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@JZ281C Avatar @JZ281C 1JZ

1JZ posts on X about china, countries, russia, rates the most. They currently have XXXXX followers and 5871 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Followers: XXXXX #

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Social Influence #

Social category influence countries finance currencies #1629 technology brands stocks travel destinations

Social topic influence china #1142, countries #393, russia #833, rates #515, ukraine #2449, money #3553, japan, south korea #767, inflation #895, brazil #605

Top assets mentioned Frontline Ltd. (FRO)

Top Social Posts #

Top posts by engagements in the last XX hours

"Indian Air Force have more combat experience than PLAAF but their program management and procurement have been a total disaster"
X Link @JZ281C 2025-10-14T01:49Z 4446 followers, 1934 engagements

"🤣🤣🤣 NVIDIA rents GPUs from CoreWeave"
X Link @JZ281C 2025-10-10T17:44Z 4451 followers, 1578 engagements

"Indonesia is hedging its bets. It doesn't really need the fighter jets this is just protection money being paid to the great powers. Operating fighter jets from US Europe Russia and China is a logistics nightmare"
X Link @JZ281C 2025-10-15T14:10Z 4453 followers, 11.5K engagements

"@Antikeburg Europe isn't worth investing in. It has no growth potential. The only profit in Europe is in liquidation"
X Link @JZ281C 2025-10-15T05:30Z 4453 followers, 7601 engagements

"The main risk of VZ is if the US invades and it is surprisingly successful it will encourage further military actions along this direction against countries like Brazil"
X Link @JZ281C 2025-10-15T17:50Z 4453 followers, 3542 engagements

"Considering what happens if the US tech industry lost XX% of their equity value and multiple US tech giants go bankrupt. The contraction in household wealth will destroy consumer demand"
X Link @JZ281C 2025-10-07T17:04Z 4436 followers, 1139 engagements

"Going to engage this point seriously just for discussion purposes. The high youth employment in China isn't because there are no jobs it is because most young people don't have to take jobs they don't like"
X Link @JZ281C 2025-10-12T02:11Z 4445 followers, 45.9K engagements

"@ijkTA1619 High volume low value strike is the role that require high sortie rates. Using a CVN for it is really uneconomic at the capex level just because a CVN is so expensive"
X Link @JZ281C 2025-10-09T09:08Z 4449 followers, XXX engagements

"@MLPpXY9AlM Everyone is basically saying: I'm really smart/knowledgeable so y'all should listen to me. What comes out is . Exponential . Quantum . Leverage . Ninjas "
X Link @JZ281C 2025-10-14T17:55Z 4447 followers, XXX engagements

"There is a fundamental misunderstanding on the economic significance of ASML's photolithography machines"
X Link @JZ281C 2025-10-11T17:57Z 4444 followers, 2350 engagements

"Surprised by stupidity of US officials. 🤣🤣🤣 Very easy to be overly optimistic about future trajectory of the US if your mental model is US officials are really smart people playing dumb for tactical advantage"
X Link @JZ281C 2025-10-14T16:23Z 4448 followers, 2919 engagements

"This bridge is so big it looks big even relative to the landscape"
X Link @JZ281C 2025-10-01T23:28Z 4452 followers, 4.1M engagements

"@KuittinenPetri I think most young people will just lie flat which will make reindustrialization and rearmament impossible. Young people have no reason to work hard for what is on offer"
X Link @JZ281C 2025-10-12T17:53Z 4437 followers, XXX engagements

"Starting my own thread since Lei blocked me. Real war has costs yet wars continue to happen. The costs and horrors of war have been well known since antiquity and yet humans continue to engage in it"
X Link @JZ281C 2025-10-15T16:27Z 4453 followers, 10.4K engagements

"@ijkTA1619 US chose to invade Iraq because it calculated that it could secure the Middle East and still have time to contain China afterwards"
X Link @JZ281C 2025-10-13T19:11Z 4447 followers, XXX engagements

"This is a form of social drag that manifest once a society reaches a certain level of wealth. A society that wants these people to work will have to produce fun well paid low pressure non-physically or mentally taxing work"
X Link @JZ281C 2025-10-12T02:33Z 4449 followers, 5192 engagements

