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  1. #40
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    Buncha condenser changeout knuckleheads are suddenly trade experts.
    Merica

  2. #41
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    Investment Exodus / Shifting Supply Chains – China Walks into Trump’s “Golden Ticket” Trap…
    May 13,2019
    .
    President Trump is executing one of the most brilliant geopolitical economic resets in the history of global trade. It really is stunningly remarkable how President Trump has controlled the entire landscape. The consequential phase now begins.

    It is fascinating how the financial pundits didn’t see this coming. Perhaps one of the best indicators of where things are today...
    ...
    As President Trump highlighted today, over time (and it won’t take long) there will be an exodus of multinational manufacturing away from China. Corporations will shift their purchase agreements, manufacturing and assembly plans to ASEAN countries outside the investment ‘risk zone’ that is now China.

    Read the rest:
    https://theconservativetreehouse.com...n-ticket-trap/


    Alliances – Tokyo Electron Will Not Provide Semiconducter Equip to Trump Blacklist Chinese Clients…
    June 11, 2019
    .
    There’s always a larger geopolitical dynamic when you assess the economic alliances that President Trump puts together…. Always and underlying plan… Sometimes it just takes time to surface.

    As we have noted, even going back to 2017, Japanese Prime Minister Shinzo Abe always appeared to be the fulcrum for President Trump’s Indo-Pacific strategy.

    Remember the trip to Japan as honored guests of Emperor Naruhito and Empress Masako at the Imperial Palace? Remember last month’s (May 25th) unprecedented reception with the titans of Japanese business? Remember the private reception set up by a very nervous U.S. Ambassador William F. Hagerty? A reception with the most influential business CEO’s in Japan and Southeast Asia?

    Well…
    .
    TOKYO (Reuters) – Japan’s Tokyo Electron, the world’s No.3 supplier of semiconductor manufacturing equipment, will not supply to Chinese clients blacklisted by Washington, a senior company executive told Reuters.

    The decision shows how Washington’s effort to bar sales of technology to Chinese firms, including Huawei Technologies, is ensnaring non-American firms that are not obliged to follow U.S. law.

    Read the rest:
    https://theconservativetreehouse.com...inese-clients/


    President Trump Delivers Public and Coded Message to Chairman Xi Jinping…
    June 12, 2019
    .
    China controls North Korea as a proxy province. Beijing also controls the top-tier of the DPRK military leadership. In essence, North Korean Chairman Kim Jong-un is a hostage to the manipulative interests of Chinese Chairman Xi Jinping.

    Beijing uses the DPRK as a military foil against western influence. It’s not Chairman Kim in charge of the North Korean missile tests; it’s Chinese Chairman Xi…. And almost no-one understands that dynamic.

    When you understand the hostage dynamic, and you evaluate President Trump’s public response today, you also find the stunning answer to a long-standing question: Who killed Kim Jong Nam?…
    ...
    If Kim Jong Nam was recruited by the CIA, due to the dynamic of China covertly controlling Chairman Kim Jong Un as a hostage, then it’s almost a guarantee Jong Nam was assassinated by China in an effort to remove an intelligence emissary who might work to enhance hostage rescue efforts with the Trump administration.

    But President Trump did something in 2018 China did not expect. U.S. President Trump openly engaged in direct face-to-face talks with Chairman Kim. Essentially, President Trump entered the hostage chamber and the Chinese control agents were cut out of the private discussion.

    Read the rest:
    https://theconservativetreehouse.com...an-xi-jinping/


    More Tech Manufacturing Companies Exit China – Nintendo and Sharp Plan Exits…
    June 12, 2019
    .
    Against the intense leverage being applied by President Trump, last week Beijing doubled-down and threatened punishment against any company that would leave China and begin manufacturing elsewhere.

    The totalitarian response was predictable and expected. However, also predictable was the corporate response to the threats.

    As we shared: “China is counting on prior western investment being so significant that a corporation will be reluctant to withdraw. However, in this outlook Beijing seriously underestimates the free market because communist controlled China doesn’t understand the action of a inherently free market.

    The first loss is the best loss. If walking away from an investment provides more financial security and stability than attempting to retain a grip on a tenuous position – corporations will walk away.” (more)

    Now today – “Nintendo Moves Some Switch Production Out of China”:
    .
    TOKYO— Nintendo Co. is shifting some production of its Switch videogame console to Southeast Asia from China to limit the impact of possible U.S. tariffs on Chinese-made electronics, said people who work on Nintendo’s supply chain.

    It is another example of manufacturers adapting to the tariff threat. Taiwan’s Foxconn Technology Group said Tuesday that it was ready to move assembly of Apple Inc.’s iPhones out of China if necessary, and Japan’s Sharp Corp. , which is controlled by Foxconn, said last week that it planned to move production of personal computers to Taiwan or Vietnam.

    Kyoto-based Nintendo has traditionally relied on the Chinese factories of contract assembly companies to make its videogame hardware. That includes the Switch console, introduced in 2017. (more via WSJ)

    As President Trump highlighted on May 13th, over time (and it won’t take long) there would be an exodus of multinational manufacturing away from China. Corporations will shift their purchase agreements, manufacturing and assembly plans to ASEAN countries outside the investment ‘risk zone’ that is now China.

