Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

China’s Electric Vehicle Industry Is Imploding | BYD Caught in Massive Fraud Scheme. In this video, I expose the shocking truth behind China’s new energy vehicle (NEV) industry collapse — and how BYD, once hailed as the "China Tesla," is now caught in a web of fake sales, financial... manipulation, and systemic fraud. This is even worse than Evergrande. (0:00) The Scam No One Saw Coming (0:57) The “Zero-Kilometer Used Car” Mirage (2:35) BYD’s Price Cuts & Stock Crash (5:08) Industry-Wide Profit Collapse (7:05) Supply Chain Suffocation & Dealer Death Spiral (8:15) BYD’s Export Dreams Are Dying (9:02) Debt Bomb: BYD’s Financial Red Flags (9:36) The Evergrande Blueprint Repeats (10:21) The Real Victims: Consumers & Workers (11:09) A Trust Crisis in “Made in China” (12:00) Final Warning: The EV Crash Has Begunshow more

Ken Cao-The China Crash Chronicle

59,330 subscribers

248,838 Aufrufe • vor 8 Monaten •via X (Twitter)

Nachrichten & Politik Wissenschaft & Technologie Finanzen

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

China's EV Industry: The Next Evergrande on Wheels. China’s next economic disaster isn’t real estate. It’s electric vehicles. From “car graveyards” filled with unsold EVs, to subsidies keeping zombie companies alive, China’s auto sector is on the same path as Evergrande. The result? Massive oversupply, collapsing prices, trillions in hidden debt, and a looming financial shock that could rival the real estate crisis. In this video, I break down how Beijing’s EV “miracle” became a Ponzi scheme on four wheels and why the crash will hit jobs, banks, and local governments across China.

China's EV Industry: The Next Evergrande on Wheels. China’s next economic disaster isn’t real estate. It’s electric vehicles. From “car graveyards” filled with unsold EVs, to subsidies keeping zombie companies alive, China’s auto sector is on the same path as Evergrande. The result? Massive oversupply, collapsing prices, trillions in hidden debt, and a looming financial shock that could rival the real estate crisis. In this video, I break down how Beijing’s EV “miracle” became a Ponzi scheme on four wheels and why the crash will hit jobs, banks, and local governments across China.

Ken Cao-The China Crash Chronicle

24,437 Aufrufe • vor 5 Monaten

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing. China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse. In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is. This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing. China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse. In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is. This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

Ken Cao-The China Crash Chronicle

44,986 Aufrufe • vor 5 Monaten

Col. Macgregor echoed Luke Gromen and revealed he sold bitcoin anticipating a crash to buy back lower... Agree or disagree, this episode is really about reserve currency status becoming a battle of ledgers: China's leverage in defense supply chains, ballooning "Dream Military" budget, and the path to print to fund it all. TIMESTAMPS: 00:00 What happened to the US Dollar? 7:40 Close to financial armageddon 11:01 The uniparty problem 16:00 Debt we can't escape 17:40 Weapons without readiness 29:12 No quick fix for industry 36:14 War against China 41:09 Military power without strategy 49:57 Crash is coming 54:24 Bitcoin price falls, then rises 58:24 Immigration and the economy 1:09:16 "We have to go back to sound money." Douglas Macgregor Rumble 🏴‍☠️

Col. Macgregor echoed Luke Gromen and revealed he sold bitcoin anticipating a crash to buy back lower... Agree or disagree, this episode is really about reserve currency status becoming a battle of ledgers: China's leverage in defense supply chains, ballooning "Dream Military" budget, and the path to print to fund it all. TIMESTAMPS: 00:00 What happened to the US Dollar? 7:40 Close to financial armageddon 11:01 The uniparty problem 16:00 Debt we can't escape 17:40 Weapons without readiness 29:12 No quick fix for industry 36:14 War against China 41:09 Military power without strategy 49:57 Crash is coming 54:24 Bitcoin price falls, then rises 58:24 Immigration and the economy 1:09:16 "We have to go back to sound money." Douglas Macgregor Rumble 🏴‍☠️

Natalie Brunell ⚡️

127,143 Aufrufe • vor 8 Monaten

Casey Putsch designed a diesel car that gets 104 miles per gallon – New York to LA on one tank – and goes zero to sixty in five seconds. But no car company wants to make it. Why is that? (0:00) Why Is the Auto Industry Dying? (11:23) How Putsch Built One of the Most Efficient Cars in the World (15:52) Dieselgate and EPA Corruption (20:54) The Problem With Electric Vehicle Mandates (26:44) Why the Media Is Pretending Putsch’s Car Doesn’t Exist (40:31) New Discoveries About the Pyramids (50:46) Modern Cars Are Scamming and Controlling You (1:04:08) The Decline of Beautiful Architecture (1:10:10) Could the Government Come for Putsch? Includes paid partnerships.

