[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @BaldingsWorld Blume Industries CEO Balding 大老板 Blume Industries CEO Balding 大老板 posts on X about china, beijing, spy, investment the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::603344194/interactions)  - X Week XXXXXXX -XXXX% - X Month XXXXXXXXX +29% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX +53% ### Mentions: XX [#](/creator/twitter::603344194/posts_active)  - X Week XX +35% - X Month XXX -XXXX% - X Months XXX -XX% - X Year XXXXX +12% ### Followers: XXXXXX [#](/creator/twitter::603344194/followers)  - X Week XXXXXX +0.10% - X Month XXXXXX +0.25% - X Months XXXXXX +8.90% - X Year XXXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::603344194/influencer_rank)  ### Social Influence [#](/creator/twitter::603344194/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [travel destinations](/list/travel-destinations) XXXXX% [finance](/list/finance) #4558 [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% [celebrities](/list/celebrities) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [china](/topic/china) #1051, [beijing](/topic/beijing) #706, [spy](/topic/spy) 3.95%, [investment](/topic/investment) 2.63%, [i remember](/topic/i-remember) #170, [netherlands](/topic/netherlands) #745, [gdp](/topic/gdp) 2.63%, [debt](/topic/debt) #102, [xi](/topic/xi) #419, [mauritius](/topic/mauritius) #48 **Top accounts mentioned or mentioned by** [@mankosmash](/creator/undefined) [@crowcasey182573](/creator/undefined) [@dvfollowsls](/creator/undefined) [@travislundyasia](/creator/undefined) [@fromwhitecastle](/creator/undefined) [@bradsetser](/creator/undefined) [@phrack](/creator/undefined) [@trialbifire](/creator/undefined) [@risibleusername](/creator/undefined) [@verneshw](/creator/undefined) [@5apostate2](/creator/undefined) [@arturo10185](/creator/undefined) [@xnarkycritic](/creator/undefined) [@ccantonii](/creator/undefined) [@idahosun1989](/creator/undefined) [@orcusvaruna](/creator/undefined) [@brad_setser](/creator/undefined) [@brummertimothy](/creator/undefined) [@streetwiseprof](/creator/undefined) [@cathaypacific](/creator/undefined) **Top assets mentioned** [Frontline Ltd. (FRO)](/topic/$fro) ### Top Social Posts [#](/creator/twitter::603344194/posts) --- Top posts by engagements in the last XX hours "I'm not gonna lie that part of this was just my sheer stupidity in the early years though now I can spot them pretty well but I enjoy seeing the number of people that tried to recruit me in some manner either arrested for espionage or outed as CCP stooges" [X Link](https://x.com/BaldingsWorld/status/1980711018356490636) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-21T19:01Z 78.6K followers, 4513 engagements "Excuse my rant for a moment. I have basically been black balled by polite society when it comes to anything China which honestly I am ok with except for the fact that these people keep recommending the most moronic policies imaginable. Let me break it down for you. People regularly translate China as Middle Kingdom and to people outside of China that sounds like middle as in the middle seat in a row. In reality middle in this instance is better translated as center like the sun in a solar system. That is how China views itself: the center around which all other pay fealty and are subservient." [X Link](https://x.com/BaldingsWorld/status/1976294223075778880) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-09T14:30Z 78.6K followers, 32.5K engagements "Here is the problem with the reporting. Just recently the WSJ was reporting that Trump was preparing to cave with China offering a deal. This isn't the move of a country expecting the United States to cave. This is the move of a country trying to force a concession not one expecting a concession" [X Link](https://x.com/BaldingsWorld/status/1976705979279720541) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-10T17:46Z 78.6K followers, 28.3K engagements "Here is a fun fact: you know who helped the Chinese get a cobalt mine in Africa and made money helping China secure strategic minerals Think it through" [X Link](https://x.com/BaldingsWorld/status/1977758100867170776) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-13T15:27Z 78.6K followers, 45.5K engagements "Anyone who believes the weaponization of supply chains started six years ago shouldn't be writing about China and should review history a bit deeper" [X Link](https://x.com/BaldingsWorld/status/1978066122092994925) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-14T11:51Z 78.6K followers, 29.4K engagements "China sanctioning ASML" [X Link](https://x.com/BaldingsWorld/status/1978456316600304086) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-15T13:41Z 78.6K followers, 5443 engagements "I've said this before if you have "sources" familiar with official thinking in Beijing you are the target because they want you to push their line of thinking not because it is an honest assessment. Put another way you are pushing CCP