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Gavekal On The Coming Clash Of Empires: Russia’s Role As A Global Game-Changer
Gavekal On The Coming Clash Of Empires: Russia’s Role As A Global Game-Changer Carthago Est Delenda “Carthage must be destroyed”. Cato the elder would conclude his speeches in the Roman Senate with the admonition that salt should be spread on the ruins of Rome’s rival. Listening to the US media over these summer holidays from […]
Don’t Forget About The Red Swan
Don’t Forget About The Red Swan [Urgent Note: The nation’s future and a massive debt ceiling hangs in the balance as Trump pushes beyond the Comey hearings. That’s why I’m on a mission to send my new book TRUMPED! A Nation on the Brink of Ruin… and How to Bring It Back to every American who responds, absolutely […]
So When Will China’s Debt Bubble Finally Blow Up?
So When Will China’s Debt Bubble Finally Blow Up? The upside is fake stability. The downside is too ugly to contemplate. Corporate debt in China has soared to $18 trillion, or 169% of GDP, the largest pile of corporate debt in the world, according to the worried Bank for International Settlements. The OECD has warned […]
Analyst Lays Out China’s “Doomsday” Scenario
Analyst Lays Out China’s “Doomsday” Scenario The first time we laid out the dire calculations about what is perhaps the biggest mystery inside China’s financial system, namely the total amount of its non-performing loans, by former Fitch analyst Charlene Chu we called it a “neutron bomb” scenario, because unlike virtually every other rosy forecast the […]
Indian, Chinese Soldiers Clash Following Alleged Chinese “Incursion”
Indian, Chinese Soldiers Clash Following Alleged Chinese “Incursion” In what may be the first documented clash between Chinese and Indian soldiers who have been piling up across the border between the two nations over the latest territorial dispute, Reuters reports that “Indian and Chinese soldiers were involved in an altercation” in the western Himalayas on […]
Trump Warns Xi: Trade War With China Begins Monday
Trump Warns Xi: Trade War With China Begins Monday As if there weren’t enough geopolitical and social stress points in the world to fill a lifetime of “sleepy, vacationy” Augusts, late on Friday night President Trump spoke to Chinese President Xi Jinping and told him that he’s preparing to order an investigation into Chinese trade […]
The Logic of War
The Logic of War This was the week that the logic of war collided with the illogic of bubbles. So far, the bubble is winning, but that’s about to change. The “logic of war” is an English translation of a French phrase, la logique de la guerre, which refers to the dynamic of how wars […]
China Threatens “Small Scale Military Operation” To Remove India From Bhutan Border
China Threatens “Small Scale Military Operation” To Remove India From Bhutan Border In the latest escalation between two nuclear powers, China has turned the war threat amplifier up to ’11’ by threatening India (in an article published a Chinese state-controlled newspaper) that it could conduct a “small-scale military operation” to expel Indian troops from a […]
Trump’s Currency War Battle with China Goes
Trump’s Currency War Battle with China Goes Live Welcome to the currency wars. The Trump administration has entered a new low in relations with China. The change comes after the White House announced it is officially beginning to take aim at China’s economic strategy. As friction between the world’s greatest economic powers deteriorates toward a […]
An Angry Beijing Responds: “We Will Never Dance To Trump’s Tune”
An Angry Beijing Responds: “We Will Never Dance To Trump’s Tune” With just one day to go until the Trump administration launches the first salvo in what could develop into a full-scale trade war between the US and China, there is the issue of a diplomatic (hopefully) resolution of escalating situation in North Korea, one […]
When A “Black Swan” Will No Longer Do: China Warns Beware The “Gray Rhino”
When A “Black Swan” Will No Longer Do: China Warns Beware The “Gray Rhino” Early this morning, we discussed the unexpected tumble in the Chinese small-cap stock index, the ChiNext, will plunged by over 5%… … as a result of growing concerns that a new round of deleveraging is about to be imposed by Beijing […]
China Warns Japan: “Get Used To Our Warplanes”, Sends Spy Ship Near Alaska
China Warns Japan: “Get Used To Our Warplanes”, Sends Spy Ship Near Alaska In an unexpectedly brazen rattling of sabers, just days after China deployed troops to its first foreign base in Djibouti, a move which the Global Times clarified is “about protecting its own security, not about seeking to control the world, Beijing made […]
The New World Order Will Begin With Germany And China
The New World Order Will Begin With Germany And China In numerous articles over the years I have outlined in acute detail the agenda for a future one-world economic and governmental system led primarily by banking elites and globalists; an agenda they sometimes refer to as the “New World Order.” The term has gained such […]
Russia-China Tandem Shifts Global Power
Russia-China Tandem Shifts Global Power Exclusive: Official Washington’s arrogance in trying to push around Russia and China has pushed the two countries together, creating a dangerous new dynamic in international relations, explains ex-CIA analyst Ray McGovern. Top Russian and Chinese leaders are busy comparing notes, coordinating their approach to President Donald Trump at the G20 […]
Kyle Bass Warns Of “Tectonic Shift” In US-China Relationship
Kyle Bass Warns Of “Tectonic Shift” In US-China Relationship Hayman Capital’s Kyle Bass ventured on to CNBC this morning to drop some painful truth bombs about Trump’s “drastically changed Chinese diplomacy” and China’s looming “come-uppance.” Bass began by highlighting what he calls a “tectonic shift” in US-China relations in the last few days, pointing to […]