Casey Putsch designed a diesel car that gets 104 miles per gallon – New York to LA on one tank – and goes zero to sixty in five seconds. But no car company wants to make it. Why is that? (0:00) Why Is the Auto Industry Dying? (11:23) How Putsch Built One of the Most Efficient Cars in the World (15:52) Dieselgate and EPA Corruption (20:54) The Problem With Electric Vehicle Mandates (26:44) Why the Media Is Pretending Putsch’s Car Doesn’t Exist (40:31) New Discoveries About the Pyramids (50:46) Modern Cars Are Scamming and Controlling You (1:04:08) The Decline of Beautiful Architecture (1:10:10) Could the Government Come for Putsch? Includes paid partnerships.

Tucker Carlson

4,028,667 Aufrufe • vor 1 Jahr

🇺🇸🇮🇷 THIS COULD BECOME THE WORST FINANCIAL CRISIS OF OUR LIFETIME Professor of applied economics at Johns Hopkins University Steve Hanke says this could be the biggest oil crisis in modern history, hitting oil, fertilizer, and key supply chains all at once. Prices are already rising, and that pressure will quickly spread into food, tech, and everyday costs. Even if things reopen fast, supply chains don’t reset overnight, the damage lingers. The bigger problem is timing. The global economy was already slowing before this started, so this crisis is hitting at the worst possible moment. And if this escalates, Steve Hanke warns it could be far worse than the 2008 Global Financial Crisis. 00:01 - A Catastrophic Outlook: The Biggest Oil Crisis in History 00:13 - The Death of Sanctions: Economic Survival vs. Political Stance 00:22 - Why Escalation Favors Iran’s Strategic Position 00:36 - Unintended Consequences: The War’s Hit to the Global Economy 12:45 - Comparing the Current Collapse to the 2008 Financial Crisis 24:12 - The Strategic Advantage: How Russia Wins from an Elongated War 35:50 - Inflationary Pressures and the Death of the Consumer 41:18 - Energy Infrastructure Vulnerability and Market Panic 44:30 - The Inevitability of a Global Economic Realignment 47:21 - Final Assessment: Why We Are Entering a Decade of Chaos

🇺🇸🇮🇷 THIS COULD BECOME THE WORST FINANCIAL CRISIS OF OUR LIFETIME Professor of applied economics at Johns Hopkins University Steve Hanke says this could be the biggest oil crisis in modern history, hitting oil, fertilizer, and key supply chains all at once. Prices are already rising, and that pressure will quickly spread into food, tech, and everyday costs. Even if things reopen fast, supply chains don’t reset overnight, the damage lingers. The bigger problem is timing. The global economy was already slowing before this started, so this crisis is hitting at the worst possible moment. And if this escalates, Steve Hanke warns it could be far worse than the 2008 Global Financial Crisis. 00:01 - A Catastrophic Outlook: The Biggest Oil Crisis in History 00:13 - The Death of Sanctions: Economic Survival vs. Political Stance 00:22 - Why Escalation Favors Iran’s Strategic Position 00:36 - Unintended Consequences: The War’s Hit to the Global Economy 12:45 - Comparing the Current Collapse to the 2008 Financial Crisis 24:12 - The Strategic Advantage: How Russia Wins from an Elongated War 35:50 - Inflationary Pressures and the Death of the Consumer 41:18 - Energy Infrastructure Vulnerability and Market Panic 44:30 - The Inevitability of a Global Economic Realignment 47:21 - Final Assessment: Why We Are Entering a Decade of Chaos

