# ![@BaldingsWorld Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::603344194.png) @BaldingsWorld Blume Industries CEO Balding 大老板

Blume Industries CEO Balding 大老板 posts on X about china, in the, ceo, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::603344194/interactions)
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- [--] Week [---------] +19%
- [--] Month [---------] +111%
- [--] Months [----------] +96%
- [--] Year [----------] +43%

### Mentions: [---] [#](/creator/twitter::603344194/posts_active)
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- [--] Week [---] -6.40%
- [--] Month [---] +231%
- [--] Months [-----] +113%
- [--] Year [-----] +13%

### Followers: [------] [#](/creator/twitter::603344194/followers)
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- [--] Week [------] +0.09%
- [--] Month [------] +0.85%
- [--] Months [------] +1.70%
- [--] Year [------] +15%

### CreatorRank: [-------] [#](/creator/twitter::603344194/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::603344194/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  20.36% [finance](/list/finance)  #5398 [travel destinations](/list/travel-destinations)  3.21% [technology brands](/list/technology-brands)  2.86% [currencies](/list/currencies)  #1117 [social networks](/list/social-networks)  1.43% [celebrities](/list/celebrities)  0.71% [stocks](/list/stocks)  0.71% [luxury brands](/list/luxury-brands)  0.36% [automotive brands](/list/automotive-brands)  0.36%

**Social topic influence**
[china](/topic/china) #962, [in the](/topic/in-the) 2.86%, [ceo](/topic/ceo) #272, [ai](/topic/ai) 2.5%, [canada](/topic/canada) 2.14%, [money](/topic/money) #2671, [beijing](/topic/beijing) #1045, [russia](/topic/russia) 1.43%, [countries](/topic/countries) 1.43%, [more than](/topic/more-than) 1.43%

**Top accounts mentioned or mentioned by**
[@tonynashnerd](/creator/undefined) [@jtht222](/creator/undefined) [@nnzp1730](/creator/undefined) [@gregsgroove](/creator/undefined) [@softwarnet](/creator/undefined) [@serpentza](/creator/undefined) [@jdanielcook](/creator/undefined) [@oldtimertrades](/creator/undefined) [@wsj](/creator/undefined) [@alessandroponz4](/creator/undefined) [@johannbg](/creator/undefined) [@marketspuke](/creator/undefined) [@trajanss](/creator/undefined) [@cryptovulture](/creator/undefined) [@lukegromen](/creator/undefined) [@pektobkk](/creator/undefined) [@vtchakarova](/creator/undefined) [@johnbutton](/creator/undefined) [@diligentium](/creator/undefined) [@jimduey](/creator/undefined)

**Top assets mentioned**
[PSYOP (PSYOP)](/topic/$psyop)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I honestly don't understand critics talking about Trump weakness on China where in year [--] of Trump II they have made major progress to excise Chinese influence from the Americas (except Canada but that is a train wreck of Biblical proportions) Huge: China just lost Panama *PANAMA TOP COURT RULES CK HUTCHISON CONTRACT UNCONSTITUTIONAL Huge: China just lost Panama *PANAMA TOP COURT RULES CK HUTCHISON CONTRACT UNCONSTITUTIONAL"  
[X Link](https://x.com/BaldingsWorld/status/2017216365526949953)  2026-01-30T12:40Z 79.8K followers, 24.2K engagements


"@MarketsPuke Let's just be clear that when we say mob bosses we mean actual Chinese money launder mob bosses"  
[X Link](https://x.com/BaldingsWorld/status/2017217754139361506)  2026-01-30T12:46Z 79.8K followers, [---] engagements


"@UnbrokenKR"  
[X Link](https://x.com/BaldingsWorld/status/2017220771433664998)  2026-01-30T12:58Z 79.8K followers, [---] engagements


"@latikambourke You're assuming it ever existed or that there was any interest in Canada or Europe to deal with China. There isn't real interest in deal seriously with Russia so why China The behavior of these countries was clear long before Trump II and even before Trump I"  
[X Link](https://x.com/BaldingsWorld/status/2017231707687002587)  2026-01-30T13:41Z 79.8K followers, [----] engagements


"1. I told you at the time the CCP bureau with the WSJ was running a psyops and not actual news and I was right. The WSJ China desk is a CCP psyops. Remember that going forward [--]. Look around at everyone that believed that and touted that article. Their lack of discernment should be a guiding influence as to how you consider their opinion on all things China and information related going forward [--]. The fact that the CCP denied it doubles down the psyops. They could have easily just ignored it and let it hang. Approach this all as what are they trying to do. The most common approach is the"  
[X Link](https://x.com/BaldingsWorld/status/2017232958566940968)  2026-01-30T13:46Z 79.8K followers, 15.9K engagements


"Me seeing Beijing confirming the WSJ is a CCP psyops:"  
[X Link](https://x.com/BaldingsWorld/status/2017233578275344673)  2026-01-30T13:48Z 79.8K followers, [----] engagements


"@nnzp1730 Look at all the "experts" who bought it hook line and sinker"  
[X Link](https://x.com/BaldingsWorld/status/2017239753469358117)  2026-01-30T14:13Z 79.8K followers, [---] engagements


"@Islaladrones Trust me that's not the problem"  
[X Link](https://x.com/BaldingsWorld/status/2017241153712669175)  2026-01-30T14:19Z 79.8K followers, [---] engagements


"Me to all the China "experts" who believed the CCP pysops in the WSJ:"  
[X Link](https://x.com/BaldingsWorld/status/2017243252156424564)  2026-01-30T14:27Z 79.8K followers, [----] engagements


"I think one of the thing that most boggles my mind is the China "experts" who have zero idea of what a CCP disinformation op looks like or the people they surround themselves with who are clear security risks. These are the "experts" but can't recognize the obvious"  
[X Link](https://x.com/BaldingsWorld/status/2017243817032724846)  2026-01-30T14:29Z 79.8K followers, [----] engagements


"We treated them like allies and they acted like adversaries if you treat your allies as adversaries theyll eventually start acting that way. if you treat your allies as adversaries theyll eventually start acting that way"  
[X Link](https://x.com/BaldingsWorld/status/2017244001322066083)  2026-01-30T14:30Z 79.8K followers, 52.4K engagements


"@RubricMarlin Completely agreed. I will almost always agree with bigger more faster"  
[X Link](https://x.com/BaldingsWorld/status/2017249241937093100)  2026-01-30T14:51Z 79.8K followers, [---] engagements


"Let me explain why I I am so skeptical of the Trump is the reason other countries don't want to deal with China. It's called trend analysis. Look at the incredibly simple graph below. In it two lines are moving in the same direction but in the middle of the graph something happens and one line jumps and the other stays on the exact same trajectory as before. Here's where I am going with this. Everyone saying allies are seeking deals with China so it is Trump's fault but that willfully ignores the long term trend. Put another way: how were these countries behaving BEFORE Trump II Actually they"  
[X Link](https://x.com/BaldingsWorld/status/2017261366856298794)  2026-01-30T15:39Z 79.8K followers, [----] engagements


"Ok since nobody actually reads or understands words or economics the tell is in the very first sentence what is happening. "Chinese companies relocated panel production to countries not subject to tariffs and prices went up." It's right there people. Tell me what what is happening. I have faith in how smart my followers are DC Galaxy Brains not so much New paper: US tariffs on Chinese solar panels caused 1) Chinese firms to relocate production to countries not subject to the tariffs; 2) higher solar panel prices in the US; 3) a decline in employment & wages in the US solar industry;. & 4) net"  
[X Link](https://x.com/BaldingsWorld/status/2017287325835809151)  2026-01-30T17:22Z 79.8K followers, 16.5K engagements


"Remember this when Euro's complain about the US Former Polish Prime Minister Mateusz Morawiecki says that Macron and Scholz believed that Ukraine was certain to fall during the first days of the full-scale invasion in [----] and both argued that Europe should go back to "business as usual" in relations with Russia because of it https://t.co/TkB5bYM2WH Former Polish Prime Minister Mateusz Morawiecki says that Macron and Scholz believed that Ukraine was certain to fall during the first days of the full-scale invasion in [----] and both argued that Europe should go back to "business as usual" in"  
[X Link](https://x.com/BaldingsWorld/status/2017289808205209676)  2026-01-30T17:32Z 79.8K followers, 74.6K engagements


"@BaldingsWorld I find it difficult to believe that anyone with a basic understanding of China and the CCP earnestly believed that psyop. I'm a Koreanist but it was obvious that the WSJ report was disinfo. If someone willfully spread that information they did it because they were bought off. @BaldingsWorld I find it difficult to believe that anyone with a basic understanding of China and the CCP earnestly believed that psyop. I'm a Koreanist but it was obvious that the WSJ report was disinfo. If someone willfully spread that information they did it because they were bought off"  
[X Link](https://x.com/BaldingsWorld/status/2017293663538221290)  2026-01-30T17:47Z 79.8K followers, [----] engagements


