Thread by @wmhuo168

"While America’s elites play financial shell games, China’s PhDs are busy taking control of the real economy. Rare earths, AI, semiconductors, guess who’s winning the future? A brutal reality check thread."

kedglobal.com/economy/newsVi…

Scott Bessent has a degree in political science from Yale. His counterpart likely holds a STEM PhD from a top Chinese institution. While Bessent spins narratives, China's technocrats control the global supply of rare earths. (1/14)

Bessent’s expertise? Ideology, rhetoric, market manipulation. China’s technocrats? They know materials science, energy production, and industrial logistics — the hard stuff that powers the real economy. (2/14)

China’s rare earths are more than just a commodity, they’re a strategic lever. You can't build electric cars, drones, or missiles without them. Bessent’s big move? More quantitative easing and vague promises of economic "strength." (3/14)

Bessent’s world is built on financial games, debt, and short-termism. China? They're investing in infrastructure, perfecting AI, and securing the materials necessary to fuel their next-generation industries. (4/14)

While the U.S. argues about how to distribute capital, "market or state?", China’s playing the long game, investing in critical bottlenecks. Guess who's actually winning this race? (5/14)

Bessent’s career? Ivy League credentials and a history of losing bets on Wall Street. China’s top minds? Building factories, cracking chip designs, and controlling tech’s future with hard-won R&D. (6/14)

A few rare earths, a dash of AI, and a controlled supply chain, that's the formula China’s using. Meanwhile, Bessent’s crowd is still trying to figure out if the U.S. is in a recession. (7/14)

Here’s the difference: Bessent perfects financial wizardry, while China’s focused on getting the hard things right, energy independence, tech innovation, and control over critical minerals. (8/14)

When China restricts rare earth exports to South Korea? It’s more than a political move — it’s a deliberate strategy to cripple key sectors of the U.S. and its allies. The U.S. response? Sanctions. (9/14)

China’s technocrats have a plan that stretches decades. Bessent and his ilk? They're still betting on short-term tricks, hoping the global Ponzi scheme lasts long enough to cash in. (10/14)

It’s not about who talks the loudest at Davos. It’s about who controls the resources that power the future. Spoiler: The U.S. isn’t holding the keys to that kingdom anymore. (11/14)

The U.S. is now forced to play catch-up. While Bessent fiddles with capital flows, China’s busy ensuring it has control over the materials that power the 21st century. (12/14)

As China secures its supply of critical resources, the U.S. is left scrambling. A few rounds of financial engineering won’t save you when the world shifts to a new economic order. (13/14)

The geopolitical game has changed, and it’s not about Wall Street’s financial games anymore. It’s about who controls the stuff that makes the world run — and right now, that’s China. (14/14)