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[@macastel3](/creator/twitter/macastel3)
"Agree with Trump here: ban Chinese cooking oil and buy Italian olive oil"  
[X Link](https://x.com/macastel3/status/1978259874359169378) [@macastel3](/creator/x/macastel3) 2025-10-15T00:41Z 25.5K followers, 4161 engagements


"Starbucks is selling all their Chinese at a discount compared to the valuation Luckin Coffee has taken the leadership and will expand to US and EU Chinese selling coffee globally a blasphemy only few yrs ago is a reality How Fast execution: open tens thousands of shops"  
[X Link](https://x.com/macastel3/status/1969637756390555760) [@macastel3](/creator/x/macastel3) 2025-09-21T05:40Z 25.5K followers, 4037 engagements


"@Object_Zero_ 3-4 months to build a plant 🤦♂"  
[X Link](https://x.com/macastel3/status/1976841573410447869) [@macastel3](/creator/x/macastel3) 2025-10-11T02:45Z 25.5K followers, 1644 engagements


"Terrible move from Dutch government; it could result in Nexperia's bankruptcy They should have used a more diplomatic approach maybe spinoff some business reduce ownership of the Chinese via a buyout/compensation Look at Pirelli case for reference"  
[X Link](https://x.com/macastel3/status/1978036677676269662) [@macastel3](/creator/x/macastel3) 2025-10-14T09:54Z 25.5K followers, 3791 engagements


"After the expropriation of TikTok Nexperia and Pirelli China gets a taste of its own medicine But this also means that the so called West cannot pontificate anymore around the world about rule of law and free markets Who has more leverage wins don't cry if it happens to you"  
[X Link](https://x.com/macastel3/status/1978088745904505197) [@macastel3](/creator/x/macastel3) 2025-10-14T13:21Z 25.5K followers, 1796 engagements


"EU shouldnt take any position in the multipolar world Sell to whoever wants to buy without taking part in any trade war (sell to both US and China)"  
[X Link](https://x.com/macastel3/status/1979711502862180770) [@macastel3](/creator/x/macastel3) 2025-10-19T00:49Z 25.4K followers, 2784 engagements


"The wordtariffhas its origins in the Arabic wordtarfato inform referred to a table or list of fees to be paid By the 17th centurytariffhad come to denote a list of taxes on imports So yes its a tax"  
[X Link](https://x.com/macastel3/status/1979721988165038508) [@macastel3](/creator/x/macastel3) 2025-10-19T01:31Z 25.4K followers, 2091 engagements


"@chamath Robots serving coffees will be the end of Starbucks in my opinion. Best thing of going into a coffee shop is the human touch. It would be like a vending machine"  
[X Link](https://x.com/macastel3/status/1980050825058635823) [@macastel3](/creator/x/macastel3) 2025-10-19T23:17Z 25.5K followers, XXX engagements


"Export of rare earths material to US down almost XX% Trade war effects"  
[X Link](https://x.com/macastel3/status/1980078121266401389) [@macastel3](/creator/x/macastel3) 2025-10-20T01:06Z 25.5K followers, 2660 engagements


"Removing the tough guy is a sign that China wants to reset the negotiations and soften the tones A deal is closer"  
[X Link](https://x.com/macastel3/status/1980125235551834225) [@macastel3](/creator/x/macastel3) 2025-10-20T04:13Z 25.5K followers, 5001 engagements


"@loekalization @fbermingham Then why not inform Chinese government before acting Seems a very rookie mistake"  
[X Link](https://x.com/macastel3/status/1980193439510876457) [@macastel3](/creator/x/macastel3) 2025-10-20T08:44Z 25.5K followers, XXX engagements


"@loekalization @fbermingham is the company put under administration and appointed a judicial administrator Or is it a nationalisation"  
[X Link](https://x.com/macastel3/status/1980194449872290245) [@macastel3](/creator/x/macastel3) 2025-10-20T08:48Z 25.5K followers, XXX engagements


