SUPPLY CHAIN WAR & #KRISONOMICS

 In 2014 I tweeted that Supply Chains were breaking down, globalization was dying, and kept saying until 2020 when it became main stream. Of course I was widely ridiculed until 2020.

On September 08 2021 I coined the term and hashtag #SupplyChainWar for the current global war under way between US-West vs China.


What I am seeing is that Quantitative Easing number 3 activated in 2013 caused a reaction in Beijing, which started a Trade Embargo 2 years later in 2015, thus de facto initiating the #SupplyChainWar cycle.


Global War cycles usually last 30 years until one side survives.


The current global war cycle as #SupplyChainWar will last from 2015-2045.

US will be forced to raise Interest Rates drastically in order to defend USD as global currency from Chinese Trade Embargo, which is being embraced by Russia, Turkey, Iran as well. They are trying to gradually avoid trading real goods and services in USD, thus the point of Trade Embargo.


Who will be victorious?

Of course, US will, but the pain will be large and deep for both US-West and China. US - West sooner or later will be obligated to raise interest rates frantically.


The current breakdown process will bottom in 2030, which is mid cycle, after which US-West would start putting together a largely de-Chinesified Supply Chain.


To summarize:


- Quantitative Easing caused the current Global War as #SupplyChainWar.

- China decided to reply with gradual Trade Embargo.

- War cycle will be 2015-2045.

- Bottom of the breakdown will be in 2030.

- US/West will win with a lot of pain.


God bless you all!




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