propaganda" [X Link](https://x.com/BaldingsWorld/status/1978459845721309290) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-15T13:55Z 78.6K followers, 26.2K engagements "This is literally factually incorrect but why should that stop you from running CCP info ops" [X Link](https://x.com/BaldingsWorld/status/1979192116250063049) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-17T14:25Z 78.6K followers, 11.6K engagements "I keep hearing people say things like we need to make a deal we can live with and I ask why China has done everything but actually engage in actual war. Why can't we do things like just fully decouple" [X Link](https://x.com/BaldingsWorld/status/1979241608999534961) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-17T17:42Z 78.6K followers, 15.7K engagements "The absurd part about what Ohtani did last night is look at the pitches he hit for home runs. They were all good pitchers pitches. One of them wasn't even close to being a strike. The pitchers weren't leaving meatballs. Then look at the strikeouts. Fabulous pitches. He wasn't just throwing it hard down the middle and they were missing. Just artistry on the mound" [X Link](https://x.com/BaldingsWorld/status/1979597011738316961) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-18T17:14Z 78.6K followers, 15K engagements "So if I understand the laws of United Kingdom correctly and I believe I do as an American I can go to London and spy all I want as the US isn't an "ongoing threat" but I just can't Tweet about how idiotic the government is for having these laws" [X Link](https://x.com/BaldingsWorld/status/1979704813878444260) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-19T00:23Z 78.6K followers, 10.7K engagements "I am not going to guess what consensus China believes was reached which US side supposedly didn't follow what I would note for a variety of reasons when negotiating with Chinese negotiators it is not uncommon at all that one side believes there is some type of agreement on action when they're really is no such agreement" [X Link](https://x.com/BaldingsWorld/status/1979898256550178884) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-19T13:11Z 78.6K followers, 13.2K engagements "@mdfarnie This would be seen by the CCP as basically an act of war attempting to overthrow the government" [X Link](https://x.com/BaldingsWorld/status/1980296212407607656) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T15:33Z 78.6K followers, XXX engagements "@trialbifire I remember that one well. I couldn't go to Singapore for many years and got told of an email fromt he most senior of senior ranting about me" [X Link](https://x.com/BaldingsWorld/status/1980661830696726773) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-21T15:45Z 78.6K followers, XX engagements "Guess who played a role in arranging the China's control of DRC cobalt mines You can do it people" [X Link](https://x.com/BaldingsWorld/status/1977790814207037676) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-13T17:37Z 78.6K followers, 30.1K engagements "Excellent thread and as someone who lived in the "workshop" of the world for almost a decade the pure robot factories people show you are CCP rage bait. That's all" [X Link](https://x.com/BaldingsWorld/status/1978191190861209701) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-14T20:08Z 78.6K followers, 29.1K engagements "I am beginning to develop a their of what triggered China's rare earth temper tantrum" [X Link](https://x.com/BaldingsWorld/status/1978900388465012803) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-16T19:06Z 78.6K followers, 12.6K engagements "So even the Treasury Secretary notices that the WSJ is running info ops for Beijing now. "The Cabinet secretary called that report terrible accusing the newspaper of taking CCP dictation." Let me remind you if you have a "source" in Beijing its because they trust you to push their propaganda" [X Link](https://x.com/BaldingsWorld/status/1979179123575562639) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-17T13:34Z 78.6K followers, 21.4K engagements "Notice the framing and why this is important: this is the language China uses to describe the US. One thing the Trump administration has done is a) play good cop bad cop and b) use Chinese style language on China. You can debate whether or not it is good etc but very clear what the strategy is" [X Link](https://x.com/BaldingsWorld/status/1979262889408991336) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-17T19:07Z 78.6K followers, 34.3K engagements "When I tell you how bad journalists are at their job it isn't because I want journalists to be nicer or more critical of anyone or thing. You want to lead a No Kings rally have fun kids. I criticize journalists because they are just terrible at their foundational job of stating truth. Take the Nexperia/Wingtech case in the Netherlands as the perfect example. Literally all sides of the dispute agree and have filed documents that agree on the basic facts