04/2/22

The Empire Strikes Back

Russia is feeling the pain of western sanctions and has begun to attempt to punch back. The problem is they have very limited power when they are financially ostracized by the west.

One more time: The Russian economy as measured by Gross Domestic Product is 25% smaller than Italy and its GDP is going to crater with the sanctions. This is the real problem. Russia economically is a pimple on the world’s economic ass. 

Russia is a gas station with a coal bin out back. Continue reading

07/28/20

The Supply Chain Comes Home From China

The COVID19 episode exposed a critical weakness — the American supply chain (particularly medical and pharmaceutical manufacturing) was grounded so thoroughly in China that it could not serve the United States when it was desperately needed.

China prevented American companies from shipping product manufactured by American companies in China to the US.

Everyone was quick to say — “Bring the strategic supply chain back home to America!” 

Like a lot of good ideas, it requires real action to make real change. How could this obvious strategic move be instigated? Where would the leadership come from? How would it be funded?

I am pleased to report that this is, in fact, happening.

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07/28/18

India GDP

India GDP, Big Red? Huh?

Big Red Car here on a sunny Saturday in the ATX – On Earth As It Is In Texas!

Yeah, it’s going to be a warmish day, up to 100F. Yawn!

So, in the discussions about US GDP, the Big Red Car (huge fan of India) did some research on India. Did I tell you I am a huge fan of India as a country, as an ally, as a market? Love India.

India is a huge country with 1,354,000,000 people. The US has at least 1,000,000,000 fewer people.

US GDP is closing in on 20 Trillion dollars ($20,000,000,000,000) annually, while India has a GDP of $2,597,490,000,000.

Wow, look at that growth! In ten years they have grown by a factor of more than twenty!

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