"@cye9kv1 @DhaniSriram Modi benefitted from good external environment. Cheap oil low global interest rates no major wars until 2022"
X Link @JZ281C 2025-10-16T15:37Z 4453 followers, XX engagements

"This is a modern attempt at global theocracy. Countries and peoples that worship the US as their God abandon reason and pragmatism"
X Link @JZ281C 2025-10-14T14:33Z 4453 followers, XXX engagements

"@GlennLuk Europe today is completely incomparable to China of the 1990-2010 era. It doesn't have nearly the growth potential. Without growth battle for market share will be zero sum and become political"
X Link @JZ281C 2025-10-15T03:22Z 4448 followers, XXX engagements

"@xjxdarren Russia can also take advantage and invade the Baltics at the same time. LatAm resistance will be emboldened if US cannot maintain large garrisons to suppress local resistance. Russia and China will be emboldened if US is tied down in VZ"
X Link @JZ281C 2025-10-15T19:55Z 4453 followers, XXX engagements

"While in principal the Russian semiconductor industry can satisfy core military needs. In practice it cannot produce the huge volumes necessary in a major war of attrition"
X Link @JZ281C 2025-10-13T15:15Z 4448 followers, XXX engagements

"I can't reply directly since OP blocked me from the entire thread. This is a point where I'm 50/50. It's really hard to say what current US capacity for another bush war is especially one that is much closer than ME"
X Link @JZ281C 2025-10-15T17:49Z 4452 followers, 3356 engagements

"@SpicyGaullism @ijkTA1619 The proponents of engagement claim that the US will collapse from its own debt/social contradictions so there is no need for all out conflict"
X Link @JZ281C 2025-10-13T20:13Z 4447 followers, XXX engagements

"@ijkTA1619 @MLPpXY9AlM I think this is a reasonable assumption. Increased investment in military R&D from post CW lull + accumulated progress from ICT tech over past XX years will make a lot of capabilities that were very expensive in the 1980s very cheap today"
X Link @JZ281C 2025-10-13T18:45Z 4448 followers, XXX engagements

"@Apis_Bicornis Hard to say. Both EU and US can become internally far more repressive to stay in the fight. Debt can be inflated away or defaulted on"
X Link @JZ281C 2025-10-13T18:58Z 4444 followers, XXX engagements

"@yieldsearcher This is meaningless as long as the US can't afford to monetize gold. It would take radical restructuring of US economy to operate under deflationary conditions of monetized gold"
X Link @JZ281C 2025-10-15T19:13Z 4452 followers, XXX engagements

"@Jukanlosreve What would be the point of sanctioning your competitors That's like AMD refusing to do business with Intel"
X Link @JZ281C 2025-10-14T22:56Z 4445 followers, XXX engagements

"The Communist Bloc lost ground big time in Europe. In East Asia the Communist Parties remained in power"
X Link @JZ281C 2025-10-12T23:43Z 4446 followers, 2689 engagements

"@PartyintheUSSA @seedgenerated With respect to aborigines/natives in US I disagree because Native Americans are political irrelevant today. In Canada the original sin thesis does have some validity since indigenous land rights are recognized in Canada"
X Link @JZ281C 2025-10-15T17:34Z 4453 followers, XXX engagements

"@apisith84 US shale is also running out of prime acreage so breakevens will go up as geology deteriorates. Future growth will have to come from deep offshore and Arctic which are extremely expensive to develop"
X Link @JZ281C 2025-10-16T12:19Z 4452 followers, XXX engagements

"I have been saying for past X years that China's counterattack will begin once US is forced to cut rates. If US doesn't win the trade war by the time Fed starts major rate cuts it will have lost"
X Link @JZ281C 2025-10-10T12:44Z 4447 followers, 11.4K engagements

"Not only is REE monopoly perishable USD reserve currency status is also perishable. The more the US abuse financial sanctions the more countries around the world will build alternative financial infrastructure. REE embargo buys time for global de-dollarization"
X Link @JZ281C 2025-10-15T18:26Z 4453 followers, 3170 engagements

