Hi everyone, I decided to make today’s issue of the newsletter free. If you like what you see please sign up for the Sinocism China Newsletter here. Group and education discounts are available. —Bill There appears to be a misreading of the US Department of Commerce’s decision to grant Huawei a license to buy some U.S. goods until Aug. 19. This is not a "reprieve for Huawei", this is a reprieve for operators in the US and other countries who rely on Huawei equipment and need more time to adjust.
Bill, u have been consistently more right than the main stream on this trade war. I understand that under the mindless mainstream onslaught, one cannot help but hedge one's bet (believe me trading the market is worse in terms doing what one doesnt believe in). But given your record, i hope u can be more confident in the future about your views. Still hedge but more explicit about what u really believe regarding outcomes/predictions. Just an observation. You are the ultimate judge jury and executioner on how you do your job obviously. The biggest mistakes America always makes (and i m not seeing anything new vs historic patterns this time round) IS not to listen to what Chicom actually says. And u r the few who actually does that.
No reprieve for Huawei; Protracted war; PRC buying Ukrainian military tech
Bill, u have been consistently more right than the main stream on this trade war. I understand that under the mindless mainstream onslaught, one cannot help but hedge one's bet (believe me trading the market is worse in terms doing what one doesnt believe in). But given your record, i hope u can be more confident in the future about your views. Still hedge but more explicit about what u really believe regarding outcomes/predictions. Just an observation. You are the ultimate judge jury and executioner on how you do your job obviously. The biggest mistakes America always makes (and i m not seeing anything new vs historic patterns this time round) IS not to listen to what Chicom actually says. And u r the few who actually does that.