31 Comments
Oct 16, 2022Liked by Quoth the Raven

The US has failed miserably in our attempt at foreign policy through sanctions. Once it became clear we would use the dollar as a club, it sealed the resolve of the BRIC group to move into an alternate system. Rather than lead through strength, moral resolve and financial responsibility, we have been profligate spenders, morally bankrupt and corrupt like some third world banana republic. Everyone knows Biden, his son and most of the deep state actors are nothing but grifting elites milking places like Ukraine for all it's worth. How do we look on the world stage? Like the clowns we have become.

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You can bet that he will do so while Biden is in office.

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This is such a biased, myopic take. For you to not fully understand the the degree Russia is weakening itself is immense. Your failed attempts to understand because of your displeasure of West's policies hurts your overall message.

Russia is burning through all of its capital account surplus via oil revenue. The West is burning Russia's resources much like it did during the Afgahn War. There is no win for Russia, and for you to think China has some sort of strategic advantage is a joke.

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It's still baffling to me that you continue to take the doomed nation of China seriously to any capacity. This is Wolf Warrior talk, Xi talks tough and threatens war literally every other day to satiate the populace who are being crippled faster than anywhere else in the world and watching their quality of life return back to Maoist China. You don't seem to understand Face saving culture in Asia or that all news from China is inherently fake.

China is a doomed country and it's not even worth taking seriously. You should take it about as seriously as you do I don't know...some random mid-African country.

China does not exist without US support. The US just singlehandedly sent China's manufacturing back to the stone age. We MADE China. We CREATED China. All we have to do is just leave them alone and the entire nation (what's left of it) will collapse virtually overnight.

China does not and cannot exist without US support and protection. That's gone now. They will shut themselves off and devolve into civil war and widespread famine like they've been doing OVER AND OVER again for the past 5,000 years whenever they've experienced a modicum of success on the global stage.

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by the end of Q1-23. he should but then again he thinks gold is an inflation hedge 🤷🏻‍♂️

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Well, not so fast my friends...the Petrodollar and SWIFT are not going to fall like Afghanistan after our very overdue departure. Everyone thought the "Soviet Union" was 7 feet tall in the 50's to the fall of the Berlin wall, Japan was in the 80's, Muslims into aught, and so on. The US is the best situated to onshore almost everything once we get past the financial raccoons. Assuming we do... I wouldn't bet against us. What's the over/under on our collapse? I'll take over....

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China can take Taiwan.

China can't hold Taiwan.

Even the Indian navy possesses the assets necessary to interdict oil flows from the Persian Gulf to China, and Russian pipelines are nowhere near adequate as a replacement.

If China takes Taiwan, Japan, the Philippines, and India, even without US encouragement or assistance, would strangle China's oil lifeline.

Xi Jinping can pose and preen all he wants, but he can't avoid the strategic vulnerability of needing to import almost all industrial raw materials. Just ask the Japanese how well that worked for them prior to 1941.

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While it was relatively easy for Putin to invade Ukraine, it would be much harder for China to cross 100 miles of sea. Quite risky operation I would say. Should China decide to go for it, they may get those islands, which are practically attached to China mainland, but to get Thaiwan would be much harder.

We also should not forget, that legally, there is only one China and it is not the PRC. So Bejing should technically merge with the government of Taiwan, not the other way around..

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We need to increased and go all out into oil and transitioning plan to focus on nuclear and better energy transformation. Why I will hold $SMR long term.

Also, agree that the past 30 years World order is breaking down, globalization is dying and all the far right and leftists fools wanting it to die will see the pain this will result, less global trade, less peace, higher prices, economic warfare, a new kind of Cold War — that semiconductor ban is the canary in the coal mine. I’ve been warning about this and also predicted this semiconductor ban and 20th China Congress would be a risk event that I hedged against.

Humans are doomed to repeat mistakes of history, now we are going more nationalistic and populist — most countries into hard times. Because the democratic world order the greatest country the world has ever seen is starting to crack. US superpower and democracy has given us “good times” and those good times created some weak leadership.

BRICS won’t matter because no global order will rely on authoritarian countries - if the US falls it’s going to be very bad times for everyone around the world. This is why I can’t stand the infighting and division- Lincoln said it best that we would fall as a country internally and never externally. To the extent foreign adversaries are trying to destabilize and divide us is the big question I want to dig more into.

QQQ is my priority short now and I’ll hedge against every rally I see in tech.

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The territorial issue is settled.What made it confusing was the movement of the US.Capital never dies.Slow down and Be prepared.

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