"@loekalization @fbermingham ok so it's under an administrator i get it. So what you are saying is that is more a case of private company management misconduct than a case that has to do with US influence on chips etc. If so a court will have to judge it. Then why the government involvement"  
[X Link](https://x.com/macastel3/status/1980196274688196744) [@macastel3](/creator/x/macastel3) 2025-10-20T08:55Z 25.5K followers, XXX engagements


"@loekalization @fbermingham like a golden share for national interests. The problem and this is the rookie mistake is that you need to involve the other counterpart first and find a solution. Very similar to Pirelli case but the discussion has been going on for more than a year without any drama"  
[X Link](https://x.com/macastel3/status/1980198279494471971) [@macastel3](/creator/x/macastel3) 2025-10-20T09:03Z 25.5K followers, XXX engagements


"didn't know the back story. Maybe but just maybe the Chinese wanted to protect the assets because they saw this was coming due to pressures of US that would have prevented them to sell there. In any case the original sin was to sell the company to a Chinese competitor thinking naively that they would keep production in Europe"  
[X Link](https://x.com/macastel3/status/1980200733241700778) [@macastel3](/creator/x/macastel3) 2025-10-20T09:13Z 25.5K followers, XX engagements


"@PompeyWeilian Yes I mean if they want they can ban all Chinese banks from dollar.but then all these companies squeezing financial system implodes in a titanic suicidal move"  
[X Link](https://x.com/macastel3/status/1980409986636501260) [@macastel3](/creator/x/macastel3) 2025-10-20T23:05Z 25.5K followers, XX engagements


"Been saying for long time that consumers economy in China is in a free fall. Not shocked to see the top jewelry retailers sales -26%. Not even gold is spared The country is in full recession. Only certain sectors still resilient (ex: export)"  
[X Link](https://x.com/macastel3/status/1815685868595630122) [@macastel3](/creator/x/macastel3) 2024-07-23T09:50Z 25.5K followers, 94.1K engagements


"It would be interesting to know how much it costs to China to keep the great firewall on (i.e. blocking international internet) In terms of tech and people employed Plus time lost etc. Also cost in terms of GDP lost"  
[X Link](https://x.com/macastel3/status/1975028305138270429) [@macastel3](/creator/x/macastel3) 2025-10-06T02:40Z 25.5K followers, 2367 engagements


"I said many times export from China is not going anywhere It's about competition. If you are able to produce something better you can do it nobody forcing you to buy Chinese Apple and Tesla are the living proof that you can make good products and win"  
[X Link](https://x.com/macastel3/status/1980830478543577326) [@macastel3](/creator/x/macastel3) 2025-10-22T02:56Z 25.5K followers, 4193 engagements


"Who wants to bet on a deal"  
[X Link](https://x.com/macastel3/status/1981183685732020397) [@macastel3](/creator/x/macastel3) 2025-10-23T02:19Z 25.5K followers, 1574 engagements


"Terrible being a consumer in China: all these companies squeezing margins to give you low prices Thats why i still live here and doubled done on export"  
[X Link](https://x.com/macastel3/status/1980232275603427441) [@macastel3](/creator/x/macastel3) 2025-10-20T11:19Z 25.5K followers, 5619 engagements


"*TRUMP: COULD THREATEN CHINA WITH AIRPLANE EXPORT CONTROLS Unlike rare earths there is an easy alternative: Airbus Imagine a Chinese airline now what will be for the future"  
[X Link](https://x.com/macastel3/status/1980397819401040151) [@macastel3](/creator/x/macastel3) 2025-10-20T22:16Z 25.5K followers, 1631 engagements


"@orikron Probably bought by their parents unless they live in 4th-5th tier cities. In Shanghai with less than half a million dollars its impossible to buy"  
[X Link](https://x.com/macastel3/status/1980470787325980765) [@macastel3](/creator/x/macastel3) 2025-10-21T03:06Z 25.5K followers, XXX engagements


"@AlexBaggio48533 @trydragonfruit I live in Shanghai work here and see how the reality is distorted from outside (yes there are problems too like everywhere else)"  
[X Link](https://x.com/macastel3/status/1980793444613476589) [@macastel3](/creator/x/macastel3) 2025-10-22T00:28Z 25.5K followers, XX engagements


