Showing posts with label Geoeconomics. Show all posts
Showing posts with label Geoeconomics. Show all posts

Thursday, May 14, 2026

China Is a Market Economy, but Not Capitalist | Eric Xun Li

In America, you can change political parties, but you can't change the policies. In China, you cannot change the party, but you can change policies. China is a vibrant market economy, but it is not a capitalist country. Here's why: there's no way a group of billionaires could control the Politburo, as billionaires control American policy-making. So, in China, you have a market economy, but capital cannot rise above political authority. Capital does not have enshrined rights. 

White Dolphin Island, part of the Hong Kong–Zhuhai–Macau Bridge (HZMB), a key section of the 55-kilometer bridge-tunnel
megaproject ($18.8 billion) completed in 2018, connecting Hong Kong, Zhuhai, and Macau across China's Pearl River Delta.

US infrastructure would need $33 trillion (baseline) to $42 trillion (desired) of
investment through 2050 for modernization, digital economy, and maintenance.

» Capital cannot rise above political authority. «
Eric Xun Li. 
 
Epstein's BBF and his $12 Trillion "CEO Cabinet" in Beijing, is continuing to work hard
for the ultimate techno-feudal mission entrusted to him by his donors and handlers.
 
MIGA-Don understands that Chinese President Xi Jinping  
expects to see a "deal" between the US and Iran... 
 
...while dimwit Rubio is simply fascinated by
the ceiling of the Great Hall of the People.... 
 
...and Musk, seated next to BYD's CEO,
decides to be the clown of the party.
May 13, 2026.

In America, the interest of capital, and capital itself, has risen above the American nation. The political authority cannot check the power of capital. That's why America is a capitalist country, and China is not. China has been run by one single party, but the political changes that have taken place have been broader and greater than in any other major country in modern history.
 

 

Wednesday, May 6, 2026

The US Just Made Gold Its Number One Export | Gerry Nolan

America just made gold its number one export, and it’s pouring straight into China via Switzerland. For the last five months running, US gold shipments have topped everything else the country sells abroad. In March alone, they were 1.7 times larger than oil, twice pharma, and two and a half times aircraft engines.
 
» How exactly does this serve the United States? «
  
Most of it doesn’t even stay in America: it sails through Switzerland’s refineries and lands in Beijing’s vaults. This is highly unusual. The US doesn’t ship its oldest store of value to its biggest rival at record pace under normal conditions. Geopolitical tension, inflation hedging, and quiet signals that gold is becoming a settlement mechanism in US–China trade have flipped the script.

America is quietly surrendering the one asset that still commands respect when the dollar starts to wobble. It’s the visible symptom of a deeper reckoning: Beijing is no longer content to hold endless piles of US Treasuries or accept dollars for its oil and goods. With every sanctioned barrel and every BRICS handshake, China is forcing real settlement in the one currency that can’t be printed into oblivion. The empire ships bullion east while its navy steams around the Gulf, pretending it still runs the world. The numbers don’t lie, and neither does the direction of travel.

» Real money to the competition while the dollar-printing machine keeps spinning. «
 
So, tell how exactly does this serve the United States? It doesn’t. But it sure as hell serves China. The empire is literally melting down its patrimony and handing the real money to the competition while the increasingly worthless dollar-printing machine keeps spinning.

 

See also:

Friday, May 1, 2026

The Sequence of the EU/UK’s Seven-Wave Crisis | Kirill Dmitriev

Kirill Dmitriev, CEO of Russia’s sovereign wealth fund (RDIF) and a presidential envoy, has outlined a forecast of cascading crises in the EU and UK beginning in May 2026. 
 
Dmitriev is signaling that, once the EU and UK accept the reality on the

battlefield—that Russia has prevailed—a new phase of cooperation
 based on trust and mutual respect could become possible.