"This is what people forget when they say ".but Trump." Obama and Biden administrations both said the exact same thing. They were worthless and did nothing as was normal but they said the exact same thing. The problem is Trump actually imposing penalties @BaldingsWorld Well on hand yes. But let's be very careful how much we overstate this. Trump is blunt. Sometimes more than strictly necessary. But Many "allies" were always working to find ways to secure their interests at our expense when they thought they could get away with it. Europe @BaldingsWorld Well on hand yes. But let's be very"  
[X Link](https://x.com/BaldingsWorld/status/2017325334715085007)  2026-01-30T19:53Z 79.8K followers, [----] engagements


"Find me anything incorrect here In one year Communist China is knocked out of position in: ☑Venezuela ☑Panama ☑Arctic -CCP positions in Iran and Cuba are under pressure. -Supply chains are being rewired and rare earth dependency fixed. -The U.S. is fortifying First Island Chain for denial defense. In one year Communist China is knocked out of position in: ☑Venezuela ☑Panama ☑Arctic -CCP positions in Iran and Cuba are under pressure. -Supply chains are being rewired and rare earth dependency fixed. -The U.S. is fortifying First Island Chain for denial defense"  
[X Link](https://x.com/BaldingsWorld/status/2017326908988416436)  2026-01-30T19:59Z 79.8K followers, 10.5K engagements


"I am not sure what would have been the correct action here I would have to think more deeply. I think we can say the actions that were taken in the weeks and months after were disastrous. Europe basically did nothing and Biden slow walked everything. After that stagnation @BaldingsWorld Had Ukraine fallen within days what was the correct course of action according to you @BaldingsWorld Had Ukraine fallen within days what was the correct course of action according to you"  
[X Link](https://x.com/BaldingsWorld/status/2017375014882840651)  2026-01-30T23:10Z 79.8K followers, [----] engagements


"Ouch. Trump is doing more to go after Russia than Europe US TELLS INDIA THAT IT WILL BE ABLE TO PURCHASE VENEZUELAN CRUDE OIL SUPPLIES SOON TO REPLACE ITS RUSSIAN IMPORTS SOURCES SAY INDIA SEEKING TO FOLLOW THROUGH ON PLEDGE TO SLASH RUSSIAN OIL INPORTS WITH DECLINES EXPECTED IN COMING MONTHS SOURCES SAY US TELLS INDIA THAT IT WILL BE ABLE TO PURCHASE VENEZUELAN CRUDE OIL SUPPLIES SOON TO REPLACE ITS RUSSIAN IMPORTS SOURCES SAY INDIA SEEKING TO FOLLOW THROUGH ON PLEDGE TO SLASH RUSSIAN OIL INPORTS WITH DECLINES EXPECTED IN COMING MONTHS SOURCES SAY"  
[X Link](https://x.com/BaldingsWorld/status/2017422859950227498)  2026-01-31T02:21Z 79.8K followers, 44.7K engagements


"The SCMP and Politico. I didn't know "soft pedaling" meant ramping up missiles and weapons but hey what do I know "There's concern among China hawks on Capitol Hill and others who have worked on U.S.-China strategy in that the administration is soft-pedaling defense ties to Taiwan to avoid antagonizing Beijing ahead of a planned Trump-Xi summit in April" https://t.co/WU2S2YCjaG "There's concern among China hawks on Capitol Hill and others who have worked on U.S.-China strategy in that the administration is soft-pedaling defense ties to Taiwan to avoid antagonizing Beijing ahead of a planned"  
[X Link](https://x.com/BaldingsWorld/status/2017423525892456761)  2026-01-31T02:23Z 79.8K followers, [----] engagements


"Let me explain to you the brilliance of the US government: [--]. When a child is born outside the United States the parent receives from the US consulate/embassy a document called a Consular Birth Abroad that basically states the child is a US citizen and the birth record has been authenticated by the consulate and the record is issued by the US State Department. [--]. Fast forward a few years the child needs to renew their passport. The US State Department does not accept Consular Birth Abroad forms to demonstrate birth records and citizenship to renew the passport. [--]. So in other words the US"  
[X Link](https://x.com/BaldingsWorld/status/2017599232069292365)  2026-01-31T14:01Z 79.8K followers, [----] engagements


"@liqian_ren Don't very me started 🤣🤣🤣"  
[X Link](https://x.com/BaldingsWorld/status/2017606128746598649)  2026-01-31T14:29Z 79.8K followers, [---] engagements


"@brodgers01"  
[X Link](https://x.com/BaldingsWorld/status/2017614491903549906)  2026-01-31T15:02Z 79.8K followers, [---] engagements


"@TheSettlemires I'm laughing because that just hits too close"  
[X Link](https://x.com/BaldingsWorld/status/2017621034665386254)  2026-01-31T15:28Z 79.8K followers, [---] engagements


"I don't know and am not going to speculate but there is clearly something going on in Beijing rumor going around that fallen CMC vice chair and Politburo member He Weidong killed himself. Not confirmed would be something if true rumor going around that fallen CMC vice chair and Politburo member He Weidong killed himself. Not confirmed would be something if true"  
[X Link](https://x.com/BaldingsWorld/status/2017647014243078387)  2026-01-31T17:11Z 79.8K followers, 44.6K engagements


"@AlessandroPonz4"  
[X Link](https://x.com/BaldingsWorld/status/2017659897370792237)  2026-01-31T18:03Z 79.8K followers, [---] engagements


"In a way I won't disagree but context vitally important. According to American law the state cannot involuntarily hold you even if you are mentally ill but only if you are a clear threat to others which is actually a high hurdle. So while they can be offered services from mental health to housing and food they cannot be forced to take them. Yes it's kind of messed up but constitutionally the state cannot hold them I've been in New York for a year now and I presumed at some point I would adjust to most local norms but the repulsive way the city treats (or rather does not treat) severely"  
[X Link](https://x.com/BaldingsWorld/status/2017691922941300829)  2026-01-31T20:10Z 79.8K followers, [----] engagements


"@TonyNashNerd @nnzp1730 Every time I smell that it triggers memories"  
[X Link](https://x.com/BaldingsWorld/status/2017771520127336846)  2026-02-01T01:26Z 79.8K followers, [---] engagements


"Wait I can't do that"  
[X Link](https://x.com/BaldingsWorld/status/2017996460583690514)  2026-02-01T16:20Z 79.8K followers, [----] engagements


"@Weeniezilla Hahahaha.Always a classic"  
[X Link](https://x.com/BaldingsWorld/status/2017999865674911797)  2026-02-01T16:33Z 79.8K followers, [--] engagements


"@leese_kyle"  
[X Link](https://x.com/BaldingsWorld/status/2017999929608675766)  2026-02-01T16:34Z 79.8K followers, [---] engagements


"Yet another banner day for legacy media"  
[X Link](https://x.com/BaldingsWorld/status/2018031419105173936)  2026-02-01T18:39Z 79.8K followers, [----] engagements


"Things must be bad in Iran if they consider half a case of Nutella a balsa wood bi-plane and stretched out slingshots in European militaries to be a terrorist group BREAKING: Iran now considers all European Union militaries to be terrorist groups the speaker of its parliament says days after the EU declared Irans Revolutionary Guard to be a terrorist group. https://t.co/ouTAQ05O7h BREAKING: Iran now considers all European Union militaries to be terrorist groups the speaker of its parliament says days after the EU declared Irans Revolutionary Guard to be a terrorist group."  
[X Link](https://x.com/BaldingsWorld/status/2018046141468753965)  2026-02-01T19:37Z 79.8K followers, [----] engagements


"A. This is from a two year old speech. This isn't some new bombshell B. It won't. I can call for myself to look like Brad Pitt you me and my wife all know it won't happen C. It's a Rohrschach Test among China "experts" to see how they respond to this D. China's rising settlement is with the exotic non-Chinese foreign trading partner check notes Hong Kong Xi Jinping has called for the renminbi to become a global reserve currency in some of his clearest comments on his ambitions for Chinas currency as Beijing seeks to play a greater role in the international monetary system."  
[X Link](https://x.com/BaldingsWorld/status/2018303148461334702)  2026-02-02T12:39Z 79.8K followers, [----] engagements


"Definite read China's Ministry of Finance released end-of-2025 local government debt data last week. The balance reached CNY54.82 trillion up 15.3% year over year. Beijing says risks remain controllable. The fiscal math says something more complicated. Local governments issued CNY10.31 China's Ministry of Finance released end-of-2025 local government debt data last week. The balance reached CNY54.82 trillion up 15.3% year over year. Beijing says risks remain controllable. The fiscal math says something more complicated. Local governments issued CNY10.31"  
[X Link](https://x.com/BaldingsWorld/status/2018306832524021816)  2026-02-02T12:53Z 79.8K followers, [----] engagements