of why the Dutch government acted: Wingtech was asset stripping Nexperia. Literally all sides agree on this foundational point and that this" [X Link](https://x.com/BaldingsWorld/status/1979606543868764356) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-18T17:52Z 78.6K followers, 12.2K engagements "@risibleusername UK Cadbury chocolate" [X Link](https://x.com/BaldingsWorld/status/1980393145969053905) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T21:58Z 78.6K followers, XXX engagements "@VernesHW Last I saw was the estimate for the deficit as a percentage of GDP had gone down for sure" [X Link](https://x.com/BaldingsWorld/status/1980991987240312929) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T13:37Z 78.6K followers, XXX engagements "Who can tell me two key reasons why it is even worse than it sounds and has changed in the past couple of years" [X Link](https://x.com/BaldingsWorld/status/1980990810700259412) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T13:33Z 78.6K followers, 25.4K engagements "Brookings: Engagement solves this" [X Link](https://x.com/BaldingsWorld/status/1981030187975262250) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T16:09Z 78.6K followers, 8951 engagements "Literally been telling you for years this would happen and people especially Germans but even most Europeans didn't want to hear it. Here we are. Germany if you want to do something call me" [X Link](https://x.com/BaldingsWorld/status/1981199383619391503) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-23T03:21Z 78.6K followers, 7810 engagements "I for one think it is appalling that President Trump has openly campaigned for the Nobel Peace Prize. If he receives it he should have to earn for the work he has done bring peace to different conflicts. Just like Jake Sullivan or Barack Obama" [X Link](https://x.com/BaldingsWorld/status/1977784787466072356) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-13T17:13Z 78.6K followers, 6964 engagements "Agreed. If you will note Trump is escalating slower and more methodically. Almost daily announcements of tightening with things out of the headlines. Xi playing the rare earth card this early is a playing a big card as your counter part is still playing mids" [X Link](https://x.com/BaldingsWorld/status/1978921476431433920) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-16T20:30Z 78.6K followers, 48.1K engagements "Xi has been at undeclared civil war with the military since he arrived in 2012. This might be the the only time I will say this but Xi is probably right on many levels here. However strong evidence Xi is the more hawkish than the PLA and this means specifically with regards to Taiwan" [X Link](https://x.com/BaldingsWorld/status/1979261864392671495) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-17T19:02Z 78.6K followers, 65.5K engagements "You misspelled "trade frictions". It's spelled a-s-s-e-t s-t-r-i-p-p-i-n-g" [X Link](https://x.com/BaldingsWorld/status/1979591532857414056) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-18T16:52Z 78.6K followers, 28.4K engagements "Let me explain China to you" [X Link](https://x.com/BaldingsWorld/status/1980244429605835135) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T12:07Z 78.6K followers, 10.1K engagements "I keep seeing Trump/China has won from all kinds of people every time either side does anything. Let me make this real super simple: we are in the bottom of the first inning. Stop saying stupid stuff about which side won/is winning" [X Link](https://x.com/BaldingsWorld/status/1980260540032151710) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T13:11Z 78.6K followers, 13.6K engagements "I love this idea but this would be the equivalent of dropping a nuclear bomb in the Forbidden City" [X Link](https://x.com/BaldingsWorld/status/1980293841656930571) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T15:23Z 78.6K followers, 18.7K engagements "Excellent point here and I don't think people are thinking through the changes we are seeing and what this means for Chinese finances and other aspects of the broader economy in the years ahead" [X Link](https://x.com/BaldingsWorld/status/1980373375844520427) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T20:39Z 78.6K followers, 12.8K engagements "Think tankers: The US should work with our European allies to confront China. Me: You are aware Europe isn't just the cheese section at the Georgetown Whole Foods right Our Closest European ally:" [X Link](https://x.com/BaldingsWorld/status/1980392330332168611) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-20T21:55Z 78.6K followers, 14.7K engagements "I remember being told over and over on this very platform by "experts" that Europe was now ready to start doing things on China" [X Link](https://x.com/BaldingsWorld/status/1980664661990363501) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-21T15:57Z 78.6K followers, 11.2K engagements "Since the UK is just giving everything to China we absolutely