Isaac Stone Fish
@isaacstonefish
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CEO, Strategy Risks. Columnist, Barron's, contributor, @CBSNews. Visiting fellow, @AtlanticCouncil, adjunct, NYU.
下东区,NYC
Joined September 2009
A stunning 50% of Americans see China as the greatest threat to America. Agree or disagree, like it or not, support it or hate it, this is our reality. Businesses, Investors, regulators, elected officials, everyone needs to understand and discuss this. https://t.co/iZtHYul7sw
pewresearch.org
In an open-ended question allowing Americans to name which country they see as the greatest threat to the U.S., 50% name China.
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In six hours, my 68-y.o. father will, once again, appear at a #HongKong court for trial. The reason? My advocacy and organizational work for Hong Kong's democracy. This is the first time the Hong Kong regime has weaponized blood ties for its transnational repression campaign. 🧵
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Fascinating:
So @rapplerdotcom got a hold of the documents in the influence op the Chinese Embassy in Manila commissioned from a Manila-based marketing firm. The op asked for accounts to look like teachers, riders, and so on. I weighed in here:
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Thrilled to have our report on U.S. universities developing Chinese surveillance technologies translated into Uyghur. Thanks @Uyghurian @gladstein
https://t.co/VTcujwpQ01
uyghurpost.com
ئۇيغۇر پوچتىسى، 15-دېكابىر غەرب ئۇنىۋېرسىتېتلىرىنىڭ ئۇيغۇرلارنى كەڭ كۆلەمدە تۇتۇپ تۇرۇش سېستىمىسىغا چېتىشلىق ئەسلىھەلەر بىلەن ئىز
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Geopolitics, national security, state capitalism, and the environment in Idaho in my latest investigation following China's critical minerals ban. w/ @JoeDeaux @rfriedman305
https://t.co/TbHI6ZWfiU
bloomberg.com
The Pentagon is pushing to develop a domestic supply of antimony, often found alongside the precious metal. That could be a bonanza for the billionaire hedge fund manager and Trump supporter.
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Credit to Trump’s team for pushing forward an $11.1B arms sale package to Taiwan. It’s one of the largest in history. And it’s asymmetric. - 82 HIMARS - 420 ATACMS - 60 self-propelled howitzers - UAVs - Javelins and TOW missiles Perhaps the Trump team approach to Taiwan will
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Breaking: TikTok has reportedly finally signed a deal to sell its US operations to US owners. Apparently "a trusted security partner will be responsible for auditing and validating compliance with the agreed upon National Security Terms, and Oracle will be the trusted security
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As a coach, you can only take someone as deep as you’ve been yourself. Nobody embodies that truth like @steven_cristien, Sharp’s Head of Coaching. Join us tomorrow on @ShawnRyanShow as he shares his powerful story, from a childhood marked by tragedy, to serving as a Navy Recon
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Yes there is:
nytimes.com
The previously unreported shipments between a state-owned Chinese company and a Russian munitions factory last year raise new questions about Beijing’s role in Russia’s war against Ukraine.
Beijing is supplying lots of things to Russia, but there is no evidence it is supplying any lethal weapons.
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I'm sorry, but this reads like 2015, not 2025. Will Europe keep pretending that China is not Russia's most important partner in the war in Ukraine? Will Europe keep pretending that the potential for a Chinese invasion of Taiwan will not reshape European security as well?
Europe can no longer accept lasting economic imbalances with China. France calls for a clear and cooperative rebalancing of trade, failing which, Europe will have to adopt protectionist measures to save jobs. Global rebalancing will be a core priority of France’s G7 presidency.
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Beijing -- the most important weapons supplier to Russia's war in Ukraine -- condemns U.S. arms sales to Taiwan.
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Blockbuster Reuters story. Chinese undercover agents breached ASML, and have been building a prototype of a machine capable of producing the most advanced semiconductor technology.
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.@SamRoggeveen: “A red banner year for the PLA—For observers of the Chinese military, 2025 has been a year like no other…I cannot recall a more dramatic year in my time as a PLA watcher.” https://t.co/VPpKQUKjv2
lowyinstitute.org
For observers of the Chinese military, 2025 has been a year like no other.
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Wow. Nearly every South Korean has had their personal information stolen. “The Whole Nation Is a Victim,” read one local news headline. The alleged thief? A Chinese national who has since moved back to China.
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.@IsaacStoneFish on the risks facing firms like Apple and Microsoft with high China exposure in the event that China invades Taiwan.
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Great to see a substantial increase in engagement between European countries and Taiwan.
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Abacus Global Management Announces Transfer of Listing of its [Class A] Common Stock to the New York Stock Exchange with New Ticker Symbol $ABX | Press Release Abacus Global Management, Inc. (@Nasdaq: $ABL), a leader in the alternative asset management space, today announced its
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Wow. Nearly every South Korean has had their personal information stolen. “The Whole Nation Is a Victim,” read one local news headline. The alleged thief? A Chinese national who has since moved back to China.
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I'm stunned that this New York Times article, about the challenges faced by German Chancellor Friedrich Merz, neglects to mention China even once. Many Chinese companies are outcompeting German companies, the country's trade deficit with China is widening, Germany's supply chain
nytimes.com
The new chancellor believes the world needs a stronger Germany. He is still navigating how to do it.
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Hong Kong publisher Jimmy Lai has been found guilty of “foreign collusion” and “sedition” after a national security trial lasting more than two years. A mitigation hearing is scheduled for January 12; sentencing will follow, with life imprisonment possible. Jimmy is 78, has
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The UK condemns the prosecution of Jimmy Lai and calls for his immediate release. My statement on the verdict today;
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