"@gonglei89 @z1078640139 This will end in a hot war. Economic disputes will escalate into armed coercion of 3rd parties. US will use armed force to regime change 3rd countries with valuable minerals/resources to enhance its geo-economic position relative to China"
X Link @JZ281C 2025-10-15T15:54Z 4453 followers, 19.9K engagements

"@IvanPMasli No that's not how finance works. If real cost of capital can be determined by central banks no one would ever go broke. You need real savings to finance real investment. Interest rate has to balance supply and demand of real savings"
X Link @JZ281C 2025-10-10T13:11Z 4435 followers, 1454 engagements

"@fireobserver32 It's hard to say. Thus far it hasn't happened but that doesn't mean it can't happen. No one knows if countries like VZ or Brazil can defend themselves from US militarily even if they imported weapons from China"
X Link @JZ281C 2025-10-15T17:55Z 4445 followers, XXX engagements

"@BigMoonKR @yieldsearcher If this is true countries like Japan South Korea and Germany should be enemies of the US by now"
X Link @JZ281C 2025-10-13T14:31Z 4448 followers, XXX engagements

"Hyperscaling is the new housing bubble except the assets depreciate a lot faster. If US government doesn't print to bailout all the people who misallocated capital the balance sheet recession from trillions in misallocated capital will result in multiple lost decades"
X Link @JZ281C 2025-10-07T17:01Z 4436 followers, 11.4K engagements

"@ChairmanYan @CarlZha This is basically what is happening. Credit is being rationed for existing housing stock and prioritized for purchase of new build. New building standards are making new builds nicer/bigger than the older housing. A lot of older housing will have to be sold at massive discounts"
X Link @JZ281C 2025-10-13T23:48Z 4446 followers, XXX engagements

"How to build an industrial society where most people can keep up with the historical process of capital accumulation and broadly share in ever greater material prosperity is the challenge"
X Link @JZ281C 2025-10-15T00:03Z 4449 followers, XXX engagements

"@PurcellGregory @ysfg998 @IyerDharmapuri TACAIR have effectively bifurcated in Ukraine between big air and small air. Mobile frontline targets are now engaged with organic drone forces belonging to ground forces. Heavy static fortification are engaged with big air "
X Link @JZ281C 2025-10-14T15:01Z 4453 followers, XX engagements

"The existence of large numbers in the second camp still high on their experience from bush wars in the Middle East impede attempt at reforms by the first camp"
X Link @JZ281C 2025-10-13T19:33Z 4444 followers, 1248 engagements

"At current rate of deflation Shenzhen housing prices in 2026 will be lower than 2016. 2025 prices are only X% higher than 2016. A real lost decade"
X Link @JZ281C 2025-10-12T20:06Z 4445 followers, XXX engagements

"@deltaimpulse @RobOSilva1 They are saying it to make people think they are giving Xi an offramp to maintain the impression that are in control. Usually you offer the off ramp after you have a deal to help the other side sell the deal domestically. Offramp without even talking first is domestic messaging"
X Link @JZ281C 2025-10-15T05:07Z 4443 followers, XX engagements

"US money printing + China's real estate bust is symbiotic. China exports deflation while US exports inflation. This regime is not permanent. Once China's real estate market bottoms it will flip into inflation mode again"
X Link @JZ281C 2025-10-09T08:39Z 4449 followers, 4624 engagements

"The XXX Batch X construction program was widely expected to have X vessels. Wikipedia still list XX as total planned. Yet most signs are pointing to only X vessels in Batch X with no more after that. 052D construction program also seems to be stopping at fewer than expected"
X Link @JZ281C 2025-10-07T04:10Z 4437 followers, 1983 engagements

"@thematrix1337 @thrashima The fact that the US is still so relatively powerful after X generations of coasting is due to the sheer mass/momentum of past American industrial dominance"
X Link @JZ281C 2025-10-13T16:33Z 4442 followers, XXX engagements

"The global debt problem will be inflated away. 3-4x higher prices for everything in XX years is very feasible"
X Link @JZ281C 2025-10-13T14:50Z 4448 followers, XXX engagements

"If we look at the Ukraine War while higher end Russia platforms like fighter jets use domestic semiconductors the low end systems like FPV drones overwhelmingly use imported semiconductors"
X Link @JZ281C 2025-10-13T15:12Z 4447 followers, XXX engagements

