans respond if forced to choose between amoxycillin for... See more