Tweet

@SCMPNews

More from @Jkylebass

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Sep 13

The Xi-Putin ‘face-to-face” meeting is the first time Xi has left China in almost 3 years. Putin’s forces are losing ground and running out of munitions. China’s worst nightmare is a NATO-led defeat of Putin in Ukraine (as it relates to the CPC’s future invasion of Taiwan). 1/6

The failure of communism in the former USSR was a seminal event in the halls of Beijing and one in which China was loath to accept. Xi will further China’s ‘limitless partnership’ with a failing Russia and will emerge from this summit of miscreants as the primal power in 2/6

Central Asia. While China and Russia will tout additional partnership on the energy front, China is being asked to supply weapons and logistical help to Russia in its failing invasion of Ukraine. China will likely oblige to deepen their military partnership but won’t be 3/6

Read 6 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Aug 24

The troublesome slippery slope of forgiving debts without understanding the dire consequences of doing so is upon us. Sadly, we are headed down the road to South American populism. Venezuela 🇻🇪, Bolivia 🇧🇴, Ecuador 🇪🇨, and Argentina 🇦🇷 have caught this disease in the past..

and it’s ruined them all. Designed to generate additional votes from jobless or economically challenged voters, it has proven, time and time again, to be the road to perdition. How will this message change the behavior of student loan borrowers in the future? How do the

students that obtained jobs and dutifully repay their debts feel about this cancellation? Should we also forgive mortgages for the same income cohort? Why stop at student loans? I think the powers that be are about to learn what ‘moral hazard’ actually means. 😞

Read 4 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Aug 24

https://twitter.com/chinadaily/status/1562248327575441408

China can’t afford to have a renminbi meltdown. Contrary to popular belief, the Communist Party needs a strong RMB to purchase the oil, gas, food, and basic materials that it desperately needs EACH AND EVERY DAY. They use USD but the artificial RMB/USD rate that’s carefully 1/5

https://twitter.com/chinadaily/status/1562248327575441408

@ChinaDaily

Manipulated by the PBOC each day is very important to China Inc. The fact that they have charged a key propaganda outlet @ChinaDaily with delivering this message to the market evidences China’s fear of a meltdown.They must be very worried given the fact that despite rare cuts 2/5

The consumer credit impulse continues to plummet. Household debt to discretionary income now exceeds US levels just before the global financial crisis. Chinese GDP is currently plummeting due to sales volumes and price declines of real estate (which represents the core 3/5

Read 6 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Aug 23

Chinese Ambassador to the United States INTENTIONALLY LIED to several US press outlets on August 16th. #QinGang should be punished for pushing false Chinese propaganda to US media. In this well-written piece, Professor Pete Pedrozo (US Naval War College) sites.duke.edu/lawfire/2022/0…

explains how China’s response to Pelosi’s visit is disproportionate and belligerent. He makes a cogent argument for a change in US policy towards China. “On August 16, 2022, China’s ambassador to the United States, Qin Gang, met with a small group of journalists in Washington,

Citing “more than 100 navigations [per year] through the Taiwan Strait and Speaker Pelosi’s visit to Taiwan, Ambassador Qin indicated that U.S. military and political activities in the region had “gone too far” in the region. When, in fact, the US Navy has only transited the

Read 4 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Aug 23

https://twitter.com/cnbcwex/status/1562022254422233088

Gerard Schroeder sold Europe to Russia for a few million dollars. His government guaranteed $1 billion in Nordstream One just weeks before he was voted out and days before he joined NS1 as their CEO. He then became Chair of the Board of Russia’s largest oil producer Rosneft 1/3

https://twitter.com/cnbcwex/status/1562022254422233088

And joined Gazprom’s board 20 days before Putin invaded Ukraine. When he joined Rosneft’s board, Rosneft was under sanctions by the U.S. for Putin’s actions in Crimea. Schroeder is a political prostitute that compromised all of Europe’s energy security. 2/3

Europe is now paying astronomical prices for their energy bills as prices are currently 14X their seasonal average over the last 5 years…and winter hasn’t begun yet. We could easily see discontinuous pricing this winter if Putin engages in any ‘unscheduled maintenance’ on NS.3/3

Read 4 tweets

🇺🇸Kyle Bass🇺🇦

@Jkylebass

Aug 16

https://twitter.com/globaltimesnews/status/1559542570375856128

China’s ‘gain-of-function’ coronavirus research at the Wuhan Institute of Virology is the source of the deaths of at least 20,000,000 people globally.’The CCP’s deadly obsession with secrecy and control comes at the expense of public health in China and around the world.’1/4

https://twitter.com/globaltimesnews/status/1559542570375856128

China needs to be held accountable for the deaths,the severe illnesses, the mental degradation, and for its deceit and propagandic control of the virus’ narrative around the world. Here is the official State Department communique. 2017-2021.state.gov/fact-sheet-act… #ChinaExposed #China 2/4

While US politicians fight about ‘fringe’ issues, they have lost sight of the 800-lb gorilla in the room…China’s malign activities in the realm of biowarfare and with their irresponsible behavior of coverup and denial after the virus’ 3/4

Read 5 tweets

Share this page!

🇺🇸Kyle Bass🇺🇦

People who liked this thread also liked...

Try unrolling a thread yourself!

More from @Jkylebass

🇺🇸Kyle Bass🇺🇦

🇺🇸Kyle Bass🇺🇦

🇺🇸Kyle Bass🇺🇦

🇺🇸Kyle Bass🇺🇦

🇺🇸Kyle Bass🇺🇦

🇺🇸Kyle Bass🇺🇦

Did Thread Reader help you today?

Don't want to be a Premium member but still want to support us?

Send Email!