Brendan 欧瑞利 - Everyone is Wrong About China
@oreillyasia
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Author of Everyone is Wrong About China. Geopolitical hot takes and analysis are my own. Retweets = endorsements and I AM your financial advisor (in Minecraft)
Joined December 2013
If a country is underreporting inflation - for example, if they are reporting slight inflation but they are actually experiencing some deflation - then they are also underreporting real GDP growth, assuming all other factors remain unchanged.
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I think I figured out why #Silver hit its ATH (for now) on Oct. 16. Diwali ran from Oct 18-23 (Oct. 20 being the most important day). People buy lots of silver for Diwali. Demand softened after all the Diwali silver was bought. Now its back to regularly-scheduled pumping.
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🤔 What if the government shutdown air traffic control disruptions in the US and the drone sightings near European airports are aimed at preemptively preventing panic fleeing for when it is revealed that #3IATLAS is an alien spacecraft? #UFO
#justsaying
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🤔 Has it occurred to anyone that US bombing Islamist militants in Nigeria might benefit Islamist militancy in the region? They'd rebrand their militancy as resistance against 🇺🇸. Any civilian casualties help them recruit. Breakdown of national power helps them spread.
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I'm bringing back #baneposting to explain the US-China trade/tech war and the recent developments regarding chip and rare earths export controls. #foryou
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Context for people wailing and gnashing their teeth about a potential Chinese military base in Mauritius: the UK has military bases in 16 countries & France in 13. France and the UK *combined* have about a third of China's nominal GDP. China is closer to Mauritius than the UK.
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I Bought $250,000 Worth of Physical Nickels No, that’s not a typo. That’s 5 million coins. 55,000 pounds of American metal stacked in boxes from a local bank vault — an asset the government literally can’t print anymore. Most people would call it insane. But let me explain the
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China is not the way it is because of Xi Jinping; Xi Jinping is the way he is because of China. In the absence of major changes to China's strategic reality, any leadership changes in Beijing will not significantly alter China's domestic and foreign policies.
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Indian media is reporting shortages of physical silver in the country's main trading hubs.
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Very few things would benefit the Chinese government more than the US initiating an open-ended conflict that drains US energy, attention, and resources far from China's borders. It is also foolish to rule out such a conflict becoming "Washington's Ukraine".
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US stock markets did not react to China announcing expanded rare earths export controls on October 9 - they only sold off following Trump's announcement of planned tariff increases on October 10. This is an inefficiency that could be potentially exploited.
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This Time It's Different. The last decade has seen a consistent pattern of US escalation against China, followed by China carefully calibrating a response. This dynamic made sense, as the US was the hegemon & China the rising power. Now China is escalating first.
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Spot #Silver just hit an ATH in dollar terms
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The government doesn't want you to know this. But the paw paws and persimmons in the forest are free. #foraging
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Humanity is not witnessing the death of the rules-based, liberal global order. Its simply realizing that it never really existed.
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Already widespread in China and has been for over a year: https://t.co/wIagSGjBaT
Let's bet that a robot delivers a package to a doorstep by January 1st 2031 doug $10,000 we escorow the money now in the form of Amazon stock 🤣
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A thread from yesterday on 4chan's /pol accurately predicted an increase in global nuclear tensions: https://t.co/B2ceB2KLSs 💀
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