We live in a Chinese world:
We live in a Chinese world.
China is winning on the global stage.
They are the next great empire.
What they’re doing and have done for the last 50 years has been nothing short of miraculous.
Since Deng Xiaoping came into power in the 70s and the US let China into the WTO (thanks Nixon), China has transformed itself and the rest of the world.
It took decades for the world to see it, but it’s here now.
Look at this.
Let’s go through every statement here and share how much China is beating America.
China generated twice as much electricity as the US.
Consuming more energy means its population is growing.
They also have to feed a billion-plus people so this is not surprising.
Per capita, they’re still consuming less energy than America.
It produced 12.6 times as much steel and 22 times as much cement.
Hopefully you’re hearing those numbers.
12.6 times and 22 times is INSANE.
That means they’re building.
What are they building?
Everything.
The Belt and Road Initiative.
Real estate.
Ships.
Defense.
All of it.
Will some of it come back to bite them, ala their real estate issue?
Absolutely and I’ve written about it before.
But they’re a communist country with a leader in power for life.
Small blips in markets won’t be catastrophic for the country, as long as the average person continues to do well.
China’s shipyards account for 50% of world’s output while US production was negligible.
Half the ships being built today are done in China.
Meanwhile how about America?
Nothing.
Their manufacturing base was completely de-industrialized so Wall street and all the rich could make more money.
See Ronnie Chieng’s video here for a great summary of geopolitics, American politics and currencies
In 2023, China produced 30.2 million vehicles, almost 3 times more than the 10.6 million made in the US
3 times more vehicles.
The American car industry used to be the beacon of hope for America in the 20th century.
Great entrepreneurs and brands like Ford, GM and Mustang.
Now they’re getting out-competed by BYD and others.
But it’s not only the fact America is making less cars.
They’re making WAY LESS electric cars.
And for significantly cheaper with a much better infrastructure for charging.
Everyone agrees that electric cars are the way of the future.
Who’s dominating that industry?
China.
Who’s dominating the batteries needed to run electric cars?
China.
Who’s dominating the processing of the minerals that go into electric cars?
China.
Don’t believe me.
Just listen to the CEO of Ford talk about it here.
As per his words, China is making 70% of electric vehicles in the world.
One country.
70% of EVs.
All of them also are low-cost.
Now here’s the kicker and the whole point of why I’m writing this.
They’re creating innovation.
As per the Ford CEO, they have unique battery chemistry like LFP iron phosphate, which is half the cost, has no fire risk and can be charged twice as many cycles so there’s unique IP in China now.
Their citizens are creating new technologies that will benefit humanity.
Look at this (here).
A Chinese university has invented a liquid that cures cavities.
INSANE.
America used to lead the world in that.
Creating new innovations.
Not anymore.
I expect this trend to continue MASSIVELY in China’s favour.
Why?
China has invested in its population.
It's invested in its children’s education.
The smartest minds in the world are coming from China.
You know where they end up?
Working for the government or government-related industries.
In America, you know what happens to the smartest minds?
They end up on Wall Street.
Wasting their genius pushing paper and crunching numbers.
While their intellectual equals in China are working on brand-new technology.
Meanwhile, how’s the average American student doing?
SUFFERING.
They’re addicted to TikTok and are using AI to do all their work for them.
Look at some of these Twitter posts (here).
A teacher who has taught for 35 years has never been more worried for her students.
This happened to me too.
Went back to my elementary school to visit my old teachers with my siblings.
First thing they said is they’re super worried for their kids.
They have no discipline now.
They don’t listen to authority.
Parents are too overbearing.
They’re always on their phones.
No one is prioritizing learning.
They’re all using AI to think for themselves.
This is a HUGE problem.
If you can’t educate your kids, the next generation is screwed.
To top this all off, China now trades with more of the world than America.
Look at this photo, which I’ve referenced in the past.
This is from 2020.
My bet is its even more now skewed to China.
https://x.com/Kanthan2030/status/1864690136249692290
In 2000, America was exporting 3x as much good as America.
Now China exports 70% more than America.
As per the tweet, this is what happens when Wall Street deindustrialized America by shipping all the manufacturing over to China while ruining the American middle class.
Which has been happening since 1971.
Amazing to see what’s happened in the West since 1971.
There’s a whole website about it - https://wtfhappenedin1971.com/
Seriously, check it out if you haven’t before.
Since Nixon took the dollar off the gold standard, workers and labour lost while capital and the rich disproportionately won.
It’s why we have one of the largest wealth inequality gaps in history.
Not only in the West but globally.
Picture this.
You’re an American company.
You used to have to pay fair wages to your American workers in the 50s and 60s.
All of a sudden, once Nixon opened up China via the WTO, you as an American can export your production of goods to China.
You save on cost.
You make more money as an executive and shareholder.
The Chinese love it because it boosts their manufacturing and economy.
But who loses?
The average American.
Not just American but average Western citizen.
The one who used to be able to work a factory job and afford housing, a card and some vacations.
That world is gone and is probably never coming back.
Over the last 50 years, the world has advanced while the average person in the West has lost significantly.
If you’re an asset holder, you won exponentially.
If you’re not and earned money through your wages, you lost exponentially.
Then comes inflation.
All of a sudden, the average Westerner can’t afford the same things they used to.
Their wages aren’t keeping up with the pace of inflation.
Every day that happens means their quality of life goes down as they no longer can afford the same things.
Meanwhile in China, hundreds of millions of people have been brought out of poverty at the same time and their enjoying the fruits of their labour.
They continue to build
China has some of the best high-speed rail in the world.
They opened almost 2800 km of high speed rail in 2023 alone and now have 2/3rds of the entire world’s high speed rail network.
Meanwhile, America has wasted billions on doing nothing.
Go use an American train and let me know how that goes.
Then lastly, let’s get to geopolitics.
What has America done since World war 2?
Create wars they have no business of being involved in, wasting trillions of dollars, and destroying countries and generations of people.
Korea.
Vietnam.
Afghanistan.
Iraq.
Now aiding Israel in its genocide of Gaza.
Meanwhile how many wars has China started in that time?
Zero.
The American propaganda machine will make you believe China is ready to start one over Taiwan but what does their history tell us?
They’re not provocative.
They don’t start and participate in forever wars.
Taiwan has historically been a part of China and Xi wants to keep it that way.
Meanwhile America will spend trillions more dollars making sure that doesn’t happen, when in the end, it probably will anyway.
Xi was very clear with Biden last year (obvoiusly not reported in the western media).
Read a summary here.
China has a few red lines which cannot be challenged, including Taiwan.
It’s better for the world if China and America are friends.
They don’t want a war.
And yet, what’s probably going to happen?
A great power conflict.
This is how history works.
The rise and fall of great empires.
Go read The Changing World Order by Ray Dalio.
The most important book of the 2020s.
Or watch this summary video (here).
Empires always rise and fall.
This time will be no different.
They don’t make anything.
Their real economy sucks while the financial economy is whacked out of its mind.
They’re supporting a genocide.
They’re funding a losing war in Ukraine.
They always have money for war but never for education, healthcare, infrastructure and their own population.
Billionaires own both parties and thereby the country.
They have geriatrics running Congress.
They have a 35 trillion dollar debt problem.
I can go on and on and on, which I have done in the past on my blog.
The conclusion is this.
We don’t live in an American world anymore.
We live in a Chinese one.
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