Mario Nawfal

612,773 Aufrufe • vor 5 Monaten

This week, Colin M. McDonald joins us on The Arena. We discuss the Trump Administration’s fight against fraud, U.S. Department of Justice’s brand-new Fraud Division, and the most shocking fraud schemes DOJ has uncovered. 00:00 - Intro 00:36 - Colin McDonald Joins the Show 00:59 - Who Are You and What Do You Do? 02:22 - Why Public Service? 03:25 - Why Be a Prosecutor? 05:50 - What Does a Prosecutor Actually Do? 09:21 - No Prosecution Without Law Enforcement 11:08 - Relentless: Cases That Last Years 12:02 - Turning to Fraud Enforcement 13:06 - Why No One Tackled Fraud Before 13:41 - The Old Binary Choice: Violent Crime vs. Fraud 15:21 - Tallying the True Cost of Fraud 17:10 - Wasteful Spending vs. Outright Theft 19:17 - The Goal Is Deterrence 21:25 - Building Roots, Not a Potted Plant 23:18 - No Fraud Too Big, No Fraud Too Small 25:28 - Fraud Wounds the Soul, Not Just the Wallet 27:36 - Quarterbacking the Fight 28:26 - One Front Door to DOJ 29:38 - A 500-Person Division in Two Weeks 31:13 - A Career Home for Young Lawyers 33:26 - The Ripple Effects of Unchecked Crime 34:24 - Changing the Incentive Structure 35:23 - Which Statutes Do You Enforce? 36:05 - Healthcare Fraud: The Biggest Target 37:00 - The Student Athlete Who Died 38:03 - The Skin Graft Scheme 39:28 - Fraud Robs Dignity, Too 40:49 - Benefit Programs and the Public Trust Section 42:06 - Global Trade and Commerce Enforcement 43:43 - The Many Inspectors General Offices 45:05 - The Most Shocking Cases 45:56 - “Everybody’s Doing This” 46:48 - The Home Care Scam 48:25 - Billing Medicaid From Egypt and Prison 50:22 - Minnesota’s Looted Housing Program 51:27 - Clearing the Decks for the Truly Needy 52:44 - DOJ Is Here to Help 54:14 - Outro

The Arena America First Legal

446,720 Aufrufe • vor 1 Monat

Passive investing and the AI bull run are fueling another 1987-style market crash, according to Mike Green (Michael Green). We sat down to unpack why AI economics do not work, the risks investors are ignoring right now, how passive flows and leverage distort markets, and where Mike would put capital to work today in a brand new portfolio. Mike has navigated markets for decades and his work on passive is second to none. This is a must-listen conversation with one of the best in the business. TIMESTAMPS: 0:00 - Caution on AI bull market 2:57 - AI's real value 5:38 - Nvidia's vendor financing 7:47 - The China threat 9:39 - Should investors sit out? 11:29 - Passive investing risks 13:17 - Are stocks actually cheap? 15:57 - 1987 crash parallels 19:17 - Are markets broken? 24:08 - Passive flows and leverage 26:10 - Can regulators step in? 28:21 - Building a new portfolio today 32:09 - Inflation vs. deflation 36:35 - US economic opportunity 42:32 - Mike's new book

Phil Rosen

98,115 Aufrufe • vor 2 Monaten

E23: Leland Miller Breaks Down The China Threat. IP Theft, GDP Fabrication, Taiwan Takeover. What is Really Going On? Leland is the Cofounder of China Beige Book, which according to some media reports has been labelled as a firm having more data on China than even the CIA. He is also a Commissioner on the U.S.-China Economic & Security Review Commission (U.S.-China Commission). He has advised Fortune 50 CEOs and top government officials including the Congress on China. In this conversation we talk about: —> The espionage in the tech industry from universities to companies —> Why China has long-term strategy for Taiwan where they expect the West to self-implode —> How U.S banks including JP Morgan were partially responsible for covering up China’s real economic condition —> How China fabricated their GDP —> What happened to the great China opportunity? —> China’s military readiness And more. Full episode now available wherever you get your podcasts. Timestamps: 00:00 - Introduction 01:26 - China 101: The death of the “China Dream” 09:26 - Surveillance, residency permits, and the reality of internal environment 11:04 - Supply chain leverage: Why critical minerals are national security 13:50 - The pharmaceutical threat: Chinese control of U.S. medication supply chains 16:34 - Strategic decoupling: Reshoring and friendshoring national security nexuses 19:45 - Dependence on Chinese foundational materials 24:21 - The military balance in the Pacific: Why everyone thinks they would lose 27:56 - Command readiness: Xi Jinping’s military purges and wartime memory loss 31:13 - Geostrategy in the neighborhood: Japan, Philippines, and missile distance 35:20 - Made in China 2025: The fourth industrial revolution playbook 37:46 - Reindustrialization hurdles: Shipbuilding, chips, and bipartisan focus 39:50 - Breaking the rare earth processing monopoly 43:54 - An Economic Security Strategy: A 5-point master plan for the US 49:19 - IP theft and clones: The deep-rooted issue of technological espionage 52:01 - The STEM dilemma: Training talent in the U.S. and letting them go back 55:27 - China’s compute disadvantage and U.S incentives 01:00:23 - The Food and Energy problem 01:06:12 - Xi Jinping’s psyche: Paranoia, time horizons, and the Taiwan ticking clock 01:10:56 - Economic sensibilities: Global frustration with the imbalanced trade model 01:16:35 - Why China doesn’t drive global growth 01:19:02 - GDP Fabrication: Trillon-Yuan exaggeration 01:28:41 - Tracking credit and stimulus in a “non-commercial” system 01:33:59 - AI, Quantum, and Biotech integration 01:45:18 - Counterbalancing industrial policy 01:58:19 - Why China uses 12x more robots than prediction 02:08:52 - Why Xi doesn’t care about consumers 02:14:35 - Closing thoughts