"@GoBlue1520 @policytensor SpaceX isn't decades ahead. It's X years ahead of LandSpace. There is a good chance that China will overtake the US in space sometime in the 2030s with leadership in SSTO tech"
X Link @JZ281C 2025-10-13T23:16Z 4446 followers, XXX engagements

"Even China which has a declining population is maintaining a fairly low retirement age in order to free up jobs for young people. There are not enough good jobs for young people even in China where population is shrinking"
X Link @JZ281C 2025-10-05T21:25Z 4448 followers, 1452 engagements

"This is worse than Canada"
X Link @JZ281C 2025-10-12T20:02Z 4446 followers, 1793 engagements

"In peacetime avoiding program disasters like Tejas or Zumwalt goes a long way"
X Link @JZ281C 2025-10-14T01:44Z 4446 followers, 1812 engagements

"@CharlesDNichols @KennedyCSIS @StanfordSCCEI The USN's main advantage at this point is legacy stock. This is a wasting advantage because PLAN is catching up fast due to higher rate of shipbuilding and technological upgrading"
X Link @JZ281C 2025-10-13T12:31Z 4444 followers, 2900 engagements

"The countries that are most exposed to the US financial system are US allies. Russia is immune to US financial warfare at this point and China is also increasingly immune after shifting most of its trade/finance to using CNY"
X Link @JZ281C 2025-10-13T22:19Z 4444 followers, 1420 engagements

"@1444_kris We are sliding toward breakdown of the post-WW2 international system. Existing concepts of national sovereignty recognized borders UN charter will go out the window as this system breaks down"
X Link @JZ281C 2025-10-15T21:24Z 4453 followers, XXX engagements

"1997 style financial crisis is extremely dangerous for countries like South Korea because when a country like South Korea runs out of foreign exchange they will not be able to eat"
X Link @JZ281C 2025-10-13T23:09Z 4446 followers, 1422 engagements

"@yieldsearcher This isn't new. Post-2008 US chose to inflate UST + stocks + real estate while CN chose to inflate real estate to absorb newly issued liquidity. Gold is now a target because it wasn't inflated in the last cycle"
X Link @JZ281C 2025-10-15T20:21Z 4452 followers, XXX engagements

"My framework is China is on a strategic offensive against US global dominance. It will attack at time/mode of its choosing when it calculates that it has achieved escalation dominance"
X Link @JZ281C 2025-10-11T04:48Z 4448 followers, XXX engagements

"@ijkTA1619 EUV is mostly critical for shrinking feature size. There are other process improvements are not dependent on photolithography machines"
X Link @JZ281C 2025-10-15T14:02Z 4450 followers, XXX engagements

"This is an under-discussed topic compared to GDP industrial output and energy consumption. Modern industry is far more efficient in terms of a given pollution budget compared to the 1970s"
X Link @JZ281C 2025-10-13T14:03Z 4444 followers, 1530 engagements

"@Socia_Redseed Thus far no one in the ME dares to stand up to US. Iran stands up to Israel but not US"
X Link @JZ281C 2025-10-15T18:32Z 4452 followers, XXX engagements

"@MLPpXY9AlM A lot of discussions are really cringe because of this phenomenon. Imagine a room full of people talking non-sense past each other sprinkling their speech with words they don't understand in an attempt to peacock their intelligence/expertise"
X Link @JZ281C 2025-10-14T17:54Z 4447 followers, XXX engagements

"China is spinning up stimulus. 57T of infrastructure being planned for the 15th 5YP. If US also runs it hot simultaneously then global inflation will explode"
X Link @JZ281C 2025-10-13T14:46Z 4445 followers, 6362 engagements

"This is actually an incredible opportunity for illegal immigrants from China. Anyone who can convincingly play a fugitive PhD from China with secret REE refining knowledge will be a hot commodity"
X Link @JZ281C 2025-10-12T19:24Z 4435 followers, 5140 engagements

"@yieldsearcher Even though in nominal terms USD/CNY exchange rate is fairly stable due to inflation differential CNY is effectively devaluing vs USD if exchange rate stays the same over time"
X Link @JZ281C 2025-10-15T20:22Z 4453 followers, XXX engagements

