China are already laying down the tracks METAPHORICALLY and actually. Cooperation and dependency rather than war will win in the long term. The warrior nation has passed it's sell by date, empires are nolonger built by war but by debt and trade, the batton is being passed to China because the USA has lost the plot, military subjugation no longer works.
NEW RAIL ROUTE On May 25, a Chinese freight train arrived in Iran's Aprin Dry Port after a 15-day journey which included a stretch through four countries of Central Asia. Two more Chinese trains rolled in the same day. 2/6
Construction started after in 2021 Iran & China inked an economic pact that promised up to $400B in investment for New Silk Road infrastructure. This route allows goods to enter & exit Iran, bypassing US sanctions & military assets. 3/6
EURASIA’S NEWEST LOGISTICS HUB
With this rail link, Iran become a key transit hub overnight, linking: -> INSTC with Russia, Europe and India -> Iraq, Syria, Turkey & Mediterranean -> Chinese supply chains & Iranian oil power 4/6
BLOW TO US MARITIME DOMINANCE
The rail route skips the Hormuz Strait & Suez Canal — maritime chokepoints usually controlled by the US & allies in a crisis. Iran, now connected securely to BRICS trade, is no longer logistically isolated. 5/TIMING IS NO SURPRISE
Very well written, and great charts. I don't agree much with Dalio either, and listening to him narrate his book is distasteful. He's dripping with ego. That said, he does provide useful information, and the charts you included are excellent visuals.
I hope Greene Financial Advisory (comment) is correct, but I don't think that's the way the smart money bets, Warren Buffet notwithstanding. (He also said Bitcoin is "rat poison.")
My personal belief is that financial center and innovation & technology are the two most important factors on that list. They drive most of the others, and fortunately we still have leads there. But, as you note, China's strides in the area of innovation and technology are breathtaking, and their lead in trade will eventually impact our financial strength.
There's one other factor that's not directly on that list: China doesn't start stupid wars, and it isn't captured by a foreign power. Both of those factors also undermine the USA's ability to shine in many of the eight areas on that list. Unfortunately, I don't see this changing, and it's going to bite us.
Thanks for you writing, Lau. You are always a worthwhile read.
Absolutely agree with all your points—especially that innovation and tech are the two most important factors on that chart. Thanks for the thoughtful insights, Laramie. Always appreciate your perspective.
Says all you need to know.. thanks for the analysis. Spot on. And worrisome.
But it’s never too late; in the past, America has shown resilience ever since the Great Depression… like Warren Buffet says, never bet against American business.
We tend to be the come-back-kid of the free world, and if we align our Western Hemisphere goals with South America, we can dominate long into the future
still no memo. there is a global dictatorship. .5 billion will soon be alive. they will be chinese.
China are already laying down the tracks METAPHORICALLY and actually. Cooperation and dependency rather than war will win in the long term. The warrior nation has passed it's sell by date, empires are nolonger built by war but by debt and trade, the batton is being passed to China because the USA has lost the plot, military subjugation no longer works.
https://seemorerocks.substack.com/p/israel-struck-iran-right-after-the#media-1054ecfd-ba18-43c9-a781-1d4226cc095b
NEW RAIL ROUTE On May 25, a Chinese freight train arrived in Iran's Aprin Dry Port after a 15-day journey which included a stretch through four countries of Central Asia. Two more Chinese trains rolled in the same day. 2/6
Construction started after in 2021 Iran & China inked an economic pact that promised up to $400B in investment for New Silk Road infrastructure. This route allows goods to enter & exit Iran, bypassing US sanctions & military assets. 3/6
EURASIA’S NEWEST LOGISTICS HUB
With this rail link, Iran become a key transit hub overnight, linking: -> INSTC with Russia, Europe and India -> Iraq, Syria, Turkey & Mediterranean -> Chinese supply chains & Iranian oil power 4/6
BLOW TO US MARITIME DOMINANCE
The rail route skips the Hormuz Strait & Suez Canal — maritime chokepoints usually controlled by the US & allies in a crisis. Iran, now connected securely to BRICS trade, is no longer logistically isolated. 5/TIMING IS NO SURPRISE
Very well written, and great charts. I don't agree much with Dalio either, and listening to him narrate his book is distasteful. He's dripping with ego. That said, he does provide useful information, and the charts you included are excellent visuals.
I hope Greene Financial Advisory (comment) is correct, but I don't think that's the way the smart money bets, Warren Buffet notwithstanding. (He also said Bitcoin is "rat poison.")
My personal belief is that financial center and innovation & technology are the two most important factors on that list. They drive most of the others, and fortunately we still have leads there. But, as you note, China's strides in the area of innovation and technology are breathtaking, and their lead in trade will eventually impact our financial strength.
There's one other factor that's not directly on that list: China doesn't start stupid wars, and it isn't captured by a foreign power. Both of those factors also undermine the USA's ability to shine in many of the eight areas on that list. Unfortunately, I don't see this changing, and it's going to bite us.
Thanks for you writing, Lau. You are always a worthwhile read.
Absolutely agree with all your points—especially that innovation and tech are the two most important factors on that chart. Thanks for the thoughtful insights, Laramie. Always appreciate your perspective.
Says all you need to know.. thanks for the analysis. Spot on. And worrisome.
But it’s never too late; in the past, America has shown resilience ever since the Great Depression… like Warren Buffet says, never bet against American business.
We tend to be the come-back-kid of the free world, and if we align our Western Hemisphere goals with South America, we can dominate long into the future