Hello all, I apologize for my absence but my attention was required elsewhere due to academia. Within this timeframe I have been very busy and had not had much time to use this website as much as I would have liked to. Due to not using the website for long I close the tab on my computer by accident rendering me unable to get my password back due to forgetting my login details, mainly my password!

I am back now so I hope I did not worry anyone too much whilst I was away. I will write a summary of events soon as things are getting really tense globally. It seems in my absence so much has occurred so bear with me!

It’s pretty wild that the Chinese Ministry of Foreign Affairs is quoting Mao to hit back at the US tariffs. It really underscores what a huge mistake it was when Khrushchev, that “poison dwarf skinhead fuck” tore down Stalin’s legacy. You can almost hear all the Western “Sinologist” academics losing their minds right now, shouting, “No, you can’t quote Mao! You’re supposed to be just as ashamed of him as we made the Soviets feel about Stalin! Mao’s supposed to be an ideological weapon we use against you, not something you wield against us! Are all my Ivy League/Oxbridge-published University Press anti-Mao books for nothing?”

You know it’s the most logical and efficient system of economics when the speculative value of major corporations swings by 5-10% every time a 78-year-old makes a social media post.

It has been a tense week around the globe and uncertainty of the future is what is the most frightening part of this trade war. Some small businesses in China are adding “America fee” for American tourists so if you want to buy a product with an identification they will add a surcharge which I find amusing and you should too. Each hour the unpredictable nature of this situation creates spikes of anxiety across China and many of us are scared that this can escalate to a kinetic war. I have even heard of some rumors of a draft being implemented but these were not verifiable yet, I don’t think kinetic war is something we see anytime soon but this is a start.

Will China sell treasuries? They have already started doing so… but to think they will “dump” them (sell them all) is out of the question, although I have seen that suggested here in a post or two, unless this is a jest then I would say that mutual economic destruction would be the result- yes economies want to move away from the US globalized order, but the move takes time hence the opportunity for BRICS to flourish and deeper trade partnerships with other nations. Reacting poorly to the decisions of the US in this current time will only impact more people, not just Americans. The reciprocal tariffs is a way of mitigating the consequences and in turn a show of solidarity with the Chinese people and other nations who may be too scared to war with the US. Partnerships like that of Korea, Japan and China only reinforce the Chinese ability to mitigate conflicts and show it is able to play the part of a good global superpower and this is what globally people want, they don’t want an empire which will attack them as its doing now. They just want support.

Rumors: Now for the scary part. Rumors that an all out war will begin are just rumors, but at the same time we have to take into consideration that wars have started over less. Trade wars are essentially hurting economies and the people living in those countries. As America approaches recession, unemployment goes up, people lose jobs, homes, and they die. The Chinese infrastructure is a lot kinder so there are safety nets implemented which prevents people from feeling a full impact, although they will still be affected no doubt. I feel for other countries as well who do not have adequate safeguards in place, in the US however the worker always feels the brunt of the force, the working class will always pay to fix the issues of the country which will possibly lead to some sort of nation wide unrest which is when Trump will enact the insurrection act and install martial law, it is funny that the liberals who were so adamant China was the harbinger of oppression and martial law of certain populations within China (lies) are now starting to understand to some degree that they themselves are living in such a regime. But we should still not trust the liberals as they always side with the fascists in the end, they may cry about it now until their face of the party tells them “sending Americans to El Salvador is good actually” and then they will keep quiet like they did on Palestine. Anything that infringes on their optics and reality of living within a Marvel movie takes them out of their artificial reality, the only reason the liberals complain now is because the cost of empire rises, but when the leash is tugged they will obey. So while the US may start to usher in martial law, they have already boasted their incentive of increasing their military budget to one trillion dollars. This is meaningless and more posturing, the US is in decline and knows it. This is a rat trapped in a corner move and one that increases stock prices of death capital (manufacturers of war products) and nothing more.

104% tarrifs go into effect on China tomorrow.

Absolutely wild.