According to this scenario, an initial phase of jet fuel shortages would be followed by broader disruptions in oil, gas, and fuel supplies, along with reduced availability of fertilizers and resulting crop and food shortages by the summer. This would ultimately lead to accelerated deindustrialization, a breakdown in currency stability, fiscal conditions, and debt markets, and culminate in a social and political crisis in the fourth quarter of 2026. 
 
 » Madness and a Kamikaze approach to an existential crisis. « 
Germany's Self-Destruct Pact: Merz Pushes Europe to the Brink.
  
» Awakening and Reset in 2027. «
 
Putin's top negotiator, Dmitriev, casually wake-surfing off Miami on December 27, 2025.
 
Dmitriev's narrative concludes by linking these potential disruptions to a broader "awakening" and systemic "reset in 2027." Is this part of a really smart Good Cop-Bad-Cop diplomacy psy-op, is this all actually heading toward total EU/UK defeat, followed by catharsis, mutual respect, and a prosperous future, or is it merely wishful thinking from a fifth column pro-West liberal?
Powerus, a US company, has secured a contract to supply interceptor drones to the US Air Force, though the quantity and total value remain undisclosed. Notably, Powerus is backed by Eric Trump and Donald Trump Jr.—sons of the sitting US president. The deal raises conflict-of-interest concerns, as it points to potential financial gain from military contracts tied to ongoing US operations in Ukraine and West Asia. War pigs gotta war pig? 
» What we’re looking at is a global struggle—the Great Game Renewed. It’s developing across multiple theaters, starting in the Arctic, where Russia effectively controls the most strategically important coastline for emerging trade routes. The middle layer is the Baltic states pushing toward escalation with Russia. Then comes Ukraine at the center. Below that are Georgia, Azerbaijan, Armenia, the Caucasus, and Central Asia. At the bottom sits Iran. «

Although Western media prematurely declared Mali defeated, that collapse did not occur:  Malian Armed Forces and Russian Africa Corps airstrikes decimated al-Qaeda-linked logistics and neutralized leadership in Kidal, stabilizing northern front lines through April 2026.
See also:

Thursday, April 23, 2026

Suicide by a Thousand Cuts: EU Migrant Population Hits Record 64.2 Million

Immigration to the European Union has surged to historically high levels, reaching a total of 64.2 million foreign-born residents in 2025. According to the Centre for Research and Analysis of Migration, which utilizes Eurostat and UNHCR data, this represents a dramatic climb from the 40 million recorded in 2010 and a year-over-year increase of 1.6 million people. 
 
"Agents of Deveolpment," preparing for a crossing from the French coast toward the UK. 

To put this in perspective, approximately one in seven people residing in the European Union was born in a country other than the one where they currently live. The growth trend over the last 15 years highlights a significant shift in the bloc's composition.
 
French President Emmanuel Macron and Greek Prime Minister Kyriakos Mitsotakis seated in Athens’ ancient
Roman Agora ruins during a public dialogue in April 2026, captioned "The Europeans." An image perfectly
emblematic of the EU: Weak men in fancy suits amidst the ruins of a civilization built by saner minds. 
 
 
Number of individuals born outside their country of residence
(including those with unknown birth country) in the EU, 2010-2025
 (excluding Portugal due to missing data).

 Number of immigrants in EU countries with the largest immigrant populations, 2010-2025.
 
Number of individuals born outside their country of residence in the EU, 2010-2025.
 
In 2010, the foreign-born population represented approximately 9% of the total EU population; by 2025, that share has risen to 14.25%. This presence is characterized by heavy geographic concentration, particularly in nations like Germany, where nearly 18 million foreign-born residents out of a total population of 83.6 million bring the local percentage to approximately 21.5%. 

Population Division, UN DESA, New York, March 21, 2000.
 
Resolution adopted by the UN General Assembly on the "Global Compact for Safe, 
Orderly and Regular Migration," A/RES/73/195, Marrakesh, Morocco, December 19, 2018
 
» 
The 2030 Agenda recognizes... migrant women, men and children... as agents of development. « 
 
This shift also carries a distinct demographic impact. While the median age of the broader EU population reached 44.9 years in early 2025, 72% of the foreign-born group in Germany is of working age, contrasting sharply with the aging domestic profile of the bloc. These figures demonstrate that migration is not just increasing in volume, but is fundamentally reshaping the labor and age structures of the Union's largest economies.

