RedRambutan

[RedRambutan @RambutanRed]

@dawn2042 @pstAsiatech @jessicacweiss Also export quotas were put on the RE sector as early as 1999, and were not targeted at any outside country/market

[RedRambutan @RambutanRed]

https://t.co/6UW29Qc8U8

[RedRambutan @RambutanRed]

More Blob death rattling: Ratner argues that the US is losing the great power fight with China, and the problem is - wait for it - that we are not offensive enough. Need more escalation.

[RedRambutan @RambutanRed]

I mean, the escalations we've done so far have worked out so well! Vs. Russia, China, and Iran, why, continued escalation is just the ticket.

[RedRambutan @RambutanRed]

One example: Verizon, supposedly the CEO is ahead of the curve on realizing the impact of AI job losses. Laid off 13% of its workforce at the end of 2025 - 13k jobs but with $20 million in retraining. That's $1,540 per person. Meanwhile dispersed $2.9 BILLION in dividends in Q4

[RedRambutan @RambutanRed]

If this is the criteria for success, the US is doomed from the start lol.

[Paul Triolo @pstAsiatech]

China Is Planning for AI’s Job Shock. America Isn’t - Bloomberg https://t.co/Cs6k1wcOak

[RedRambutan @RambutanRed]

@joequant Um no, Africa as a whole runs a large deficit with China and only a small portion of countries run a surplus.

[RedRambutan @RambutanRed]

Zimbabwe runs a trade surplus with China. The intellectual decline in the US is palpable. Sad.

[Robin Brooks @robin_j_brooks]

China's exports to Zimbabwe are up 130% in the first four months of 2026 versus 2024. This is how China survived the US tariff shock. It unloaded all the stuff it couldn't sell to the US on small, often impoverished countries who can't afford this stuff...
https://t.co/egabYU1ZDw

[RedRambutan @RambutanRed]

@NathanJRobinson Blob is not amused

[RedRambutan @RambutanRed]

https://t.co/IrKpSXR4ZK

[Sean Wei @XinWei57337546]

@RushDoshi Even 16-year claim is quite an exaggeration. This research paper reveals that the warning against Japan in 2010 wasn't even backuped by any tangible actions, nothing close to the chokehold Biden administration actually implemented.
https://t.co/e9eDUnNEd0

[RedRambutan @RambutanRed]

@Brad_Setser @pstAsiatech @jessicacweiss Lots of detail here, free full download available, all in English https://t.co/m3wgV4yv3y

[RedRambutan @RambutanRed]

@Brad_Setser @pstAsiatech @jessicacweiss Was the government undertaking similar efforts in RE pre-2010? Yes. Was the government undertaking similar efforts in other related areas at the same time (shutting down illegal coal mines) in 2010-2011? Yes. Main character syndrome drives bad analysis.

[RedRambutan @RambutanRed]

@Brad_Setser @pstAsiatech @jessicacweiss Bradsher's reporting provides no evidence that the crackdown after 2010 was to make the export controls more effective. He also does not make this assertion.

[RedRambutan @RambutanRed]

Say silly things, win silly prizes

[Brad Setser @Brad_Setser]

I did not ignore the import side last night. The absence of a surge in oil imports in dollar terms has been widely noted/ volumes collapsed.

The rise in manufactures is almost all chips and gold/ gems/ jewelry

1/2

[RedRambutan @RambutanRed]

@brownricec66327 yes, only in volume not value tho https://t.co/Kwkl0WlXAr

[East Asia Econ @eastasiaecon]

Second, the collapse in energy imports. Crude volumes have fallen 30% since March, and are now lower than any time since February 2018.

[RedRambutan @RambutanRed]

More narrative violation in China's May trade numbers. Expect everyone to completely ignore the import side. https://t.co/65KnjAOIcd