"Dutch government made a mistake Nexperia produces XX bn pieces a year in China Chinese gov can now nationalise this facility+lose revenue They should have negotiated the Chinese way out like Italian gov with Pirelli owner Find a deal with a fair compensation to leave"  
[X Link](https://x.com/macastel3/status/1977726201264304294) [@macastel3](/creator/x/macastel3) 2025-10-13T13:20Z 25.5K followers, 5422 engagements


"The geniuses in Netherlands strike again ASML sales down due to following US policies Chinese accelerating independence instead of relying a few more yrs on Dutch technology Long ago I talked to a CEO of a large company that made a JV in China to transfer technology. I said: but you are giving all you knowledge to China He replied: yes and we know it but the Chinese would have made it eventually. In this way we make money and take part of the upside Smart"  
[X Link](https://x.com/macastel3/status/1978653687238083024) [@macastel3](/creator/x/macastel3) 2025-10-16T02:46Z 25.5K followers, 7972 engagements


"October 31st: the Super Bowl/ World Cup final of Trade Prepare 🍿"  
[X Link](https://x.com/macastel3/status/1980126632678695372) [@macastel3](/creator/x/macastel3) 2025-10-20T04:19Z 25.5K followers, 2719 engagements


"it's part of their tradition and culture although it can also create a lot of internal frictions (but that's another story) Truth is China is an affordable place only not for real estate Unless you really go deep in the country. My friend was paying XXX dollars a year for rent in countryside"  
[X Link](https://x.com/macastel3/status/1980477051904610727) [@macastel3](/creator/x/macastel3) 2025-10-21T03:31Z 25.5K followers, XXX engagements


"Its a well proven communication technique: always repeat something false as most people dont pay attention It works well in politics and (sometimes) in business too But not for everyone"  
[X Link](https://x.com/macastel3/status/1980502178998767842) [@macastel3](/creator/x/macastel3) 2025-10-21T05:11Z 25.5K followers, 2360 engagements


"Couldn't the Dutch call earlier and enter a constructive dialogue Now they have to discuss from a position of weakness because it's clear that China holds the cards. They supply most of components"  
[X Link](https://x.com/macastel3/status/1980890372458029564) [@macastel3](/creator/x/macastel3) 2025-10-22T06:54Z 25.5K followers, 2922 engagements


"Stellantis is going to commercialise in Europe a Chinese made EV under the German brand Opel The car is built by Leapmotor a company they have a XX% stake in and XX% in JV that commercialises overseas They don't even try to build EVs anymore"  
[X Link](https://x.com/macastel3/status/1980894788540068267) [@macastel3](/creator/x/macastel3) 2025-10-22T07:11Z 25.5K followers, 4437 engagements


"@michaeljmcnair Lots of industries get subsidies (car solar example)"  
[X Link](https://x.com/macastel3/status/1981190915831247198) [@macastel3](/creator/x/macastel3) 2025-10-23T02:48Z 25.5K followers, XX engagements


"@mnicoletos Chinese dont have a stock market like US where to park their cash hence they invest in gold and real estate (since forever)"  
[X Link](https://x.com/macastel3/status/1981193068520034758) [@macastel3](/creator/x/macastel3) 2025-10-23T02:56Z 25.5K followers, XXX engagements


"You think about trade war I enjoy Shanghai"  
[X Link](https://x.com/macastel3/status/1977208970290118676) [@macastel3](/creator/x/macastel3) 2025-10-12T03:05Z 25.5K followers, 19.4K engagements


"@PompeyWeilian So not only he would crash Boeing but also Rolls Royce and hundreds of suppliers"  
[X Link](https://x.com/macastel3/status/1980404789554171957) [@macastel3](/creator/x/macastel3) 2025-10-20T22:44Z 25.5K followers, XXX engagements


"@SeanEcom Same in Shanghai. Also too many knockoffs (ironically Chinese)"  
[X Link](https://x.com/macastel3/status/1981203062766391725) [@macastel3](/creator/x/macastel3) 2025-10-23T03:36Z 25.5K followers, XX engagements