China’s AI strategy is the same with every industry – winning by changing its economics
Hua Bin • March 22, 2025 • 900 Words
Since I published the three-part essays on key trends of China’s AI development, I have met with a few VCs heavily involved in AI investment in the country. From the conversations, an outline of Chinese AI companies’ strategy became clear and it dovetailed into my predictions. In short, AI players in China intend to succeed...
Read MoreBrent Johnson's Dollar Milkshake Theory
Santiago Capital CEO, Brent Johnson’s, Dollar Milkshake Theory is that “there simply aren't enough US dollars created to keep up with the rising demand. And when the greenback rises high enough and fast enough to lead to defaults abroad, the demand for dollars swirls up and its supply shrinks, leading to an epic squeeze higher.”...
Read MoreHard power is what matters in this point in history
Hua Bin • December 6, 2024 • 1,500 Words
I am not sure whether China will hit its 5% growth target this year. The economic outlook is certainly difficult for 2025, probably for some years to come. The global economy is going through a tough patch with geopolitical conflicts, wars, and deglobalization affecting prospects for most countries in the world. Energy transition, pandemics, climate...
Read MoreCalifornia Technocracy with Starkian Characteristics
source: @Scott_Wiener on X San Francisco State Senator, Scott Weiner, probably gets the most hate from the Right of any California politician besides Gavin Newsom, and perhaps Nancy Pelosi. To conservatives, Scott Weiner epitomizes everything wrong with California liberalism. Some of the online hate targeted at him from the Right has anti-Semitic and homophobic undertones,...
Read MoreHua Bin • November 28, 2024 • 1,200 Words
Hardly a day passes without some mainstream western media publishing another article about China's coming economic collapse. Even the empirically debunked, much ridiculed China doomsday-sayer Gordan Chang seems to be getting a new lease on life as a Fox News commentator and frequent panel guest elsewhere. No doubt there are many challenges in the Chinese...
Read MoreWhy the US has lost its economic competitiveness against China
Hua Bin • November 26, 2024 • 700 Words
Signs are proliferating that the US is losing the major power struggle against China - its trade and tech wars are failing (the fact they are doubling down is the best indicator of desperation and ineffectiveness), its currency is losing ground as a reserve currency, its treasury/state/commerce secretaries came out gun-blazing about China's industrial "overcapacity"...
Read MoreHua Bin • November 7, 2024 • 700 Words
Since COVID, the Chinese economy has been on a wobbly recovery path. A lot of stale conventional wisdom has been aired again for a fresh lease on life. One key such argument is that China has a massive underconsumption issue. While there is some truth to the relative low level consumption vs. the US, it...
Read MoreFFWN with Wyatt Peterson
Rumble link Bitchute link FFWN link Partial transcript The lead story for this broadcast is the BRICS meeting in Kazan, where they are now creating an alternative to the SWIFT international payments system. It could be a new Bretton Woods such that the American Zionist sanctions regime run by the Global International Banking Crime Syndicate...
Read MoreContrasting California’s Two Potential Futures (tech oriented vs. tourism oriented)
Speculating the demographic impact of the Recession on California: Part I (Who is most likely to leave California) Speculating the Demographic impact of the Recession on California: Part II (The demographic future of White Californians) The state of California Real Estate with the incoming Recession The next several years, with the recession, will be a...
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The Rise of Britain's Rentier Regime
Since the election of Margaret Thatcher’s Conservative government in 1979, Britain has undergone a great experiment. Economically, the UK became the exemplar of neoliberalism in Europe. Politically, the UK has quietly transitioned to a postnational state, undergoing one of the greatest demographic transformations in the West. Although the landslide victory of Tony Blair’s “New Labour”...
Read MoreFully Automated Luxury Distributism
Distributism is an alternative third way economic theory that critiques capitalism and socialism as two heads of the same coin, as far as being monopolistic. Socialism leads to State consolidation over the economy while capitalism leads to oligarchy. From a Distributist standpoint, when the economy and institutions are heavily centralized, it does not matter whether...
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America’s prestige has rapidly declined. The 2003 war in Iraq, the 2008 financial crisis, Edward Snowden’s exposure of the NSA’s spying program, the weaponization of the US dollar, and America’s diplomatic isolation in support of Israel’s genocidal war in Gaza have chipped away at the persuasion power of Washington’s argument that it is uniquely qualified...
Read MoreYou will inherit nothing for the good of “meritocracy” and “free markets”
Source: @ChrisUnits on X Proponents of abolishing inheritance include many leftists, from French socialist economist, Thomas Piketty, to the Jacobin’s Ben Burgis, on standard wealth redistributionist or equity grounds. Basically, that privilege is bad so we must eliminate all privilege. There are also concerns about racial inequities in inheritance, such as arguments that repealing the...
