“It's a mistake to suggest that the times of turbulent change can be waited out and things will return to normal; It won't.”
Category: Technology
The Evergrande Default Notification and a Crypto Flash Crash – Part 2
It’s likely that large chunks of capital are being intermittently sold to eliminate exposure to fallout from Evergrande’s debt default process.
Preparing for War With China at All Costs – Part 2
“If the US and the West impose destructive sanctions on China like sanctions against Russia, we must recover Taiwan. We must seize TSMC.”
The Implosion of Commercial Office Space Has Begun
A global commercial real estate crash is likely in 2-5 years with major CRE foreclosures as the work from home phenomenon gains steam.
Potential Supply Shortage of Neon Gas for Microchip Manufacturing
Welcome to the world of semiconductor-grade neon gas that’s semi-dependent on Russia and Ukraine during a global supply chain crisis.







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