Recently, the Dutch FT published an article with an intriguing title: The Republicans say goodbye to Big Money (HFD, translation by LO). The FT published a similar title that day: Donald Trump pledges tax cuts, trade wars and border crackdown. Actually, this development is visible in China, Europe, and USA. It might be the greatest danger for nationalism. In my...
Recently, I viewed some (police) detective TV show and suddenly wondered if we all suffer from a tunnel vision in our lives: “a tendency to think only about one thing and to ignore everything else”. The aforementioned Brittanica description suggests that we do indeed. Early 2021, I prepared my diagram below. Let’s suppose that we are inside the orange box, called...
A recent Bloomberg article is responsible for the question in my blog title: China Premier Warns Decoupling Will Lead to ‘Destructive Spiral’. My 2 April 2024 blog questioned a related topic: Inflation: from supply-side to demand-side? Like my 4 April 2023 blog, I concluded that “we are stuck with supply-side inflation.” My 2023 and 2024 blogs did,...
Politico Europe title: EU looks to ban companies from making sensitive tech in China Politico subtitle: Brussels moves to create new powers to clamp down on companies outsourcing key supply chains to autocratic countries. By: JAKOB HANKE VELA and BARBARA MOENSDate: 20 June 2023 "BRUSSELS — The EU on Tuesday revealed plans to prevent European...
The Washington Post Opinion title: Biden’s industrial policy is missing a key ingredient: Allies By: the Editorial Board Date: 19 June 2023 "The era of unfettered free trade is over. There’s bipartisan sentiment in Washington to build what national security adviser Jake Sullivan has called a “new consensus” around “a modern industrial and innovation strategy.”...
I've never been a fan of outsourcing as it means losing control, despite what suppliers promise in their Service Level Agreements (SLAs). Outsourcing is part of (horizontal or vertical) disintegration. I need, want and believe in (self-) control, even while knowing that it's an illusion in certain circumstances. In 1983, a Harvard Business Review article wondered:...
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