"So basically someone played the FT Xiaomis statement https://t.co/5D3zeapvXc Xiaomis statement https://t.co/5D3zeapvXc"  
[X Link](https://x.com/BaldingsWorld/status/2018341883471131001)  2026-02-02T15:12Z 79.8K followers, [----] engagements


"The stories coming out of Chinese retail traders racking up gigantic losses in gold don't exactly fit the dollar debasement story do they Here's another one. https://t.co/EM6m2N8IPE https://t.co/y7mLjxwwpI The stories coming out of Chinese retail traders racking up gigantic losses in gold don't exactly fit the dollar debasement story do they Here's another one. https://t.co/EM6m2N8IPE https://t.co/y7mLjxwwpI"  
[X Link](https://x.com/BaldingsWorld/status/2018343397405212935)  2026-02-02T15:18Z 79.8K followers, [----] engagements


"@jaceyang97 I think you might be the first person ever to say I view China through rose colored glasses. I normally get accused of being the complete opposite"  
[X Link](https://x.com/BaldingsWorld/status/2018389539358691673)  2026-02-02T18:22Z 79.8K followers, [----] engagements


"Breaking: Metaphor alert Hospital evacuated after 8-inch WWI artillery shell discovered in patients butt https://t.co/l8AFQ9BN2j https://t.co/uPJi7pSiSm Hospital evacuated after 8-inch WWI artillery shell discovered in patients butt https://t.co/l8AFQ9BN2j https://t.co/uPJi7pSiSm"  
[X Link](https://x.com/BaldingsWorld/status/2018401743948632472)  2026-02-02T19:10Z 79.8K followers, [----] engagements


"@HistorianZhang Ivies Integrity"  
[X Link](https://x.com/BaldingsWorld/status/2018421334498304102)  2026-02-02T20:28Z 79.8K followers, 11.9K engagements


"Trump must really be pissed at France to do something this despicable Report: NFL's first game in France will be Browns-Saints in Paris on October [--] https://t.co/2GQB2i6dc9 Report: NFL's first game in France will be Browns-Saints in Paris on October [--] https://t.co/2GQB2i6dc9"  
[X Link](https://x.com/BaldingsWorld/status/2018448359757959500)  2026-02-02T22:16Z 79.8K followers, [----] engagements


"This is on many levels much bigger than whatever the EU did Anything EU can do we can do better https://t.co/WL8itHyWl5 Anything EU can do we can do better https://t.co/WL8itHyWl5"  
[X Link](https://x.com/BaldingsWorld/status/2018508067642728601)  2026-02-03T02:13Z 79.8K followers, 36K engagements


"@SummerM40918655"  
[X Link](https://x.com/BaldingsWorld/status/2018665078296646008)  2026-02-03T12:37Z 79.8K followers, [----] engagements


"@CryptoVulture"  
[X Link](https://x.com/BaldingsWorld/status/2018665197272224201)  2026-02-03T12:37Z 79.8K followers, [----] engagements


"@CryptoVulture 🤣🤣🤣Anyone that can tie Chinese subsidies and Zoolander up in a nice bow is alright in my book"  
[X Link](https://x.com/BaldingsWorld/status/2018667417971671289)  2026-02-03T12:46Z 79.8K followers, [---] engagements


"@nnzp1730 @AlessandroPonz4"  
[X Link](https://x.com/BaldingsWorld/status/2018674875385176291)  2026-02-03T13:16Z 79.8K followers, [---] engagements


"A. This isn't new information this has been widely known for probably a decade plus. Progressives just didn't want to know. B. Zucman clearly over estimates what lower and middle classes pay in tax and under counts what the wealthy pay in taxes. So it is actually more progressive than even what Zucman says https://twitter.com/i/web/status/2018729079596372436 https://twitter.com/i/web/status/2018729079596372436"  
[X Link](https://x.com/BaldingsWorld/status/2018729079596372436)  2026-02-03T16:51Z 79.8K followers, [----] engagements


"Weak on China with DC pundit characteristics BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The deal values the 100% of the mines at $9 billion including debt. $GLEN https://t.co/huykIOrtUG BREAKING: Glencore agrees to sell 40% stake on its two African copper and cobalt businesses to a US government-backed group as Washington continues to seek more control over critical minerals. The deal values the 100% of the mines at $9 billion including debt."  
[X Link](https://x.com/BaldingsWorld/status/2018744936196428175)  2026-02-03T17:54Z 79.8K followers, [----] engagements


"@Rmanning4 That literally has zero to do with cost differentials"  
[X Link](https://x.com/BaldingsWorld/status/2018748718380679205)  2026-02-03T18:09Z 79.8K followers, [----] engagements


"So Xi is paranoid This is my shocked face"  
[X Link](https://x.com/BaldingsWorld/status/2018794577352913201)  2026-02-03T21:11Z 79.8K followers, [----] engagements


"They encroached on PLA turf These scammers are bad people and should be punished but this also is a case of extraordinary exercise of cross border power by China. It would be interesting to look closely into this case These scammers are bad people and should be punished but this also is a case of extraordinary exercise of cross border power by China. It would be interesting to look closely into this case"  
[X Link](https://x.com/BaldingsWorld/status/2018795077154545954)  2026-02-03T21:13Z 79.8K followers, [----] engagements


"US Intel analyst say Xi is paranoid NEW from @nytimes: US intelligence analysts assess that Xi Jinping has a remarkable level of paranoia. This could help explain his persecution of China's top general Zhang Youxia and other purges. Some experts say Xi could be preparing to extend his rule for a fourth term. https://t.co/fpwRrE0Jw4 NEW from @nytimes: US intelligence analysts assess that Xi Jinping has a remarkable level of paranoia. This could help explain his persecution of China's top general Zhang Youxia and other purges. Some experts say Xi could be preparing to extend his rule for a"  
[X Link](https://x.com/BaldingsWorld/status/2018886141127336389)  2026-02-04T03:15Z 79.8K followers, [----] engagements


"Environmental champion with Chinese characteristics In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese companies filled a record high number of proposals to build future coal plants. In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese companies filled a record high number of proposals to build future coal plants"  
[X Link](https://x.com/BaldingsWorld/status/2019018932573888670)  2026-02-04T12:03Z 79.8K followers, [----] engagements


"👇👇👇 Personally I think this was blown out of proportion. This kind of internal memo is formulaic and has been issued and circulated for years. Its leakage and the timing is actually the more significant issue. https://t.co/7HAyulBhM9 Personally I think this was blown out of proportion. This kind of internal memo is formulaic and has been issued and circulated for years. Its leakage and the timing is actually the more significant issue. https://t.co/7HAyulBhM9"  
[X Link](https://x.com/BaldingsWorld/status/2019032894216470748)  2026-02-04T12:58Z 79.8K followers, [----] engagements


"I am really not worried AI. It is a productivity booster helping humans to produce goods and services at a lower cost. So if they produce legal AI that helps lawyers that just allows us to consume more legal services"  
[X Link](https://x.com/BaldingsWorld/status/2019034602749477128)  2026-02-04T13:05Z 79.8K followers, [----] engagements


"@gregsgroove Unfortunately true"  
[X Link](https://x.com/BaldingsWorld/status/2019052596716060815)  2026-02-04T14:17Z 79.8K followers, [----] engagements


"All the AI guys putting a Chinese coder on their machine makes my head hurt 🚀 IntroducingQwen3-Coder-Next an open-weight LM built for coding agents & local development. Whats new: 🤖 Scaling agentic training:800K verifiable tasks + executable envs 📈 EfficiencyPerformance Tradeoff: achieves strong results on SWE-Bench Pro with 80B total params and https://t.co/P7BmZwdaQ9 🚀 IntroducingQwen3-Coder-Next an open-weight LM built for coding agents & local development. Whats new: 🤖 Scaling agentic training:800K verifiable tasks + executable envs 📈 EfficiencyPerformance Tradeoff: achieves strong"  
[X Link](https://x.com/BaldingsWorld/status/2019056035340668932)  2026-02-04T14:30Z 79.8K followers, [----] engagements


"@Doomlaser @OpenAI @GeminiApp I know it's good but that's not the issue 😉"  
[X Link](https://x.com/BaldingsWorld/status/2019071322110738658)  2026-02-04T15:31Z 79.8K followers, [---] engagements


"@K_Mroczkowski @ektrit @AlessandroPonz4 @vtchakarova @_JakubJanda @SamuelJsdv @TonyNashNerd @JohnDoe34631032 @ShamanGeo It's easy to blame Trump but Europe hasn't wanted to cooperate for a decades. The want the US to protect them without any requirements. They helped create what they complain about now"  
[X Link](https://x.com/BaldingsWorld/status/2019119202620104937)  2026-02-04T18:41Z 79.8K followers, [---] engagements


