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Met Gala Balding 大老板

@BaldingsWorld

15 Sep

Here is an Evergrande feed about some sub-topics that I think are misunderstood or being poorly analyzed. First, I have seen many people and journalists talk about how China has pushed to increase risk acceptance by emphasizing market mechanisms. This is just false. 1/n

Journos typically take one of a couple of quotes like Xi saying "houses are for living, not speculating" but forget in addition to the towering mountain of data and evidence to the contrary, all the little signals Chinese investors and buyers cue on to make decisions. 2/n

For instance, probably 1/4 apartments in China sit empty and the pace of building (supply) far exceeds any remotely conceivable level of demand. Highlighting the overly cited Xi quote is akin to saying the Taliban is on the UN Council for Gender so women are doing fine 3/n

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Met Gala Balding 大老板

@BaldingsWorld

14 Sep

So I get cranky at universities, professors, and galaxy brains who absolutely refuse to recognize how China is behaving or do anything about it. So let's go over some cases that I can speak first hand about where this is true 1/n

Elite east coast university with deep political meaning accepts $5m donation from Hong Kong shell company with $500k annually in revenue that is owned by corrupt Chinese real estate developer jailed for a decade connected to Politburo member 2/n

Front company for Chinese intelligence generating data classifying academics and think tankers by whether they are "important" including data about their family, research, and legal entanglements in their background 3/n

Read 8 tweets

Met Gala Balding 大老板

@BaldingsWorld

10 Sep

As someone with a strong preference for policy compared to politics, I have had something gnawing at me about the differences between the the public behavior of the Trump administration compared to the Biden people. Let's start by saying both have more than their fair share 1/n

Of stupid stuff said andd stupid stuff done. However, it kept gnawing at me about howto summariz e or encapsulate the difference. Trump and his talking heads had a bravado so that even when they were slinging junk they were kind of like Biff from Back to the Future 2/n

There were many times they were slinging crap and they knew but flew into it for lack of a better term. They effectively challenged people to do something about but they carried this with some bravado. This is in stark contrast to the Biden people. I think the Biden people 3/n

Read 11 tweets

Met Gala Balding 大老板

@BaldingsWorld

26 Aug

There is a bad faith partisan argument being made the chaos in Afghanistan was inevitable so we shouldn't blame the Biden administration. This willfully attempts to muddy the waters about what problems were likely and which problems are preventable. So let's address them 1/n

They are right to some degree that when we left the government in a best case scenario was going to be shaky, democracy, and institutions left something to be desired, and the Taliban remained strong. This was likely under any scenario to set the stage for chaos whether 2/n

It was in 1 month or 6-12 months. No matter how we left Afghanistan there was definitely likely going to be a not insignificant degree of chaos in some form. That is accurate. However, that chaos & instability has ABSOLUTELY NOTHING to do with the preventable risks & chaos 3/n

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Met Gala Balding 大老板

@BaldingsWorld

23 Aug

There is a very key and subtle distinction by implication in the political arguments bring made by people. If you want to believe the US managed the withdrawl as well as it possibly could have and absolutely everything we see now was inevitable that have very important 1/n

Implications going forward. That implies the people managing the withdrawl did a great job but that we don't have the military assets able to manage such a withdrawl. If however you believe as I do that what we are seeing was not absolutely inevitable and could 2/n

Have been managed significantly better the implication is that we have the military and hard power assets but the personnel messed up the withdrawl strategically. I think it is clearly the latter rather than the former but there are two additional extensions to the former 3/n

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Met Gala Balding 大老板

@BaldingsWorld

21 Aug

There is one very important issues for Biden. Americans pretty much don't care about politicians doing stupid stuff if they say it beforehand. We hate hypocrisy. Trump being Trump really had no impact because people knew what they were buying with Trump. 1/n

We expect politicians to diddle their aids and only recently make Democrats pat because they went all woke. Before it didn't really impact then because they never campaigned on being holier than thou. Now it matters because the virtue signal. This matters for Biden because... 2/n

Biden's entire schtick was putting the adults and competence in charge. He really didn't even campaign. Just sent nice sounding Tweets and said adults and competence. Multiple incidents are wrecking this media aided talking point and the world can see it in real time. 3/n

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