RE:RE:RE:RE:RE:RE:RE:RE:RE:Tesla Yasch never fails to put things in balanced perspective while laying out the past events that led to the present, and then stating possibilities/future consequences. Just an amazing recall of important facts and an ability to analyze both macro and micro events and data points. I am not referring only to this post, but to just about all of Yasch's posts. Some of you may disagree with some of what he says, but even you have to appreciate that he brings an extremely well-thought-out perspective based on fact that challenges your contrary views and adds much-needed insight that provokes further thought. I think that this bulletin board owes a lot to Yasch. Personally, I try to post relevant articles and opinions (many of which are reposted from elsewhere that I agree with), and I look forward to hearing Yasch's viewpoint to these posts. Sometimes he disagrees, other times he adds more insight and bolsters my conviction, but I always appreciate his input.
Yasch22 wrote: China's been taking stabs at Apple for the past five years, and now they've taken a few shots at Tesla. Of course, at the same time, they've figured out how to get their cuts of both the Apple and Tesla pies with all that manufacturing + shareholding + factory-building.
This is an incredibly important time for US-China relations. Biden says he's "recalibrating" the relationship, and there's a lot of work to do after all the insults and attacks from Trump. That's not to say Trump was wrong about his complaints, but as is typical he made a royal hash of his insights.
E.g., he couldn't stand the TransPacific trade deal, mainly because he'd have had to give credit to Obama for it, but China hated that deal, as it would have kept in check China's wish to dominate Pacific trade. Trump was the proverbial bull in the (um) china shop, throwing out insults about the "Wuhan flu" etc. But what the US really needs to do is to conduct a steady rockhard policy lasting for another 5 to 15 years where they reverse the trade imbalance.
No need to poke sticks in China's eyes. Just create policies that bring a lot of the factories back home, and get new control of the supply chain for green energy, for car building, for concrete production, for everything that China now controls.