"I will not rejoice in anyone losing their job. I will not however weep for the Washington Post having seen first hand their complete disregard for the truth wanting to protect the powerful I've no doubt that the Post has lost its way and needs radical reform. But hundreds of people lost their jobs today. Have a little common decency. I've no doubt that the Post has lost its way and needs radical reform. But hundreds of people lost their jobs today. Have a little common decency"  
[X Link](https://x.com/BaldingsWorld/status/2019385376977350992)  2026-02-05T12:19Z 79.8K followers, [----] engagements


"@marcaross Because sports teams don't lose $100m a year"  
[X Link](https://x.com/BaldingsWorld/status/2019394019000779186)  2026-02-05T12:53Z 79.8K followers, [---] engagements


"I regularly hear people talk about how soft we are being on China and it make no sense. This not headline grabbing work or projects but if there is any material change on rare earths it is a game changer. Trump admin needs to get out ahead of next problems like pharmaceuticals Beyond highlights from todays critical minerals ministerial @StateDept has a terrific rundown of the many many critical minerals deals the US govt has backed over the last [--] months. I am hopeful that this flood the zone strategy will work. https://t.co/mGBoTSoiH8 Beyond highlights from todays critical minerals"  
[X Link](https://x.com/BaldingsWorld/status/2019400428019134698)  2026-02-05T13:19Z 79.8K followers, [----] engagements


"@Oldtimertrades Take down the Pulitzer for a completely bogus story and then we talk"  
[X Link](https://x.com/BaldingsWorld/status/2019419852746916084)  2026-02-05T14:36Z 79.8K followers, [---] engagements


"I guarantee you China doesn't think Trump admin is going soft on China @BaldingsWorld The audacity of these Americans . How Dare You Attack our Monopoly The arrogance of America working with allies to break the PRC rare earth war against the world. https://t.co/fWRNOZhzlO @BaldingsWorld The audacity of these Americans . How Dare You Attack our Monopoly The arrogance of America working with allies to break the PRC rare earth war against the world. https://t.co/fWRNOZhzlO"  
[X Link](https://x.com/BaldingsWorld/status/2019425907640045995)  2026-02-05T15:00Z 79.8K followers, [----] engagements


"This has zero chance of becoming reality. You can reverse engineer to figure out the leak direction BREAKING: Al Jazeera claims to have obtained the US-Iran deal framework proposed by Turkey Qatar and Egypt: [--]. Iran agrees to commit to zero uranium enrichment for [--] years and then agrees to under 1.5% enrichment after that [--]. Its stockpile of Highly Enriched Uranium would be BREAKING: Al Jazeera claims to have obtained the US-Iran deal framework proposed by Turkey Qatar and Egypt: [--]. Iran agrees to commit to zero uranium enrichment for [--] years and then agrees to under 1.5% enrichment after"  
[X Link](https://x.com/BaldingsWorld/status/2019429692584099966)  2026-02-05T15:15Z 79.8K followers, [----] engagements


"The reality is you had to change the cost profile of subsidized goods Terrific @wsj read on how "ICTS" restrictions are driving US-China decoupling and US onshoring. If the US government says made-in-China tech can't connect to the internet new supply chains spring up. @FCC drones rule will do same thing for US drones. https://t.co/6tKDvYO5ns Terrific @wsj read on how "ICTS" restrictions are driving US-China decoupling and US onshoring. If the US government says made-in-China tech can't connect to the internet new supply chains spring up. @FCC drones rule will do same thing for US drones."  
[X Link](https://x.com/BaldingsWorld/status/2019737319541187020)  2026-02-06T11:37Z 79.8K followers, [----] engagements


"What's the point of an arms treat if the biggest threat doesn't sign up Then you are guaranteeing no arms control treaty gets signed because China will not agree to a trilateral arrangement. Then you are guaranteeing no arms control treaty gets signed because China will not agree to a trilateral arrangement"  
[X Link](https://x.com/BaldingsWorld/status/2019737867858383293)  2026-02-06T11:40Z 79.8K followers, [----] engagements


"All the experts who said it would take a decade to start changing the board on rare earths take a bow. That means you Acela Corrdidor CHINA RESUMES RARE EARTH EXPORTS TO JAPAN China has authorized the export of several rare earths to Japan after tightening controls in January according to trade sources. While not a full embargo the move appears aimed at maintaining supply stability and discouraging Japan CHINA RESUMES RARE EARTH EXPORTS TO JAPAN China has authorized the export of several rare earths to Japan after tightening controls in January according to trade sources. While not a full"  
[X Link](https://x.com/BaldingsWorld/status/2019753365173932297)  2026-02-06T12:41Z 79.8K followers, 15.3K engagements


"Acela Corridor Galaxy Brains: Chinese EV companies are literally taking over the world. Reality: @BaldingsWorld Sales down 30% in January when subsidies ended. Kind of like the US. @BaldingsWorld Sales down 30% in January when subsidies ended. Kind of like the US"  
[X Link](https://x.com/BaldingsWorld/status/2019786631218073791)  2026-02-06T14:53Z 79.8K followers, [----] engagements


"I am aware that nothing matters to simpletons whose answer to everything is Trump but first of all read the article: "Professor Chau said he chose HKU from among several offers from major universities noting that he had been considering a return to Asia for more than a year. In addition to wanting to be closer to his family as his parents grow older he said the move would allow him to pursue a long-held ambition to become more deeply and consistently involved in training young people in Vietnam who are passionate about mathematics." Second having worked in China AND Vietnam with professors"  
[X Link](https://x.com/BaldingsWorld/status/2019811634026283110)  2026-02-06T16:33Z 79.8K followers, [----] engagements


"I'm pretty sure I can identify why Europe is falling behind the US W Niemczech jest firma ktra oferuje AI przez fax xD https://t.co/DS724Lsd3q W Niemczech jest firma ktra oferuje AI przez fax xD https://t.co/DS724Lsd3q"  
[X Link](https://x.com/BaldingsWorld/status/2019853117760700737)  2026-02-06T19:18Z 79.8K followers, [----] engagements


"This is truly an amazing commitment by France to buy one H200 and one Stata license In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h In France we believe in science. That is why on May [--] I issued a clear and open call to the world: for science choose France. I am very proud to see that this call has resonated so strongly. https://t.co/Vnkz9mCG0h"  
[X Link](https://x.com/BaldingsWorld/status/2019857234919059517)  2026-02-06T19:34Z 79.8K followers, [----] engagements


"Somebody make an AI of Jake Sullivan crying Some [--] hours after US-Iran talks conclude the Treasury Department drops new sanctions on Irans oil trade https://t.co/ULqnTPUvqZ Some [--] hours after US-Iran talks conclude the Treasury Department drops new sanctions on Irans oil trade https://t.co/ULqnTPUvqZ"  
[X Link](https://x.com/BaldingsWorld/status/2019871138273529936)  2026-02-06T20:29Z 79.8K followers, [----] engagements


"It seems people have finally realized maybe there is a lot more going on than irrational over spend The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ The hyperscalers have all converged on spending 65% of gross profit on capex. [--] years ago the average was 33% and from 2017-2022 it was 27%. https://t.co/xKPlMvXlWZ"  
[X Link](https://x.com/BaldingsWorld/status/2019871997648687486)  2026-02-06T20:33Z 79.8K followers, [----] engagements


"He fell out his window into his bathtub BREAKING: The former Deputy Minister of Justice of the Russia Sergey Tropin has been found dead in his Moscow apartment. The authorities say he drowned in his bathtub https://t.co/ETJb4lDZDA BREAKING: The former Deputy Minister of Justice of the Russia Sergey Tropin has been found dead in his Moscow apartment. The authorities say he drowned in his bathtub https://t.co/ETJb4lDZDA"  
[X Link](https://x.com/BaldingsWorld/status/2019927887236018583)  2026-02-07T00:15Z 79.8K followers, [----] engagements


"@gregsgroove @GrainSurgeon I can tell you without any hesitation it is primarily immigration enforcement"  
[X Link](https://x.com/BaldingsWorld/status/2020124398443737202)  2026-02-07T13:16Z 79.8K followers, [--] engagements


"I think this supports more broadly what we see in the economy but it remains a data point against the broader picture Trucking volumes continued to surge as we close out the week and are now at the highest levels they've been since October [----]. This is a remarkable freight market with no signs of slowing. It continues to reinforce the narrative that market tightness is not just a weather https://t.co/GFD56CCtix Trucking volumes continued to surge as we close out the week and are now at the highest levels they've been since October [----]. This is a remarkable freight market with no signs of"  
[X Link](https://x.com/BaldingsWorld/status/2020147183287153089)  2026-02-07T14:46Z 79.8K followers, [----] engagements


