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🇺🇸Kyle Bass🇺🇦

@Jkylebass

Aug 4

The Chinese Navy has added a 7th zone to their ‘live-fire’ exercises that will now last until Monday morning at 10am. The Communist Party will use Pelosi’s visit as an excuse to ratchet to a new force operating level in the Taiwan Strait. These exercises are designed to 1/5

cause a closure of the ports on the West Coast. Taiwan imports its daily energy through its ports. Imagine the economic and personal pain an effective energy blockade will cause to the people of Taiwan 🇹🇼. China ratcheted their force presence in the SCS in 2015 when they 2/5

went from a ‘zone’ defense to a ‘man’ defense. They are now likely to use a ‘full-court press’ in the waters of the Taiwan Strait. The PLA navy will likely challenge each and every foreign warship and possibly commercial ships in the Strait. China ‘s Grand Strategy 3/5

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🇺🇸Kyle Bass🇺🇦

@Jkylebass

Jul 29

@HuXijin_GT

In the last week, the running-dog of the Chinese propaganda effort @HuXijin_GT has ‘officially’ threatened the U.S. with war at least 6 times from behind the Great Firewall of the Communist Party of China. I need to call @RayDalio and Schwarzman to better understand how our 1/6

https://twitter.com/huxijin_gt/status/1553054547970760704

most coveted investment destination could possibly threaten us with war for conducting a diplomatic visit to another democracy. How much money will US endowments, pensions, and individual investors lose if China escalates Pelosi’s visit? The increasing belligerence of the 2/6

Chinese military has been on display for the world to see. xi’s preparations for a wartime footing have been telegraphed at each and every step. Given the threats to the Chinese regime’s control (economic crisis, energy crisis, food crisis, inflation crisis, banking crisis, 3/6

Read 6 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Jul 24

As we approach the annual pilgrimage of the Chinese elite to the resort town of Beidaihe,the world should remember what was happening in 1960 when this photo of the relaxed Mao Zedong was taken. 40,000-50,000 of his own people were starving to death daily due to this madman’s 1/5

disastrous social experiments. The so-called Great Leap Forward is,to this day, the worst man-made famine in human history. Mao’s stupidity killed 50 million Chinese. Why do today’s Chinese rank and file continue to discuss Mao with reverence when it is abundantly clear 2/5

that he was mentally disturbed and deeply evil. Mao’s atrocities killed more of his own people than Hitler and Stalin combined. As Xi heads to Beidaihe, he won’t be lounging on the beach as his idol was in 1960. He will be feverishly trying to wheel and deal to 3/5

Read 6 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Jul 19

*HONG KONG PEG DEFENSE RESERVES DWINDLING DUE TO THE HKMA’S BUYING HKD TO PROP UP THE FAILING PEG - EXCESS RESERVES DOWN 44% SINCE MAY. At the current rate of decline, peg defense reserves could be exhausted by the end of August or sooner. #HongKong #HKD #China 1/4

New fully settled excess reserve number down to 190bn HKD from 340bn in May of this year and 460bn in August 2021. Bloomberg reported today that rich Chinese investors are liquidating and attempting to flee HK and China…Chinese bank runs, property developer bankruptcies 2/4

And now cue Xi’s belligerence with Taiwan. Something big happed today with US Treasury, US Military, and several other cabinets simultaneously making strong statements against the CPC. Rumors abound regarding CPC forcing factories to a wartime footing for production. #China 3/4

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🇺🇸Kyle Bass🇺🇦

@Jkylebass

Jul 17

The former Chinese PLA General who owns 200 square miles of Texas land next to Laughlin Air Base is General Sun Guangxin who formed GH America. Sun, and Guanghui Group are closely connected to the Chinese military and the Communist Party of China. #China #Chinaexposed 1/5

Sun is a former member of the 8th, 9th, and 11th sessions of the Xinjiang Chinese People’s Consultative Conference (CPPCC). SUN maintains close and positive relations with current and former Communist Party leadership. These relationships are the key to his business 2/5

success in China. Guanghui Group’s website emphasizes the conglomerate’s determination in supporting Communist Party of China’s leadership, as well as prioritizing “Party-building” amongst its employees. As of 2018, Guanghui Group operated 40 internal Communist Party 3/5

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🇺🇸Kyle Bass🇺🇦

@Jkylebass

Jun 15

https://twitter.com/realvision/status/1535317467714793472

🛑 Wil VanLoh 🛑 is one of the world’s top energy investors of all-time. His companies are currently building some of the largest alternative energy projects in the world as well as being the second largest driller of hydrocarbons in North America. I just sat down with him 1/4

https://twitter.com/realvision/status/1535317467714793472

To discuss the flawed energy transition policies currently being pursued and what the future holds. The most important he makes is that the current alternative energy goals are UNATTAINABLE due to the dramatic need for the world’s extractive industries (nickel, silica, 2/4

copper, graphite, lithium, etc) to expand between 200% and 1,400%. NEVER before has a global mineral’s extractive capacity more than doubled over a 10-yr period. The alternative energy goals for 2030 cannot be met..period. Here is one chart that helps understand this concept. 3/4

Read 4 tweets

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