Generational Dynamics World View News

[FullMoon]

US Ally's 'Christmas Convoy' Sets Sail to Defy China's Claims
Dec 08, 2023 at 12:57 PM EST

https://youtu.be/C68kfLLqbg4?si=0mKjI0GywBRyNnOf

The Red Menace is showing it's true colors. Those who think the Communist regime will pass quietly into the night are probably wrong. They're just waiting for everyone to smash each other enough and fall into more chaos. They've already been emboldened greatly.
Xi met with Obama and said that he wouldn't militarize the S China Sea in 2015. Now it's captured. Xi just met with Biden and said he wouldn't mess with Taiwan. Expect the opposite of what he says to be more probable.

[Bob Butler]

I was never the one to bother with endless talking in circles about black, Jewish, liberalism, etc. and avoided the conversation all together. But, i knew it would all come to this one day.

One day is now here.

I was ignoring the ‘Campus Speech’ problem, but some were blabbering about how I was aligning myself with a vile, disgusting, stupid and extreme position. Huh? You could maybe not create imaginary lying positions and attribute them to me, then associate me with endless talking in circles? If you don’t want it talked about, don’t talk about it and throw my name around.

Some consider the Generational Dynamics instinct of hating, oppressing and killing the different problematic. It is the central focus of this group. Whether it is Ukraine, Gaza, spree killers, or prejudice, these are key issues of this crisis.

[guest]

I was never the one to bother with endless talking in circles about black, Jewish, liberalism, etc. and avoided the conversation all together. But, i knew it would all come to this one day.

One day is now here.

Some consider the Generational Dynamics instinct of hating, oppressing and killing the different problematic. It is the central focus of this group. Whether it is Ukraine, Gaza, spree killers, or prejudice, these are key issues of this crisis.

i think the key issue is how people like BB use these events for their own malevolent purposes.

[FullMoon]

I was never the one to bother with endless talking in circles about black, Jewish, liberalism, etc. and avoided the conversation all together. But, i knew it would all come to this one day.

One day is now here.

Some consider the Generational Dynamics instinct of hating, oppressing and killing the different problematic. It is the central focus of this group. Whether it is Ukraine, Gaza, spree killers, or prejudice, these are key issues of this crisis.

i think the key issue is how people like BB use these events for their own malevolent purposes.

We've seen clearly during this crisis who has done the hating and oppressing. Score 2 for team BB.
But he's just just a misguided and delusional. He isn't actually malevolent but he's dumb enough to be helping those who are. Useful idiots are important for information warfare.

[John]

** 11-Dec-2023 World View: Kyle Bass interview on CNBC

In my opinion, the most insightful and
accurate analyst on China is Kyle Bass,
and he was interviewed this morning on
CNDB.

Long-time readers may recall that a
decade ago we were writing and talking
about "ghost cities" across China.
These were massive real estate
developments of empty aparment
buildings, empty shopping centers and
business blocks, and in fact entire
cities where nobody wanted to live.

According to Bass, the banking system
now has 100 million empty apartments.
They have $57 trillion dollars in
banking assets, and $2 trillion in
banking equity.

The "local government financing vehicle
market," which financed all the local
real estate development during the
bubble, is a $13 trillion market, but
it's now 90% in default, presumably
because nobody is paying rent in those
ghost cities.

That dwarfs the $800 billion that
American banks lost in the financial
crisis. We think their losses in the
real estate market are four trillion,
and we don't even know what the bottom
is in the "local government financing
vehicle market."

To have a properly functioning economy
you have to have a properly funcioning
banking system, and their banking system
is in free-fall today, and in crisis.

If Xi Jinping is backed into a corner,
he has youth unemployment of 20-40%,
disillusioned young people, a collapsed
real estate market, wealth managmernt
products that aren't paying, and he's
facing the worst American government in
50 years, 2024 is the best year for him
to strike on Taiwan.

--

Kyle Bass's analysis makes me laugh. We
keep hearing from liberals and
socialists how wonderful China's
government is, expecially compared to
the evil free markets. But the Chinese
Communists make one disastrous decision
after another -- from the Great Leap
Forward to the One Child Policy to the
Ghost City policy to the Covid Zero
policy.

As I've written several times in the
past, Xi Jinping's problem is that when
he makes a stupid decision, there's
nobody there to stop him, and anyone who
tries is either jailed or killed. In
America, any stupid decision by Biden --
and there have been plenty -- can be
stopped or slowed by the free markets or
the US Constitution. True, he's trying
to censor the free press or jail his
political opponents, but the American
social culture permits very little of
that for very long.

[Bob Butler]

I won’t try to speak for all liberals, but I for one agree that the Chinese have made a bunch of bad economic decisions over the years. You covered them reasonably.

Biden hasn’t been censoring the press. Trump’s instincts are criminal. He got away with it before he drew attention to himself, but that is long past. At the moment he is guilty as charged and every eye is on him. The Democrats are playing champion of the Constitution at the moment. I doubt if they will make a target of themselves that way.

I’m waiting to see if the Colorado Supreme Court decides the president is an officer of the US. Not that it matters. It will be going to the US Supreme Court either way. It might impact the Republican primaries though.

[Navigator]

** 11-Dec-2023 World View: Kyle Bass interview on CNBC

In my opinion, the most insightful and
accurate analyst on China is Kyle Bass,
and he was interviewed this morning on
CNDB.

This is what I have seen elsewhere too. The CCP was able to hold off financial Armageddon over Evergrande, but CountryGarden (similar business) is evidently at least 4 times as large and is about to go under too.

At some point, Xi is going to have to do something to deflect from the fact that the CCP is a bunch of crooks who have financially ruined the rest of China.

BTW, IMHO, both Trump AND Biden are crooks. I am hopeful that a third party alternative (fronting Manchin most likely) is the best hope.

The 1860 presidential election was extremely fractured, with 4 viable candidates, Lincoln won with less than 40% of popular vote.

[spottybrowncow]

Something momentous is going to happen in 2024 - I don't know exactly what, but I don't see any way it can't happen. Trump is slated to win the Republican nomination, and the polls are starting to show him the favorite in the general. If he is imprisoned beforehand, or if he wins and is prevented from taking office, I see mass rebellion. I'm not sure what form that would take, but I think red states ignoring federal dictates is a strong possibility (I'd love to hear Navigator's views on this). If the federal government takes the strong arm approach in response, all hell breaks loose. We then may well see what the 2A actually means, like it or not.

A completely different threat is war. China and Russia (Iran and N. Korea too, but they're pipsqueaks) are well aware that we have the weakest president and executive branch in the history of our republic. They may not be able to resist attacking Taiwan before the election, especially if it appears that Trump will regain the helm. If they do attack Taiwan and we do nothing, I can't see Japan sitting idly by watching. Navigator is fond of saying that foreign governments aren't suicidal and won't start wholesale nuclear exchange, but I can't convince myself of that.

Somebody please tell me I'm a conspiracy theorist, and point out the fallacies in my reasoning.

[Guest]

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[Guest]

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