Bulletins and News Discussion from July 22nd to July 28th, 2024 - Fracas in Dhaka - COTW: Bangladesh
  • carl_marks_1312 carl_marks_1312 Now 100%

    Do you remember the username? I would like to see the dunks che-smile

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  • Joe Biden ends re-election campaign
  • carl_marks_1312 carl_marks_1312 Now 100%

    Thanks for sharing!

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  • Yeah I read theory
  • carl_marks_1312 carl_marks_1312 Now 100%

    Unless you look for companies that are not on the blacklist but in a geostrstegic industry. You'd still have the risk that they could end up on the blacklist..

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  • Yeah I read theory
  • carl_marks_1312 carl_marks_1312 Now 100%
    spoiler

    I don't want to go into very specifics for various reasons, but can elaborate on the approach/process and thinking. Also the risk involved.

    We are in decades weeks times and there's a lot of geopolitical shifts happening. This means lots of investment/speculation opportunities. Dialectical and historical materialism let's you understand the laws governing these shifts and helps you find investment opportunities easier™ (This felt soo dirty to type lol)

    Following the news mega and reading the coping and seething in WSJ, CSIS, FT etc. articles in regards to China, reading our comrades very insightful comments to contextualize I have been able to get a sense of what industries are interesting to look at.

    As a starting point I took the US entity list/blacklist of Chinese companies that you're not allowed to trade. Since I'm euro based, this doesn't apply to me so I took it from there. Must be a reason why they're forbidden fruit, right? This is a major risk though. Euros are cucked by US foreign policy and might follow suit. Your assets can be frozen, stock can be worthless, etc.

    First of all it'll require lots of reading and research on the industry/company you'd like to invest in. Find out what they're making and what their strategy is. Also take into consideration what the CPCs strategy is i.e. don't buy evergrande when the CPC has been signaling not to

    Once you have a pick (ideally basket of picks to diversify risk), stick with it for 3-5 years. Any news that comes out will have a major impact on the stock price, so you'll need to have nerves of steel. You're not doing day trading after all (which is pure casino).

    There's significant financial risks involved, so be prepared to lose it all. Just look at the Russian sanctions how far things can go. The geopolitical rift between china and the US is heating up so never know how it can go.

    Good luck stonks-up

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  • Yeah I read theory
  • carl_marks_1312 carl_marks_1312 Now 100%

    I'm ready to get dunked on but here we go

    spoiler

    I'm engaging in speculative trading (meaning: buying and holding stocks for 3-5 years) and betting on the rise of a multipolar world. In practice this mean for me: I pick a stock in the Chinese market that I think will eventually outperform a western company (e.g. EV, semiconductor, fusion, renewables, etc. - actually I picked a company that's on the US blacklist) and buy an amount where I'm ready to lose the money (I'm aware of the privilege) and just hold it. I follow the news mega so I get a good dose of financial press to keep up.

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  • Bulletins and News Discussion from May 13th to May 19th, 2024 - The Blazing Furnace - COTW: Vietnam
  • carl_marks_1312 carl_marks_1312 Now 100%

    Thank you for your response. It makes sense.

    My questions stems from the observations that: On one side: Trump was the first to introduce (economic) hostilities with China via tariffs (which got expanded under Biden) Conservatives who are into trump, and uncritically are into Putin ("traditional values") Conservatives who are into hawks like Mearsheimer (who's basically saying war with Ukraine bad, war with China in US interest)

    And on the other side: Ukraine happening under Biden (Albeit as you mentioned, looking for the best opportunity to dump Ukraine now). Neolibs while not being particularly interested currently, at least are supportive of Ukraine.

    Thus I made the connection: Trump = war with China (or at least doing another stupid first escalatory move similarly to raising the tariffs; Saying/doing the quiet part out loud) and Biden = war with Russia (albeit your response corrected that, I def see them trying to withdraw from there as well)

    14
  • Bulletins and News Discussion from May 13th to May 19th, 2024 - The Blazing Furnace - COTW: Vietnam
  • carl_marks_1312 carl_marks_1312 Now 100%

    Spreading them thin and financially drain the reserves. With dedollarization picking up pace joker-laden 's plan might work this time around lel

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  • Bulletins and News Discussion from May 13th to May 19th, 2024 - The Blazing Furnace - COTW: Vietnam
  • carl_marks_1312 carl_marks_1312 Now 100%

    Is it fair to compare Biden vs Trump as the vote between war with Russia vs. war with China? (i.e. each candidate representing a different faction of hawks)

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  • Nearly 70% of Americans want talks to end war in Ukraine
  • carl_marks_1312 carl_marks_1312 Now 100%

    The only one that is saying this is you

    45
  • "Initials" by "Florian Körner", licensed under "CC0 1.0". / Remix of the original. - Created with dicebear.comInitialsFlorian Körnerhttps://github.com/dicebear/dicebearHE
    Jump
    dbzer0 defederation vote (results are in, we will remain federated but the offending admins will remain banned)
  • carl_marks_1312 carl_marks_1312 Now 100%

    I vote dean-smile because I agree it's a fun bit

    I've seen a lot of user vote using dean-malice vs dean-frown . How is that vote counted?

    3
  • This post was banned from dbzer0 for being "Tankie" lmfao what a joke of a so-called piracy instance
  • carl_marks_1312 carl_marks_1312 Now 100%

    The term was invented by defense experts John Arquilla and David Ronfeldt in a 1999 RAND Corporation study and often appears in connection with that of smart power.

    You can't make this up (although apparently you can)

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  • China bans export of rare earths processing tech over national security
  • carl_marks_1312 carl_marks_1312 Now 71%

    Top 5 Countries That Produce the Most Semiconductors: Taiwan South Korea Japan United States China

    China is listed as the largest and 5th largest in your source

    3
  • China bans export of rare earths processing tech over national security
  • carl_marks_1312 carl_marks_1312 Now 83%

    China has ranked first in the share of published papers since 2017, the top 10% most-cited papers since 2018 and the top 1% since 2019.

    Moving the goalposts as a coping mechanism

    https://www.wipo.int/pressroom/en/articles/2023/article_0013.html

    fuck interlectual property in general, so even if China did steal IP from other countries (it didn't), I'd respect them even more

    4
  • > google "cia stalin" > click first result > mfw https://www.cia.gov/readingroom/docs/CIA-RDP80-00810A006000360009-0.pdf ![stalin-smokin](https://www.hexbear.net/pictrs/image/f185267a-ae3d-4868-82e3-7830aa36ff8e.png "emoji stalin-smokin")

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    4
    memes
    memes carl_marks_1312 Now 100%
    Title

    I still enjoy this one so decided to repost

    36
    0
    carl_marks_1312 Now
    5 85

    carl_marks_1312 [comrade/them]

    carl_marks_1312@ hexbear.net