Category: Analysis

Sanction China’s Oil Trade

News Analysis Small refiners in China are evading U.S. sanctions on Iranian and Venezuelan oil exports by using false flags, old tankers, turning off ship transponders, and transferring oil mid-ocean between vessels to hide the origin of illegally-exported oil. Iran’s crude oil sales, which jumped 40 percent in 2021, are primarily purchased by China—Iran’s biggest…


Beijing’s Trade Bullying Fails

Commentary Australia is a case in point—for both China’s trading partners and for decision-makers in Beijing. Because in 2020 Australia had asked too many questions about the origin of the SARS-CoV-2 virus, Beijing had set out to deprive it of lucrative aspects of its China trade. But Australia has managed to replace much of what…


China Fools Western Environmentalists

News Analysis Beijing is all talk and no action in terms of achieving its net-zero emissions goal. Chinese leader Xi Jinping declared in 2020 that China will be “carbon neutral” and achieve “net-zero emissions” by 2060. This announcement was greeted with much fanfare by green energy advocates around the world. According to state-run Global Times, Beijing is…


Why Your Return From Home Equity Is Always Zero

Commentary Now that holiday gifts and toys are in the past and you’ve probably stepped on your last stray Lego piece, it’s time to start thinking about financial resolutions. If you’re a homeowner, the terrific price appreciation that you’ve seen recently means there’s a good chance that you’re sitting on a nice chunk of home…


US Companies Continue to Cave in to Pressure From Beijing Over Human Rights

News Analysis The lure of money that can be earned in the Chinese market has driven major U.S. companies to give in to Beijing’s demands at the expense of data security, integrity, and human rights. Recently, Walmart was censured by Beijing’s top disciplinary agency after its warehouse retailer Sam’s Club removed Xinjiang-sourced products from its…


Beijing’s Tight Control Over China’s Economy Creates Uncertainty for Foreign Investors

News Analysis In light of Xi Jinping tightening his control over China’s economy, investing in Chinese stocks is risky. One never knows where or how Beijing will involve itself in the economy, but government intervention is inevitable and unopposable. Investment guru Jim Cramer said that the Chinese Communist Party (CCP) is a “wild card.” He…


Why Kazakhstan’s Unrest Will Reverberate Around the Globe

Commentary Over the last several weeks, Kazakhstan has exploded into widespread civil unrest. The country is a critical Russian ally. This unrest has wide-ranging global implications and may impact the developing U.S.-Russia confrontation over Ukraine. The unrest is fostering Russian fears that the United States and its allies are intent on creating “color revolutions” along…


Russian-Ukraine Conflict: A Distraction From Taiwan

News Analysis While tension is growing between Washington and Moscow over a potential Russian invasion of Ukraine, it remains unclear which side China will support. As China has trade and investment relations with all three countries and the European Union, it is possible that Beijing will not get involved. However, the Chinese regime could use Ukraine…


Taiwan Remains a Big Geopolitical Risk in 2022

News Analysis China’s top diplomat recently said Taiwan is a “wanderer” that will eventually “come home” to China. Such rhetoric by the Chinese Communist Party (CCP) officials as well as increased Chinese military aircraft incursions near Taiwan in recent months have spiked a new wave of fears and media speculation that a Chinese invasion of…


US Economy: The Main Shortage Is Workers

Commentary Washington has explained the entire inflation through supply chain problems. It’s why Federal Reserve (Fed) Chairman Jerome Powell initially described the pressure as “transitory.” Though he has withdrawn that descriptor, he continues to speak in terms of supply matters—so does President Joe Biden. The inflation probably has other causes as well, but even in…