Immigrant Population in 2025 by EU country (% of total population).
 
The Geography of Concentration
A small number of countries handle the vast majority of arrivals and residency stocks. Germany continues to be the primary destination, hosting nearly 18 million foreign-born residents, of whom 72% are of working age. Meanwhile, Spain has emerged as the leader in recent growth, adding 700,000 residents in a single year—roughly one-third of the entire EU’s annual increase—bringing its total foreign-born population to 9.5 million (20%). While Germany and Spain account for nearly half of the total increase, smaller states like Luxembourg, Malta, and Cyprus are experiencing the most significant pressure relative to their population size.
 
Ranking of EU27 countries by total migrant inflows, 2024.
 
Ranking of EU27 countries by total migrant inflows per 1,000 inhabitants, 2024. 
 
Asylum applications follow a similarly concentrated pattern, with four nations receiving nearly three-quarters of all claims. Spain leads the applications with 141,000, drawing heavily from Latin America, followed by Italy with 127,000 and France with 116,000, both of which exhibit diverse source-country patterns. Germany received 113,000 applications, primarily from conflict-driven regions such as Syria and Afghanistan. While larger nations take the most applications in absolute terms, smaller countries often bear a greater burden relative to their population.
 
Countries of Origin of First-Instance Asylum Applicants, 2025.

 
Socio-Economic Strain and the Housing Crisis
As migration reaches these new peaks, official data points to a severe mounting strain on living conditions across the bloc. In 2024, 8.2% of EU residents were considered overburdened by housing costs, spending at least 40% of their disposable income on rent or mortgages. The crisis is particularly acute for the youth, with nearly one in ten people aged 15 to 29 facing a similar housing cost burden. Furthermore, 16.9% of the population now lives in overcrowded households, and 9.2% are unable to adequately heat their homes.
Refugees as a Share of Total Population, 2025: Germany hosts the most (≈2.7 million), more than double Poland (≈1 million), followed by France (≈751,000), Spain (≈471,000), and Czechia (≈381,000). Italy (≈314,000), Austria (≈281,000), and the Netherlands (≈263,000), while most others have fewer than 200,000. Totals include refugees, people in refugee-like situations, and displaced persons from Ukraine under temporary protection.
Recently, European Council President Antonio Costa has emphasized that housing affordability is now "at the core of people's disillusionment with democratic institutions." Spot on, Mr. Costa... these economic pressures, combined with concerns over public security, services, and the cost of living, have fueled the rise in anti-immigration sentiment across EU member states and the UK. While the EU allocates approximately 2% of its seven-year budget to migration and "border management," the bulk of the financial and social costs are currently borne by individual national governments. 
 
billion—more than twice the German federal government's total annual budget.
 
Now just imagine—due to a prolonged general economic crisis and decline—what will happen once national administrations are no longer able to milk their native populations for hundreds of billions of euros and can no longer redistribute enough protection money to millions of formerly pampered, predominantly male, military-age "refugees" and "migrants" from dozens of Muslim countries destroyed by U$raHell, UK, NATO, and the very EU… they may suddenly start helping themselves otherwise.
 
Most urgent EU priority instead: Drone production and another €90 billion "loan" for Ukraine.

Geopolitical Tensions and 'Defense' Realities
The official EU migration narrative is now inextricably linked to Russia... Russia's support of Syrian "dictator" Assad, the Libyan "Gaddafi regime," and "Putin's unprovoked aggression" against Ukraine. The EU currently hosts approximately 4.35 million Ukrainian nationals, with Germany serving as the largest host at over one million people. However, the political climate is shifting as domestic hospitality begins to wane. Berlin and Kyiv are now coordinating efforts to facilitate the return of military-age Ukrainian men to their home country's meat grinder as losses mount at the front.
 
