I will always respect clear-eyed analysis from the Gray (and soon to be Orange) faction. I pray that we win. I have faith that we will. Buying more BTC to that effect.
Your ability to infer and articulate is just amazing! 🙏
Many of us were wondering on these observations and playing around with similar inferences, but you put it all out in a brilliant cohesive read, increasing clarity of discourse for everyone!
Excellent piece - thank you and hats off to you Balaji!
While I‘m all against wokeism and everything the current Blues stand for - if they are able to pull this off and thus avert WW3 I‘d much prefer the coming, further worsening dystopia over a global, potentially nuclear conflict.
I examined the Weibo community's reactions to Newsom's meeting with Xi. According to public sentiment, it appears that Newsom orchestrated an effective PR move in preparation for the upcoming election. Numerous comments express support for California's potential independence.
In general, Chinese netizens seem to view Biden's actions with a sense of amusement, perceiving it as a continuing "show" that might contribute to the decline of the USA.
even Balaji's more insane takes are worth reading - some profound insights in this rollercoaster of a post, especially the unacknowledged US copying of China's policies - on Internet, free speech curtailment, industrial policy etc and the deep commitment to the State of Democrats vs the Republicans. Having said this, Newsom paid a political price going to China and there is no reason to think that whatever comes out of APEC will substantively move the US foreign policy position on China. China Hawks in MIC will drop some kind of derailing bombshell and popular opinion will ensure continuation of animosity
Another tie that binds them is militant atheism & the desire to destroy Christianity and to a lesser extent Judaism. They are both enemies of the God of the Bible.
Xi has met several California Governors that visited China, including Brown before Newsome.
China as well as other nations will not reverse de-risking from USA Treasuries, unless USA gets its fiscal & monetary house in-order. This also applies to de-dollarization.
It’s called the Trump Tariffs, however in classic Trump fashion, it was all fireworks + smoke & mirrors called Hundreds of Tariff Exclusions and Exemptions. Biden quietly got rid of most Exemptions, Triggering Inflation in the USA combined with Covid Stimulus. That’s why they kept talking about getting rid of China Tariffs in 21 until they could blame Russia.
China imposing export restrictions on Graphite (to counter chip sanctions) would Collapse many of the IRA Battery & Electric Car factories Biden has been building.
Most Wars are Resource Wars, you need a confluence of Oil & Gas interests along with MIC interests to trigger them. China only serves as a potential MIC bogey man to scare more MIC funding, but there is no Oil & Gas resource interest.
USA is losing Ukraine War as well as Trade war with China. We’re also on our way to loosing most of the G7, as the result of America First policies. (EU getting r*ped by USA via Ukraine) We are also losing culturally most of the global south if not rest of the world over Israel policies.
Fantastic piece. Gavin is Xi’s court eunuch. He wants to succeed Biden as the head of the American vassal state.
The Great Reset is the new Great Leap Forward: https://yuribezmenov.substack.com/p/how-to-repeat-history-part-2
There's a thought to keep us up at night; a CCP-Dem pact, effectively conspiring against the rest of the planet.
How are we working on creating brick red? I.e. what we get when we mix grey and red...
I will always respect clear-eyed analysis from the Gray (and soon to be Orange) faction. I pray that we win. I have faith that we will. Buying more BTC to that effect.
The point of "American Republic" v "American Empire" is probably the most profound insight of the entire essay. Absolutely spot on (as usual)
Brilliant analysis--potentially as significant as George Kennan’s article on containment policy.
The difference being that when Kennan published his article the US Government was committed to defending America’s freedoms.
That’s changed, but this is a brilliant, watershed article for any American willing to look at the map of our future.
Sober foreshadowing of our dystopian future.
Eastasia have always been our allies
Your ability to infer and articulate is just amazing! 🙏
Many of us were wondering on these observations and playing around with similar inferences, but you put it all out in a brilliant cohesive read, increasing clarity of discourse for everyone!
Soon it will be #balajiwasright again
Excellent piece - thank you and hats off to you Balaji!
While I‘m all against wokeism and everything the current Blues stand for - if they are able to pull this off and thus avert WW3 I‘d much prefer the coming, further worsening dystopia over a global, potentially nuclear conflict.
World peace is more important so I hope you're right.
I examined the Weibo community's reactions to Newsom's meeting with Xi. According to public sentiment, it appears that Newsom orchestrated an effective PR move in preparation for the upcoming election. Numerous comments express support for California's potential independence.
In general, Chinese netizens seem to view Biden's actions with a sense of amusement, perceiving it as a continuing "show" that might contribute to the decline of the USA.
even Balaji's more insane takes are worth reading - some profound insights in this rollercoaster of a post, especially the unacknowledged US copying of China's policies - on Internet, free speech curtailment, industrial policy etc and the deep commitment to the State of Democrats vs the Republicans. Having said this, Newsom paid a political price going to China and there is no reason to think that whatever comes out of APEC will substantively move the US foreign policy position on China. China Hawks in MIC will drop some kind of derailing bombshell and popular opinion will ensure continuation of animosity
Another tie that binds them is militant atheism & the desire to destroy Christianity and to a lesser extent Judaism. They are both enemies of the God of the Bible.
What Bill Bishop says, with sparklers..
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This is analysis is devoid of any knowledge of the timeline of the CCP decision to attend APEC, & the talks that led up to that decision.
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https://substack.com/@sinocism/note/c-43526548?r=kmr2&utm_medium=ios&utm_source=notes-share-action
Facts:
Xi has met several California Governors that visited China, including Brown before Newsome.
China as well as other nations will not reverse de-risking from USA Treasuries, unless USA gets its fiscal & monetary house in-order. This also applies to de-dollarization.
It’s called the Trump Tariffs, however in classic Trump fashion, it was all fireworks + smoke & mirrors called Hundreds of Tariff Exclusions and Exemptions. Biden quietly got rid of most Exemptions, Triggering Inflation in the USA combined with Covid Stimulus. That’s why they kept talking about getting rid of China Tariffs in 21 until they could blame Russia.
China imposing export restrictions on Graphite (to counter chip sanctions) would Collapse many of the IRA Battery & Electric Car factories Biden has been building.
Most Wars are Resource Wars, you need a confluence of Oil & Gas interests along with MIC interests to trigger them. China only serves as a potential MIC bogey man to scare more MIC funding, but there is no Oil & Gas resource interest.
USA is losing Ukraine War as well as Trade war with China. We’re also on our way to loosing most of the G7, as the result of America First policies. (EU getting r*ped by USA via Ukraine) We are also losing culturally most of the global south if not rest of the world over Israel policies.