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


To: Box-By-The-Riviera™ who wrote (217435)10/29/2025 10:03:30 PM
From: TobagoJack  Read Replies (1) | Respond to of 219940
 
Q: Good morning Manus co-pilot, please (1) review relevant news of the past 24 hours resulting from your searches on-line (1-a) latest on US - China wars w/r to trade, tariff, technology, whatever (1-b) Russia - Ukraine / Nato hot war, (1-c) Middle East conflict(s), and w/r to the hereunder VLOGs and articles appended / attached by me, (2) fact-check, (3) supplement with other local languages material searched on-line when advisable, (4) critique, and (5) recalibrate our Asimovian Universe Empire / Foundation 2026 TeoTwawKi / 2032 Darkest Interregnum / 2042 Demographic-flip thematic narrative waypoints, (6) deliberate pro / con as appropriate so I am less likely to be blindsided, and you do not go hallucinatory / sycophantic (7) update me on important latest pricing matter to us - i.e. share indices of USA, HKG, Japan, China, and Gold, Silver, Platinum, Copper, and DXY (value of USD). then (8) give me a report in text and in female voice file. Now I shall do walk, ice coffee, then get on with the rest of my day deliberating, shuffling, keep eyes on markets. I shall upload to you some articles, and some VLOGs ... so wait and hold off analysis / synthesis / integration / text+voice files until I do so ...

Articles ... (1) bloomberg.com <<How Trump Is Extracting $900 Billion From Japan and South Korea>> (2) bloomberg.com <<Fed Cuts Rates, Powell Signals December Move ‘Far From’ Certain>> (3) bloomberg.com <<G-7 to Announce Critical Minerals Alliance to Counter China>> (4) bloomberg.com <<Trump’s Russia Oil Sanctions Face Early Test in China Meeting>> (5) bloomberg.com <<China Is Winning the Trade War Without Fighting>> (6) bloomberg.com <<Hong Kong Universities Are Outshining Tsinghua>> (7) bloomberg.com <<Senate Rebuffs Trump on Canada Tariffs Amid GOP Dissent on Trade>> (8) zerohedge.com <<Stocks, Bonds And Bitcoin Battered After Powell Trapdoors Markets, Says December Cut Not Set>> (9) zerohedge.com <<The Wrap: Fed Cut FOMO – Spot Up, Vol Up>> (10) zerohedge.com <<Fast Money Is Mostly Out Of Gold And Silver>> (11) zerohedge.com <<'The Goldilocks Melt-Up In Equities Will Continue'; Goldman Traders Address The Three Bears>> (12) zerohedge.com <<Market Liquidity Turns Critical As BofA Says "Room For Fed To Restart Balance Sheet Growth">> (13) zerohedge.com <<Ahead Of The Mag 7 Deluge: Previewing MSFT, GOOGL And META Earnings>> (14) zerohedge.com <<Forced To Buy: AI Mania Goes Parabolic>> (15) zerohedge.com <<Gold Is Doing What It Normally Does After The Fed Cuts Rates>> (16) zerohedge.com <<$5 Trillion Beast – NVDA Eats the Industrials>> ... wait for VLOGs then synthesize

VLOGs ... (17) youtu.be <<Nexperia and Japan>> (18) youtu.be <<recession & FED>> (19) youtu.be <<China EVs in Canada>> (20) youtu.be <<gold 1979 and now>> (21) youtu.be <<Ukraine>> (22) cepr.net <<The Running Out of People Story: The Silliest Theme Pushed by Intellectual Types>> (23) globaltimes.cn <<China's new-generation 'artificial sun' under upgrade for burning plasma tests: expert>> ... Go Go Go
yada yada yada
blah blah blah



To: Box-By-The-Riviera™ who wrote (217435)10/29/2025 10:58:01 PM
From: TobagoJack  Respond to of 219940
 
btw, re rare earths ... why did they not heed the headsup ?

