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re: China is dumping US treasuries because they know Trump is watching the 10-year yield

Posted on 4/8/25 at 10:59 am to
Posted by CollegeFBRules
Member since Oct 2008
25726 posts
Posted on 4/8/25 at 10:59 am to
When it comes to comparing military plans in battle and explaining to the American people what is being done to the economy? Yes, there’s a huge difference.
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
138920 posts
Posted on 4/8/25 at 11:05 am to
quote:

Powell didn't have 3-5 generals going around promoting conflicting goals that cannot co-exist.
Of course he did. He had folks talking a Inchon-style beach assault. He had folks expressing great trepidation about difficulty of displacing the dug in Iraqi tanks. He had folks laminating the eventual inability to approach Baghdad from the air d/t its "impenetrable" air defenses.
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
138920 posts
Posted on 4/8/25 at 11:06 am to
quote:

explaining to the American people what is being done to the economy? Yes, there’s a huge difference.
What has Trump said regarding the economy?
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
476775 posts
Posted on 4/8/25 at 11:08 am to
quote:

Of course he did. He had folks talking a Inchon-style beach assault. He had folks expressing great trepidation about difficulty of displacing the dug in Iraqi tanks. He had folks laminating the eventual inability to approach Baghdad from the air d/t its "impenetrable" air defenses.

Those are strategies, not goals.
Posted by roadGator
DeBoar’s dome
Member since Feb 2009
157846 posts
Posted on 4/8/25 at 11:09 am to
The problem with that is that China does not operate that way.

They knew their response ahead of time based on which direction the US government took.
Posted by CollegeFBRules
Member since Oct 2008
25726 posts
Posted on 4/8/25 at 11:10 am to
quote:

What has Trump said regarding the economy?


Feel free to answer your own question.
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
476775 posts
Posted on 4/8/25 at 11:13 am to
Just FWIW, I highly suggest everyone watch the portion of the latest Allin podcast discussing the tariffs and issues with China. Their guest is Ben Shapiro and he really knocks it out of the park, but Freidberg has really in depth data/analysis about China thrown in.



Shapiro really summarized the difference in our system/outcomes and China's well. We succeed/dominate b/c we have everyone competing with everyone all the time and it breeds innovation and development. China succeeds because it has the ability to focus everyone on one goal (with its state-directed markets) and when they guess right, they dominate that area.

So within the context of this thread, it's kind of a game where if China's strategy (which is likely going to be narrowly focused) succeeds, it's going to really frick the US up bigly.
This post was edited on 4/8/25 at 11:15 am
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
138920 posts
Posted on 4/8/25 at 11:14 am to
quote:

Those are strategies, not goals.
Those were neither


-------


The


goal


was


Cut-It-Off-And-Kill-It !

-------

The actual strategy of flanking the Iraqis with a mechanized sweep through the desert was not revealed until after the fact.
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
476775 posts
Posted on 4/8/25 at 11:15 am to
quote:

The


goal


was


Cut-It-Off-And-Kill-It !


And we don't know the goal with the tariff policies.
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
138920 posts
Posted on 4/8/25 at 11:18 am to
quote:

And we don't know the goal with the tariff policies.
Resetting the economic paradigm.
Posted by Flats
Member since Jul 2019
28152 posts
Posted on 4/8/25 at 11:19 am to
quote:

Resetting the economic paradigm.



WW III would do that.
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
476775 posts
Posted on 4/8/25 at 11:20 am to
America falling down and China becoming the world hegemon would do that, too.

Glad we know what that means. May as well have said "Make America Great Again", as it would be more descriptive
Posted by RCDfan1950
United States
Member since Feb 2007
39687 posts
Posted on 4/8/25 at 11:33 am to
quote:

Shocking



Just curious, SF...do you think a Globalist World Government mechanism which subordinates heretofore sovereign Constitutional Republic Rights (God-given version) is either good, better than the disunified status quo or inevitable?

I have to go run my fish traps so it might be a while before I check this thread. Wish me luck, I'm hungry. And worried re Walmart tanking.

TIA.
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
476775 posts
Posted on 4/8/25 at 11:38 am to
quote:

do you think a Globalist World Government mechanism which subordinates heretofore sovereign Constitutional Republic Rights (God-given version) is either good, better than the disunified status quo or inevitable?

None of your options.

It's an imaginary boogeyman that has no basis and a near 0.00% chance of even getting close to fruition in the future. In the 1 in 10T chance this happens, it would be bad, though, and worse than the current status quo.
Posted by NC_Tigah
Make Orwell Fiction Again
Member since Sep 2003
138920 posts
Posted on 4/8/25 at 11:39 am to
quote:

WW III would do that
That seemed to be the glideslope we were on prior to the inauguration.


Ray Dalio, who is no Trump fan, had some insights about the paradigm shift this morning. Here's a snippet:
quote:

What we need to keep in mind is a larger and more important fact: we are witnessing a typical collapse of major monetary, political, and geopolitical orders. Such a collapse generally occurs only once in a lifetime, but it has happened many times in history; whenever similar unsustainable conditions arise, this collapse will come.

More specifically:
The monetary/economic order is collapsing because there is too much existing debt, the speed of new debt accumulation is too fast, and capital markets and the economy depend on this unsustainable massive debt for support. This debt is unsustainable due to severe imbalances—on one hand, debtors (like the U.S.) are heavily burdened by debt but continue to borrow to satisfy their excessive consumption because they are addicted to debt; on the other hand, creditors (like China) already hold too many debt assets and rely on exporting goods to these debtor countries (like the U.S.) to sustain their own economies. There is immense pressure to correct these imbalances in some form, and this correction will significantly change the monetary order.
LINK
Posted by Drew1964
Member since Nov 2024
295 posts
Posted on 4/8/25 at 11:43 am to
We can give China the one finger salute anytime we want. China is nothing without our economy
Posted by wdhalgren
Member since May 2013
5304 posts
Posted on 4/8/25 at 11:45 am to
quote:

America falling down and China becoming the world hegemon would do that, too. Glad we know what that means. May as well have said "Make America Great Again", as it would be more descriptive


So Trump's tariffs are going to make China the global hegemon? How will they do that? Also, how will we know when China becomes the global hegemon?
This post was edited on 4/8/25 at 11:48 am
Posted by SlowFlowPro
With populists, expect populism
Member since Jan 2004
476775 posts
Posted on 4/8/25 at 11:47 am to
quote:

So Trump's tariffs are going to make China the global hegemon?

Probably not, but you missed the point.

The question is, is China becoming the global hegemon a potential goal of "Resetting the economic paradigm."?

And the answer is yes.
Posted by KiwiHead
Auckland, NZ
Member since Jul 2014
37561 posts
Posted on 4/8/25 at 11:49 am to
Maybe, I'm not sure anyone here has the faintest idea as to how Xi thinks overall. He's had since 2013 to map out his strategy....and tactics.
Posted by wdhalgren
Member since May 2013
5304 posts
Posted on 4/8/25 at 11:49 am to
quote:

The question is, is China becoming the global hegemon a potential goal of "Resetting the economic paradigm."? And the answer is yes.


Sorry, the poster you responded to seemed to be discussing tariffs. Do Trump's tariffs play a role in making China the global hegemon? I'm just wondering how, specifically, this transfer of power will happen. And what would be the benchmarks used to establish that it had taken place.
This post was edited on 4/8/25 at 11:53 am
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