E23: Leland Miller Breaks Down The China Threat. IP Theft, GDP Fabrication, Taiwan Takeover. What is Really Going On? Leland is the Cofounder of China Beige Book, which according to some media reports has been labelled as a firm having more data on China than even the CIA. He is also a Commissioner on the U.S.-China Economic & Security Review Commission (U.S.-China Commission). He has advised Fortune 50 CEOs and top government officials including the Congress on China. In this conversation we talk about: —> The espionage in the tech industry from universities to companies —> Why China has long-term strategy for Taiwan where they expect the West to self-implode —> How U.S banks including JP Morgan were partially responsible for covering up China’s real economic condition —> How China fabricated their GDP —> What happened to the great China opportunity? —> China’s military readiness And more. Full episode now available wherever you get your podcasts. Timestamps: 00:00 - Introduction 01:26 - China 101: The death of the “China Dream” 09:26 - Surveillance, residency permits, and the reality of internal environment 11:04 - Supply chain leverage: Why critical minerals are national security 13:50 - The pharmaceutical threat: Chinese control of U.S. medication supply chains 16:34 - Strategic decoupling: Reshoring and friendshoring national security nexuses 19:45 - Dependence on Chinese foundational materials 24:21 - The military balance in the Pacific: Why everyone thinks they would lose 27:56 - Command readiness: Xi Jinping’s military purges and wartime memory loss 31:13 - Geostrategy in the neighborhood: Japan, Philippines, and missile distance 35:20 - Made in China 2025: The fourth industrial revolution playbook 37:46 - Reindustrialization hurdles: Shipbuilding, chips, and bipartisan focus 39:50 - Breaking the rare earth processing monopoly 43:54 - An Economic Security Strategy: A 5-point master plan for the US 49:19 - IP theft and clones: The deep-rooted issue of technological espionage 52:01 - The STEM dilemma: Training talent in the U.S. and letting them go back 55:27 - China’s compute disadvantage and U.S incentives 01:00:23 - The Food and Energy problem 01:06:12 - Xi Jinping’s psyche: Paranoia, time horizons, and the Taiwan ticking clock 01:10:56 - Economic sensibilities: Global frustration with the imbalanced trade model 01:16:35 - Why China doesn’t drive global growth 01:19:02 - GDP Fabrication: Trillon-Yuan exaggeration 01:28:41 - Tracking credit and stimulus in a “non-commercial” system 01:33:59 - AI, Quantum, and Biotech integration 01:45:18 - Counterbalancing industrial policy 01:58:19 - Why China uses 12x more robots than prediction 02:08:52 - Why Xi doesn’t care about consumers 02:14:35 - Closing thoughts

Suffiyan Malik

25,253 Aufrufe • vor 5 Monaten

this is going to be the most important video i have ever made. i felt like i needed to ground myself and the channel before continuing the regular content. i needed to explain why i, personally, believe in bitcoin. this video is not a sympathy story; i was privileged enough to never feel the burden of financial hardship. however, it is an honest retelling of the thoughts, observations, and conversations i was having from 2024-today. and of course, how they led me to bitcoin, the one and only objective truth in today's world. i hope you enjoy this one 🧡 YT in replies Chapters 0:00 The Truth About Why I’m Here 0:45 When Money Stopped Being Abstract (The College Reality) 2:14 The Debt Crisis vs. My Generation 4:22 Turning Down the Volume: Social Media & Financial Nihilism 6:35 Bitcoin vs. Crypto: The "Admin Button" Test 9:08 Why 19-Year-Olds Are "Opting Out" 11:04 My 0.1 BTC Goal & The Channel Mission

this is going to be the most important video i have ever made. i felt like i needed to ground myself and the channel before continuing the regular content. i needed to explain why i, personally, believe in bitcoin. this video is not a sympathy story; i was privileged enough to never feel the burden of financial hardship. however, it is an honest retelling of the thoughts, observations, and conversations i was having from 2024-today. and of course, how they led me to bitcoin, the one and only objective truth in today's world. i hope you enjoy this one 🧡 YT in replies Chapters 0:00 The Truth About Why I’m Here 0:45 When Money Stopped Being Abstract (The College Reality) 2:14 The Debt Crisis vs. My Generation 4:22 Turning Down the Volume: Social Media & Financial Nihilism 6:35 Bitcoin vs. Crypto: The "Admin Button" Test 9:08 Why 19-Year-Olds Are "Opting Out" 11:04 My 0.1 BTC Goal & The Channel Mission

