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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: bull_dozer who wrote (208989)	11/16/2024 6:01:26 PM
From: TobagoJack	Respond to of 217545

re <<China to tighten export curbs on critical metals ahead of Trump's return>> my understanding is that Team China is already more than ready to engage with the Trump and do Trade War 2.0, and is in a superior position compared to 2018 to not lose, and go onward to win. China has spent considerable time to figure out the linkages, acu-pressure points, qi flow, and such yin / yang stuff Whether Trade War 2.0 is to happen or not is still out there blowing in the wind. Below VLOG details the order of battle, and by my understanding is formidable, enough to cause cardiac event exceedingly fast to the Team USA financial markets, for the response vectors range from elemental minerals, processed alloys, semiconductor inputs, legacy chips used in everything including Ford F150, debt instruments, generic medicines ... iow, the total decoupling Rubio wishes for and promised to work for US-China trade war 2.0 might happen, and all waiting for the Trump to give the signal. Should the trade war happen it might go big, as in no longer Peking opera or Japanese kabuki theatre but big-big As far as Team RoC Taiwan is concerned, if Trump tees up RoC, RoC would be embargo-ed, and made to leave the chat, resulting in no-energy within 7-days and in no-chips immediately, sending NVDIA and Nasdaq to who knows where. There is a misunderstanding, I believe, that somehow China China China is economically weaker today than in 2016, akin to Russia is a gas station pretending to be a nation, never mind a civilization-state; and that China militarily China is weaker relative to US today than in 1953. Should such misunderstandings be ubiquitous throughout Team US ruling class, interesting times ahead. Yes, gold should go up, along with silver, even as breakfast pricing, including orange juice, coffee, ... would crash. Should you detect enthusiasm on my part to witness the reset you would be wrong, for everything stopping cannot be a good happening, until I get my crypto values liberated :0) However, a reminder, a trade war is more terrible than a real war, because everybody would be affected, and not just those in kinetic contact. I shall synthesise my understanding from reads such as these Message 34910813 Message 34910821 Message 34910760 Message 34910775 ... and per synthesise of below am guessing that Raytheon can be completely stopped by use of kill-switch located in ZhongNanHai of Beijing (equivalent of the White House, but slightly larger, of course per naturally) and its share price sent to between 50% of now and possibly to -0- requiring Team USA to step in and pay salaries to prevent complete breakup reuters.com China sanctions Lockheed Martin, Raytheon over Taiwan arms sales tenderalpha.com Raytheon Supply Chain Analysis: How Dependent is Top US Government Contractor on Chinese Suppliers 28 Nov, 2023 Raytheon is one of the most trusted and long-standing US government contractors. It has featured on multiple occasions in our Top Government Contractors series, where we discussed its financial performance in the last few quarters [ Q4 2022] [ Q1 2023] [ Q2 2023] [ Q1 2024]. Now we turn to examining the characteristics of Raytheon’s supply chain network. We will be doing so using data from our own Global Government Supply Chain Data Feed. To put things in perspective, below we present some telling figures about Raytheon's supply chain upon which we will build our analysis. 3 Key Figures for Raytheon’s Supply Chain: 95% of the commodities related to aircraft and spacecraft parts come from Chinese suppliers 100% of tubes, pipes, hoses, and fittings are supplied by Chinese companies 54% of Raytheon’s electric motors and generators are supplied by Chinese suppliers What Critical Parts do Chinese Suppliers Deliver to Raytheon? Looking at Raytheon’s international suppliers in particular, we discovered that the company has more direct Chinese suppliers than from all other countries combined. Notably, none of these Chinese suppliers were found to be direct government suppliers in our database. What this means is that Chinese companies indirectly supply the US Government with goods and services required for some critical technologies used by the Department of Defense. Zooming in on product level showed that more than 95% of the commodities related to aircraft and spacecraft parts are delivered by Chinese suppliers, with tubes, pipes, hoses and fittings supplied entirely by Chinese companies. Another 54% of Raytheon’s electric motors and generators are supplied by Chinese entities. There is no doubt that all the aforementioned goods are essential for Raytheon’s work for the government and their timely delivery is critical for the company’s uninterrupted service. Supply Chain Data as a Risk Mitigation Tool These figures make the supply chain data a valuable tool that can be used to highlight the goods that are at potential risk of delay in delivery should they be imported from China. Given that Rayheon’s Chinese suppliers deliver a number of critical parts needed for the production of military equipment, there is a real possibility that a more acute geopolitical tension between China and the US could affect Raytheon’s supply chain resulting in delays, cost increases or outright unavailability. Such a development would also represent an opportunity for alternative suppliers that stand to benefit from Raytheon’s sizable US government business. Government contract awards data is used as a basis to construct Raytheon’s supply chain network data. The rich database of contracts awarded to the company is instrumental as it allows you to extract and analyze the contracts that have suffered from supply chain disruptions. Government contract awards data and supply chain transactions data complement each other to provide a detailed picture of major companies’ economic activity highlighting supply chain risks that may hamper their commitments as government contractors. If you need this knowledge or have a different use case that our data can serve, let us know! google.com

To: bull_dozer who wrote (208989)	11/17/2024 3:29:46 AM
From: TobagoJack	Read Replies (2) \| Respond to of 217545

*>> THE FCKING FCKS* think important figuring from the Luke w/r to the DXY vs deficit, spelling implications for unmentioned but implied gold, and something about super-spike ... well, he does mention "gold and bitcoins" and in a positive way, and something about "2022 on steroids" reminder, 2022 was great for gold, and then not, and over the 12-months, net-net zero spoiler, GETMOREGOLD