Comments by "Sciagurrato" (@sciagurrato1831) on "Inside China Business" channel.

  1. Any actions taken — not only by China but by any nation — to stifle the military might of the US is to be respected and supported.
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  2. Kevin once again makes an original point (I don’t see it anywhere else): is China that stupid? Is the West smarter than China? “The most recent data point is the best unbiased predictor of the next value” (week 1, university statistics). Macro Polo (“Marco-Macro”, get it?) is just another unreliable, politically-affected “research” organizations. Worth looking at it, but certainly not paying for it. Better to hire a smart analyst with the requisite technical background and a native speaker/writer of Chinese. From my experience, everything that Kevin says about local/central relationships is accurate. In fact, Kevin is the #1 channel on YT in this area.
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  3. “If we had any factories…” brutal. Maybe start counting yoga studios as factories.
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  4. “Supply chain” for a US politician means drugs or money or…worse.
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  5. DeepSeek v3 is a stunning development The big western players are agog.
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  6. Every new video from Kevin addresses a distinct and often overlooked issue in China global business. Unlike most other channels, he never repeats himself. Kevin rules. Kevin rules with absolute authority.
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  7. Kevin, indeed this will be a case study within a decade. I went to a B-school that relied on the case study method, and I can remember clearly the 5 series cases on MITI (Japan). These cases were pre-Plaza Accord. The US used the same playbook — without realizing that, although they may look the same, the Chinese are not the Japanese and have never been.
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  8. A good comment. Another example, prior to the entry of Chinese manufacturers, a burr grinder for coffee beans cost > $200. You can buy an excellent grinder today for $50 or less.
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  9. Ex-Wall Streeter here. Your channel is the most astute one out there — notwithstanding the paltry number of viewers. Keep it up.
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  10. Deere deserves to be part of history — the history of American companies going belly up. American farmers deserve the right to buy the right equipment they need at terms that they can agree.
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  11. Kevin is peerless in the range and depth of his research and its relevance for global geopolitics. There is no one else delivering this information, anywhere.
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  12. “Agressive” and “arrogant” are mere appearances. The inner core is far darker.
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  13. Shocking that the Taiwanese pager manufacturer seems to be cool about their exploding products.
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  14.  @cheekeongchan6605  evidence that the circle of silence is the circle of collaborators
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  15. Don’t know how much mod brilliant insights you can come up with. You have more knowledge (and insights) into global manufacturing and trade than the entire staff of the Financial Times.
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  16. You must be kidding. You think the West’s apologies are sincere? “oh, sorry about that opium war thing….anyways, you have Hong Kong back, right? No harm, no foul…”
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  17. Kevin’s videos have the highest signal-to-noise ratios, when time is considered, of any YTs. Currently unsubscribing from channels which only publish videos >30-35 minutes. Poor use of time and mental bandwidth especially channels with excessive ads.
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  18. For the safety and security of passengers.
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  19. It’s not surprising that their primary concern is their citizens. What’s truly amazing, truly remarkable, is that they believe that others can share in China’s prosperity. It’s not only the difference between finance-based capitalism and productive capitalism, but also between the zero-sum game the west plays and Chinese philosophical beliefs.
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  20. The standard paradigm for project analysis taught in business schools for at least 50 years is ROI (Return on Investment). When the ROI exceeds the target investor requirement (the “hurdle rate”), the project may proceed on a financial basis (though there are other issues as well). The point is: why are ROIs so high for western investors? Answer: because the financial return (ROI) is the only consideration. There are no other considerations. Where did this idea come from? China’s analysis is distinct. The investor’s return is not the priority of the project. There are many other variables which need optimization, including the benefits to society as a whole. The western analysis will always lead to increasing income inequality. Never to the benefit of society as a whole.
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  21. The breadth of your coverage of business in China is without equal. Every viewer here should share these videos and build up this richly deserving channel. I’ve never heard Kevin ask for money — he deserves our complete support.
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  22.  @chaoskid1211 how’s your check from T Aviv?
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  23. Libya, anyone remember? God remembers.
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  24. Where are your minions? You can’t possibly be turning out this meany high information videos at this speed without a team. A shoutout to them wherever they are.
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  25.  @yunko9369 a close study of US/UK history will show these are not honorable cultures.
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  26. Even the tabloid the Financial Times was forced to admit last week that there is no evidence of valuable minerals in Ukraine — unless you believe a brief Soviet era study — lol. At least the dwarf didn’t sign illegally to anything before he was given the hook.
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  27. Excellent summary which people should take the time to read.
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  28. Highly educational video about topics which are well hidden and thus not well understood. Question: the huge long position in USD, however, is at risk of effective “real” devaluation by the US, is that not correct?
