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Harrie Scarlet's avatar

What an amazing write up, Samantha, you have done an exceptional job here. There are so many pearls of wisdom here, I will have to read this a few more times to make sure I think more about it.

Hitting Mag7 (60% of US GDP) as a way of hitting US economy, Chinese reverse brain drain, asymmetry between Chinese and US stock markets and how their households are impacted by stock prices, asymmetry between Chinese and US manufacturing and why tariffs on China will be Trump's blunder, the interesting timing of Deepseek release. How you have connected the dots is just amazing.

Just upgraded to paid subscriber. Keep up the great work!

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Glorfindel's avatar

After reading this a second time through per your recommendation, I am in awe.

You're operating at another level. Just incredible insight. Capturing the 'shadow warfare' of the undersea cable cutting associated with your thesis is leaving no stone unturned.

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