As the world awakens to the pure evil of Putin’s Russia, Xi’s China is in the crosshairs. Global pension and endowment investments in Russian stocks and bonds are at risk being completely wiped out after errantly turning a blind eye to Putin’s despotism. 1/7
MSCI and other global indices invested in Russia are almost completely trapped. We are witnessing the bifurcation of the world into two spheres. The rules-based west on one hand and the axis of authoritarian, communistic, totalitarian evil on the other. The China/Russia 2/7
‘Strategic Partnership’ announced in a joint press release on Feb 4, 2022 is worth another read. They intend to form a bond bigger and stronger than the Allied Powers of WWII. “No areas of cooperation are off the table.” It will become clear that fiduciaries that invested 3/7
in Russia, China, and any other developed or emerging market nation ruled by oppressive, dictatorial killers have abrogated their duties to their investors and should have legal action brought against them for their losses. Imagine investing into Chinese companies that refuse 4/7
to submit themselves to PCAOB covered audits…investments also subject to the whims of an autocratic ruler like Xi Jinping who single-handedly decides which sectors will be targeted for ‘crackdowns’. How does one run that discount model? 5/7
I fear that global pension, endowment,and other invested capital in Chinese stocks and bonds will suffer a similar fate to trapped/frozen/indefinitely suspended stocks and bonds In Russia. History won’t be kind to those managers that ignored the multitude of obvious red flags 6/7
In Russia and China and invested anyway.FOMO is a terrible defense for greed, avarice,and investing in despotism. @RayDalio @BlackRock @MSCI_Inc #RussiaUkraine #RussiaUkraineWar #China #ChinaExposed #Genocide #Fiduciary @SECGov @GaryGensler @SquawkCNBC @andrewrsorkin @davidfaber

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More from @Jkylebass

Feb 26
When the wall of communism fell, we (The U.S. and the U.K.) convinced the Ukraine to denuclearize as they had a third of Russia’s nuclear weapons when they became independent. In exchange, Ukraine received a signed security guarantee from us known as the Budapest Memorandum. 1/8
The implication was Ukraine would not be let to stand alone and face a threat should it come under one. Putin has orchestrated a full-scale invasion and, just like 2014, we DO NOTHING. We send their troops some weapons and say “good luck”?! America isn’t what it used to be. 2/8
We used to stand up to signed agreements. We’re becoming like the Chinese…where signed international agreements aren’t worth the paper they are printed on. The sanctions imposed to date are almost completely toothless. Russia’s economy is almost solely dependent on crude and 3/8
Read 10 tweets
Feb 15
Javier, @JavierGoya7 , China is in desperate need of food (ie corn), energy (oil, gas, coal), basic materials, and semiconductors. If xi is contemplating moving on Taiwan 🇹🇼, he would need to stock a surplus of these things or find someone to backstop their needs. 1/4
If China and Russia are collaborating at this point in history, a series of important deals might be had. Russian oil and food for an end-around crippling US sanctions for Putin’s Ukrainian invasion. The alliance of evil can and will likely unite to bring this to reality. 2/4
China will be sanctioned and removed from the global SWIFT system if xi moves on Taiwan. Xi might think he’s got the West in check but we have him in Checkmate if he moves. 3/4
Read 4 tweets
Feb 8
American citizen Gu Ailing (born in America, raised in California, mother immigrated from China 30 years ago) gets bought by Xi Jinping and China to compete in the #GenocideGames for the Communist Party. Textbook CCP, bribe a US citizen to earn you a gold medal 🥇. #ChinaExposed
After winning her first championship at the age of 15, Gu Ailing was secretly recruited to Beijing to meet with Xi Jinping. Five months later, she announced that she would join the Chinese Olympic team. The CCP propaganda is that Gu Guihua has become a Chinese.
But China does not allow dual citizenship, and if it is true, she can only renounce her American citizenship. Did she actually give it up? Every time a reporter asked her, she dodged the question.
Read 5 tweets
Feb 7
Textbook Chinese censorship on a US social media platform. Add the IOC to the supranational platforms that the Chinese Communist Party has infiltrated and conscripted. IOC, WHO, World Bank, BIS, The UN, and the list goes on and on. #BoycottBeijing2022 #China #ChinaExposed
Read 4 tweets
Jan 18
NBA can’t possibly confront the Genocide in China…they risk losing $800MM. @WarriorsPR @chamath The UK conducted a China Tribunal and had Sir Geoffrey Nice oversee its operations. He presided over Milošević’s war crimes tribunal in The Hague.Results here: chinatribunal.com
Read 4 tweets
Jan 18
Im an @theallinpod fan, but @chamath ‘s views on the ethnic and cultural genocide that the Chinese Communist Party wages on the Uyghurs and anyone who isn’t Han Chinese is clear. They literally use the prison camps as live organ buffets. @Jason @DavidSacks chinatribunal.com
The Tribunal was run by Sir Geoffrey Nice..the same QC who presided over Slobodan Milošević’s war crimes tribunal in The Hague. TAKE THE TIME to read through the Interviews and the conclusions. google.com/amp/s/amp.theg…
@chamath asked where the UN is on China’s Genocide? He should take the time to review the standing members of the UN ‘Human Rights’ Council - Venezuela 🇻🇪, China 🇨🇳, Pakistan 🇵🇰, Russia 🇷🇺, Libya 🇱🇾, Cuba 🇨🇺, Sudan 🇸🇩 and a few other global champions of human rights. @UNWatch
Read 9 tweets

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