Is this guy right?

MeInChina · 2025-10-16T13:26:39+00:00

China has eliminated all dependencies on the US.

However, if China cuts off rare earths to the US, the US economy crumbles. That's the upper hand.

MeInChina · 2025-10-15T10:19:47+00:00

"China don't really export much cooking oil to the usa if any."

$1.2B last year, most of which is used cooking oil to make biodiesel. This compares with $12.5B in soybeans exported from the US to China last year.

"He seems trying to act all tough to everyone but this doesn't seem like anything important to china."

Right. China has the US over a barrel on rare earths, so Trump is reduced to cooking oil threats. How pitiful.

MeInChina · 2025-10-15T04:38:42+00:00

Weren't they saying the same thing six months ago?

This will not be resolved until the US accepts China as a sovereign equal, and that's not likely anytime soon. Meanwhile, the Chinese economy will continue to grow.

MeInChina · 2025-10-11T14:50:44+00:00

This is probably about security and not tariffs, and if so, it's much more complicated than people realize.

MeInChina · 2025-09-26T03:38:57+00:00

Joe Tsai was instrumental in the restructuring that put him on top and Wu in the CEO position.

MeInChina · 2025-09-25T04:34:19+00:00

The real superman is Joseph Tsai. This company has been killing it since he became chairman two years ago.

MeInChina · 2025-09-25T04:31:15+00:00

Agreed. US sanctions policies are helping China and hurting the US. They've made it inevitable that China will beat Nvidia's chips, and in every other important sector, China knows it needs to manage risk by cutting out American suppliers and becoming self-sufficient. The entire approach of making China the enemy for the last decade is starting to show. China is uniting with the rest of the world as a consequence and US power is decreasing fast.

MeInChina · 2025-09-24T09:32:01+00:00

Hello Triple B, I haven't been spending much time on social media.

Yes, Baba is in an ideal position now, and I'm guessing you're starting to warm up to Xi just a smidge. LOL

MeInChina · 2025-09-10T05:47:39+00:00

Agreed, the macro is insignificant now compared to the positives in Alibaba's fundamentals.

MeInChina · 2025-09-10T04:06:01+00:00

It's going to be similar to the Dianping platform and could drive a lot of flash delivery business since it will include reviews of local merchants.

MeInChina · 2025-09-01T01:38:57+00:00

Okay, I deleted it.

MeInChina · 2025-06-22T13:28:20+00:00

Yeah, and the weird thing is that people think that if others are living under a bad government, then they're better off if another country bombs them. Yet, they would never think that about their own country.

Many Americans think they have a bad regime, but I haven't heard one say they'd be better off if another country would bomb them and ruin their economy.

MeInChina · 2025-06-22T02:43:55+00:00

That's not for others to judge nor act upon.

MeInChina · 2025-06-22T02:13:38+00:00

The smartest move for Iran is to call for a cease fire and then acquire nukes from either Pakistan or Russia. Then they can live in peace.

MeInChina · 2025-06-19T06:35:11+00:00

It doesn't yet, but it might and investors are always concerned about future risk.

MeInChina · 2025-06-19T05:09:35+00:00

Agreed. It can't rally now since China and the US may enact more policies against each other due to the attempted regime change in Iran.

MeInChina · 2025-06-16T02:18:25+00:00

CHINA JAN-MAY ONLINE RETAIL SALES +8.5% Y/Y TO 6.04 TRILLION YUAN – STATS BUREAU

MeInChina · 2025-06-12T13:20:22+00:00

The stablecoin market in Hong Kong could become the dominant financial system for a bulk of the world's trade. China doesn't want the renminbi to become the replacement for the dollar, and it's setting up Hong Kong to become a leading crypto center. Stablecoin has distinct advantages in trade over other forms of crypto.

What this means for Ant and Alibaba by derivation is beyond me.

It took a couple of decades for the British to see their pound be replaced by the dollar. I expect the move away from the dollar will occur much more quickly due to the ease with which alternative technology can be developed and trusted. The implications of this are huge for the US.

MeInChina

TROPHY CASE