Here comes China

https://substack.com/@herecomeschina
China’s Diplomacy, Geopolitics, Defense
This is a wonderful article called “White Empire Is Arresting My Homies”
America is, geopolitically, trying to punch China at one end of the bar, and getting punched 30 times before it can get there. Their military is too weak to take the field in Russia, their Navy is too weak to… Continue reading

A few selections from Godfree Robert’s Here Comes China newsletter:

China is first to create nuclear fusion plasma, way ahead in the most important race of all.

The Senate National Defense Authorization Act (NDAA) omitted a bill to ban the sale of DJI drones in the United States after it passed in the House. The absence does… Continue reading

It has been a while since we’ve done one of these.  As always, thank-you to Godfree Roberts who does the heavy lifting around a raft of statistics.

The tone of this newsletter is the tone of the world today.  It is not as beautiful and full of wonders that we’ve never seen as usual.  Businesslike, would… Continue reading

I chose mainly technical issues from Godfree Roberts newsletter for this time, and as usual, it is astonishing.

A quick reference to corn and wheat  US-China corn imports fell 83% in August YoY, while corn imports from Brazil went from zero last August to 580,000 metric tons in August 2023. Imports of Brazilian corn are expected… Continue reading

Recently we looked at how China is ensuring food security for 1.4 billion people.   https://sovereignista.com/2023/11/24/how-is-china-ensuring-food-security-for-1-4-billion-people/

A quote of one of the wonderful comments that I’ve seen around the China articles:  “mao changed our world; a thousand flowers seeding hillsides or empire’s dam along a river’s edge netting every passing fish. the simplicity is breathtaking, accustomed… Continue reading

China has brought Giant Pandas back from extinction levels.  This process has formed a heartwarming part of the Chinese story over the past 30 years.    By the 1980s, their numbers in the wild had fallen to just over a thousand and extinction loomed.  China started a dedicated program to bring these cuddly animals back. … Continue reading

The West needs $20 billion and decades to develop a supply chain for processing gallium and germanium — far more than the trade value of the two elements. Even then, achieving costs comparable to China’s will prove challenging. Read full article →

USA and China approach AI differently. The trillion-dollar valuations of American AI companies come from consumer entertainment, while China uses… Continue reading

For America to be displaced by an Asian people long despised and dismissed with contempt as decadent, feeble, corrupt and inept, is emotionally very difficult to accept. The sense of cultural supremacy of the Americans will make this adjustment most difficult. – Lee Kwan Yew

Editorial from Godfree Roberts

Biden’s Legacy of Ashes?

Lee Kwan Yew’s prescient observation, “The sense of… Continue reading

This is different from the usual article and is a documentary video that is absolutely worthwhile watching.  I had a suggestion just recently to focus somewhat on Chinese technological development and this caused a quandry.  One can look at everything one by one, but that would be another level of information overload.  What is clear… Continue reading

This is a very curious news item that most of us probably did not know about that Godfree Roberts reported in his extensive newsletter.

What an incredible coincidence that the German Chancellor was visiting Wuhan’s Tongji Hospital at precisely the time when, according to CDC Director Redfield, a potentially catastrophic event was taking place across the… Continue reading

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Editorial

Our Two-track World

Macro analyst Philip Pilkington sees global economic flows forming two tracks: fast for the developing world and slow for us.

China’s inflation is under 2%, the economy is booming, national savings are $9 trillion and diplomatic prestige is high after the Iran-Saudi rapprochement in Beijing.  Venture capitalists, many… Continue reading