There are many that think Huawei is just a puppet of the Chinese government and an equal number that think the Huawei bans and bad talk are nothing more than hype designed to stifle a non-Western competitor. We recently wrote two articles explaining some of Huawei’s background: 10 Short Answers To Why Huawei is so Scary To Western Countries Who Owns Huawei? A Fascinating Story but neither our previous articles nor the political hype have clearly explained why countries should…
There are three main factors in our calling for the US economy to stall in the coming months, which will give China the upper hand in trade negotiations: 1 – Government Spending Tax Cuts Stimulation Has Run Its Course The US economy has been booming for the last two years because of historic federal government spending under President Trump: “Trump May Be The Most Fiscally Reckless President In American History. Trump’s behavior on everything and anything having to do with…
The goal of a trade war is to increase access to some other countries markets. However, we can simplify the logic by reducing down from a country scale to an individual business scale. At the single company scale, Company A withholds a key product or increases price on that product because they want something from Company B, perhaps increased sales effort of some key line. At some point the cost becomes too much for one or both of the parties…
From an American perspective, China has a strange confidence the belies and critical weakness that is just below the surface. US President Donald Trump is fond of pointing out that China sells much more to the US than the US sells to China. He believes that this trade imbalance gives him unlimited power to dictate Chinese policy and that belief has lead to the US initiating a trade war. Chinese President Xi Jinping knows that his country has an enormous…
It is understandable that people often prefer to associate with people of their own groups. It is just easier to converse, live with and do business with people that share a similar background. Personally, I find that boring, but understandable. The Great Browning is the notion that over the next few hundred years the concepts of White, Black, Asian, … will all be relegated to the history books as nearly everyone’s skin will be some light shade of brown. The…
The China vs United States Trade war is a constant discussion in “The West” and is highly visible because it causes companies like Apple to talk about raising consumer prices. China is very different from the United States and here is why the Chinese consumer has very little concern about the Trade War: MEDIA: The Chinese Government controls the media and they are tamping down emotions. Compare this to President Trumps approach of screaming about the trade war daily which…
Huawei is the massive Chinese telecom company that has mysterious financing and ownership. Their murky connections to the Chinese Government and military are of such great concern that some Western nations and companies have severed ties with Huawei. This is our third report in our series on the largest telecom company in the world. Our other two are: 10 Short Answers To Why Huawei is so Scary To Western Countries Who Owns Huawei? A Fascinating Story Which Countries Have Banned…
Huawei was founded in 1987 and it is well established that the Chinese Government “helped” at several points in its early history. There are dozens of articles on Huawei that start like this: While no direct ties between Huawei and the Chinese military and Communist Party have ever been established beyond (founder and) CEO Ren Zhengfei’s past ties to both, the fast-growing telco supplier’s ownership structure is still fascinating, strange and tricky for Western observers to understand. SOURCE Huawei states that they…
The United States Federal Bureau of Investigation said: We’re deeply concerned about the risks of allowing any company (like Huawei) that is beholden to foreign governments that don’t share our values to gain positions of power inside our telecommunications networks. That provides the capacity to exert pressure or control over our telecommunications infrastructure. It provides the capacity to maliciously modify or steal information. And it provides the capacity to conduct undetected espionage. but no-one has provided specifics. What has Huawei…
When we watch the TV or read the newspaper we often see something like “OIL IS UP TODAY” but we really don’t know what that means because there are so many different types of crude oil, each with its own price. Below we briefly explore the 6 oil products that are common to Canadians and Americans and at the bottom of this article we show 60 crude oil types and their prices from around the globe. You can see that…
This short clip from the author of “Prius or Pickup?” Jonathan Weiler, explains that political parties on the left and the right have stopped defining themselves by the size of government and instead focused in emotional responses to identity politics. The discussion uses the US system of Democrat vs Republican but it applies to nearly all parties globally. Political parties now energize there voters by vilifying the other side based on their identity: immigrant vs multi-generation citizen rural vs urban…
There is much hype on the so-called “non-market” clause in the USMCA (aka. NAFTA 2.0): ‘Astonishing’ clause in new deal suggests Trump wants leverage over Canada-China trade talks: experts SOURCE Chinese embassy in Canada condemns ‘US veto’ clause in North America trade deal SOURCE Beijing attacks USMCA clause seen as blocking efforts to expand trade with Canada, Mexico SOURCE Alarm bells ring over non-market economy clause SOURCE and it many political opponents wrote things like: Conservative MP Michael Chong accused…
Today Bloomberg released a report stating that, at the direction of the Chinese Government, a massive China based ‘board’ manufacturer named SuperMicro added hardware to servers that were sold to Amazon and Apple. While the specific details of what was implant is not fully known yet, it is safe to say that such a hack would almost certainly: give complete access to all data running through the servers in question provide at least some access to non-infected servers On its…
In an era of apparently undeniable Russian state sponsored interference in American and UK Elections social media companies like Facebook, Twitter & Google have been called to account for their part in the ‘attacks’. This begs the question, how much responsibility do internet and social media companies really have for blocking misinformation by primarily foreign entities? In this video Bloomberg explores Keith Rabois’, a Silicon Valley venture capitalist and PayPal Vice President, opinion that social media is just another form…
There is recent evidence that robots will not take all the manual labour jobs and that in fact, if you live in first world countries you will likely gain jobs from factories coming back to the US, Canada, EU, UK, Australia… We have been on the road to mass robotic automation for about a decade now and while there is much left to learn in our uncertain future, there is now enough data to see some unexpected trends developing. Most…
In our article BoycottUSA and BoycottTrump Does Not Mean Not Buying American, we explain that China is applying there retaliatory tariffs to Donald Trump supporters and no the US as a whole. That brings up the question of why China would target Boeing. Boeing is based in Chicago and Chicago did not support Trump in the 2016 and they certainly don’t support him now: The map to the right shows how Chicago voted; neighborhood by neighborhood voted against Donald Trump…