1.@AmbassadorTai not a trade but US Industrial Policy speech: "make smart domestic investment to increase competitiveness. invest in R&D and clean energy technology, strengthen manufacturing base, incentivize to Buy American up and down the supply chain." Self reliance anyone?
2. I thought I was the optimistic one for both US and China, but Marko Papic of Clocktower argued that in the near future, US-China relationship will get WORSE AND both US and China will have growth that surprises on the POSITIVE side!
https://twitter.com/WisdomTreeETFs/status/1445509362886201346
3. In some way, it's not an unreasonable proposition. Both US/China are going to invest heavily at home in human/physical capital, which should bid well for near term growth. It's easy to see China/US in an investment race. The bills coming out of congress are in Trillions.
4. Oct. high month for Taiwan attentions. National Days back and back (Oct. 1st and 10th). TW local issue referendums coming up. Ruling party DPP is not favored. Owning toys like planes and ships and show off occasionally quite understandable for a mom.
https://twitter.com/liqian_ren/status/1445345128797900807
5. If you just saw WSJ scoop on US special ops forces in Taiwan, be sure to check out this news article from 1 year ago (Nov 9, 2020). In the article, Pentagon spokesman "reports about U.S. Marines in Taiwan are inaccurate". taiwannews.com.tw/en/news/4049035
6. On Thursday (Nov. 12, 2020), Taiwan's Ministry of National Defense (MND) changed its tune and issued a statement in which it claimed that media reports about the U.S. Marine Corps assisting Taiwan Marines in military training are "not consistent with the facts."
7. Pro-KMT, top TW newspaper UDN reports Xi will give a speech for 110th anniversary of Xinhai Revolution that toppled Qing Dynasty/led to the first Republic in China. Again, context matters. Every president has done it and put a slight language spin. udn.com/news/story/733…
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