nicki sharma | gen z money

25,361 Aufrufe • vor 8 Monaten

Unstable as things may feel, America isn’t collapsing, says geopolitical forecaster George Friedman. It’s merely going through a predictable and necessary reset. In ten years, we’ll be fine. (0:00) Introduction (1:03) Where Will the US Be In 50 Years? (6:08) Spy Satellites and Space Strategy (9:41) The United States’ Domination of Space (10:35) Is the Pentagon Lying About China’s Technological Abilities? (11:09) Elon Musk’s Role in Advancing Space Domination (15:28) The Government Has Lost All Common Sense (20:12) The Storm Before the Calm (25:58) The Fall of American Universities (30:21) Will There Be a War Between the US and China? (45:31) How Donald Trump Is Shifting the Country Forever (50:40) Is Global War on the Horizon? (57:33) The Negotiation Tactics of Trump (59:54) The Future of Israel, Iran, and the Middle East (1:11:40) How Powerful Are Our Intel Agencies? (1:19:03) Can You Fix Government Gradually? Includes paid partnerships.

Unstable as things may feel, America isn’t collapsing, says geopolitical forecaster George Friedman. It’s merely going through a predictable and necessary reset. In ten years, we’ll be fine. (0:00) Introduction (1:03) Where Will the US Be In 50 Years? (6:08) Spy Satellites and Space Strategy (9:41) The United States’ Domination of Space (10:35) Is the Pentagon Lying About China’s Technological Abilities? (11:09) Elon Musk’s Role in Advancing Space Domination (15:28) The Government Has Lost All Common Sense (20:12) The Storm Before the Calm (25:58) The Fall of American Universities (30:21) Will There Be a War Between the US and China? (45:31) How Donald Trump Is Shifting the Country Forever (50:40) Is Global War on the Horizon? (57:33) The Negotiation Tactics of Trump (59:54) The Future of Israel, Iran, and the Middle East (1:11:40) How Powerful Are Our Intel Agencies? (1:19:03) Can You Fix Government Gradually? Includes paid partnerships.

Tucker Carlson

3,247,032 Aufrufe • vor 1 Jahr

I spoke with Porter Stansberry to discuss why he believes America is heading toward a great financial reset by 2029. He believes the combination of a collapse in Social Security, the currency debasement, and a breakdown of the social compact will lead to destruction of investor portfolios. Porter describes how to build a portfolio to survive what's coming, including gold, bitcoin, timber, and his Honeycomb Portfolio strategy. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - What is the Fourth Turning? 3:21 - Why 2029 is the year of the great reset 9:57 - How past monetary resets happened (1933 & 1971) 12:58 - Both parties grow government — there's no off ramp 21:52 - Currency debasement & the real wage collapse 35:50 - Is there any way to stop the crisis? 42:53 - Warren Buffett's 20 years of mistakes 51:43 - The permanent portfolio explained 1:01:28 - How to price gold vs. bitcoin 1:06:39 - Bitcoin's biggest mispricing in a decade 1:10:16 - Why Timber belongs in your portfolio 1:13:42 - Honeycomb portfolio strategy & closing

I spoke with Porter Stansberry to discuss why he believes America is heading toward a great financial reset by 2029. He believes the combination of a collapse in Social Security, the currency debasement, and a breakdown of the social compact will lead to destruction of investor portfolios. Porter describes how to build a portfolio to survive what's coming, including gold, bitcoin, timber, and his Honeycomb Portfolio strategy. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - What is the Fourth Turning? 3:21 - Why 2029 is the year of the great reset 9:57 - How past monetary resets happened (1933 & 1971) 12:58 - Both parties grow government — there's no off ramp 21:52 - Currency debasement & the real wage collapse 35:50 - Is there any way to stop the crisis? 42:53 - Warren Buffett's 20 years of mistakes 51:43 - The permanent portfolio explained 1:01:28 - How to price gold vs. bitcoin 1:06:39 - Bitcoin's biggest mispricing in a decade 1:10:16 - Why Timber belongs in your portfolio 1:13:42 - Honeycomb portfolio strategy & closing