need to rethink all security and intelligence cooperating with the UK. Period full stop" [X Link](https://x.com/BaldingsWorld/status/1980749180894163195) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-21T21:32Z 78.6K followers, 12.3K engagements "Without comment" [X Link](https://x.com/BaldingsWorld/status/1980987955343995390) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T13:21Z 78.6K followers, 6648 engagements "---was today years old when I learned Sinopec Shanghai has a board diversity policy. I'm guessing that means they let people wear blue ties" [X Link](https://x.com/BaldingsWorld/status/1980991484762746918) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T13:35Z 78.6K followers, 2475 engagements "This is one of the issues. Because total debt is up almost XX% but producer prices are down almost X% debt to GDP isn't as good a metric because debt is repaid with cash flow. Real debt going up much faster. The second is this and will have much faster and significant impact. China has rotated a lot of debt financed assets into much shorter term assets. Think of it like this. Assume I build a road with a XX year pay back period. I have XX years before I have to pay that back. Now assume a specialized piece of equipment that might have X years. You are rotating duration to shorter term assets" [X Link](https://x.com/BaldingsWorld/status/1980997568445157712) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T14:00Z 78.6K followers, 9244 engagements "Please excuse my ramblings about two slightly off topic but issues people are discussing. X. I am a relatively heavy user of AI subscribing to a couple different companies and a couple of things have been my experience and have shaped my belief about what this means for the future and the current discussion. Basics and fundamentals matter more than ever before. AI isn't perfect I get that and accept that BUT the problem is too many people aren't good enough at the fundamentals to recognize that AI has made a mistake. For what I use it for I have to keep a close eye on what it does and" [X Link](https://x.com/BaldingsWorld/status/1981011466716090846) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-22T14:55Z 78.6K followers, 6769 engagements "Deutsche Bank clearly has no idea how these things get done in China 🤦♂" [X Link](https://x.com/BaldingsWorld/status/1981207733127856402) [@BaldingsWorld](/creator/x/BaldingsWorld) 2025-10-23T03:55Z 78.6K followers, 3723 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Blume Industries CEO Balding 大老板 posts on X about china, beijing, spy, investment the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence countries XXXXX% travel destinations XXXXX% finance #4558 technology brands XXXX% currencies XXXX% automotive brands XXXX% celebrities XXXX% stocks XXXX%
Social topic influence china #1051, beijing #706, spy 3.95%, investment 2.63%, i remember #170, netherlands #745, gdp 2.63%, debt #102, xi #419, mauritius #48
Top accounts mentioned or mentioned by @mankosmash @crowcasey182573 @dvfollowsls @travislundyasia @fromwhitecastle @bradsetser @phrack @trialbifire @risibleusername @verneshw @5apostate2 @arturo10185 @xnarkycritic @ccantonii @idahosun1989 @orcusvaruna @brad_setser @brummertimothy @streetwiseprof @cathaypacific
Top assets mentioned Frontline Ltd. (FRO)
Top posts by engagements in the last XX hours
"I'm not gonna lie that part of this was just my sheer stupidity in the early years though now I can spot them pretty well but I enjoy seeing the number of people that tried to recruit me in some manner either arrested for espionage or outed as CCP stooges"
X Link @BaldingsWorld 2025-10-21T19:01Z 78.6K followers, 4513 engagements
"Excuse my rant for a moment. I have basically been black balled by polite society when it comes to anything China which honestly I am ok with except for the fact that these people keep recommending the most moronic policies imaginable. Let me break it down for you. People regularly translate China as Middle Kingdom and to people outside of China that sounds like middle as in the middle seat in a row. In reality middle in this instance is better translated as center like the sun in a solar system. That is how China views itself: the center around which all other pay fealty and are subservient."
X Link @BaldingsWorld 2025-10-09T14:30Z 78.6K followers, 32.5K engagements
"Here is the problem with the reporting. Just recently the WSJ was reporting that Trump was preparing to cave with China offering a deal. This isn't the move of a country expecting the United States to cave. This is the move of a country trying to force a concession not one expecting a concession"
X Link @BaldingsWorld 2025-10-10T17:46Z 78.6K followers, 28.3K engagements
"Here is a fun fact: you know who helped the Chinese get a cobalt mine in Africa and made money helping China secure strategic minerals Think it through"
X Link @BaldingsWorld 2025-10-13T15:27Z 78.6K followers, 45.5K engagements