Read MoreSource: @NewsLambert on X Last year, there was a shift in real estate, with markets stronger in the Eastern US but a slowdown in the West. The West rose disproportionately during the tech boom and was hit harder by going remote and tech crashing, as well as Progressives ruining cities. While the Bay Area escaped...
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If we were to pinpoint the key to America’s success through the two World Wars and the standoff with the Soviet Union, it would be its vibrant economy and impressive manufacturing capabilities. This self-evident economic prowess has been reduced to that of an enigma. A substantial portion of the American empire’s value today is imaginary....
Read MoreThe Politics of Natalism and Wealth
The Great Class Swap (Introduction) Matt Yglesias endorses the Great Class Swap Radically Unconventional Solutions to Inequality (including Universal Orphanhood) What would the Great Class Swap look like if implemented The Great Class Swap is more of a thought experiment, philosophical outlook, and metric to judge a society by rather than a concrete political agenda....
Read MoreWhat a Soft Landing scenario would look like
Harry Dent is a bearish financial journalist and trends forecaster, who early last year, insisted that there would be an epic crash in June. In a recent interview, Dent seemed almost irate about markets taking so long to crash. Basically Dent said that if the bubble does not burst this year, he will retire from...
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A Sombartian Analysis
The academic world has been buzzing with arguments seeking to explain the origins and mechanism of Jewish power in the modern West. The question is rife with landmines and one side of the debate is heavily stifled. One theory gaining traction, promoted by figures such as Richard Hanania and Cambridge lecturer Nathan Cofnas, is that...
Read MoreEarlier this year, Arnold Schwarzenegger put out a video, calling out hate and antisemitism, which he denounced as a horrible loser ideology. This was probably in response to Kanye West and Nick Fuentas meeting with Trump, though it was reposted after the Hamas terror attack. Schwarzenegger made a similar video in response to Charlottesville, that...
Read MoreFed Chair, Jerome Powell, is considering a pause in rate hikes, and then three rate cuts in 2024. In response to talks of a pivot, the Dow soared to near all-time highs, with overall market sentiment hyper bullish. However, yesterday stocks plummeted like last week never happened. We are still hearing the same propaganda about...
Read MoreThe demographic future of White Californians
Part 1 Source: 1CoastalJournal Twitter Peter Zeihan has a video about why California’s lucky streak is running out. Zeihan points out that immigration is no longer enough to offset California’s ageing population. The other point is that since California’s economy is so heavily linked to globalization, both tech and the shipping industry, its economy will...
Read MoreThe Great Class Swap is a philosophical response to the societal problem that too much wealth is concentrated in the hands of a few while too much population growth is in the underclass, with both trends squeezing out the middle. The Great Class Swap is a social experiment in which wealth is redistributed from the...
Read MoreI have been following financial commentator, Peter Schiff, since the Ron Paul movement and his Senate run. Schiff was one of several, including Michael Burry, to forecast the 08’ financial crash. Now he is predicting a Depression that will be much worse than the 1930s. That is because it will be inflationary rather than deflationary....
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An abysmal 6% of new corporate hires were White in the post-George Floyd era
Bloomberg News reported that during the year after the Black Lives Matter protests (2020 to 2021), just 6% of new hires at S&P 100 companies were White. In contrast, 94% of new corporate jobs went to people of color (Data derived from EEO-1 reports). During that time frame, corporations increased their workforce by 323,094, including...
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Market sentiment has gotten much more bullish since when I wrote No Collapse is the Real Dystopia in June. This summer saw a major bull market, or rather bear market rally, with the Dow reaching its longest winning streak since the 1980s. The “top economists” did a total U-turn and no longer expect a recession...
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This originally appeared as “Obscuring the Jewish Issue in Media #2 - Banking Dynasties” on The Occidental Observer in October 2022. It so starkly revealed the origins of Jewish power over the U.S. starting in 1913 and expanding to today, that I felt it needed to be re-written outside that essay series focused on media,...
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Still waiting for the Big Collapse
So far the 2020s seem more chaotic than previous decades. Based upon current events, economic and sociological data, and looking at historical cycles like the 4th turning theory and Peter Turchin’s research, it looks like there will be a major historical crisis this decade. In contrast, the 2010s felt very stagnant, despite the recession at...
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On Fox Business, Shark Tank’s Kevin O’Leary touted North Dakota’s remarkable pro-growth environment with the Nation’s fastest growing GDP per capita. While O’Leary praised North Dakota for its pro-business policies and oil and energy production, he also praised the State for its sovereign public bank, which may seem antithetical for a Reaganite Conservative. Kevin O’Leary...
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