China Talk

Lots of noise over the China/Japan island dispute and how big, scary China will flex it’s as yet unseen military might. Uh huh. This is not the Asian century. China is not a world player, they are a maker on tiny plastic things for the amusement of the developed world.

This is the most accurate portrayal of that I have ever seen written:

Precisely. When we have used up China to our satisfaction, we can turn to anyone we choose to provide our manufacturing. Like Mexico for example. And they would be happy to do it. Everyone thinks China has us in a corner, when in fact the opposite is true.

China owns US debt. Debt which can be repudiated at a whim and cannot be used to buy anything the US does not want.

China does not have its own market and is decades away from it. Regardless of how many iToys Apple says it sells there.

Messing with Japan is having them expose what is really on their minds and they would be foolish to “flex” their non-existant muscles at Japan or anyone else for that matter.

Their military is a joke, their planes glow infrared like a flare and their single aircraft carrier is a relic.

Im not really sure what they think they will gain from this, but exposing how new they are to the way the world works.

Simple as that…

 

The Next War

I read recently something that was quoted from somewhere. Sorry, but that’s what I have…

Essentially it goes like this, “the last war America fights will be against it’s own people…”.

Any of you ever think that maybe, if we have one more global round with whomever, the American people might use that time to better prepare themselves for that last fight? Maybe it’s a good thing that we get involved in just one more.

Merely a random thought. YMMV.

 

On Dangerous Environments

Staying with ZH for a bit longer:

This is an extremely dangerous environment: one in which the primary prop for the markets (central bank intervention) is becoming both less effective and politically toxic. Indeed, it’s clear at this point that the EU isbeyond intervention since neither the ECB, IMF, nor the ESM have the firepower to hold things together.

Dangerous indeed. Pair this with Denninger’s statements the other day and you have the blueprint for the coming weeks & months.

Apocalypse? Nope. Radical change in your day to day? Probably.

The powers that be, conspiratorial or not, typically solve big stuff like this with all out war & devastation on a grand scale.

The Long, Hot Summer Indeed

Prayers Mike. Always.

Our long, hot summer ahead.

Deployed to the Rockpile unless redirected to Chicago. That would not surprise me in the least. I thought the summer of 2009 would have been it, but it looks like the odds are increasing by the minute on a very bloody summer across our Once Great Republic.

The same old political and social class stratification arguments are pushing us in directions that we never wanted to go. Intentional? At this point, does it really matter?

AP has a good one here. Fairly sure I agree with him. I lived in that area of FL for a long time and understand the very simple cultural aspects of that part of our country. And quite honestly, this is getting worse and worse.

An no, Mr. Kerodin, I’m not sure I am ready for true evil.

Want some heartfelt insight? Doesn’t matter. That’s the kind of mood I’m in this evening.

Every Sunday, for the last few weeks, as I sit in church and listen to one of the greatest communicators that the world has ever seen, one constant prayer plays over and over in my mind:

“Lord, please, let us find a way out that doesn’t come to a fight. Please let us go on, and find that one way out that won’t involve bloodshed.”

Just Make it Up On Volume

Shipping rates go negative via Zerohedge.

Fuel costs go higher, markets are saturated, and credit is stagnant.

Here is an awesome (though very long & detailed) article talking about what we, as in America, still manufacture.

What I want to talk about are the things we don’t make here. Simple things like ball bearings, integrated circuits, electric motors, batteries, and auto parts (excluding of course fuel injectors). Not to mention, plasticware, disposable consumer goods, and chemical components to everyday items like shampoo and toothpaste.

How long to tool up and get that back? Can your wallet survive that production ramp up? Will there be another manufacturing base with cheap labor to fill the hole left by the allusion of China’s growing middle class? Africa you say? Uh, huh. I have land for sale if that’s your answer.

The king’s (see bankers) continuous search for cheaper labor might have finally hit a roadblock kids. This might be the last hurrah for that schtick.

Global Movements: Iran

Arctic Patriot outlines a few things that if go into effect, will impact you greatly down the road.

Forget Iran.  Forget Israel.  Forget Iraq, Saudi, Libya, Egypt, Afghanistan, Pakistan…Forget the entire Middle East.  

Really.


Not our world, not our culture, not our business.

Our own tribe is sick and dysfunctional enough.

Should we be attacked by a hostile state, then it’s total war until the threat is gone.  Otherwise, it’s not a fight worth fighting.  I am applying my MHG logic here.  If failure is not an option, win.  If failure is a livable option, do not fight.

“Failure”, that is, a nuclear Iran, clearly is an option.  Why do I say this?  We watched idly as North Korea screamed for attention over its nukes.  Really, is a nuclear North Korea less dangerous than a nuclear Iran?

Why is Israel more valuable to us as an ally than South Korea?  Why is it allowable for South Korea’s aggressive neighbor to have nukes, but not Israel’s?  What is Israel to the US, other than a place to sink billions of dollars in “foreign aid”, stolen from you and I?

I realize this post may make many of you uncomfortable, or even angry.  So be it; it is truth as I see it.

A war with Iran and its unintended consequences in not in the interests of the united States, or their citizens.

It is, however, in the interest of the “US” national government, and their crony-capitalist bedfellows.

A war is exactly the type of band-aid solution the US government traditionally reaches for in desperation.

Good commentary as usual.