Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans


On the Leaks of a War With China (GPF)

GeoPolitical Futures title: On the Leaks of a War With China By: George Friedman Date: 31 January 2023 “Over the past few days, two senior U.S. officials – Gen. Mike Minihan, the head of the U.S. Air Force Mobility Command, and Michael McCaul, the chairman of the House Foreign Affairs Committee – predicted that a war with China could erupt by 2025. I have been on...

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China’s giant downshift (Axios)

Axios Markets title: China's giant downshift By: Matt Phillips Date: 18 January 2023 “China's economy posted its second-slowest year of economic growth since 1976, another indication the post-COVID world economy could be vastly different from the decades that preceded the pandemic, Matt writes.  Why it matters: Since it burst onto the world...

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China and the Philippines (GPF)

GeoPolitical Futures: China and the Philippines By: George Friedman (eg, Wiki)Date: 10 January 2023 "Last week, Philippine President Ferdinand Marcos Jr. visited President Xi Jinping in China, where they agreed to cooperate in peace and security operations and in developing gas and oil deposits in the South China Sea. On the surface, this seems like a routine...

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Are Money and Politics decoupling?

While British politics is still pro-Brexit, a majority of British voters now regret Brexit (eg, the Times). German politics is now open to seize Russian assets to rebuild Ukraine (eg, Bloomberg). China's political slogan of common prosperity is often nicknamed as common poverty due to its loss of wealth. Russian billionaires are dropping dead, like overheated...

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China: from zero to max Covid?

Late 2022, China confirmed two corona fatalities after abandoning its zero-Covid policy (WSJ). If true, this would indeed support its policy shift. The new official total in China amounts to 5,241 deaths on a population of almost 1.5 billion. Hence, 0.000360% in China versus 0,0835% globally. On 14 December 2022, the WHO published a new estimate for global corona...

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Taiwan: identity vs Power

Early December 2022, Taiwan Semiconductor Manufacturing Co. or TSMC announced to increase its investment in an American Arizona plant from US$ 12 billion to US$ 40 billion (eg, Market Watch, Reuters, TSMC), "one of the largest foreign direct investments in the history of the United States." While this story is a success for American reshoring efforts, it will also...

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