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(1) The Houthis situation cannot be pacified by bombardment (1-i) Team USA made EU energy expensive (1-ii) Team Israel made EU goods expensive (1-iii) Both Team USA and Israel creating migrant problems for EU (1-iv) EU done-done unless pivot out of hole it allowed itself to fall into
(2) Team USA is losing its sense of humour, for whatever reason(s), much like India, likely for the same reason(s), whereas Japan, long past comedic and way past age of Sony and quietly knowing it had committed capital crime, is on cusp of giving up, even as S Korea knows better, now that Russia has helped N Korea with tsunami bombs. Perhaps once the Trump and Joe go toe-to-toe shall improve overall disposition / jovial feel
friend-shoring going well
developments on Taiwan, China, Republic of, going well, allowing Core Comrade Jinping to continue improve capabilities whilst suffering no more risk of conflict over same Taiwan, because Taiwan knows better as it gets pauperised by both Team USA and Team China, People's Republic
TSMC needs to pivot, and do it right, else lose 1/2 market, or disappear altogether, leaving Taiwan with restaurants
In the meantime, Zeihan, Peter, thinks China has an energy problem, and yes, Zeihan very funny (earlier posted, but appropriate here)
