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[@pplsartofwar](/creator/twitter/pplsartofwar)
"Buying gold in the last days of the Kuomintang in 1949 Shanghai comes to mind"  
[X Link](https://x.com/pplsartofwar/status/1979004939134271780) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-17T02:02Z 24.3K followers, 46.7K engagements


"4/x Unpaid loans from biz is a direct loss. Which is absorbed by the bank's capital. So they become conservative and slow loaning. That means business can't expand. Farmers can't pay for next season's seed and expenses. Businesses can't expand. This is called a credit crunch"  
[X Link](https://x.com/pplsartofwar/status/1979085002957578410) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-17T07:20Z 24.3K followers, 1816 engagements


"8/x But what does this suggest - charge-offs for defaulted loans are increasing - both farmers and biz are struggling - consumer credit to cover living expenses isn't being paid back Since it's not possible to live on farming or small biz income alone These banks also carry consumer credit for the same households. So regional and consumer banks face a dual threat"  
[X Link](https://x.com/pplsartofwar/status/1979095772831387944) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-17T08:02Z 24.2K followers, 2353 engagements


"9/END It also means that we are at the beginning of a systemic contraction that starts from the bottom. And signals a major economic weakness in the regions these banks service. These flow upward. I think we need to look the regions these banks are in. The ones that are hurting the most Are we will see first signs of this recession emerge with force. We need to be looking at Utah and the Sun Belt states"  
[X Link](https://x.com/pplsartofwar/status/1979099578612797860) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-17T08:18Z 24.2K followers, 2018 engagements


"Since 2008 election the US political voters looks for novelty and a savior. For the left its an idealistic politician with a diverse background to reverse history. For the right its a politician who performs grievance and reverses history"  
[X Link](https://x.com/pplsartofwar/status/1981255249353429443) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-23T07:03Z 24.3K followers, 3795 engagements


"Common knowledge as a rule does not price in black swans like depressions wars etc. And until it becomes blatantly obvious. COVID the Ukraine War and 2008 GFC are examples. I think its a better idea to look for insiders with shared knowledge. And kangers don't have that"  
[X Link](https://x.com/pplsartofwar/status/1983222479599329630) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-28T17:21Z 24.2K followers, 3037 engagements


"My theory why we haven't seen China use reusable rockets yet Is they're developing the logistics chain launch infrastructure and scaling to do it. At some point we are going to see a Deepseek moment that challenges SpaceX"  
[X Link](https://x.com/pplsartofwar/status/1981236644218098103) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-23T05:50Z 24.2K followers, 20.1K engagements


"To be fair any economic downturn will hurt China. Globalized economies have ripple effects. China does have a better chance of getting up quicker. Talk that it wont is triumphalism and unrealistic. XXX% economic self sufficiency is largely a myth pushed by idealists"  
[X Link](https://x.com/pplsartofwar/status/1981398758677238237) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-23T16:34Z 24.2K followers, 7191 engagements


"This is why defense compnag employees are told not to wear their badges and lanyards to bars. Corporate espionage is very real. Same with counter espionage"  
[X Link](https://x.com/pplsartofwar/status/1981516845657313705) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-24T00:23Z 24.2K followers, 5465 engagements


"Part of this is message discipline. If your press is leaking the pain too loudly Hurts your bargaining position. Endurance is the biggest strength in leverage games. Opponents who don't see signs of hurt panick more"  
[X Link](https://x.com/pplsartofwar/status/1982297241512521942) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-26T04:04Z 24.2K followers, 2332 engagements


"One diplomatic strategy is concealing pain behind policy. Your frame mitigation and de risking as investment or diversification. Or promote a narrative of strategic of strategic autonomy"  
[X Link](https://x.com/pplsartofwar/status/1982298200754008078) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-26T04:08Z 24.2K followers, 1795 engagements


"@fncischen @zerohedge Bulgari Hotel in Beijing is fuller than I expected lol. Same with Conrads by Hilton in other places. Been walking in and out of lobbies"  
[X Link](https://x.com/pplsartofwar/status/1983017649882669533) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-28T03:47Z 24.2K followers, XXX engagements


"2000s: China will remain manufacturing power. 2010s: China will remain behind on tech and hardware. 2020s: China will remain behind on AI. Its gone up the value chain multiple times now. And even with an economic crash I think we're going to see it emerge even more"  
[X Link](https://x.com/pplsartofwar/status/1981394386547053064) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-23T16:16Z 24.2K followers, 55.5K engagements


"Its a geopolitical mistake to treat Japan and South Korea as blind vassal states. Both use the American security umbrella as a strategic leverage to balance out larger states. Compromises of an alliance may appear as humiliation. What appears as a chain can also be a shield"  
[X Link](https://x.com/pplsartofwar/status/1983570196477436233) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-29T16:22Z 24.2K followers, 4288 engagements


"I don't agree with the US presence. But what I am saying is they're junior partners not vassals. Diplomatically you need to treat them like willing partners. Not vassals. Big difference. They know US interests in region and use that to balance China Russia and the DPRK"  
[X Link](https://x.com/pplsartofwar/status/1983575209572487636) [@pplsartofwar](/creator/x/pplsartofwar) 2025-10-29T16:42Z 24.2K followers, 1451 engagements