Michael Every
@TheMichaelEvery
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London, Bratislava, Moscow, Sydney, Bangkok, Hong Kong, Haifa, Singapore,… Luton
Asia
Joined May 2014
The latest update on US Grand Macro Strategy as is….and as it may be next. https://t.co/SQs333o1Wc
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I have learned that a number of international shipowners have quickly fired Americans from their boards after China announced new “port fees” targeting vessels with more than 25% U.S. ownership or even 25% American board members. How many exactly from what companies is not
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Recall the few of us, including @ektrit, saying geostrategic logic suggested more ‘mysterious’ disruptions to upstream commodity supply chains? ⬇️ ⬇️ ⬇️ 🔥 🔥 🔥 ⬇️ ⬇️ ⬇️
@TheMichaelEvery 2025 continued... https://t.co/lEpV70I3rF
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WSJ going hard in the op-ed; here, certain CEOs are described with the Leninist term “useful idiots.”
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2025, day 292 Good morning from Asia. ‘Iran announces official end to 10-year-old nuclear agreement’ (Guardian) - “Tehran terminates 2015 deal under which sanctions were lifted in return for curbs on country’s nuclear programme” - could that start the countdown to another U.S.
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I was always a fan of Slough-mpeter myself.
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Do you mean the world that is: 1. In Mexico, where they are adding tariffs to China imports, especially via e-commerce 2. Where they're nationalizing Chinese tech companies like in Denmark or The Netherlands 3. Like the 50pct tariff on China steel proposal in the EU?
From @WSJopinion: Scott Bessent might find it easier to rally the world against China’s rare-earth stranglehold if President Trump weren’t also hitting our allies with tariffs
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This will be worth checking out ⬇️ ⬇️ ⬇️ ⬇️
Our report and presentation on USD stablecoins will be released to subscribers next Wednesday, Oct 22. You can sign up at https://t.co/o1OLZsniID A sneak preview below...👇
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2025, day 291 Good morning from Asia. ‘Trump says he wants to end Ukraine war without sending Tomahawk missiles’ (Axios); as ‘Trump Tells Russia, Ukraine to Stop the War ‘At the Battle Line’’ (Bloomberg); and ‘Trump says he’ll think about Kremlin’s Russia-Alaska tunnel pitch’
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Watch the video below and think if Trump *really* did this ⬇️
“They’re always looking for an edge. They ripped off our country for years." "China — boy, they did a number on our country. They took money out. Now, it's reversed." "We have a very strong adversary and they only respect strength." EXCLUSIVE: President Trump talks trade
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"It's not sustainable, but that's what the number is." (ie, it’s bad for CHINA.) That’s the actual quote, as picked up by @SantiagoAuFund Bloomberg is once again in Shillsville.
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UK ✅ South Korea ✅
1/ UPDATE: South Korea's spy agency has finally broken its silence on the massive government hack revealed in @phrack magazine over the summer. After two months, the NIS confirms hackers had systematic access to Seoul's digital backbone for nearly three years.
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On this, and way too many other stories of late…
"It's not sustainable, but that's what the number is."
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Almost a cunning plan from 🇪🇺 for once: offer 🇺🇸 a big carrot while locking it into confrontation vs 🇷🇺 .
EU OFFERS TO BUY US WEAPONS FOR UKRAINE USING RUSSIA’S FROZEN ASSETS The EU has offered to use part of a proposed €140bn loan backed by Russia’s frozen assets to buy US weapons for Ukraine
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And, even worse for the Chief, there wouldn’t be a WTO. But is there now, really?
🚨 WTO CHIEF: ANY U.S.-CHINA DECOUPLING WOULD LEAD TO FRAGMENTATION OF TRADE; COULD REDUCE GLOBAL GDP BY UP TO 7% ON LONGER-TERM BASIS
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WTO CHIEF: HAVE SPOKEN WITH CHINA, U.S. TO URGE DE-ESCALATION OF TRADE TENSIONS; BOTH SIDES UNDERSTAND IMPORTANCE OF DIALOGUE
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Fascinating. So most of Europe’s gold reserves have been marked to market all this time. Little fiscal upside. But the U.S. by not marking to market and keeping it at the $42 mark all this time is potentially in for one of the biggest windfalls for its budget ever - if it were
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BREAKING: China warns Keir Starmer he faces “consequences” if he doesn’t approve its embassy in London Foreign Ministry spokesman Lin Jian launches a broadside against the UK as Starmer’s thaw with Beijing threatens to break down. Olly Robbins’ meetings in Beijing do not appear
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😓 Space Ace will be missed but his music will remain Alive!
Kiss guitarist Daniel Frehley has died Paul Daniel “Ace” Frehley passed away at the age of 74 from injuries sustained in a fall last month, Variety reports, citing the musician’s family.
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