Though this be madness, yet there is method in’t.

Simultaneously, the EU—getting ready for "war with Russia by 2030"—is pivoting toward a more aggressive "defense" posture. Through the recently launched €800 billion EU “ReArm Europe / Readiness 2030” plan, member states are significantly increasing "defense spending" to counter perceived Russian aggression. 
 
 Militarism, war, deindustrialization, mass-migration, inflation, debt, impoverishment,
corruption, energy and food shortages: All ingredients in place for a perfect storm in the EU.
 
Moscow has dismissed these security concerns as "nonsense," suggesting that EU governments are using the "threat narrative" to distract their citizens from internal domestic failures and the growing complexities of their deliberately self-fabricated "Agenda 2030" replacement migration crisis. 
  
This is what the invasion looks like in April 2026. Thanks to Pedro Sánchez, all these
people will soon receive residence permits. Spain's socialist government approved
a mass regularization, offering one-year renewable permits to around 500,000 
undocumented migrants. The end of Spain. The end of Europe.
 
See also:

Tuesday, April 21, 2026

Entering the First Global Total War | Alex Krainer

In their conversation, Lena Petrova (IR, MBA, CPA, and political economy analyst) and commodities trader, former hedge fund manager, and geopolitical analyst Alex Krainer examine the dimensions of what he terms the "First Global Total War," driven by major energy and trade disruptions and broader global market stress stemming from the US war against Iran.
 
» This is not the Third World War. This is the First Global Total War. « 
 
Krainer frames the present moment as a systemic confrontation between two competing models of governance: the Western-led, British-derived system of free trade (globalism)—criticized as fostering a regulatory and labor "race to the bottom"—and the emerging multipolar framework rooted in Alexander Hamilton’s American System of political economy (economic nationalism). The latter is a protectionist, nationally oriented, and genuinely wealth-creating model that was applied with notable success by the United States, Germany, and Japan in the 19th century, and later as sovereigntist derivatives by Korea, Mexico, Brazil, Iran, China, and numerous other nations throughout the 20th and early 21st centuries. 
 
"The Monkey System:" 1831 cartoon attacking Henry Clay's "American System" from a
Jacksonian Democratic perspective favoring limited federal economic intervention.
 
Krainer forecasts a prolonged systemic confrontation with significant implications for global energy production, industrial output, trade, and food markets, arguing that tensions and worldwide wars will persist until the foundations of the current Western neocolonial financial architecture (including private central banking) are fundamentally challenged, ultimately defeated, and replaced.
 
 
Since April 3, ten oil refineries, power plants, and energy facilities across
 seven countries have been destroyed by "fires," "explosions," and "accidents."   
 
Escalation of Conflict
Krainer interprets the wars in Ukraine and West Asia as interconnected theaters within a broader strategic struggle. He argues that Western powers seek to open additional fronts—potentially in the Baltics, the Balkans, and around the Strait of Malacca—to prevent de-escalation in Ukraine and sustain strategic pressure.

Energy as a Strategic Lever
Control over energy flows, particularly through chokepoints such as the Strait of Hormuz and the Strait of Malacca, is presented as the central axis of conflict. Krainer characterizes this dynamic as part of a long-standing effort by Western neocolonial financial interests to preserve influence over the Eurasian landmass.

Commodities Markets and Inflation
On the economic front, Krainer contends that elevated equity valuations are being sustained by central bank liquidity, masking underlying structural fragility. This, he argues, has produced a growing divergence between financial markets and the real economy. He anticipates upward pressure on oil and other commodities, describing current price behavior as slow-moving and lagged in its response to geopolitical developments.

 
Rise of a Parallel System
Krainer highlights the gradual emergence of alternative financial and commodity networks operating beyond Western institutional control. He notes that many countries in the Global South are exploring paths outside IMF-aligned frameworks, despite the political and economic risks involved.