Anthony Pompliano 🌪

441,360 Aufrufe • vor 3 Monaten

🚨 WARNING: CHINA’S REAL ESTATE BUBBLE JUST COLLAPSED!! China’s real estate just crashed 25% and wiped out TRILLIONS. But this is not a China-only crisis. It’s a GLOBAL market event. Stocks. Metals. Crypto. If you hold any assets right now, you MUST know what's coming next: This is a global liquidity event in motion. The collapse of the largest property bubble in modern history. For decades, China’s economy was built on one thing: Real estate. Developers borrowed endlessly. Households concentrated wealth into property. Local governments funded themselves through land sales. That entire system is now breaking. Home sales are collapsing. Prices are falling. Developers are defaulting. Liquidity is evaporating. Confidence is disappearing fast. And when housing breaks in an economy this large - everything gets hit. Banks absorb losses. Consumers cut spending. Construction activity freezes. Debt stress spreads. THIS IS EXTREMELY, EXTREMELY SERIOUS. Because China is not just a domestic economy. It is the second-largest economy in the world. And when China slows - global demand slows. That means commodities get crushed. Industrial metals weaken. Energy demand falls. Export economies take damage. And then financial markets react. Global equities reprice lower. Bond markets shift into risk-off mode. Emerging markets face capital flight. And risk assets get hit hardest. Bitcoin does not escape liquidity shocks. When global stress rises, capital pulls back fast. Speculation gets unwound first. Crypto gets sold first. High-growth tech stocks get hit next. Then broader equities follow. That is how risk cascades through markets. This is how contagion starts. China’s housing market was one of the largest stores of wealth on Earth. Its collapse destroys confidence. And confidence is the foundation of every financial system. When confidence breaks in China - global markets feel it. And history is clear: property busts trigger financial stress. Financial stress destroys risk appetite. And when risk appetite disappears - stocks fall. Bitcoin falls harder. Speculative assets get crushed. This is not a correction. This is the deflation of a global macro bubble. And the market has not fully priced it in. I’ve spent years tracking macro turning points and market reactions like this. When the next move becomes clear, I’ll share it here. Follow and turn notifications on. I will post the warning BEFORE the headlines catch up.

🚨 WARNING: CHINA’S REAL ESTATE BUBBLE JUST COLLAPSED!! China’s real estate just crashed 25% and wiped out TRILLIONS. But this is not a China-only crisis. It’s a GLOBAL market event. Stocks. Metals. Crypto. If you hold any assets right now, you MUST know what's coming next: This is a global liquidity event in motion. The collapse of the largest property bubble in modern history. For decades, China’s economy was built on one thing: Real estate. Developers borrowed endlessly. Households concentrated wealth into property. Local governments funded themselves through land sales. That entire system is now breaking. Home sales are collapsing. Prices are falling. Developers are defaulting. Liquidity is evaporating. Confidence is disappearing fast. And when housing breaks in an economy this large - everything gets hit. Banks absorb losses. Consumers cut spending. Construction activity freezes. Debt stress spreads. THIS IS EXTREMELY, EXTREMELY SERIOUS. Because China is not just a domestic economy. It is the second-largest economy in the world. And when China slows - global demand slows. That means commodities get crushed. Industrial metals weaken. Energy demand falls. Export economies take damage. And then financial markets react. Global equities reprice lower. Bond markets shift into risk-off mode. Emerging markets face capital flight. And risk assets get hit hardest. Bitcoin does not escape liquidity shocks. When global stress rises, capital pulls back fast. Speculation gets unwound first. Crypto gets sold first. High-growth tech stocks get hit next. Then broader equities follow. That is how risk cascades through markets. This is how contagion starts. China’s housing market was one of the largest stores of wealth on Earth. Its collapse destroys confidence. And confidence is the foundation of every financial system. When confidence breaks in China - global markets feel it. And history is clear: property busts trigger financial stress. Financial stress destroys risk appetite. And when risk appetite disappears - stocks fall. Bitcoin falls harder. Speculative assets get crushed. This is not a correction. This is the deflation of a global macro bubble. And the market has not fully priced it in. I’ve spent years tracking macro turning points and market reactions like this. When the next move becomes clear, I’ll share it here. Follow and turn notifications on. I will post the warning BEFORE the headlines catch up.