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  29.  @ckokloong Argentina has massive IMF/World Bank loans, overwhelmingly in USD. Get informed.
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  30. Another informative short video from Kevin. He provides more insight into business, technology and manufacturing in China in one week than the Financial Times (FT) does in a year. There was a day when the FT was useful — today it’s a good source of Kylie Minogue reviews (such as today) or information about women’s wrestling international conferences.
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  31. Not an accident that US produce/grain/dairy/poultry/meat prices have increased enormously. It’s merely price fixing/control by the finance sector to support new funding rounds for a preferred sector.
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  32.  @moreless2690 the Chinese state since the fourth century BCE has supported education as state policy. The idea that the government should support education for everyone has only developed in the last century, and due credit to Maria Montessori for making the general population aware of its importance. Western governments have historically supported “literacy”, but only as a utilitarian goal — for example, so that factory workers can read basic instructions. The elites could benefit from education, it was not important to everyone or society as a whole. Today, in the US in particular, goals of basic literacy now seem unattainable. Why does it surprise anyone that China surpasses the West?
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  33.  @keepingittight the secret of porcelain was guarded by China. The greatest courts in Europe (Augustus the Strong in Saxony) tried in vain to discover the secret of making porcelain. The monopoly by China was broken by a Korean who revealed to the west that the secret base was kaolin clay. Modern China maintains its expertise and leadership in advanced ceramic science. Europe believes it can lead the world in semiconductor chips. As in the past, it greatly underestimates China’s capabilities, built over centuries. And it overestimates Europe’s own expertise. We shall see.
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  34. The wide scope of Kevin’s discussions never cease to amaze. This Bitcoin discussion — in the context of China’s dominance of rigs — is fascinating in the extreme. Reminds of his video on Tether.
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  35. “The greatest money concentration is that which arises from rentier capitalism”.
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  36. A close technological collaboration between India and US is an enormously positive outcome for…China, Russia and Iran.
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  37. Arrogance is a feature, not the driver, particularly in Japan (if you’ve done any business there — I saw it in the early 90s on regularly trips). For US executives, if a CEO could be paid $20 million without rocking the boat, the answer is simple. With 0% interest rates -> stock buyback -> full bonuses -> golden parachute if anything breaks.
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  38. Eye-popping information! There are at least four major topics discussed here. I’m sure Navarro is very dependent on you.
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  39. 2/6/25: major US tech doubling down on their current capital-intensive strategy. Why? Prof Richard A Murphy understands. High costs for the ‘Mag7’ are the only way to drive further wealth concentration into the tech oligarchy.
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  40. Kevin, you’re one of the first — if not the first YT channel — to point out the disparities in market rates of sovereign borrowers. In every beginning finance course, the US Treasury borrows at what is defined as the “risk free rate” — everyone else borrows at “premium” rates above the UST. When basic finance assumptions are upended, you know there is some “serious sxxx going on out there”.
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  41. Not a mystery. Elected representatives of the US government serve their campaign donors. Once you figure out where the “donations” come from, you’ll solve the mystery of why dual citizens in Congress is increasing (as with Argentina).
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  42. Kevin is in a class by himself. Instead of puffed up daily videos > one hour on just one topic, he creates concise videos across an enormous range of topics. Minute for minute, his videos are the best on the net.
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  43. They’re winning, but it’s the booby prize. West only throws boomerangs.
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  44. The Fannie and Ginny Mae’s are agency obligations — not direct obligations (“full faith and credit”) of the federal government. Prices have always traded at a discount to Treasuries forever. In a crisis, it is not impossible to foresee these (and other) agency bonds abandoned. In short, nothing is over…until it’s over. There is nothing that the US government will not stoop to try in desperation.
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  45. Yes, the ribe hates them.
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  46. US has one company that recovers antimony from batteries (ie recycles). Total value in 2023 was $49 million. That’s equivalent to how much Jamie Dimon of J P Morgan makes in an average year. US has its priorities: financiers.
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  47. No other channel comes close to Inside Business Today, including the Chinese channels which are many and mostly superficial.
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  48. Kevin is at the cutting edge of what is really going on in global trade. This discussion is spot on. Tether is far preferable to Bitcoin/Ethereum as they are investment vehicles — so by definition unstable in value.
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  49.  @yunko9369 China overestimated the probity of the west. Hope it never makes that mistake again. China never uses predatory pricing. Needs to reconsider that for select situations.
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  50. More importantly, the allocation of central government research support is more objective and less influenced by the corrupt system in the US which favors certain commercial areas, institutions,and ideologies. This is exemplified above all by the NIH and CDC whose senior administration flows interchangeably with Big Pharma. Never forget that the CDC has a major ownership stake in the patents underlying mRNA vaccines.
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