SUMARIZATION OF #krisonomics
1) Supply chains started breaking down in 2013, I noticed it in 2014.
2) The trigger was QE3 activation by the Federal Reserve.
3) Readjustment of supply chains away from China started in 2015 in Washington DC.
1/2
1) Supply chains started breaking down in 2013, I noticed it in 2014.
2) The trigger was QE3 activation by the Federal Reserve.
3) Readjustment of supply chains away from China started in 2015 in Washington DC.
1/2
4) China reacted by taking advantage of Covid lockdown to shut down supply chains, thus openly starting #SupplyChainWar
5) The breakdown is beyond the point of no return, it can no longer be reversed.
6) Dechinesification is under way until 2030.
2/3
5) The breakdown is beyond the point of no return, it can no longer be reversed.
6) Dechinesification is under way until 2030.
2/3
7) Dechinesification will be very painful for both West and China.
8) Beijing can use mortal and brute force to handle it, the West cannot.
9) The breakdown of supply chains will multiply global conflicts.
3/4
8) Beijing can use mortal and brute force to handle it, the West cannot.
9) The breakdown of supply chains will multiply global conflicts.
3/4
10) Global conflicts will not be in nature of Afghanistan invasion, they will be in the nature of short and intensive local conflicts fought by proxies between US/EU/Japan/Australia/Canada vs China/Russia/Turkey/Iran/Serbia.
4/4 END
4/4 END
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