#NorthStream2 #Nordstream #UkraineRussiaWar #deglobalization #Germany
"Chronicles of the EU's death.
Carthage must be destroyed.
The real US objectives in Ukraine are the destruction of Europe and its economic leader: Germany.
Why?
Let's describe the world
1/
"Chronicles of the EU's death.
Carthage must be destroyed.
The real US objectives in Ukraine are the destruction of Europe and its economic leader: Germany.
Why?
Let's describe the world
1/
situation in early 2022 (note that I'm giving not exact figures, but approximate figures do not affect both disposition and conclusions itself):
China. GDP: 16.9 trillion USD. Industrial sector ~30.5% or 5.1 trillion USD. Export economy 15.3% with an
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China. GDP: 16.9 trillion USD. Industrial sector ~30.5% or 5.1 trillion USD. Export economy 15.3% with an
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export sophistication of 1.35 (easily replaceable, not technologically advanced, but massively price elastic, requiring small producer margins and not expensive labour, as well as agglomeration of producers)
Germany. GDP 4.2 trillion USD. Industrial
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Germany. GDP 4.2 trillion USD. Industrial
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sector ~27-30% or 1.1-1.3 trillion USD. Export economy 35% with almost the highest export sophistication on the planet of 2.07 (only Japan's 2.49 is steeper. That is, exports are not replaceable, complex technological, and therefore VERY MARGINAL)
EU as a whole.
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EU as a whole.
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GDP 17 trillion USD (suddenly !!! more than China, or at least the same). Industrial sector ~25% or 4.1 trillion USD. (suddenly slightly less than China).
Only this industry, as already written above, is high-tech and therefore marginal, yielding rapid positive
5/
Only this industry, as already written above, is high-tech and therefore marginal, yielding rapid positive
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capital growth.
US. GDP 22.9 trillion USD. But the industrial sector is only 18% or 4.1 trillion USD. (Suddenly less than China and the same as the EU)!!! And the financial sector is over 20%, as is the total services sector at 77% of the economy.
But even this industrial
6/
US. GDP 22.9 trillion USD. But the industrial sector is only 18% or 4.1 trillion USD. (Suddenly less than China and the same as the EU)!!! And the financial sector is over 20%, as is the total services sector at 77% of the economy.
But even this industrial
6/
sector giving only 7.7% of exports with an export sophistication index (ECI) of only 1.57 (just like China)
So let's going back to the beginning of the year, the monetary credit policy driven accumulated imbalances are accelerating inflation and could bury the entire dollar
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So let's going back to the beginning of the year, the monetary credit policy driven accumulated imbalances are accelerating inflation and could bury the entire dollar
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system.
Stopping QE and starting the Fed's balance sheet reduction guarantees the collapse of the services sector, the death of the financial sector, as well as much of venture information technologies as zombie companies with negative turnover margins or no cache-flow.
8/
Stopping QE and starting the Fed's balance sheet reduction guarantees the collapse of the services sector, the death of the financial sector, as well as much of venture information technologies as zombie companies with negative turnover margins or no cache-flow.
8/
In order to survive, the States need to develop the real sector of economy, or industry, urgently.
However, since the world has gone global, no new markets are foreseen, the system cannot take over Mars with the Marsians, and therefore must grow on intensives, which means
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However, since the world has gone global, no new markets are foreseen, the system cannot take over Mars with the Marsians, and therefore must grow on intensives, which means
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negative capital work, since aggregate venture capital investment on intensives does not pay off, this has been evident since 2009.
So what to do?
Kill the competitor.
Option 1: China.
But first, China has subjectivity; second, the Chinese and US economies are too linked;
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So what to do?
Kill the competitor.
Option 1: China.
But first, China has subjectivity; second, the Chinese and US economies are too linked;
10/
and third, developing an industry similar to China's means low margins, long payback periods and falling personal incomes. And a drop in personal income means revolution in the US. The option is not suitable.
Option 2: EU.
Fits perfectly, no subjectivity and marginal
11/
Option 2: EU.
Fits perfectly, no subjectivity and marginal
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business.
However, the business is marginal because it is very technological, i.e. it has a high and long threshold for entry. It takes decades of development, thousands of patents and growing a team of specialists.
But the patents, specialists and companies do not belong
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However, the business is marginal because it is very technological, i.e. it has a high and long threshold for entry. It takes decades of development, thousands of patents and growing a team of specialists.
But the patents, specialists and companies do not belong
11/
to the EU.
We need to force these companies in their entirety to move to the US, just as, for example, low-margin manufacturing moved to China in the 90s.
To do that you have to create unbearable conditions for business: war, hunger and cold.
Now look at the EU!!!
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We need to force these companies in their entirety to move to the US, just as, for example, low-margin manufacturing moved to China in the 90s.
To do that you have to create unbearable conditions for business: war, hunger and cold.
Now look at the EU!!!
12/
News 1:
Germany's industrial production fell 1.8% in the first 8 months of 2022 amid sanctions against Russia and Germany's chemical-pharmaceutical sector (high gas dependency) saw a 10.7% decline.
News 2:
The Wall Street Journal on 21 September published a story about big
13/
Germany's industrial production fell 1.8% in the first 8 months of 2022 amid sanctions against Russia and Germany's chemical-pharmaceutical sector (high gas dependency) saw a 10.7% decline.
News 2:
The Wall Street Journal on 21 September published a story about big
13/
German businesses relocating en masse to the New World.
wsj.com/articles/high-…
News 3: Explosion on branches of Nord Stream 1 and 2.
I link the last news in a single chain of events.
Carthage (the EU) must be destroyed. At any cost.
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wsj.com/articles/high-…
News 3: Explosion on branches of Nord Stream 1 and 2.
I link the last news in a single chain of events.
Carthage (the EU) must be destroyed. At any cost.
14/
Another complementary view:
https://twitter.com/GanoRalf/status/1575086452937216006?t=BwdnIqYkwwE0Kw7qMv8HZg&s=19
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