Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
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Economics & Finance

Don’t assume US decline will lead to its fall, warns Chinese scholar (SCMP)

Don’t assume US decline will lead to its fall, warns Chinese scholar (SCMP)

Intro LO: This topic has long been on my mind. Finally, I noticed a SCMP article, which is about my still lingering questions: Will the American moral and political decline also cause a fall from its economic and military hegemony ?? Will Big Tech, including its money, knowledge & power, take over from American politics, like shown in several Sci-Fi films and...

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“De dollar is onze munt maar jullie probleem”

“De dollar is onze munt maar jullie probleem”

In een recent AD artikel, over de dollar daling, staat deze vraag: "Moeten we ons nu zorgen maken, of is dit juist goed nieuws?" In 1971 sprak de Amerikaanse Minister van Financiën John Connally reeds deze woorden: "De dollar is onze munt maar jullie probleem". Een US$ daling maakt Amerikaanse export (o.a. gas, olie) goedkoper, en maakt de Amerikaanse import...

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European sales of American treasuries

There’s an interesting trend happening: the sale of American treasuries by European countries, including their insurance companies and pension funds. The volume isn’t high yet but American media did notice this trend (eg, Bloomberg-2026). The above seems trivial but the devil is in the details: Any increase in sales will lower any market price, and/but a lower...

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Ontkoppeling handel tussen Amerika en Europa

Ontkoppeling handel tussen Amerika en Europa

Intro LO: Onderstaande - en bovenstaande - gedachte had ik zelf reeds verwerkt in mijn derde (decoupling) bullet van mijn blog van 12 januari 2026: When will American debt become a tipping point? Mijn vraag van vandaag: is deze ontkoppeling eigenlijk realistisch ?? Het ontbreken van een serieus alternatief kan een NEE betekenen want China is geen serieus...

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Import tariffs: SCOTUS vs Trump

The continuous - and increasingly ridiculous - import tariff threats by the American president, makes me wonder if he already knows the forthcoming SCOTUS verdict. Losing could well explain his ridiculous threats. Winning could, however, also explain the forthcoming SCOTUS verdict. The absence of that verdict - about the legality of import tariffs - could well imply...

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SWOT analysis on China, Europe, Russia, and USA

SWOT analysis on China, Europe, Russia, and USA

The US threats to American countries (eg, Canada, Latin and South America) and also to Greenland (Europe) gave rise to my new diagram. My 2026 diagram is partially based on my 2018 diagram that (only) compared Europe and USA. This 2026 diagram compares China, Europe, Russia, and USA. To be continued. DISCLAIMER: Following comments on my draft version (eg,...

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