2010 Message 26615324
side note, as the rare earth and other goodness do not stop at the border of china inner mongolia autonomous region, thus giving rush to mongolia (outer) for goodness that can only go one way, the right way; and as chinese geological survey indicates much goodness in tibet autonomous region which can well be developed by tapping the great hydro resource of the region (and so the worry of parched india), it should be obvious that the afghan resource probably does not stop at it border, but spill over in all directions

the great game just got greater

what fun, we of the thread are blessed, with so much more to amuse us over the next many decades
2010 Message 26843795
my read of the situation, pulling back via fractal math to appreciate the full splendor, is that:
- team usa is stirring the pot unbecomingly to forestall the return of a world power to its seat at the head table after 6 hundred years absence
- team china, as did team usa, will tend to make own rules
- as long as team china, usa, and russia playing for self and distinct interest, china can face down usa as it had plenty of times from much weaker positions
- team usa engaging with china periphery of asean is not of consequence (all too small and disorganized) but interesting to watch
- team usa engagement of india is also not of consequence (that mountain is high, and cutting off water is simpler than choking off rareearth) but interesting to watch
- team japan must soon choose its destiny
- all of team usa' efforts going forward must be on borrowed money, and must fund all efforts above the burden willingly accepted by all players, including creditors and would-be creditors
- soon enough russia should recognize an opportunity, and europe should realize a danger
- iow, the game is on, and both japan and usa must print alongside china, and china must print so that it can grow, reform, and be stable
- above be my simplistic read of situation w/o benefit of knowing details of sterilization and repos and swaps and such
- in the mean time, am ramping to renovate abode of in-laws starting march 1st, and am wondering if i should hoard some sony tv flat screens before they run out of components

recommendation, getyourfavoritebasketofmetals
2011 Message 26900937
Cornering action executed, 20 years in the making in effort to save the planet



To: Box-By-The-Riviera™ who wrote (217435)10/29/2025 11:32:26 PM
From: TobagoJack  Read Replies (1) | Respond to of 219940
 
noicely done, call for cooperation, perhaps another PP equation of time in-the-bag

the boyz playing well together

doubled-up one HK-listed China shares 00388 (HK Exchange), 00700 (Tencent), 00941 (China Mobile), 00981 (SMIC), 01347 (Hua Hong Semi), 01385 (Shanghai Fudan), 02899 (Zijin Copper), 03750 (CATL), and 09988 (Alibaba)

scmp.com

China’s development goes ‘hand in hand’ with Trump’s Maga vision, Xi says

Leaders are holding talks in South Korea after US threatened additional tariffs in response to Chinese rare earth curbs



SCMP Reporters

Published: 9:44am, 30 Oct 2025Updated: 11:24am, 30 Oct 2025

INTRODUCTION

This live blog has been made freely available as a public service to our readers. Please consider supporting SCMP’s journalism by subscribing. Get faster notifications on the latest updates by downloading our app.

Chinese President Xi Jinping is holding talks with his American counterpart Donald Trump, their first in-person meeting since Trump’s return to the White House, as the rivals seek to manage heightened tensions, particularly over trade.

The closed-door talks are taking place on the sidelines of the Asia-Pacific Economic Cooperation summit in the South Korean city of Busan.

Thursday’s meeting comes at a time of fluctuating US-China relations marked by escalating trade tensions. Trump this month threatened additional tariffs on Chinese goods and hinted at calling off talks with Xi in response to China’s rare earth export curbs.

The US president later said he expected the US and China to “have a really fair and really great trade deal together” after the meeting in South Korea, but at the same time stressed he would proceed with the tariff hike if a deal was not reached by his November 1 deadline.

On Sunday, following trade talks in Kuala Lumpur, the two countries agreed to a preliminary framework deal, with US Trade Representative Jamieson Greer saying they were “moving towards the final details of the type of agreement that the leaders can review and decide if they want to do it together”.

US Treasury Secretary Scott Bessent said a deal on TikTok would be finalised at the Trump-Xi meeting.

Trump earlier suggested that rare earths, fentanyl, soybeans and Taiwan were some of Washington’s priorities.

In a rare comment about Taiwan on October 20, Trump said Beijing “doesn’t want to” invade the self-ruled island, saying “I don’t see anything happening”, though he did not say if Taipei would be part of any trade deal he would table with Beijing.

Beijing sees Taiwan as part of China to be reunited by force if necessary. Most countries, including the US, do not recognise Taiwan as an independent state, but Washington is opposed to any attempt to take the island by force and is committed to supplying it with weapons.

Beijing has repeatedly stressed that Taiwan is the “first red line that cannot be crossed”, urging Washington to cease arm sales to Taiwan and oppose Taiwanese independence. The second Trump administration has been quiet on its position on Taiwan.

Xi and Trump have spoken by phone three times this year. In the most recent call, which took place last month, Xi stressed the importance of stable US-China ties and said the two countries needed to work together, but he also called out Trump’s unilateral trade restrictions, according to a Chinese foreign ministry account of the call.

Reporting by Dewey Sim, Alyssa Chen, Fan Chen, Meredith Chen, Orange Wang and Sylvia Ma