Comments by "worn down" (@worndown8280) on "China Update" channel.

  1. Speculative money is leaving China to meet margin calls elsewhere. Global banking and finance is about to go kaput.
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  2. just not population projections. Their's are bad comedy.
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  3.  @tonysu8860  Zeihan has been talking about this for at least two decades. He has only recently become popular re youtube.
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  4. One of the issues is that China has over counted its births over the last 20 years. Estimates of the over count are around 100 million people, by Chinese academics. But in truth, even they admit it could be much higher. And thats not including the 500 million Chinese who will age out, aka die, in the next 20 years. They wont just be bulldozing buildings, they will be razing whole cities, if they can find enough people to do it. If you are bad at math, thats a loss of 42% of their stated population today. China will not survive that.
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  5. I think its mostly for domestic consumption. The part must look strong after all. Its responsible for China's success, not the US. Even though the US bought most of the goods it produced and makes sure sea traffic is relatively unmolested.
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  6. Spending only popped in the US because of all the stimi checks. Is China doing stimi checks?
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  7. And they only work a little less than half the day when the sun is out. They just refuse to give up on their green Utopia, no matter how many people die.
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  8. Its funny, no one seems to understand why women dont want to have children. Focusing on the womans condition never resolves the issue. Not in any nation its been tried in. The problem is women finding suitable men. Thats why women complain there are so few good men. What they mean is men suitable to marry and feel comfortable having children with. Resolve the issue with men, and you fix the fertility crisis. But you cant. Feminism will prevent you.
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  9. The EU wont let them leave. They will starve and shiver in the dark.
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  10. No. People dont understand whats happening demographically in China. They have build more units than there are people in the country. you cant sell them for a loss because they you literally lost your supposed retirement, Chinese dont trust banks. But over the next two decades China is going to lose 500 million people as they age out and die. Then what? Demand just isnt going to be there. And the more they spend the more the debt will crush them.
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  11. There is a difference, California and the rest of the west coast hasnt been massively under counting births for 30 years. Chinese companies are building for people who exist on paper but who were never born. So at least in California there is actual demand.
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  12. Its not going to be slow. If China invades Taiwan two subs can shut off trade with China from the rest of the world and 500 million people starve to death. China is screwed and they know it. That said, China's problem isnt their men, its their women. They dont want to have children.
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  13. Either way, they can say they died from whatever. Then it will be see how many died? Isnt it good we locked down? Think of how much more would have died if we didnt?
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  14.  @26betsam  But Paris is the city of lights. They will collect ambient light. lol
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  15. Until the market stops buying them. then the inflation ramps up and kills China. Especially when that hits labor costs, oof. No one will want to build anything in China anymore when that happens.
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  16. Turn for the worse? Zeihan openly says China wont exist post 2030 due to economic, demographic and debt load burden. This speaks to nothing about China no longer being cost competitive to western workers when you include the cost of energy and transportation of goods. I believe his technical assessment of China, is ,"It is well and truly f*cked."
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