Miscellaneous News

SanWenYu

Captain
Registered Member

MortyandRick

Senior Member
Registered Member
...
Why is ZHseems like getting excited w this?
Because this is just lies and BS to support trump lol

Why do people still fall for this

This is china total debt to GDP which the media always likes to use

But when it comes to US debt, they just use the govt debt to GDP ratio

US total debt to GDP ratio is like over 720% !

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But no one ever mentions it, they just use he US govt debt but they use the total debt for china lol
 

daifo

Major
Registered Member
The guy is an doomer retard who is stupid but Americans love doomer porn. They have been predicting an total global economic implosion for nearly 2 decades and have gotten it wrong every single time. We don’t need to post his constant 24/7 doomer porn on this forum

His China post are sourced from Epoch Time /FLG anyways.

These retards are also using Total Chinese debt vs US Federal debt when they try to use debt to gdp. Also China is faking their GDP, but not in the direction that MAGA think they are. China's gdp isn't compose of paper pushers, only fans and pokemon collections... but hard power like dropping a 1000 commercial dumplings into the ocean
 

obj 705A

Junior Member
Registered Member
now that further increases in tariffs on China will mean nothing since trade has been cut off. expect the US to start throwing everything including the kitchen sink at China. the US will likely hastily try to make a deal with the EU / Japan / S.Korea to bring them on board against China. furthemore the US may finaly use the semiconductor industry as a a weapon against China. IMO if the US attempts to ban all semiconducter exports to China then China should declare all semiconductor patents to be null and void. also the factories along with the equipment inside of them of any foreign company that produces chips in China should be nationalized if they attempt to get out of China under orders of Trump.
 

plawolf

Lieutenant General
I think a lot of people are deceiving those who really have the real cards to play. No one has the capacity to replace China at this time.

Without China, the US will live with inflation. The American consumer who saw himself in abundance with products imported from China will find himself faced with a scenario where he will actually have to pay much more for the product than before. This is terrible for the average American, because there is very little left over to do other things, because he is paying more for the same product.

There is less money left over for more consumption, less money left over to invest, etc. All of this is capable of stagnating American consumption and investment, or even decreasing it, which has always been the driving force of the American economy. So, the real impact on the American goods and services sector is enormous compared to the real impact on the Chinese export sector, which will really find itself in a complicated situation, but it can be rescued by the Chinese state or find other buyers in the world, because the Americans are not the only developed nation with high purchasing power.

The American agricultural sector will also be heavily impacted. If a total blockade and decoupling occurs, China will go to South America to buy all the agricultural products it can find and close deals. So, China can easily replace what it imports from the Americans, but the American agricultural sector will not be able to find another large buyer for its export products.

A good thread about this:

The real killer, literally, will be the supply shock. It won’t just be a case of people not being able to afford the prices, for a lot of things, there will simply cease to be any supply. This will be exacerbated by deliberate and targeted export bans by Beijing, which is also carefully calculated to have a cascade effect, where shortages in one area lead to shortages in more upstream products.

The focus will be America’s remaining globally competitive manufacturing capacity. Trump has played his economic nuclear card, so China is playing theirs as well. Biggest difference is America’s attack was like a bunch of fireworks, lots of loud bangs and flashy lightshows, but not much actual damage. China’s true response (the export bans) is like a poisoned dart, not immediately obviously devastating, but the effects will become more and more crippling as the poison spreads and does its work.
 

tygyg1111

Captain
Registered Member
I mean this place does have PhDs, subject matter experts, industry and government insiders etc. People with inside info that's actually worth something.

Therefore what we see here is just ahead of the curve before the info gets passed down to everyone else.

Now if only we can get some good inside info so we can made profitable trades on stocks etc. if pelosci is allowed to make millions, I didn't see why I'm not allowed to make enough to retire early.
The semiconductor info from a few years back did precede market knowledge by a significant amount, and any who bought into certain Chinese semiconductor companies did stand to make a lot.

Same with EV's around the same time period, although that information was more widely known.
 

FairAndUnbiased

Brigadier
Registered Member
now that further increases in tariffs on China will mean nothing since trade has been cut off. expect the US to start throwing everything including the kitchen sink at China. the US will likely hastily try to make a deal with the EU / Japan / S.Korea to bring them on board against China. furthemore the US may finaly use the semiconductor industry as a a weapon against China. IMO if the US attempts to ban all semiconducter exports to China then China should declare all semiconductor patents to be null and void. also the factories along with the equipment inside of them of any foreign company that produces chips in China should be nationalized if they attempt to get out of China under orders of Trump.
banning all semiconductor exports to China doesn't do jack shit except destroy their own economy.

China re-exports ~1/2 of semiconductors as 1 of 3 products:

1. finished products
2. Printed circuit boards
3. Packaged chip modules

There is nowhere else in the world that has the volume and sophistication of packaging and PCB manufacturing in particular. But China produces domestic chips.

You can't do anything with a raw silicon die, not even hold it without damage. A silicon die does something when it is packaged in a module (including chiplets), placed on a PCB with appropriate traces and support chips like power supplies and IO conditioners, then the PCB is hooked up to external components like displays and inputs.

Do they have display manufacturers? How about sensor chip manufacturers? PCB manufactures? Packaging plants? Wtf they gonna do with the raw dies then?
 
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