"Anyone who believes the weaponization of supply chains started six years ago shouldn't be writing about China and should review history a bit deeper"
X Link @BaldingsWorld 2025-10-14T11:51Z 78.6K followers, 29.4K engagements
"China sanctioning ASML"
X Link @BaldingsWorld 2025-10-15T13:41Z 78.6K followers, 5443 engagements
"I've said this before if you have "sources" familiar with official thinking in Beijing you are the target because they want you to push their line of thinking not because it is an honest assessment. Put another way you are pushing CCP propaganda"
X Link @BaldingsWorld 2025-10-15T13:55Z 78.6K followers, 26.2K engagements
"This is literally factually incorrect but why should that stop you from running CCP info ops"
X Link @BaldingsWorld 2025-10-17T14:25Z 78.6K followers, 11.6K engagements
"I keep hearing people say things like we need to make a deal we can live with and I ask why China has done everything but actually engage in actual war. Why can't we do things like just fully decouple"
X Link @BaldingsWorld 2025-10-17T17:42Z 78.6K followers, 15.7K engagements
"The absurd part about what Ohtani did last night is look at the pitches he hit for home runs. They were all good pitchers pitches. One of them wasn't even close to being a strike. The pitchers weren't leaving meatballs. Then look at the strikeouts. Fabulous pitches. He wasn't just throwing it hard down the middle and they were missing. Just artistry on the mound"
X Link @BaldingsWorld 2025-10-18T17:14Z 78.6K followers, 15K engagements
"So if I understand the laws of United Kingdom correctly and I believe I do as an American I can go to London and spy all I want as the US isn't an "ongoing threat" but I just can't Tweet about how idiotic the government is for having these laws"
X Link @BaldingsWorld 2025-10-19T00:23Z 78.6K followers, 10.7K engagements
"I am not going to guess what consensus China believes was reached which US side supposedly didn't follow what I would note for a variety of reasons when negotiating with Chinese negotiators it is not uncommon at all that one side believes there is some type of agreement on action when they're really is no such agreement"
X Link @BaldingsWorld 2025-10-19T13:11Z 78.6K followers, 13.2K engagements
"@mdfarnie This would be seen by the CCP as basically an act of war attempting to overthrow the government"
X Link @BaldingsWorld 2025-10-20T15:33Z 78.6K followers, XXX engagements
"@trialbifire I remember that one well. I couldn't go to Singapore for many years and got told of an email fromt he most senior of senior ranting about me"
X Link @BaldingsWorld 2025-10-21T15:45Z 78.6K followers, XX engagements
"Guess who played a role in arranging the China's control of DRC cobalt mines You can do it people"
X Link @BaldingsWorld 2025-10-13T17:37Z 78.6K followers, 30.1K engagements
"Excellent thread and as someone who lived in the "workshop" of the world for almost a decade the pure robot factories people show you are CCP rage bait. That's all"
X Link @BaldingsWorld 2025-10-14T20:08Z 78.6K followers, 29.1K engagements
"I am beginning to develop a their of what triggered China's rare earth temper tantrum"
X Link @BaldingsWorld 2025-10-16T19:06Z 78.6K followers, 12.6K engagements
"So even the Treasury Secretary notices that the WSJ is running info ops for Beijing now. "The Cabinet secretary called that report terrible accusing the newspaper of taking CCP dictation." Let me remind you if you have a "source" in Beijing its because they trust you to push their propaganda"
X Link @BaldingsWorld 2025-10-17T13:34Z 78.6K followers, 21.4K engagements
"Notice the framing and why this is important: this is the language China uses to describe the US. One thing the Trump administration has done is a) play good cop bad cop and b) use Chinese style language on China. You can debate whether or not it is good etc but very clear what the strategy is"
X Link @BaldingsWorld 2025-10-17T19:07Z 78.6K followers, 34.3K engagements
"When I tell you how bad journalists are at their job it isn't because I want journalists to be nicer or more critical of anyone or thing. You want to lead a No Kings rally have fun kids. I criticize journalists because they are just terrible at their foundational job of stating truth. Take the Nexperia/Wingtech case in the Netherlands as the perfect example. Literally all sides of the dispute agree and have filed documents that agree on the basic facts of why the Dutch government acted: Wingtech was asset stripping Nexperia. Literally all sides agree on this foundational point and that this"
X Link @BaldingsWorld 2025-10-18T17:52Z 78.6K followers, 12.2K engagements
"@risibleusername UK Cadbury chocolate"
X Link @BaldingsWorld 2025-10-20T21:58Z 78.6K followers, XXX engagements
"@VernesHW Last I saw was the estimate for the deficit as a percentage of GDP had gone down for sure"
X Link @BaldingsWorld 2025-10-22T13:37Z 78.6K followers, XXX engagements
"Who can tell me two key reasons why it is even worse than it sounds and has changed in the past couple of years"