0xNobler

39,564 Aufrufe • vor 4 Monaten

CBS Sunday Morning went to a London auto showroom and interviewed British car owners, traditional dealers and industry experts about the rise of Chinese EVs in Europe. What they found quietly destroys a lot of American mythology. British car owner Justin Watson is replacing his Lexus with a BYD. He described the ride as “like sitting on a throne” and said its technology, comfort and handling surpassed anything he had driven before. His conclusion was blunt: The era of “cheap Chinese cars don’t last” is over. A London dealer with more than 50 years in the business, long associated with Volkswagen, said he never imagined he would one day sell Chinese cars. Then he saw the quality, the technology and the sales growth. He changed his mind. Ben Nelmes of New Automotive explained why. Chinese EV makers now hold major advantages across batteries, supply chains and manufacturing integration. BYD started with batteries and built upward, controlling far more of its own production chain and allowing it to make cars at least 25% cheaper than Western competitors. And the technology is no longer “cheap imitation.” Chinese EVs are producing the things Western social media keeps going viral over: 360-degree tank turns. Emergency floating capability. Ultra-long range. Charging from 10% to 70% in minutes. The old stereotype of “Made in China = cheap and inferior” is collapsing in real time. Then comes the American part. The Biden administration imposed a 100% tariff on Chinese EVs. Trump kept the wall in place. In practical terms, Chinese EVs are shut out of the U.S. market. When CBS asked whether that protects American jobs, Nelmes gave the more uncomfortable answer: protectionism may protect jobs in the short term, but over time it kills competition, slows innovation, weakens consumer choice and leaves domestic automakers sheltered from the very future they are supposed to compete in. If the future of cars is electric, then blocking the world’s strongest EV competitors does not prepare American automakers for that future. It protects them from it. The irony gets worse. Before the segment ended, the British owner laughed that he had relatives in New Jersey who were “absolutely jealous” that he could drive such a good Chinese car. And here is the fact protectionists cannot explain away: BYD is effectively shut out of the U.S. market behind a 100% tariff wall, while Tesla is allowed to sell normally in China. And BYD still became the world’s top-selling battery-electric vehicle maker. China did not need to ban Tesla to compete with it. It let Tesla enter. Build locally. Sell freely. Fight for Chinese consumers. The United States looked at BYD and chose a wall. Yet even without access to the American market, BYD still outsold Tesla globally. That says more about competitiveness than a thousand speeches about “fair competition.” If your company needs its biggest rival excluded from your home market while that rival beats you everywhere else, you are not defending competitiveness. You are hiding from it.

CBS Sunday Morning went to a London auto showroom and interviewed British car owners, traditional dealers and industry experts about the rise of Chinese EVs in Europe. What they found quietly destroys a lot of American mythology. British car owner Justin Watson is replacing his Lexus with a BYD. He described the ride as “like sitting on a throne” and said its technology, comfort and handling surpassed anything he had driven before. His conclusion was blunt: The era of “cheap Chinese cars don’t last” is over. A London dealer with more than 50 years in the business, long associated with Volkswagen, said he never imagined he would one day sell Chinese cars. Then he saw the quality, the technology and the sales growth. He changed his mind. Ben Nelmes of New Automotive explained why. Chinese EV makers now hold major advantages across batteries, supply chains and manufacturing integration. BYD started with batteries and built upward, controlling far more of its own production chain and allowing it to make cars at least 25% cheaper than Western competitors. And the technology is no longer “cheap imitation.” Chinese EVs are producing the things Western social media keeps going viral over: 360-degree tank turns. Emergency floating capability. Ultra-long range. Charging from 10% to 70% in minutes. The old stereotype of “Made in China = cheap and inferior” is collapsing in real time. Then comes the American part. The Biden administration imposed a 100% tariff on Chinese EVs. Trump kept the wall in place. In practical terms, Chinese EVs are shut out of the U.S. market. When CBS asked whether that protects American jobs, Nelmes gave the more uncomfortable answer: protectionism may protect jobs in the short term, but over time it kills competition, slows innovation, weakens consumer choice and leaves domestic automakers sheltered from the very future they are supposed to compete in. If the future of cars is electric, then blocking the world’s strongest EV competitors does not prepare American automakers for that future. It protects them from it. The irony gets worse. Before the segment ended, the British owner laughed that he had relatives in New Jersey who were “absolutely jealous” that he could drive such a good Chinese car. And here is the fact protectionists cannot explain away: BYD is effectively shut out of the U.S. market behind a 100% tariff wall, while Tesla is allowed to sell normally in China. And BYD still became the world’s top-selling battery-electric vehicle maker. China did not need to ban Tesla to compete with it. It let Tesla enter. Build locally. Sell freely. Fight for Chinese consumers. The United States looked at BYD and chose a wall. Yet even without access to the American market, BYD still outsold Tesla globally. That says more about competitiveness than a thousand speeches about “fair competition.” If your company needs its biggest rival excluded from your home market while that rival beats you everywhere else, you are not defending competitiveness. You are hiding from it.