"CPC doesn't want a society where many have debt and few have capital. This isn't just a matter of personal choice. Fundamentally it is similar to drugs gambling and prostitution. Consumer debt is long term corrosive to society"
X Link @JZ281C 2025-10-15T00:03Z 4452 followers, 7065 engagements

"@ysfg998 @PurcellGregory @IyerDharmapuri NATO TACAIR is supposed to be able to provide on-demand reliable CAS to the ground forces. If it is suppressed to the extent that this is no longer possible then ground force casualty rates will quickly rise to levels that will cause political crisis at home"
X Link @JZ281C 2025-10-14T14:46Z 4453 followers, XXX engagements

"@Chris_Somewhere @eugyppius1 It gets harder over time to industrialize because you have to out compete the existing industrial powers which outcompeted those that came before them"
X Link @JZ281C 2025-10-15T01:49Z 4449 followers, XXX engagements

"There is a misconception that China has high food important dependence. In practice it is XX% self sufficient. Yields rise 1%/year while population is falling 0.3%/year. If per capita consumption remains stable China will become net food exporter by late 2030s"
X Link @JZ281C 2025-03-09T08:02Z 4453 followers, 19.6K engagements

"@Antikeburg Win-win was possible for Euro JVs in China back in the early 2000s because China was growing quickly. Pie was growing double digits every year so there was plenty of meat for everyone"
X Link @JZ281C 2025-10-15T05:27Z 4450 followers, 1150 engagements

"Many regulatory administrative and government jobs in the US are in fact this form of adult daycare. This reduces the youth unemployment rate but at what cost"
X Link @JZ281C 2025-10-12T02:34Z 4448 followers, 5468 engagements

"China prints money to buy gold/commodities from around the world US then contracts demand via prolonged government shutdown/cuts to discretionary government spending + high unemployment"
X Link @JZ281C 2025-10-09T08:45Z 4450 followers, 1682 engagements

"US historically dominated global helium supply. US + Qatar controls XX% of global helium supply. China very recently developed tech that can economically concentrate Helium from low concentration NG sources"
X Link @JZ281C 2025-10-11T15:45Z 4448 followers, 1371 engagements

"@ChairmanYan @CarlZha In the long run yes but in the short run the hit to household balance sheets of existing home owners is very painful for those with mortgages based on old prices and those expecting to sell to fund consumption"
X Link @JZ281C 2025-10-14T00:17Z 4447 followers, XXX engagements

"If China Japan South Korea maintained higher fertility rates over the past generation and have higher population than now their food sufficiency rates would be much lower and they would be much more vulnerable to adverse external events/pressures"
X Link @JZ281C 2025-10-13T23:08Z 4449 followers, XXX engagements

"ReBCO superconductors are currently the best available material for building fusion reactors. The Re in ReBCO stands for Rare Earth typically Yttirum. US is currently building SPARC and China is building BEST which are both experimental fusion reactors designed with Q1"
X Link @JZ281C 2025-10-12T03:07Z 4434 followers, 2004 engagements

"Allocation of so much household savings to equities means that in the event of a major stock market crash the destruction of household balance sheets will be equivalent to 1930s style bank failures without deposit insurance"
X Link @JZ281C 2025-10-09T07:57Z 4448 followers, 7368 engagements

"Defense spending as % of GDP fell under Modi from XXX to XXX. In the short run cutting defense will feel good for the civilian economy. In the long run whether it was a good idea will depend on geopolitics"
X Link @JZ281C 2025-10-16T11:47Z 4452 followers, XXX engagements

"The strategic significance of US/allies breaking China's REE monopoly will be far smaller than CN/BRICS breaking the USD reserve system"
X Link @JZ281C 2025-10-15T18:28Z 4453 followers, XXX engagements

"Today there are X camps within Western armies regarding Ukraine. One side thinks that the West should learn from Ukraine in a new type of war in the age of drones. The other side thinks that the UAF is doing badly because it is fighting like a Soviet army and not like a Western"
X Link @JZ281C 2025-10-13T19:32Z 4444 followers, 1015 engagements