"@TonyNashNerd @TrajansS @vshih2 PLA is a "state within a state" and Xi is in a low grade civil war with them. Extrapolate from there"  
[X Link](https://x.com/BaldingsWorld/status/2020154218191941831)  2026-02-07T15:14Z 79.8K followers, [---] engagements


"@TonyNashNerd @TrajansS @vshih2"  
[X Link](https://x.com/BaldingsWorld/status/2020159776999534762)  2026-02-07T15:36Z 79.8K followers, [---] engagements


"The number of AI and China "experts" who haven't coded before in their life or have only been to the Beijing Four Seasons pains me deeply Just learned that one of my old poli sci professors who taught public policy in college is now a senior fellow of sorts in a prestigious DC think tank as an "AI expert" No wonder the inside the beltway discourse on all things tech and AI is so.shallow Just learned that one of my old poli sci professors who taught public policy in college is now a senior fellow of sorts in a prestigious DC think tank as an "AI expert" No wonder the inside the beltway"  
[X Link](https://x.com/BaldingsWorld/status/2020223318561788176)  2026-02-07T19:49Z 79.8K followers, [----] engagements


"It's funny @michaelturton and Mark my kids went to Chinese and Taiwanese schools for much of their grade schools and they carry a lot of that forward and it was great. I can also say that system has real drawbacks longer term for real learning. I feel my kids have really gotten the best of both https://twitter.com/i/web/status/2020292673114939636 https://twitter.com/i/web/status/2020292673114939636"  
[X Link](https://x.com/BaldingsWorld/status/2020292673114939636)  2026-02-08T00:24Z 79.8K followers, [----] engagements


"Remember when we were told this would crater the US economy"  
[X Link](https://x.com/BaldingsWorld/status/2020302342529380776)  2026-02-08T01:03Z 79.8K followers, [----] engagements


"A VC is saying depreciation expense is a subsidy This level of thinking hurts Amazon made $90B in profit in [----] and paid $1.2B in federal taxes down 87% from the year before. The driver: accelerated depreciation on their $131B in capital expenditure. When you're building data centers at this scale the tax code effectively subsidizes your buildout. Every Amazon made $90B in profit in [----] and paid $1.2B in federal taxes down 87% from the year before. The driver: accelerated depreciation on their $131B in capital expenditure. When you're building data centers at this scale the tax code"  
[X Link](https://x.com/BaldingsWorld/status/2020480218696225115)  2026-02-08T12:49Z 79.8K followers, [----] engagements


"I used to ignore talk like this. Here we are I am persuaded that many journalists knowingly lie - as in they wake up and get a coffee and open their laptop and check their email and double click on Word and stare at the blank page and their internal monologue goes Ok. Here we go. Its time to say things that are not true. I am persuaded that many journalists knowingly lie - as in they wake up and get a coffee and open their laptop and check their email and double click on Word and stare at the blank page and their internal monologue goes Ok. Here we go. Its time to say things that are not true"  
[X Link](https://x.com/BaldingsWorld/status/2020481118248579398)  2026-02-08T12:53Z 79.8K followers, [----] engagements


"@xtramedium666 The costs of running a business are a "subsidy""  
[X Link](https://x.com/BaldingsWorld/status/2020482588012327109)  2026-02-08T12:59Z 79.8K followers, [---] engagements


"@jtht222 Good grief. The FT is just of @#&"  
[X Link](https://x.com/BaldingsWorld/status/2020501207006183657)  2026-02-08T14:13Z 79.8K followers, [--] engagements


"@serpentza You're being kind but let's go with absurd"  
[X Link](https://x.com/BaldingsWorld/status/2020560763312537984)  2026-02-08T18:10Z 79.8K followers, [---] engagements


"@matthewstoller"  
[X Link](https://x.com/BaldingsWorld/status/2020563129390842214)  2026-02-08T18:19Z 79.8K followers, [---] engagements


"@serpentza Don't get me started"  
[X Link](https://x.com/BaldingsWorld/status/2020563440423583883)  2026-02-08T18:20Z 79.8K followers, [--] engagements


"@Mo_Porkburger 🤣🤣🤣"  
[X Link](https://x.com/BaldingsWorld/status/2020566560419598745)  2026-02-08T18:33Z 79.8K followers, [---] engagements


"@DogTheCynic Seriously right"  
[X Link](https://x.com/BaldingsWorld/status/2020574300575617308)  2026-02-08T19:03Z 79.8K followers, [---] engagements


"@StevenRianto Yes"  
[X Link](https://x.com/BaldingsWorld/status/2020612631024030193)  2026-02-08T21:36Z 79.8K followers, [---] engagements


"@abcampbell @LukeGromen Let me explain how cash flow works to banks if their borrowers don't repay"  
[X Link](https://x.com/BaldingsWorld/status/2020677860101333250)  2026-02-09T01:55Z 79.8K followers, [---] engagements


"@MsMelChen 🤣🤣🤣"  
[X Link](https://x.com/BaldingsWorld/status/2020944296497774882)  2026-02-09T19:34Z 79.8K followers, [---] engagements


"Ok new rule: any journalist that wants to write a death of the USD piece has to put all their money in RMB"  
[X Link](https://x.com/BaldingsWorld/status/1988762799997120905)  2025-11-13T00:16Z 79.8K followers, [----] engagements


"We have become such a weak generation. When I travelled with my kids regularly across the Pacific duct tape gin and benadryl solved everything. I don't really remember the kids acting out but that sure helped me How to travel whit a baby https://t.co/HlINtDc1s0 How to travel whit a baby https://t.co/HlINtDc1s0"  
[X Link](https://x.com/BaldingsWorld/status/2017645996805677434)  2026-01-31T17:07Z 79.8K followers, 12K engagements


"👇👇👇 Just imagine how much is being spent on Chinese disinformation campaigns like at Brookings or Yale A Chinese national running a barbershop in Spain was arrested for transferring about [------] euros in cryptocurrency to Hamas. I believe this was coordinated through Chinese consular channels or overseas United Front networks with the individual acting as a disposable front. https://t.co/3tR02ITRZN A Chinese national running a barbershop in Spain was arrested for transferring about [------] euros in cryptocurrency to Hamas. I believe this was coordinated through Chinese consular channels or"  
[X Link](https://x.com/BaldingsWorld/status/2018045136488251698)  2026-02-01T19:33Z 79.8K followers, [----] engagements


"In fairness if you doing business with China and they don't have videos of you. Jeffrey Epstein Gerald Chan Coordinated on Proposed Tsinghua University Campus in Boston News The Harvard Crimson https://t.co/HqBNjO8KZ9 Jeffrey Epstein Gerald Chan Coordinated on Proposed Tsinghua University Campus in Boston News The Harvard Crimson https://t.co/HqBNjO8KZ9"  
[X Link](https://x.com/BaldingsWorld/status/2018111631696277909)  2026-02-01T23:58Z 79.8K followers, [----] engagements


"So help me understand this the WSJ is running CCP psyops and The Economist is saying Europe is better off partnering with the country attacking them. Amazing The Economist: No one wants to rely on a geopolitical adversary for what is fast becoming critical infrastructure. These worries are legitimate. But in the case of AI China may if embraced wisely be a blessing for Europe. https://t.co/T638lsIuzP The Economist: No one wants to rely on a geopolitical adversary for what is fast becoming critical infrastructure. These worries are legitimate. But in the case of AI China may if embraced wisely"  
[X Link](https://x.com/BaldingsWorld/status/2018155109897617415)  2026-02-02T02:50Z 79.8K followers, 14.2K engagements


"Peking University was incredibly proud about how clean they were in admissions decisions. Where I taught you got admitted on test scores and an English language interview to ensure you spoke and understood English. Admissions I think took an odd pride in telling powerful and rich to get lost when they made phone calls thinking they could get someone in. This is definitely a lot more than can be said for US Ivies For all Jeffrey Epstein's influence among US elites and European royalty somehow he couldn't rig a master's degree decision to Peking U for someone. https://t.co/AXeAqts588 For all"  
[X Link](https://x.com/BaldingsWorld/status/2018346640088658305)  2026-02-02T15:31Z 79.8K followers, 249.1K engagements


"The FT is pink for a reason PLEASE STOP COMPARING TRUMP'S FIRING OF MILITARY OFFICERS TO CHINA'S PURGES. Sorry Financial Times but: --Fired U.S. officials won't spend the rest of their life in prison and are very very unlikely to be arrested. --Xi purged five out of six of the top military officials in https://t.co/nsGiq1luDS PLEASE STOP COMPARING TRUMP'S FIRING OF MILITARY OFFICERS TO CHINA'S PURGES. Sorry Financial Times but: --Fired U.S. officials won't spend the rest of their life in prison and are very very unlikely to be arrested. --Xi purged five out of six of the top military"  
[X Link](https://x.com/BaldingsWorld/status/2018831828317261872)  2026-02-03T23:39Z 79.8K followers, [----] engagements


