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Chips Wars: China Strikes Back

The Trade Guys

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The Disconnect Between the US and China

The economy is struggling. Household income is shrinking on an inflation adjusted basis. One big hydrocarbon push away from cost push inflation carrying on despite what the Fed does. And so I think it would be better to look at all the available options, including trade and investment on an international basis. Now, we're in a good position. The US already attracts more foreign investment than any other economy. Foreign investment has been falling for a few years post COVID but we still get the lion's share of it. So, let's make the most of it would be my approach.

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