Scott Bessent is doing what no Fed Chair dared: targeting the yield curve directly from the Treasury.
But don’t mistake this for strategy.
This is desperation in slow motion.

🧵

fxstreet.com/analysis/treas… It’s June 2025. Trump is back. The Fed still stands but is sidelined. Fiscal power is quietly taking the lead. (1/13)

You’ve heard of rare earths. What you haven’t heard is that the West can’t even finish turning them into a magnet.

theverge.com/news/680247/au… The Verge has discovered that China's rare earth magnet restrictions are disrupting car production in the West. Stop the presses. Somewhere in Munich, a BMW exec just spilled his oat milk. (1/11)

First they banned Russian gas.
Then they leased out Ukraine.
Now the continent runs on Wall Street.

https://x.com/Kathleen_Tyson_/status/1930595000791785971?t=sVSPz67JelRj9bZ2Fqpp8Q&s=09

Angell Paradox
Russia is gone from Europe. Wall Street came in to fill the vacuum. The sanctions scorched the soil. BlackRock sowed the seeds. (1/8)

The US just extended GPU tariff relief. But that’s only half the story. What they’re not telling you is what really matters.

tomshardware.com/tech-industry/… The tariff exemption extension sounds like tech relief

But it says nothing about the real story playing out behind the curtain

Here’s what they won’t say about GPUs, sanctions, and why China is coming out ahead (1/11)

While the West argues about going green, China’s drowning in surplus solar and wind.
Here’s what it should do next.

ecoportal.net/en/asking-worl… China has a strange kind of problem. It has too much clean energy. While others beg for renewables, China is curtailing its own wind and solar. (1/13)

While the West daydreams about fusion, China quietly deployed a reactor that doesn’t melt down, doesn’t need uranium, and doesn’t break the bank.

interestingengineering.com/energy/google-… While Google throws AI at fusion reactors still stuck in the physics lab, China just built something real: a functioning thorium molten salt reactor. Safer, cheaper, export-ready. The West may have bet on the wrong atom. (1/12)

What if I told you the US trade war was based on quotes from a made-up guy?

ndtv.com/world-news/chi… As the United States inches toward its most profound existential crisis, it’s worth remembering that one of its architects never visited China. Never studied it. And made up a fake expert to validate his own fantasies. (1/10)

They say America is winning on exports. What they don’t say is who’s actually cashing in. Spoiler: It’s not you. Let’s follow the money.

voronoiapp.com/trade/-From-We… Every time Washington brags about record exports, ask who actually benefits. Whether it’s soybeans, LNG, or iPhones, most U.S. exports serve the same narrow class: the neoliberal oligarchs. (1/17)

Bloomberg accidentally wrote a satire on U.S. trade policy.
They call it “crossed wires.” What it really is: China finally using leverage after years of being the West’s mineral mule. Let’s dismantle the fiction. 👇

bloomberg.com/news/articles/… Bloomberg's latest rare earths piece is neoliberal agitprop at its finest. They lament “crossed wires” between Trump and Xi, while completely missing the point: China isn't escalating. It’s retaliating against a trade war it didn’t start. (1/12)

They stole Russia’s reserves. Now they’re coming for China’s. But this time, the fallout could torch the entire dollar empire. 🧵

https://x.com/angeloinchina/status/1929897569532178563?t=ACh06gilcOXzmIaqm-4EeA&s=09

Lindsey Graham just said the quiet part out loud
He wants to cancel US debt held by China. That’s not policy. That’s default. The US is preparing to tear up IOUs and torch the last pillar holding up the dollar system: trust. (1/13)

Mark Zuckerberg isn’t building the future. He’s trying to escape it. What he just said about holograms is pure dystopian lunacy. You need to read this.

barchart.com/story/news/326… Mark Zuckerberg doesn’t need another product launch. He needs a therapist. Possibly a full clinical team. Because his idea of the future looks less like innovation and more like a billionaire’s nervous breakdown dressed up in VR goggles. (1/11)

Apple’s dirty secret? It doesn’t make anything. And the guy who does is playing both sides of a Cold War. Here’s what Bloomberg won’t tell you. 👇

bloomberg.com/opinion/articl… Bloomberg's latest fluff piece says Apple “can’t leave China,” blaming tariffs and supply chain complexity. But they conveniently ignore the most critical fact: Apple doesn’t manufacture a single thing. It’s a glorified design and marketing company. (1/12)

America’s AI apps want your money.
China’s already built one that runs society. Guess who’s winning?

theatlantic.com/technology/arc… The Atlantic just published a wide-eyed ode to Big Tech’s "everything app" endgame. As if the concept is new. As if Silicon Valley didn’t spend a decade ridiculing WeChat before trying to clone it. Let’s rip this open. (1/15)

America picked a trade war. China picked up its gold and walked away. Now the bill is due.

marketwatch.com/story/how-japa… THREAD: Trump started the divorce from China in 2018. Now in 2025, it’s final. America’s banker has walked away with the vault keys. (1/13)

Japan tried to buy America’s soul and got slapped with a tariff.
The Nippon Steel deal wasn’t about steel. It was about revenge, trauma, and a delusional empire clinging to its rusted past.

washingtonpost.com/world/2025/06/… Why would Nippon Steel want to acquire US Steel?

You don’t need an economist. You need a Freudian analyst with a geopolitical lens and a copy of The Chrysanthemum and the Sword. Here's a thread on Japan Inc's industrial trauma clashing with America's rust-belt delusions. (1/14)

Huawei cracked the EDA code under full sanctions. But now FT wants you to believe Xiaomi is helpless? The narrative is collapsing faster than U.S. leverage. 🧵

ft.com/content/2b0a00… FT claims Xiaomi is "crippled" by US EDA sanctions. What they won’t tell you is this — Huawei already solved this problem. The only thing actually broken is the Anglo-American narrative machine. A rebuttal in 11 parts (1/11)

🧬 Episode 3: The Pipeline “While Western AI chases clicks and copilots, China’s AI writes prescriptions.”
This is how China fused national health data, sovereign compute, and generative biology into a vertically integrated AI-pharma engine. (1/12)

🧬 Episode 2: The Handoff

“What the West open-sourced, China industrialized.” After AlphaFold, the UK celebrated. The US hesitated. China got to work. This is how a civilizational state turned a scientific marvel into biotech infrastructure. (1/11)

🧬 The West cracked protein folding. China built the factory.

rudebaguette.com/en/2025/06/ai-… AlphaFold changed biology forever, but only one country turned it into a national asset. This is the story of how a British AI marvel became the backbone of China's next-gen pharma empire. (1/10)

Jensen Huang may be worshipped on Wall Street, but in China, he's just another salesman. Here's why he doesn’t hold a candle to Huawei’s Ren Zhengfei.

theinformation.com/articles/aliba… Western media fawns over NVIDIA’s Jensen Huang like he’s Confucius in a leather jacket. But in China, stock price doesn’t confer moral legitimacy. And “GPU king” doesn’t outrank a self-made telecom engineer who never left the trenches (1/11)

Wake up, America: While Wolfspeed chases subsidies and validation, China just flipped the switch on the world’s largest SiC fab. This isn’t competition. It’s displacement. The US isn’t falling behind, it’s falling into irrelevance.

trendforce.com/news/2025/06/0… The TrendForce article on China’s new SiC fab is doing the American people a serious disservice. Not because it’s false, but because it’s hollow. A sanitized report on a strategic defeat dressed up as market analysis. (1/14)