"I'll be honest in say I would quibble with some of this but significant parts I agree with and definitely new thinking needed. The problem I fear is that Europe wants to continue on the path that has brought them this far It's well known that US admin isn't in "ask what America can do for Europe" mode. Nevertheless I thought this would be a fun thought experiment. Does it make sense @vtchakarova https://t.co/e2QR6wWodQ It's well known that US admin isn't in "ask what America can do for Europe" mode. Nevertheless I thought this would be a fun thought experiment. Does it make sense @vtchakarova"  
[X Link](https://x.com/BaldingsWorld/status/2019167651545731375)  2026-02-04T21:54Z 79.8K followers, [----] engagements


"He is absolutely correct Ireland is basically a respectable money laundering center and I will say US needs to work to reshore or friend shore pharma activity away from China. I probably disagree with him on the corporate tax matter in that I would argue to best solution is not trying to close "loopholes" but rather cut and simplify the corporate tax rate. https://twitter.com/i/web/status/2019404168490786891 https://twitter.com/i/web/status/2019404168490786891"  
[X Link](https://x.com/BaldingsWorld/status/2019404168490786891)  2026-02-05T13:34Z 79.8K followers, [---] engagements


"This is European foreign policy explained: we will get angry at the US if they don't continue their blank check and we will get angry that you won't let us do stupid stuff with enemies. https://www.cnn.com/2026/02/05/business/europe-economic-independence-united-states-intl https://www.cnn.com/2026/02/05/business/europe-economic-independence-united-states-intl"  
[X Link](https://x.com/BaldingsWorld/status/2019518496208830855)  2026-02-05T21:08Z 79.8K followers, [----] engagements


"And subsidies and they still don't make money Why do Chinese EVs offer such a high performance-to-cost ratio One key reason is simply that theyre powered by batteries from worlds best battery makers CATL and BYD which are both Chinese. Why do Chinese EVs offer such a high performance-to-cost ratio One key reason is simply that theyre powered by batteries from worlds best battery makers CATL and BYD which are both Chinese"  
[X Link](https://x.com/BaldingsWorld/status/2019771313783525565)  2026-02-06T13:53Z 79.8K followers, [----] engagements


"Yes the Asian government we should be worried about an electorally hyper empowered hardened.checks notes Japan. Im a bit worried about what an electorally hyper-empowered hard right Japanese government will entail for East Asian geopolitical stability but perhaps in such a gerontocratic country it wont matter *that* much Im a bit worried about what an electorally hyper-empowered hard right Japanese government will entail for East Asian geopolitical stability but perhaps in such a gerontocratic country it wont matter *that* much"  
[X Link](https://x.com/BaldingsWorld/status/2020512058186314003)  2026-02-08T14:56Z 79.8K followers, 14.2K engagements


"Break it down for me my followers are smart. Why does China have low electricity costs China produces more aluminum than the rest of the world combined. Much of the production cost is not labor (5%) but electricity (30-40%+). China has low electricity costs massive scale and digital integration. Awesome new report by @wang_seaver & co: https://t.co/x7QbEUVmdX https://t.co/a5WFsJEJap China produces more aluminum than the rest of the world combined. Much of the production cost is not labor (5%) but electricity (30-40%+). China has low electricity costs massive scale and digital integration."  
[X Link](https://x.com/BaldingsWorld/status/2018661379805446514)  2026-02-03T12:22Z 79.8K followers, 35.6K engagements


"I'm sorry the illegal biolab run by a Chinese guy in Vegas was also an Airbnb This has Seth Rogen buddy movie written all over it Several people became sick from an illegal bio lab running out of a Las Vegas home that also served as an Airbnb according to documents the [--] News Now Investigators obtained. https://t.co/JU6mhkDrsK Several people became sick from an illegal bio lab running out of a Las Vegas home that also served as an Airbnb according to documents the [--] News Now Investigators obtained. https://t.co/JU6mhkDrsK"  
[X Link](https://x.com/BaldingsWorld/status/2018824240271896916)  2026-02-03T23:09Z 79.8K followers, 38.3K engagements


"@TonyNashNerd How you doing"  
[X Link](https://x.com/BaldingsWorld/status/2018828794426282027)  2026-02-03T23:27Z 79.8K followers, [---] engagements


"Canada is not an ally. Not sure what else you need to come to grips with this The Canadian Minister of Industry Mlanie Joly just said that Chinese EV makers could work with Canadian companies to produce EVs in Canada and then sell them globally. Im honestly speechless. Why would they produce EVs at a much higher cost It makes no sense. She cited the https://t.co/kbV0UHC1ta The Canadian Minister of Industry Mlanie Joly just said that Chinese EV makers could work with Canadian companies to produce EVs in Canada and then sell them globally. Im honestly speechless. Why would they produce EVs at a"  
[X Link](https://x.com/BaldingsWorld/status/2020484004672147735)  2026-02-08T13:05Z 79.8K followers, 16.9K engagements


"One of the ways China "experts" have become such a waste of time is none of them produce anything. They all write the required oped from what the CCP told the WSJ to write or whatever the Pulitzer winning Washington Post is writing but virtually none of them produce any actual information or insight into China. It's all opinion and no actual information. What makes this amazing is they are taking part in the great CCP psyop because as Xi has curtailed actual information they are taking basically the crumbs of what they are being fed by the CCP. The crazy part (and yes I am talking my book"  
[X Link](https://x.com/BaldingsWorld/status/2020621900284645428)  2026-02-08T22:12Z 79.8K followers, 32.1K engagements


"Here are some brief thoughts on recent events outside the paywall with link in next Tweet. We also added a news letter option for anyone who wants to subscribe without all the data and a free newsletter option as well. Japan and alliances tighten: Japans election opens the door to constitutional change and a stronger military stance reinforcing a broader alignment of U.S. partners who increasingly see China as a threat. Quiet U.S. groundwork: The Trump administration is making low-profile but structural moves on rare earths tech supply chains and missiles that reduce Chinas leverage even if"  
[X Link](https://x.com/BaldingsWorld/status/2020869422177472995)  2026-02-09T14:36Z 79.8K followers, [----] engagements


"https://www.siphtor.com/public/posts/siphtor-monday-morning-update https://www.siphtor.com/public/posts/siphtor-monday-morning-update"  
[X Link](https://x.com/BaldingsWorld/status/2020869487470248330)  2026-02-09T14:36Z 79.8K followers, [----] engagements


"Amazing that even the FT is just regurgitating CCP PR Lets be clear how much the frame on the aluminum long green march story in China has now shifted from renewables are cheaper than coal so China is now moving heavy industry to where renewables are to I built a plant here to use cheap coal mined [--] miles down the road and https://t.co/y7KTZwAPtb Lets be clear how much the frame on the aluminum long green march story in China has now shifted from renewables are cheaper than coal so China is now moving heavy industry to where renewables are to I built a plant here to use cheap coal mined 8"  
[X Link](https://x.com/BaldingsWorld/status/2021009937288376824)  2026-02-09T23:54Z 79.8K followers, [----] engagements


"Here is the thing I want you to focus on: China is pouring material resources into influencing into small local government elections in Chino Hills (have you ever even heard of Chino Hills). Think of how much effort they will expend to put operatives inside the WSJ to influence national discourse or money they will funnel to universities and think tanks (which they do). Everyone remembers Salwell and the Chinese spy but everyone forget she doinked small town mayors all over the US before working her way up to Salwell. Even the China "experts" really fail to grasp how deeply rooted Chinese"  
[X Link](https://x.com/BaldingsWorld/status/2021214407817113688)  2026-02-10T13:27Z 79.8K followers, 28.6K engagements


"@VaterOdinn"  
[X Link](https://x.com/BaldingsWorld/status/2021225349128860145)  2026-02-10T14:10Z 79.8K followers, [---] engagements


"US universities are a primary target of the CCP and a major problem 🚨 CCP INFILTRATION A recent watchdog report revealed that several top-ranked American universities have brought in Chinese academics who have links to Chinese military-linked technology firms like tech behemoth Huawei and other Chinese firms linked to the CCPs state security https://t.co/kfrRxCngpd 🚨 CCP INFILTRATION A recent watchdog report revealed that several top-ranked American universities have brought in Chinese academics who have links to Chinese military-linked technology firms like tech behemoth Huawei and other"  
[X Link](https://x.com/BaldingsWorld/status/2021244781230239884)  2026-02-10T15:28Z 79.8K followers, [----] engagements


"@jtht222 Monterrey Park Alhambra"  
[X Link](https://x.com/BaldingsWorld/status/2021255429590823275)  2026-02-10T16:10Z 79.8K followers, [---] engagements