    Read the rest:
    https://theconservativetreehouse.com...rp-plan-exits/
    Vacuum Technology:
    CRUD = Contamination Resulting in Undesirable Deposits.
    CRAPP = Contamination Resulting in Additional Partial Pressure.

    Change your vacuum pump oil now.

    Test. Testing, 1,2,3.

  3. #42
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    Wall Street Wrong Again – Import Prices Decline During Full Year of Import Tariffs…
    .
    The latest set of statistics from the Bureau of Economic Analysis (BEA) shows all of the professional pundit claims of higher prices on imported goods due to Trump tariffs are simply disconnected from reality. In actuality the year-over-year prices of import products are actually dropping:


    Read the rest:
    https://theconservativetreehouse.com...mport-tariffs/


    Mexico Threatens Tariff Retaliation…
    .
    Too funny…. apparently Mexican Economy Minister Graciela Marquez didn’t watch what happened to China (or Canada) when they made similar threats of retaliation against President Trump’s tariffs. Seriously.

    President Trump wants the border secure, yes. However, President Trump would also welcome a trade tariff battle with Mexico (they can’t win); so this isn’t a technically a threat from the position of POTUS.

    Read the rest:
    https://theconservativetreehouse.com...f-retaliation/
    Vacuum Technology:
    CRUD = Contamination Resulting in Undesirable Deposits.
    CRAPP = Contamination Resulting in Additional Partial Pressure.

    Change your vacuum pump oil now.

    Test. Testing, 1,2,3.

  4. Likes Fender60 liked this post
  5. #43
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    Huawei says US sanctions will cost it billions in revenue
    .
    Huawei's founder said Monday that the Chinese telecom giant's revenue will be $30 billion less than forecast over the next two years, as he compared the company to a "badly damaged plane" as a result of U.S. government actions against it.

    "We never thought that the U.S.'s determination to attack Huawei would be so strong, so firm," Ren Zhengfei, who is also the CEO, said during a panel discussion at the company's headquarters in Shenzhen, China.

    Ren said Huawei will reduce capacity and expects revenue of about $100 billion annually for the next two years, compared with $105 billion in 2018. In February, he said the company was targeting $125 billion in 2019.

    Huawei's overseas cellphone sales will drop by 40%, Ren said, confirming a Bloomberg report published Sunday. But the Chinese market is growing rapidly, he said, and Huawei will not allow restrictive measures to curb its research and development.

    Huawei is embroiled in a trade dispute between China and the U.S., which has accused Chinese companies such as Huawei of committing forced technology transfers and stealing trade secrets. Last month, the U.S. placed Huawei on its "Entity List," which effectively bars American companies from selling components to Huawei without government approval.

    Read the rest:
    https://abcnews.go.com/Technology/wi...ecast-63755622


    Huawei Tech Prepares for 40 to 60 Percent Drop in International Smartphone Shipments…
    .
    Bloomberg has an interesting article citing an internal discussion within Chinese technology company Huawei as they estimate the financial impact to the U.S. blacklist position.

    Do the math… Huawei estimates an international drop of between 40 million to 60 million units at an average retail cost of $500 per unit. That is a stunning financial forecast for a drop in sales.

    Read the rest:
    https://theconservativetreehouse.com...one-shipments/
    Vacuum Technology:
    CRUD = Contamination Resulting in Undesirable Deposits.
    CRAPP = Contamination Resulting in Additional Partial Pressure.

    Change your vacuum pump oil now.

    Test. Testing, 1,2,3.

  6. #44
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    A top Wall Street strategist just toured China as trade tensions grip the nation. Here were his biggest takeaways.

    https://markets.businessinsider.com/...-their-hotel-3

  7. #45
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    Quote Originally Posted by servicefitter View Post
    A top Wall Street strategist just toured China as trade tensions grip the nation. Here were his biggest takeaways.

    https://markets.businessinsider.com/...-their-hotel-3
    So what solution do you propose? Doesn't China need a 'smack-down'? After all, they have made no secret of their goals to 'dominate the world' in matters of trade, technology and strength, by hook or crook. And they have demonstrated the 'crook' aspect in their dealings with the USA far too often. They have also demonstrated their willingness to take advantage of the USA in anyway. The Left makes that far too easy.

    Here's a link to several articles regarding China's intent.

    So, again, what solutions do you believe viable?

  8. Likes glennac liked this post
  9. #46
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    Quote Originally Posted by vin lashon View Post
    So what solution do you propose? Doesn't China need a 'smack-down'? After all, they have made no secret of their goals to 'dominate the world' in matters of trade, technology and strength, by hook or crook. And they have demonstrated the 'crook' aspect in their dealings with the USA far too often. They have also demonstrated their willingness to take advantage of the USA in anyway. The Left makes that far too easy.

    Here's a link to several articles regarding China's intent.