"Consider an implicit deterrence setup where CN will invade/regime change the Philippines in the event that US invade/regime change VZ. This negates geopolitical gains via military coercion of 3rd countries"
X Link @JZ281C 2025-10-15T19:51Z 4453 followers, 2425 engagements

"Modi benefitted from a relatively benign geopolitical environment. Era of QE and low interest rates lowered cost of capital globally"
X Link @JZ281C 2025-10-16T11:47Z 4452 followers, 1237 engagements

"The low cost of living in China enables the least ambitious Chinese young people to live off of their parents for life and pretend to be unemployed when they are in fact retired"
X Link @JZ281C 2025-10-12T02:22Z 4435 followers, 4702 engagements

"@ijkTA1619 A better ALD process or etching process could improve performance of wires and power consumption independent of density"
X Link @JZ281C 2025-10-15T14:04Z 4450 followers, XXX engagements

"This allows the government to stimulate personal consumption at specific times in specific sectors. Unlike helicopter money this doesn't reward lazy people who don't earn income/don't save money. It rewards people who work hard to earn money and save it responsibly"
X Link @JZ281C 2025-10-14T12:55Z 4453 followers, 1609 engagements

"@StigSilvester The point is to maintain the credible threat of attacking territories the US must defend in order to tie down US military resources"
X Link @JZ281C 2025-09-21T11:08Z 4443 followers, XXX engagements

"@ijkTA1619 The US reasonably expected to have much longer time window to achieve full hegemony than it did. The speed of the rise of China was completely unexpected"
X Link @JZ281C 2025-10-13T19:10Z 4447 followers, XXX engagements

"I interpret these events with the framework that we are on the eve of WW3. The most important thing about an European country seizing Chinese assets is it destroys trust and make it impossible to restore commercial relations without a major reset"
X Link @JZ281C 2025-10-13T18:01Z 4453 followers, 9719 engagements

"Those who do not own capital will fundamentally have the status of livestock in a highly capital intensive industrial society. Industrial society will only get more and more capital intensive over time"
X Link @JZ281C 2025-10-15T00:03Z 4449 followers, XXX engagements

"@apisith84 The offshore drilling supply chain got decimated after the oil crash of 2014. It will take an extended period of high oil prices to rebuild that"
X Link @JZ281C 2025-10-16T12:20Z 4453 followers, XXX engagements

"Consumption subsidies function like a force multiplier for personal savings that can be selectively deployed. For example you might get a X year limited XX% discount on EVs financed by the state budget which makes your savings far more valuable in terms of EV purchasing power"
X Link @JZ281C 2025-10-14T12:53Z 4453 followers, 1759 engagements

"China converting commodities trade to CNY is prep for the financial war. US can ban access to USD payment system but if most of China's trade is conducted in CNY it won't matter"
X Link @JZ281C 2025-10-10T18:00Z 4448 followers, 1775 engagements

"The cost of decoupling from China will be much lower levels of consumption in the West. Much more societal resources will have to be reallocated to investment and R&D to replicate China's industrial capacity"
X Link @JZ281C 2025-10-12T17:44Z 4447 followers, 8173 engagements

"@Why__Knot Japan and South Korea are not part of the East they are Western colonies. Russia Belarus are not part of the West. Ukraine will soon also be part of the East"
X Link @JZ281C 2025-10-13T18:53Z 4444 followers, XXX engagements

"@ijkTA1619 Strike really has to be separated into high value strike vs low value strike. It's not economic to use expensive hypersonic missiles to strike low value targets. This role will likely be given to naval UAV in the near future"
X Link @JZ281C 2025-10-09T09:08Z 4447 followers, XXX engagements

"@szetoinsitu Yeah there is also that. Indonesia will become a real air force museum"
X Link @JZ281C 2025-10-15T18:47Z 4452 followers, XXX engagements

"@StigSilvester The difference between China and Japan is China have access to the continental resources of Asia. It doesn't need conquest for resource purposes"
X Link @JZ281C 2025-09-21T11:11Z 4448 followers, XXX engagements

