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  • The Trade Deal No One is Talking About

    The Trade Deal No One is Talking About
    2025/11/05

    Everyone focused on the Trump Xi meeting but the more important deal were the trade deals struck with Malaysia, Cambodia, and others.


    Also, why the difference between income and cash flow is boosting the Chinese economy but why it is only a short term fix.


    Finally, we five into why the US is seeing a two track or k-shaped economy. To understand why we take a lesson from the internet in the 1990's.
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    28 分
  • Trump Deals and China Takes Nexperia

    Trump Deals and China Takes Nexperia
    2025/10/28

    What do the deals announced by the Trump administration with Thailand, Vietnam, Malaysia, and Cambodia mean? Why did the Dutch government freeze Nexperia and will it really matter in the end? How Chinese banks are refinancing bonds with no end date
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    26 分
  • China Rare Earths

    China Rare Earths
    2025/10/22

    China is moving on rare earths created a firestorm. However, what is China doing specifically? How does this mimic China rule setting behavior more broadly and what are Chinese companies doing in response?
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    17 分