hey BB. I got to thinking while you and ghost were discussing china… Am i being smart by half by thinking that the current china-US tariff tit-for-tat is a method to freeze ccp control of oligarch run companies in china? If Xi and trump have the same and goal, which may or may not be cooperative, what better way to forge an ‘organic’, seemingly contentious method, or as you prefer, narrative, to clear a path for both? It seems the large manufacturing corps, like large retail corps here, would have a narrow margin which would be hit HARD by anything over 10%. If that may be true, would a reasonable method of measuring the depth of the problem to be the time it takes for the ‘contention’ to produce results? Or am i full of crap… (i fully accept the possibility or likelihood that you’ve already laid out his out, if so apology for time waisted). Great show btw.
ohhh crap! I missed that one. thanks for the response! Reading now. Also, and maybe you’ve gone over this, it seems to me that the ccp’s achilles heel is shipping (not sure what the wife of a turtle is called) but you know mitch’s hubby has many ties to the ccp. she was also in trump 1.0. shipping is down 90% (reported). Consolodation = retreat no? maybe that will be the canary.
hey BB. I got to thinking while you and ghost were discussing china… Am i being smart by half by thinking that the current china-US tariff tit-for-tat is a method to freeze ccp control of oligarch run companies in china? If Xi and trump have the same and goal, which may or may not be cooperative, what better way to forge an ‘organic’, seemingly contentious method, or as you prefer, narrative, to clear a path for both? It seems the large manufacturing corps, like large retail corps here, would have a narrow margin which would be hit HARD by anything over 10%. If that may be true, would a reasonable method of measuring the depth of the problem to be the time it takes for the ‘contention’ to produce results? Or am i full of crap… (i fully accept the possibility or likelihood that you’ve already laid out his out, if so apology for time waisted). Great show btw.
Check out my massive China deep dive:
https://burningbright.substack.com/p/doomed-dynasty
ohhh crap! I missed that one. thanks for the response! Reading now. Also, and maybe you’ve gone over this, it seems to me that the ccp’s achilles heel is shipping (not sure what the wife of a turtle is called) but you know mitch’s hubby has many ties to the ccp. she was also in trump 1.0. shipping is down 90% (reported). Consolodation = retreat no? maybe that will be the canary.
VERY similar to my reading of the situation.
Thank you for what you are doing for us all!
You mentioned Espresso Martinis.
Crater Lake Hazelnut Espresso Vodka from Hood River is a religious experience!
https://www.craterlakespirits.com/
https://www.craterlakespirits.com/cdn/shop/files/Hazelnut-Espresso-Crater-Lake-480x900.jpg?v=1695689024&width=1445
Mrs. Bright wants me to learn to make them. Thanks for the tip!
Those who know, KNOW. The best is yet to come. Trusting the Plan!