"Combined with recent news that new marine propulsion plant CGT40M is now available it is likely that XXX numbers got cut in favor of a new bigger class"
X Link @JZ281C 2025-10-07T04:16Z 4435 followers, XXX engagements

"In the Arab world the massive pool of young people without good jobs resulted in the Arab spring. High growth in population of young people did not result in a demographic dividend. The median outcome was GDP growth of X over XX years"
X Link @JZ281C 2025-10-05T21:37Z 4448 followers, 1316 engagements

"This is a popular idea. US threatens to burn down the world if it doesn't get to be hegemon. In practice US will mostly burn down its USD trading system and the economies of its allies"
X Link @JZ281C 2025-10-13T22:15Z 4453 followers, 10.9K engagements

"@stevehou0 @Compute_King It is possible to maintain an uncompetitive REE supply chain for just core military use but it will be expensive. This is similar to the Russian semiconductor industry. Russia is able to produce 350nm chips with purely domestic equipment/supply chains"
X Link @JZ281C 2025-10-13T15:01Z 4448 followers, 2656 engagements

"@1444_kris High P/E leads to extremely low cost of equity capital for US firms. Low P/E will force US firms to rely far more on debt/cashflow for financing"
X Link @JZ281C 2025-10-14T15:35Z 4447 followers, XXX engagements

"@GlennLuk The preconditions for win-win does not exist in Europe. Europe is a land of zero-sum political contests for slices of a shrinking pie"
X Link @JZ281C 2025-10-15T03:27Z 4449 followers, XXX engagements

"@ShazCoder @policytensor If households sharply cut back on discretionary consumption due to major balance sheet damage this will transmit very quickly to corporate cashflows which will force them to cut costs via layoffs. Right now the top XX% is holding up consumption driven by wealth effect"
X Link @JZ281C 2025-10-13T20:49Z 4446 followers, XXX engagements

"@KuittinenPetri Can you live long term on social benefits in Finland Isn't there a time limit on unemployment insurance benefits"
X Link @JZ281C 2025-10-12T18:13Z 4435 followers, XXX engagements

"If both US and China are exporting inflation then global inflation will explode. US will be forced into exporting deflation"
X Link @JZ281C 2025-10-09T08:41Z 4448 followers, 1414 engagements

"@PartyintheUSSA @seedgenerated With respect to slavery I can agree somewhat with the "original sin" thesis since descendants of slaves and planters still make up a good chunk of US population and they do have some political power"
X Link @JZ281C 2025-10-15T17:33Z 4450 followers, XXX engagements

"In terms of power generation in India 2004-2014 was 6%/year 2014-2024 was 5.7%. India had been on steady growth trajectory since the early 90s"
X Link @JZ281C 2025-10-16T11:47Z 4452 followers, 1545 engagements

"In general incompleteness of accounting is why economic planning cannot be fully automated and reduced to a mathematical optimization problem"
X Link @JZ281C 2025-10-06T16:46Z 4448 followers, 1433 engagements

"@ijkTA1619 @MLPpXY9AlM The small air war over Ukraine is essentially replaying the evolution of aviation from WWI with much cheaper units in much larger numbers"
X Link @JZ281C 2025-10-13T18:46Z 4450 followers, XXX engagements

"@SpicyGaullism @ijkTA1619 Technically the containment already started post-TAM but there was always tension between containment and engagement. You see it within China today as well there are proponents of engagement/conflict with the US"
X Link @JZ281C 2025-10-13T20:12Z 4447 followers, XXX engagements

"Many factories have trouble finding workers while youth unemployment is in high double digits. Unemployment rate for college educated young people is now higher than for those that didn't go to college"
X Link @JZ281C 2025-10-12T02:25Z 4437 followers, 3661 engagements

"All those weapons on display at the parade on 9/3 are already in service. They will come in handy in the phase after US financial sanctions fail"
X Link @JZ281C 2025-10-10T17:57Z 4448 followers, XXX engagements

"Trump really should have pulled a Hitler 1933 before attempting this. The amount of internal resistance will slow everything down. China in the meanwhile is ramping stealth airframe construction to 200/year and have X different 6G fighter prototypes flying"
X Link @JZ281C 2025-10-13T21:56Z 4448 followers, 4830 engagements