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2023-11-20
Daily commentary-每日见闻-2023.11.20
Global environment:politics: Economy: what makes one economy is stronger than the other? It is the productivity with low price. When the productivity is strong, one economy could produce much more products at low price than others. So that economy could either stock up a lot of products, or could sell products to other economies and earn income.
2023年11月20日
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2023-11-18
Daily commentary-每日见闻-2023.11.17
Global environment:Politics:US:Internationally, US is strengthening its influence in Asia and Middle East to maintain its interests there. In Asia, the biggest threat is from China, since the idealoligy is different. A strong China would make US international polistic efforts frustrated. In Middle East, Iran and Hamas threaten Israel which is a allies with US. So US would need to help Israel to fight against Hamas. Internally, Biden is still fighting to get more vote for 2024 election. China: internationally, China is strengthen its influence in Asia and Africa. And also try to maintain its relationship with EU. China is facing the choice of how deeply involved in Russia and Middle East. Internally, China is still fighting with corruptions and uneven income distribution. EU: internationally, EU is still supporting Ukraine to enhance its counterattack Russian military action. EU is also hoping to derisk with China, since it has totally different idealology with China. Internally, EU is fighting with political pressure from reducing disposable income. Japan: internationally Japan is lining u p with US to curb Chinese growth. Internally, Japan is fighting with anger from citizen on frustration of better social environment.
2023年11月18日
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2023-11-12
Daily commentary-每日见闻-2023.11.12
Global environments:Politics: Cycles: Economy:US: US economy is still relatively strong. Indicators include GDP growth and employment rates. China: China economy is large and complicate. Equity: US:
2023年11月12日
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2023-11-03
Daily commentary-每日见闻-2023.11.3
Global environment:Politics:Cycles:Commodities:Wood pulp: there is
2023年11月03日
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2023-11-02
Daily commentary-每日见闻-2023.11.2
Global environment:Politics:US: Internationally US has put lots of attention to Israel and Hamas, so it has less energy on Russia and China now. Pressure on Russia and China is much less now. Internally,
2023年11月02日
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