Edit:

Edit 2: deeply irrational and delirious

Edit 3: nature is healing

Edit4: get ready to learn Chinese, buddy

JUST IN: 🇺🇸🇮🇱 President Trump says he might not reduce tariffs on Israel because "we give Israel billions of dollars a year."

JDPON Don is real

Shot:

Chaser:

If this is true, it’s the single dumbest policy in an administration that only sets dumb policy. But considering the tariffs on steel I can only imagine we’re going back to building boats out of wood or gang-pressing private vessels to start carrying cargo its not designed to to bear the burden.

Literally set to destroy domestic and international trade, it’s amazing how they set only dumb policy.

Excited and anxious at the same time for my trip on Sunday. Getting ready for a 6 hour train ride to Ürümqi, which is the last station for that railway line. I have not seen my cousins in five years so it will be nice to see them all again. Wish me a safe journey please! If I have time to remember I will send a photo of the train.

Trump is genuinely gonna go to war on finance capital but there’s no industrial capital to replace it

our time is coming

Disclaimer: “according to sources”

https://xcancel.com/Sino_Market/status/1909464307974521344

If this is true its a huge retaliation.

It probably won’t pass the Senate directly, but just the fact in the this here tweet here is amazing

Genuinely hoping for our comrade @xiaohongshu@hexbear.net to return to us

( ✿◔⁠‿⁠◔ )つ 🇨🇳

Deng Xiaoping should really go down as one of the greatest political strategists in history.

“How do you do, fellow capitalists? Great day to exploit labor, amirite? You know, Chinese labor is quite cheap and plentiful, it would certainly be quite beneficial to us capitalists to exploit Chinese labor, right?”

A few decades later, most of the manufacturing is in China, China is now an economic powerhouse, and the dumbest world leader alive now wants to trade war China despite China obviously holding the cards in this scenario.

Assuming that the tariffs stay in place for some time, this really will be an interesting experiment. I hope that Trump saved the game before he implemented the tariffs.

Another day another comment

I think yesterday perfectly encapsulate why I think we will increasingly see capital leave the us, in a single day the SP500 moved down 5% then up 3% and settling slightly negative. That kind of volatility is more reminiscent of Bitcoin and not something that ‘should happen’ to stuff like these indexes of ‘real economies’ yet here we are, and the reason seems to be that institutional investors, basically big investment firms and banks, are completely not moving they are neither selling nor buying at the moment and most movement is coming from retail investors, your gamestop guys, your maga people, those wallstreetbets redditors etc.

So where is the institutional money going to?

For the most part into private companies and they’ve been doing so for quite a while now in 1996 there were 8000 public traded companies now that numbers is 4000, meanwhile private companies went from 1900 to 11200. This trend is sure to speed up now, especially since after this crash taking a public company private is now cheaper as well so there’s no better time than now. This will have several knock on effects the first and foremost one is that as companies leave the public stock market what buying an index of S&P or the Nasdaq gets you less, basically the us stock market will speed up its ‘shrinkflation’, keep in mind this is something that has been happening since the 2000s but now it’ll speed up.

Other knock on effects are decreased confidence in the US as a place to invest in, if I am a german investment banker I rely on data that is under some scrutiny and oversight, so I am much less inclined to want to invest into anything in the US, yes I could get the next google but I could also get the next WeWork. Which means the steady flow of foreign capital into the US will slow and might even end because Trump is keeping up the hostility. Meanwhile US capital will invest in foreign markets if it can which means that where before capital flowed into the US we will now see capital start to flow out of the US over years/decades.

This matters because if Trump is serious about his ‘we will bring back manufacturing’ then he already lost. Building factories requires a ton of capital, capital that doesn’t want to invest right now because of how risky and uncertain things are right now, and which will in the future leave the US, foreign capital is quickly drying up both from hostilities and less confidence so they are out as well which really only leaves them with one way of building manufacturing.

Public spending to build factories, now I don’t think it needs to be said but that is never ever going to happen.

So uh yes. I think Trump did sign the eventual death warrant call me the anti-xiaohongshu or whatever