    So, again, what solutions do you believe viable?
    I know my limitations and foreign policy isn't one of them. But when you want to make your point doesn't it make more sense to get help from your allies then going it alone. Oh wait after putting on tariffs with canada, mexico and the EU. Would you he!p us. Amerca first. United we stand divided well we will see.

  10. #47
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    Quote Originally Posted by servicefitter View Post
    I know my limitations and foreign policy isn't one of them. But when you want to make your point doesn't it make more sense to get help from your allies then going it alone. Oh wait after putting on tariffs with canada, mexico and the EU. Would you he!p us. Amerca first. United we stand divided well we will see.
    Yes, that's not without some logic, but in this case, our 'allies' have been on the American teat for decades. At a time when America is being invaded via immigration (legal and illegal), welfare leaches and unfair trade agreements & NATO countries not paying their share...something's got to give. In this case, all need to be revamped. You Leftists don't understand that the American 'money tree' has grown bare. Trump is addressing that. We don't expect that these countries will like being brought into a fair play status. We can't be concerned by that.

    America's trade agreements have traditionally been very unfair to the USA. I freakin' love trump. Yeah. Thank you very much. (©Glenn).

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  12. #48
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    Quote Originally Posted by servicefitter View Post
    A top Wall Street strategist just toured China as trade tensions grip the nation. Here were his biggest takeaways.

    https://markets.businessinsider.com/...-their-hotel-3

    There It is – Chairman Xi Jinping Announces Magnanimous Panda: DPRK Hostage Release is “Correct Direction”…
    .
    As we noted on Day #1, if we watch how Beijing scripts the messaging we should be able to identify if Chairman Xi Jinping is taking the dragon approach toward his captive Kim Jong Un, or if Xi would instead reshape the geopolitics by announcing his release of Kim as a hostage: The magnanimous panda approach.

    Read the rest:
    https://theconservativetreehouse.com...ect-direction/
    Vacuum Technology:
    CRUD = Contamination Resulting in Undesirable Deposits.
    CRAPP = Contamination Resulting in Additional Partial Pressure.

    Change your vacuum pump oil now.

    Test. Testing, 1,2,3.

  13. #49
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    Apple Inc. Exploring China Exit – More Supply Chain Moves…
    https://theconservativetreehouse.com...y-chain-moves/
    Apple is preparing to move 15-30% of its production from China to SE Asia.

    Mexican Senate Overwhelmingly Ratifies USMCA 114-4…
    https://theconservativetreehouse.com...s-usmca-114-4/
    This is the trade agreement that replaces NAFTA. It will be a big money maker for Mexico, and it will cause
    Mexican manufacturers to buy American goods.
    Vacuum Technology:
    CRUD = Contamination Resulting in Undesirable Deposits.
    CRAPP = Contamination Resulting in Additional Partial Pressure.

    Change your vacuum pump oil now.

    Test. Testing, 1,2,3.

  14. #50
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    President Trump Meets With Kim Jong-Un at Demilitarized Zone for Historic “Handshake” – 1:30am Livestream…
    .
    During a joint press conference South Korean President Moon Jae-in and U.S. President Donald Trump announced and confirmed that President Trump will meet with North Korean Leader Kim Jong-Un at the demilitarized zone for a historic handshake today.
    .
    FULL COVERAGE: Moon, Kim, Trump Hold Historic Three-way Talks On South Korean Soil

    https://www.youtube.com/watch?v=kJzUWdTxck8

    https://theconservativetreehouse.com...am-livestream/


    Incredible – President Donald Trump Historic Visit to North Korea….
    .
    The world was watching history being made and overnight millions of Americans stayed up to watch the first sitting U.S. president cross into North Korea. President Trump and North Korea’s Chairman Kim Jong-un took a massive step toward deconfliction and peace.

    An incredible moment. WATCH:
    .
    Trump becomes first US president to step into North Korea
    https://www.youtube.com/watch?v=tlYsWT2Nob8

    CTH doesn’t want to devalue the history of this moment by over analyzing the dynamic. This is an incredible moment in history as U.S. President Donald Trump carries the hopes of tens-of-millions toward a peaceful outcome in North Korea.

    At 3:44pm ROK Time, President Trump walked out of Freedom House towards the military demarcation line between South and North Korea, located between the two famous blue huts.

    The North Korean leader Kim Jong Un, wearing his traditional Mao suit, was walking down the stairs towards him on the Northern side of the line.

    Read the rest; see the pictures and videos:
    https://theconservativetreehouse.com...o-north-korea/
    Vacuum Technology:
    CRUD = Contamination Resulting in Undesirable Deposits.
    CRAPP = Contamination Resulting in Additional Partial Pressure.

    Change your vacuum pump oil now.

    Test. Testing, 1,2,3.

  15. #51
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    Trurp reminds me of dealing with a used car salesman. I tell you anything while your in my face but we'll have to see. So far just very pretty letters.

  16. #52
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    Some folks are sooo caught up in soundbytes...

    They would not know good from evil if it whacked them up the side of the head!
    GA-HVAC-Tech

    Your comfort, Your way, Everyday!

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