kayewiggin

7 ms·

1.
by kayewiggin 2y ago
There's not too much fake origin stuff from Vietnam to US, which is the largest SEA country exporting to US. "However, new research from Harvard Business School and Duke University paints a more nuanced picture — rerouting appears
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by kayewiggin 2y ago
Very comprehensive list of how China has lost export power to US over the years. Remember that US has the largest consumer market in the world, more than double the second place, EU. https://en.wikipedia.org/wiki/List_
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by kayewiggin 2y ago
1.) The article is from January 2024. 2.) Some of the data that it's based on is up to 2023. And some are up to 2020 3.) There has been massive movement of manufacturing out of China between 2020 and 2024. I won't provide the re
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by kayewiggin 2y ago
> a competitor (China) has caught up in most of industries stop spreading misinformation. go look at largest companies by market cap in the world https://companiesmarketcap.com/ and you'll see US domination while C
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by kayewiggin 2y ago
here's a video of a Chinese family living on the 16th floor of a rotten tail building (unfinished building) with no running water or electricity. https://www.youtube.com/watch?v=ZjaE8mDbq68
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by kayewiggin 2y ago
China's real estate prices having dropped 50% or more has been accompanied by/caused by wages being slashed 50% or more, and increasing unemployment rate, such as 30%+ for youth. Here are some good posts on why nobody wants deflat
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by kayewiggin 2y ago
RIP Northvolt from Sweden and The U.S. made a breakthrough battery discovery — then gave the technology to China https://www.npr.org/2022/08/03/1114964240/new-battery-techno... . However: - Battery Start
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by kayewiggin 2y ago
> making drones / evs / high end electornics China does have a current advantage on lithium battery and rare earth materials - dumb technologies that US and allies can replicate fairly quickly, less than a year. EUV and 3nm an
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by kayewiggin 2y ago
1.) EU will soon have rules to prevent Chinese AI from proliferating, since China is ramping up on its support of Russia invasion of Europe - China Is Cutting Off Drone Supplies Critical to Ukraine War Effort [1]. China is reportedly making
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by kayewiggin 2y ago
> China has been building strong relationships with a number of countries Number of irrelevant countries. US's allies are Europe, Japan, South Korea, Taiwan, Canada, Mexico, Australia, etc. 80% of the world's wealth. and 95%
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by kayewiggin 2y ago
China has 900M people making less than $400/month, and 600M people making less than $100/month. relative GDP is a joke, go to China to see what most of them are eating (hint: it's unsafe food filled with chemicals, or its m
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by kayewiggin 2y ago
> Have you seen the number of Chinese-made commercial-grade drones used by Ukraine? China Is Cutting Off Drone Supplies Critical to Ukraine War Effort [1]. China is reportedly making drones for Russia instead, according to multiple intel
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by kayewiggin 2y ago
Why should Europe allowed China to attack and destroy its car industry, when China is also helping Russia destroy Europe militarily? Good thing Europe woke up earlier this year. impact of the EU’s tariffs on Chinese EV manufacturers. In No
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by kayewiggin 2y ago
Please DOGE, do to US's federal spending what milei did to the Argentina government. Argentina's inflation now is at a four year low.
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by kayewiggin 2y ago
Let me put it in another way; it's similar to the US banks during 2008, when they appeared to be healthy, holding lots of subprime loans on their books. If we are talking about China's credit, China has a lot of subprime loans to
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by kayewiggin 2y ago
Deflation by itself, sure. Deflation when coupled with huge and increasing debt to service, then you have a crippling problem. That means your ability to pay off your debt gets harder and harder as time goes on, and most of your income go
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by kayewiggin 2y ago
It's pretty tiring responding to folks who just parrot Chinese government's official 5% numbers and never bothered look into the actual details. Like its well educated workforces being laid off at age 35, and 80% of recent gradua
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by kayewiggin 2y ago
Being in spiraling deflation while the rest of the world suffers from inflation is a big sign of being broke. Having debt to GDP ratio of 310% and local governments being unable to pay out salaries for many months is a big sign of being bro
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by kayewiggin 2y ago
US fully recovered from Great Depression in 1939, 2 years before entering ww2. Weimar Germany started in 1918 and ended in 1933 at the beginning of nazi Germany, 15 years later. You can't start a war when you are truly broke, much lik
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by kayewiggin 2y ago
Then Intel is going to have to wait for a very long time. At best, China is currently in a scenario similar to Japan's lost decade of 30 years or US's Great Depression. At worst, China's current deflation + massive debt see
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by kayewiggin 2y ago
China is in the beginning of a 30 year Great Depression, in no shape to invade Taiwan. Consumer spending in Beijing and Shanghai fell 20% y/y in November. Real estate prices have collapsed 50%, even in some parts of Beijing and Shang