𝘊𝘰𝘳𝘳𝘪𝘯𝘦

15,864 Aufrufe • vor 1 Monat

China spent 25 years failing to build a globally competitive domestic car industry through hundreds of billions of dollars of subsidies and forced partnerships. Then they tried something radical. In 2018, they invited Tesla to build a wholly-owned factory in Shanghai. No joint venture required. Chinese officials called it the "catfish effect" - Tesla would force domestic companies to compete or die. The impact was brutal. When Tesla's Model 3 launched in 2020, it quickly became China's best-selling EV. BYD's total vehicle sales actually fell 7.7% that year to just 427,000 units. By competing with the world's best, BYD was forced to address what they were missing: Chinese EVs had great battery tech and software, but the cars weren't appealing. So BYD learned design. Sales exploded. Today BYD sells over 4 million vehicles annually - 10x their 2020 numbers, and more than Tesla globally. America should do the same thing. In the long run, the only way to win high-tech manufacturing is to actually compete against the very best in the world. We should encourage BYD and other leading Chinese companies to build factories in America in exchange for the access to the U.S market. This would allow us to build up process knowledge and the the relevant supply chains domestically, and force American companies to catch up. The alternative is to fall further and further behind. I talked to Arthur Kroeber Arthur Kroeber, one of the sharpest observers of China’s economy, about this and much more. Full episode out tomorrow.

China spent 25 years failing to build a globally competitive domestic car industry through hundreds of billions of dollars of subsidies and forced partnerships. Then they tried something radical. In 2018, they invited Tesla to build a wholly-owned factory in Shanghai. No joint venture required. Chinese officials called it the "catfish effect" - Tesla would force domestic companies to compete or die. The impact was brutal. When Tesla's Model 3 launched in 2020, it quickly became China's best-selling EV. BYD's total vehicle sales actually fell 7.7% that year to just 427,000 units. By competing with the world's best, BYD was forced to address what they were missing: Chinese EVs had great battery tech and software, but the cars weren't appealing. So BYD learned design. Sales exploded. Today BYD sells over 4 million vehicles annually - 10x their 2020 numbers, and more than Tesla globally. America should do the same thing. In the long run, the only way to win high-tech manufacturing is to actually compete against the very best in the world. We should encourage BYD and other leading Chinese companies to build factories in America in exchange for the access to the U.S market. This would allow us to build up process knowledge and the the relevant supply chains domestically, and force American companies to catch up. The alternative is to fall further and further behind. I talked to Arthur Kroeber Arthur Kroeber, one of the sharpest observers of China’s economy, about this and much more. Full episode out tomorrow.

Dwarkesh Patel

424,418 Aufrufe • vor 1 Jahr

🚨 37 years ago today, the CCP killed nearly 40 thousands of students and citizens on Tiananmen Square just to stay in power. Deng Xiaoping reportedly and famously said: “If we can ensure another 20 years of safety, it is worthwhile to kill 200,000.” Now the CCP has “earned” far more than 20 years. But how are they doing today? Watch my new exclusive report: Even Cai Qi, the CCP’s de facto number two, no longer trusts the regime’s own official statistics. He built his own secret investigation team, bypassed the National Bureau of Statistics, and submitted a shocking internal report to Xi Jinping about the real state of China’s economy. What does this secret report actually reveal? The truth is worse than you think. 👇 Timestamps: 00:00 Introduction 00:51 Cai Qi’s Secret Report 02:41 Record Cost Pressures on Enterprises 03:44 The Triangular Debt Crisis 05:57 Loose Money, Collapsed Confidence 06:50 Local Government Fiscal Collapse 08:22 Foreign Capital Flight 12:22 Three Deadly Impacts on the CCP Regime

🚨 37 years ago today, the CCP killed nearly 40 thousands of students and citizens on Tiananmen Square just to stay in power. Deng Xiaoping reportedly and famously said: “If we can ensure another 20 years of safety, it is worthwhile to kill 200,000.” Now the CCP has “earned” far more than 20 years. But how are they doing today? Watch my new exclusive report: Even Cai Qi, the CCP’s de facto number two, no longer trusts the regime’s own official statistics. He built his own secret investigation team, bypassed the National Bureau of Statistics, and submitted a shocking internal report to Xi Jinping about the real state of China’s economy. What does this secret report actually reveal? The truth is worse than you think. 👇 Timestamps: 00:00 Introduction 00:51 Cai Qi’s Secret Report 02:41 Record Cost Pressures on Enterprises 03:44 The Triangular Debt Crisis 05:57 Loose Money, Collapsed Confidence 06:50 Local Government Fiscal Collapse 08:22 Foreign Capital Flight 12:22 Three Deadly Impacts on the CCP Regime

Inconvenient Truths — Jennifer Zeng Reports

74,847 Aufrufe • vor 3 Monaten