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“There exists a government within a government within the United States” -Osama bin Laden

“There exists a government within a government within the United States” -Osama bin Laden “I was not involved in the September 11 attacks in the United States nor did I have knowledge of the attacks. There exists a government within a government within the United States. The United States should try to trace the perpetrators […]

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China Demands US Stop “Flexing Muscles” After Its New Carrier Sails Across Taiwan Strait

China Demands US Stop “Flexing Muscles” After Its New Carrier Sails Across Taiwan Strait China has gone on the diplomatic and military offensive Monday as China’s Defense Minister told his US counterpart that Washington must stop “flexing its muscles” in the South China Sea. At the same time Beijing has deployed its new domestically produced aircraft carrier to the […]

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China’s Credit Creation Unexpectedly Collapses At The Worst Possible Time

China’s Credit Creation Unexpectedly Collapses At The Worst Possible Time Over the weekend, we observed that China’s slumping wholesale inflation, or PPI, which is so critical for corporate profits and sparking benign, demand-driven inflation in the economy, and which in October tumbled to a three year low assuring that Chinese dumping and exports of deflation will only further […]

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Is The Era Of U.S. Energy Dominance Already Over?

Is The Era Of U.S. Energy Dominance Already Over? The global oil industry is a highly lucrative sector that is strongly influenced by geopolitical developments. As the Post-Cold War era comes to an end, a new status quo is arising. The U.S. was once the only player with the capability to significantly influence energy markets around the […]

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Beijing To Link Facial Recognition System With Social Credit Score In New Metro Security Checks

Beijing To Link Facial Recognition System With Social Credit Score In New Metro Security Checks Officials in Beijing will combine the country’s state-of-the-art facial recognition technology with a version of their controversial ‘credit system’ to speed up security checks in the city’s overcrowded metro system, according to HKFP. Long queues and commuters arguing with staff over […]

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Chinese Bank On Verge Of Collapse After Sudden Bank Run

Chinese Bank On Verge Of Collapse After Sudden Bank Run First it was Baoshang Bank , then it was Bank of Jinzhou, then, two months ago, China’s Heng Feng Bank with 1.4 trillion yuan in assets, quietly failed and was just as quietly nationalized. Today, a fourth prominent Chinese bank was on the verge of collapse under the weight […]

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U.S.-China Relations in the Years Ahead: The Trade War Is a Sideshow

U.S.-China Relations in the Years Ahead: The Trade War Is a Sideshow As President Trump has said many times, we rebuilt China over the past 25 years. No truer words were spoken, but those days are over. The United States now recognizes China as a strategic and economic rival. – Vice President Mike Pence during a […]

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Global Authorities Brace For A Worldwide Protein Shortage As “One-Quarter Of Earth’s Pigs Have Been Wiped Out”

Global Authorities Brace For A Worldwide Protein Shortage As “One-Quarter Of Earth’s Pigs Have Been Wiped Out” African Swine Fever is killing millions upon millions of pigs all over the world, and this threatens to create a crippling global shortage of protein as we head into 2020.  This epidemic began in China last year, and […]

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Market Commentary: China Watch

Market Commentary: China Watch I’ve held the view that Chinese finance has been at the epicenter of international market unease. The U.S./China trade war was not the predominant global risk. However, it has had the potential to become a catalyst for Chinese financial instability. And there remains a high probability for an eruption of Chinese […]

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“It’s Not A Game When It’s Real-Life” – China’s Social Credit System

“It’s Not A Game When It’s Real-Life” – China’s Social Credit System In an attempt to imbue trust, China has announced a plan to implement a national ranking system for its citizens and companies. Currently in pilot mode, the new system will be rolled out in 2020, and go through numerous iterations before becoming official. While the system […]

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Did China Just Announce the End of U.S. Primacy in the Pacific?

Did China Just Announce the End of U.S. Primacy in the Pacific? Last week’s military parade previewed a series of game-changing weapons that could neutralize American seapower. Military vehicles carrying DF-17 ballistic missiles march during a parade to celebrate the 70th anniversary of the founding of the People’s Republic of China at Tiananmen Square on […]

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Chinese Army Ready To Step In Against Rioters – HK’s Carrie Lam Warns For First Time

Chinese Army Ready To Step In Against Rioters – HK’s Carrie Lam Warns For First Time Following a renewed surge in protest unrest and violence in the wake of the controversial mask ban which went into effect on Saturday, Hong Kong leader Carrie Lam has for the first time issued public warning that the Chinese military could […]

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China De-Dollarization Pushes Into Hyperdrive, Adds 100 Tons Of Gold Amid Trade War Chaos

China De-Dollarization Pushes Into Hyperdrive, Adds 100 Tons Of Gold Amid Trade War Chaos As the trade war continues to escalate, China’s rapid move towards de-dollarization continues. China added more than 100 tons of gold to its reserves since December 2018 and has also been divesting US Treasuries.  Bloomberg reported the People’s Bank of China acquired 188,800 ounces, […]

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China’s Renewable Boom Hits The Wall

China’s Renewable Boom Hits The Wall When earlier this year China announced subsidies for 22.79 GW of new solar power capacity, those following the country’s renewable energy story must have started to worry. The capacity subsidized is half the amount approved in 2017, at 53 GW. And chances are that solar and wind additions will continue to […]

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Peak oil in Asia: where will the oil come from for the Asian Century?

Peak oil in Asia: where will the oil come from for the Asian Century? Asian oil production peaked above 8 mb/d for the period between 2008 and 2016 (with spikes in 2010 and 2015). The 2015 peak was mainly caused by peak oil in China. Since then Asia’s decline  was almost 800 kb/d or 9%. […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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