X Link @BaldingsWorld 2025-10-22T13:33Z 78.6K followers, 25.4K engagements
"Brookings: Engagement solves this"
X Link @BaldingsWorld 2025-10-22T16:09Z 78.6K followers, 8951 engagements
"Literally been telling you for years this would happen and people especially Germans but even most Europeans didn't want to hear it. Here we are. Germany if you want to do something call me"
X Link @BaldingsWorld 2025-10-23T03:21Z 78.6K followers, 7810 engagements
"I for one think it is appalling that President Trump has openly campaigned for the Nobel Peace Prize. If he receives it he should have to earn for the work he has done bring peace to different conflicts. Just like Jake Sullivan or Barack Obama"
X Link @BaldingsWorld 2025-10-13T17:13Z 78.6K followers, 6964 engagements
"Agreed. If you will note Trump is escalating slower and more methodically. Almost daily announcements of tightening with things out of the headlines. Xi playing the rare earth card this early is a playing a big card as your counter part is still playing mids"
X Link @BaldingsWorld 2025-10-16T20:30Z 78.6K followers, 48.1K engagements
"Xi has been at undeclared civil war with the military since he arrived in 2012. This might be the the only time I will say this but Xi is probably right on many levels here. However strong evidence Xi is the more hawkish than the PLA and this means specifically with regards to Taiwan"
X Link @BaldingsWorld 2025-10-17T19:02Z 78.6K followers, 65.5K engagements
"You misspelled "trade frictions". It's spelled a-s-s-e-t s-t-r-i-p-p-i-n-g"
X Link @BaldingsWorld 2025-10-18T16:52Z 78.6K followers, 28.4K engagements
"Let me explain China to you"
X Link @BaldingsWorld 2025-10-20T12:07Z 78.6K followers, 10.1K engagements
"I keep seeing Trump/China has won from all kinds of people every time either side does anything. Let me make this real super simple: we are in the bottom of the first inning. Stop saying stupid stuff about which side won/is winning"
X Link @BaldingsWorld 2025-10-20T13:11Z 78.6K followers, 13.6K engagements
"I love this idea but this would be the equivalent of dropping a nuclear bomb in the Forbidden City"
X Link @BaldingsWorld 2025-10-20T15:23Z 78.6K followers, 18.7K engagements
"Excellent point here and I don't think people are thinking through the changes we are seeing and what this means for Chinese finances and other aspects of the broader economy in the years ahead"
X Link @BaldingsWorld 2025-10-20T20:39Z 78.6K followers, 12.8K engagements
"Think tankers: The US should work with our European allies to confront China. Me: You are aware Europe isn't just the cheese section at the Georgetown Whole Foods right Our Closest European ally:"
X Link @BaldingsWorld 2025-10-20T21:55Z 78.6K followers, 14.7K engagements
"I remember being told over and over on this very platform by "experts" that Europe was now ready to start doing things on China"
X Link @BaldingsWorld 2025-10-21T15:57Z 78.6K followers, 11.2K engagements
"Since the UK is just giving everything to China we absolutely need to rethink all security and intelligence cooperating with the UK. Period full stop"
X Link @BaldingsWorld 2025-10-21T21:32Z 78.6K followers, 12.3K engagements
"Without comment"
X Link @BaldingsWorld 2025-10-22T13:21Z 78.6K followers, 6648 engagements
"---was today years old when I learned Sinopec Shanghai has a board diversity policy. I'm guessing that means they let people wear blue ties"
X Link @BaldingsWorld 2025-10-22T13:35Z 78.6K followers, 2475 engagements
"This is one of the issues. Because total debt is up almost XX% but producer prices are down almost X% debt to GDP isn't as good a metric because debt is repaid with cash flow. Real debt going up much faster. The second is this and will have much faster and significant impact. China has rotated a lot of debt financed assets into much shorter term assets. Think of it like this. Assume I build a road with a XX year pay back period. I have XX years before I have to pay that back. Now assume a specialized piece of equipment that might have X years. You are rotating duration to shorter term assets"
X Link @BaldingsWorld 2025-10-22T14:00Z 78.6K followers, 9244 engagements
"Please excuse my ramblings about two slightly off topic but issues people are discussing. X. I am a relatively heavy user of AI subscribing to a couple different companies and a couple of things have been my experience and have shaped my belief about what this means for the future and the current discussion. Basics and fundamentals matter more than ever before. AI isn't perfect I get that and accept that BUT the problem is too many people aren't good enough at the fundamentals to recognize that AI has made a mistake. For what I use it for I have to keep a close eye on what it does and"
X Link @BaldingsWorld 2025-10-22T14:55Z 78.6K followers, 6769 engagements
"Deutsche Bank clearly has no idea how these things get done in China 🤦♂"
X Link @BaldingsWorld 2025-10-23T03:55Z 78.6K followers, 3723 engagements
/creator/x::BaldingsWorld