Kyle Bass on the China situation
Comments
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It would be helpful if he mentioned what those talking points were.
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The dems and goduckies views on tariffs would be a start on the Amereica Last talking points.
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Were raking in the money yet prices haven't really risen. China is eating the tariffs. Win fucking win! Tariffs can pay the military the demonrats have defunded.
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China isn’t really eating all of the tarrifs
Importers are sharing the burden with manufacturers
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Demand has also shrunk so the Chinese are dumping inventory at a loss in places like Europe further alienating China. Win win as the CCP likes to put it.
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At a loss to whom, though? Everything they export is almost wholly subsidized. It’s why their steel manufacturers would put us out of business if we didn’t tariff the shit out of them.
sooner or later that bill comes due. I just don’t understand what the CCP thinks is the end game. -
The end game was capitulation by the dems and RINOS. Trump was the unexpected bump in the road. We are one election win by the dems from the chicoms being back on track.
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Sovereign debt, which the CCP backs, and until recently Wall Street held.
The CCP is hiding the ballooning government debt to GDP ratio under local admins.
It's the same as with steel or grain and the great leap forward but with gdp now. The tulips bulbs will have to pop at some point.