"It's amazing how much Europe will complain for years about the United States and then do the exact same thing the United States had been urging Europe to do. Europe will then loudly proclaim they did something as an act of strategic autonomy and then refuse to work with the US 1/5 Reuters: "The EU should consider either an unprecedented 30% across-the-board tariff on Chinese goods or a 30% depreciation of the euro against the renminbi to counter a flood of cheap imports a French government strategy report said on Monday." https://t.co/1HcSSyRLJx 1/5 Reuters: "The EU should consider either an"  
[X Link](https://x.com/BaldingsWorld/status/2021256997056741848)  2026-02-10T16:16Z 79.8K followers, 34.4K engagements


"@MisterCommodity"  
[X Link](https://x.com/BaldingsWorld/status/2021259363189477475)  2026-02-10T16:26Z 79.8K followers, [---] engagements


"As easy as it is to mock Global Times table pounders they are unfortunately over the past decade relatively accurate signal of policy direction. So do not discard this as idle chatter @BaldingsWorld Is there real internal pressure or is this just CCP propaganda @BaldingsWorld Is there real internal pressure or is this just CCP propaganda"  
[X Link](https://x.com/BaldingsWorld/status/2021295401446539435)  2026-02-10T18:49Z 79.8K followers, [----] engagements


"I would be a bit more nuanced than that personally. I know Chinese that left China and do not want to ever go back. Others were let in to the US and with a deeper background check probably would've been blocked. Like with any mass of humanity you have the whole range. That said most fundamentally we are not taking the problem seriously"  
[X Link](https://x.com/BaldingsWorld/status/2021380194800439339)  2026-02-11T00:26Z 79.8K followers, [--] engagements


"Thoughts and prayers to The Economist and FT editors working on their end of the US dollar and all the foreign investors fleeing the US stories. 🎉 RECORD DOW 50K #50 THOUSAND HERE IS A LIVE LOOK AT THE BIG BOARD Dow up [----] points @SchwabNetwork https://t.co/u6R7ct7sfz 🎉 RECORD DOW 50K #50 THOUSAND HERE IS A LIVE LOOK AT THE BIG BOARD Dow up [----] points @SchwabNetwork https://t.co/u6R7ct7sfz"  
[X Link](https://x.com/BaldingsWorld/status/2019859723768545404)  2026-02-06T19:44Z 79.8K followers, [----] engagements


"You really can't grasp the willing CCP propagandists until you compare their words to reality To understand how serious China is about decarbonization and energy independence check out its aluminium industry: China literally moved 30% of its aluminium production from its coal-rich North to renewables-rich areas. And it's just getting started https://t.co/UbMuTr76Mc https://t.co/iRw9Zng3Qd To understand how serious China is about decarbonization and energy independence check out its aluminium industry: China literally moved 30% of its aluminium production from its coal-rich North to"  
[X Link](https://x.com/BaldingsWorld/status/2020519029203419552)  2026-02-08T15:24Z 79.8K followers, [----] engagements


"Journalism is a non-stop horror show watching their coverage of everything from the Superbowl to China's "greening" to the Japanese election. All you have to do is get the facts and basics right. That's literally it. I'm just gonna AI you guys out of existence"  
[X Link](https://x.com/BaldingsWorld/status/2020519585422680348)  2026-02-08T15:26Z 79.8K followers, [----] engagements


"Please tell me D.B. Cooper somehow gets looped in Turns out MULTIPLE targets of Ted Kaczynski were Epstein-affiliated pedos Turns out MULTIPLE targets of Ted Kaczynski were Epstein-affiliated pedos"  
[X Link](https://x.com/BaldingsWorld/status/2020588018990477639)  2026-02-08T19:58Z 79.8K followers, [----] engagements


"cough cough Canada and Europe Another middle power slowly freezing out China even as others think its an alternative to the U.S. Another big Whocouldanooed https://t.co/qffs5X6EFN Another middle power slowly freezing out China even as others think its an alternative to the U.S. Another big Whocouldanooed https://t.co/qffs5X6EFN"  
[X Link](https://x.com/BaldingsWorld/status/2020694276833951996)  2026-02-09T03:00Z 79.8K followers, [----] engagements


"@BraneRunner Of course. My daughter got some sushi making implements for Christmas so if course this evolved into a rice cooker and bags of the correct rice"  
[X Link](https://x.com/BaldingsWorld/status/2020944717362655641)  2026-02-09T19:35Z 79.8K followers, [--] engagements


"@softwarnet Didn't violate the narrative homie"  
[X Link](https://x.com/BaldingsWorld/status/2021194416392696085)  2026-02-10T12:07Z 79.8K followers, [--] engagements


"This information is telling you something very important and interesting but it isn't what you think Chinese unicorns founded since [----] now generate $706B annually. $166B more than their American counterparts. Yet China doesnt have even [--] company valued 1T USD (publicly maybe ByteDance is privately). Thats the gap that could close over the long-term. $KWEB $BABA $HSI https://t.co/SZM0hHFfKz Chinese unicorns founded since [----] now generate $706B annually. $166B more than their American counterparts. Yet China doesnt have even [--] company valued 1T USD (publicly maybe ByteDance is privately)."  
[X Link](https://x.com/BaldingsWorld/status/2019926900517290431)  2026-02-07T00:11Z 79.8K followers, 30.8K engagements


"This hits to close to home I'm trying to train Claude to read the weekly emails from my kids school and reliably summarize them and print a list of action items. It is losing its damn mind and rapidly spiraling into madness. I feel vindicated I'm trying to train Claude to read the weekly emails from my kids school and reliably summarize them and print a list of action items. It is losing its damn mind and rapidly spiraling into madness. I feel vindicated"  
[X Link](https://x.com/BaldingsWorld/status/2020321304868712861)  2026-02-08T02:18Z 79.8K followers, [----] engagements


"Here's the thing: Mandelson is so many people in the Acela Corridor and in other places of influence that are taken completely seriously. What is amazing is the number of China "experts" that have no idea and don't care to know they are being used in a Chinese op How moreover can you claim to have been duped by Mandelson but then expect us to believe you arent being duped by China https://t.co/HRhfN3UbZC https://t.co/o331VFTz84 How moreover can you claim to have been duped by Mandelson but then expect us to believe you arent being duped by China https://t.co/HRhfN3UbZC https://t.co/o331VFTz84"  
[X Link](https://x.com/BaldingsWorld/status/2020512521241666002)  2026-02-08T14:58Z 79.8K followers, [----] engagements


"@serpentza China is an environmental leader"  
[X Link](https://x.com/BaldingsWorld/status/2020563817931870638)  2026-02-08T18:22Z 79.8K followers, [---] engagements


"14 year old daughter: I hate it when you're watching the Superbowl and the camera keeps cutting to these guys playing football Me:"  
[X Link](https://x.com/BaldingsWorld/status/2020676810875252773)  2026-02-09T01:51Z 79.8K followers, [----] engagements


"@wood_hippy"  
[X Link](https://x.com/BaldingsWorld/status/2019062554253828520)  2026-02-04T14:56Z 79.8K followers, [---] engagements


"Canada I wonder who this might be referring to Any wild guesses Did the EU-India FTA have the same clause https://t.co/Wm7aovVLUD I wonder who this might be referring to Any wild guesses Did the EU-India FTA have the same clause https://t.co/Wm7aovVLUD"  
[X Link](https://x.com/BaldingsWorld/status/2019958478144708916)  2026-02-07T02:16Z 79.8K followers, [----] engagements


"@Midnightcause"  
[X Link](https://x.com/BaldingsWorld/status/2020300347936285164)  2026-02-08T00:55Z 79.8K followers, [---] engagements


"It took a lot longer than I expected but I'm launching my data platform today. Will have daily content as well as mass amounts of public and proprietary data we will be adding to and all kinds of functionality in the pipeline. the first [----] subscribers receive a [--] year price lock at $24.99. I hope you'll check it out"  
[X Link](https://x.com/BaldingsWorld/status/1965776823498817572)  2025-09-10T13:58Z 79.8K followers, 97.8K engagements


"I could have sworn I was told China wasn't in Greenland. "A decade-long partnership between Chinese & Australian miners focused on rare-earth rights in Greenland is at risk of fracturing" https://t.co/SUcuEV7Xhc "A decade-long partnership between Chinese & Australian miners focused on rare-earth rights in Greenland is at risk of fracturing" https://t.co/SUcuEV7Xhc"  
[X Link](https://x.com/BaldingsWorld/status/2018883514742026750)  2026-02-04T03:05Z 79.8K followers, 110.9K engagements


"Canada: We talked good America:"  
[X Link](https://x.com/BaldingsWorld/status/2019784631071977475)  2026-02-06T14:45Z 79.8K followers, [----] engagements


"There are times where after you write about something for years and people think you are nuts or call you crazy it becomes public policy makes it all feel worth it. You should just hire me to tell you what the actual problems with China will be https://www.wsj.com/business/autos/the-car-industry-is-racing-to-replace-chinese-code-6b939e1f https://www.wsj.com/business/autos/the-car-industry-is-racing-to-replace-chinese-code-6b939e1f"  
[X Link](https://x.com/BaldingsWorld/status/2020278374472827243)  2026-02-07T23:27Z 79.8K followers, [----] engagements


"Really too bad the United States isn't a near totalitarian state. We could really get some stuff done The Chinese have a lot of problems but its unquestionable they are the global leader now. Their government has the capacity to act to reorder domestic production at scale no one else does. The Chinese have a lot of problems but its unquestionable they are the global leader now. Their government has the capacity to act to reorder domestic production at scale no one else does"  
[X Link](https://x.com/BaldingsWorld/status/2020562102583165371)  2026-02-08T18:15Z 79.8K followers, 10.9K engagements


"My kids got a rice cooker. Why you ask Is it because we a lot of rice We do but that's not why. They kept complaining about rice and food mismatch like Chinese rice with Indian food or Indian rice trying to make sushi. I now have a rice cooker and multi-national rice inventory"  
[X Link](https://x.com/BaldingsWorld/status/2020922316931182765)  2026-02-09T18:06Z 79.8K followers, [----] engagements


"@jdanielcook @verdadeconomic @DanielKral1 @michaelxpettis I agree with Michael. I am focusing on fighting the argument that China should just open. It's not remotely that simple. They don't want to and they can't"  
[X Link](https://x.com/BaldingsWorld/status/2021218231071977981)  2026-02-10T13:42Z 79.8K followers, [--] engagements


"Connect the dots people. You can do it Trucking spot rates are up $.61/mile since last May. The fact that this is happening in early February is remarkable typically one of the slowest times of the year. Spring shipping starts next month and could bring one of the best markets that truckers have ever experienced. https://t.co/R5FUEwnl8i Trucking spot rates are up $.61/mile since last May. The fact that this is happening in early February is remarkable typically one of the slowest times of the year. Spring shipping starts next month and could bring one of the best markets that truckers have"  
[X Link](https://x.com/BaldingsWorld/status/2019850381128249837)  2026-02-06T19:07Z 79.8K followers, 611.5K engagements


"Have journos all taken stupid pills The USD is exactly where it was [--] years ago [--] years ago [--] years ago [--] years ago"  
[X Link](https://x.com/BaldingsWorld/status/2020560461104640215)  2026-02-08T18:08Z 79.8K followers, [----] engagements


""Concentration risks and market volatility" means what in the original Chinese. "Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries citing concerns over concentration risks and market volatility." https://t.co/uV8tgXhQUk "Chinese regulators have advised financial institutions to rein in their holdings of US Treasuries citing concerns over concentration risks and market volatility." https://t.co/uV8tgXhQUk"  
[X Link](https://x.com/BaldingsWorld/status/2020833376316563813)  2026-02-09T12:13Z 79.8K followers, [----] engagements


"When the US asks Europe to invest in it's own defense start here Britain has enough ammunition to fight for eight days. Thats it. After years of relying on the US to hold the war stocks wed need in a major conflict we now have almost nothing left. 1/5 https://t.co/f15HdQTALB Britain has enough ammunition to fight for eight days. Thats it. After years of relying on the US to hold the war stocks wed need in a major conflict we now have almost nothing left. 1/5 https://t.co/f15HdQTALB"  
[X Link](https://x.com/BaldingsWorld/status/2020833646693986514)  2026-02-09T12:14Z 79.8K followers, [----] engagements


"The difference between those standing up to authoritarians and those cosplaying in DC couldn't be more stark (1/5) Before sentencing was read Jimmy Lai waved to the public gallery made a heart gesture and smiled while miming a bite of an apple. After the decision was delivered he again smiled broadly waved and made a fist-in-palm gesture toward the public seating. #AppleDaily https://t.co/fnwEQefBaX (1/5) Before sentencing was read Jimmy Lai waved to the public gallery made a heart gesture and smiled while miming a bite of an apple. After the decision was delivered he again smiled broadly"  
[X Link](https://x.com/BaldingsWorld/status/2020906337589219573)  2026-02-09T17:03Z 79.8K followers, [----] engagements


"There is literally a cottage industry where drivers from other countries arrive in the US on tourist visas. Drive for a month at 25-50% what a US truck driver makes but still money enough to live on back home. Fly back. Repeat in [--] months to a year None of the large public carriers grew their fleets over the past couple of years and most lost money despite being 10x the size and having massive advantages over smaller operators - except [--]. They operated in a world of compliance would only hire drivers that were None of the large public carriers grew their fleets over the past couple of years"  
[X Link](https://x.com/BaldingsWorld/status/2020923122610766036)  2026-02-09T18:09Z 79.8K followers, 16.9K engagements


"@lumiferrous"  
[X Link](https://x.com/BaldingsWorld/status/2020944456027902039)  2026-02-09T19:34Z 79.8K followers, [--] engagements


"@jtht222 Hahahaha.I did not know that. I know of some other places in LA where similar stories told. I lived in downtown LA which is very close to a couple of those places"  
[X Link](https://x.com/BaldingsWorld/status/2021253741186371786)  2026-02-10T16:03Z 79.8K followers, [---] engagements


"GREER SAYS INDIA COULD BE STATION TO SHIFT SUPPLY CHAINS AROUND GREER SAYS INDIA COULD BE STATION TO SHIFT SUPPLY CHAINS AROUND"  
[X Link](https://x.com/BaldingsWorld/status/2021274750262067259)  2026-02-10T17:27Z 79.8K followers, [----] engagements


"China will be very angry if we don't let them invade Taiwan If the Financial Times report is true and the US sells $20 billion worth of weapons to Taiwan it will certainly trigger a very serious crisis. At that time it's hard to believe that mainland China will simply conduct another island-encircling military exercise; I am more If the Financial Times report is true and the US sells $20 billion worth of weapons to Taiwan it will certainly trigger a very serious crisis. At that time it's hard to believe that mainland China will simply conduct another island-encircling military exercise; I am"  
[X Link](https://x.com/BaldingsWorld/status/2021292395350864237)  2026-02-10T18:37Z 79.8K followers, 17.2K engagements


"So basically almost all of them Exclusive: The Pentagon has warned defense contractors to brace for sweeping performance reviews that will identify companies it says arent fulfilling their contracts according to a message sent to the industry late last week https://t.co/2AFI6Bff6p Exclusive: The Pentagon has warned defense contractors to brace for sweeping performance reviews that will identify companies it says arent fulfilling their contracts according to a message sent to the industry late last week https://t.co/2AFI6Bff6p"  
[X Link](https://x.com/BaldingsWorld/status/2021292507749917162)  2026-02-10T18:37Z 79.8K followers, [----] engagements


"@jdanielcook Sorry if I was unclear I did not take your question as mockery. I was actually referring to my original Tweet as mockery. You are very right"  
[X Link](https://x.com/BaldingsWorld/status/2021299520441577715)  2026-02-10T19:05Z 79.8K followers, [--] engagements


"There is a derivatives market in the return of our Lord and Savior If He is coming this year shouldn't you short everything else"  
[X Link](https://x.com/BaldingsWorld/status/2021427405316030898)  2026-02-11T03:33Z 79.8K followers, [----] engagements


"I want to follow up on this Tweet from yesterday after I got a couple of questions from people. Q: Why didn't the FBI arrest the city council person A: Though I do not know the details there are likely one of a couple of reasons. 1) The city council person had no knowledge of this persons activities and was not working with Chinese officials. They may be an idiot but as American politicians prove daily being an idiot is no barrier to elected office 2) The city council person cooperated with the FBI or maybe even tipped them off. Q: Does this infringe upon free speech in the US A: No. People"  
[X Link](https://x.com/BaldingsWorld/status/2021591607980474796)  2026-02-11T14:26Z 79.8K followers, [----] engagements


"@WarrenPlatts Depending on the type of work they will outbid 3-10x"  
[X Link](https://x.com/BaldingsWorld/status/2021595704171376977)  2026-02-11T14:42Z 79.8K followers, [--] engagements


"I want to follow up on this Tweet from yesterday after I got a couple of questions from people. Q: Why didn't the FBI arrest the city council person A: Though I do not know the details there are likely one of a couple of reasons. 1) The city council person had no knowledge of this persons activities and was not working with Chinese officials. They may be an idiot but as American politicians prove daily being an idiot is no barrier to elected office 2) The city council person cooperated with the FBI or maybe even tipped them off. Q: Does this infringe upon free speech in the US A: No. People"  
[X Link](https://x.com/BaldingsWorld/status/2021620450871120033)  2026-02-11T16:20Z 79.8K followers, [----] engagements

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