top of page
Search

Trump vs The Trade Agreement

  • Writer: Duane Fletcher
    Duane Fletcher
  • Nov 29, 2016
  • 3 min read

Everyone is speculating will our new President actually rip up the Trade Agreements. We have to take this at face value. I mean it was a campaign promise.

The first thing his critics say is that he, himself has several business ventures in Asia and Europe. Oh no, he would never try to do away with something that has made him money. That may be so.

Actually a lot of companies have made a ton of cash in Asia. Are they all happy though...? Lets take a trip back in time and analyze this issue.

First off we have Walmart. Walmart has made and obscene amount of money in China. They were forced to retreat their operations to Mexico somewhat though.

The Chinese Walmart workers protest against Walmart every other year. They completely shut down Walmart's Asian operations at the drop of a hat. They have accused Walmart of modern day slavery, and intimidation tactics.

Now weather Walmart is guilty or not is up to their court system. I will say though that Walmart was forced to Pony Up tons of cash to the Chinese workers to keep them happy. This could be viewed as a form of blackmail.

I mean you have all heard the stories of American companies doing business in China. The American companies claim the same thing. They say they are being bullied by the Chinese government.

If you have an American company over there they will hack you, steal intellectual property, then threaten to kick your company out of China if you complain. Yes Walmart made a ton of money in China, but they may want that trade agreement re-vamped. It should include a clause that says the Chinese Government needs to do more in public relations to calm rioting workers.

Believe it or not the Chinese have a foreign company tax you have to pay to do business over there. This is money paid just in case our "Deplorable" American ways offend a Chinese citizen (As If). Their attitude is that you are the foreigner and you are automatically wrong.

Here's a good one. What about all the lawsuits Apple had to file against Samsung and other Asian companies for stealing blue prints and counterfeiting their products. Apparently there is a spy working inside FoxCon. FoxCon makes all the Apple innards.

There are entire counterfeit Apple Store franchises in China. How are they duplicating his stuff like that. Oh... Um... THERE'S A FREAKING SPY INSIDE FOXCON DUDE!!

Not only that but there must be a duplicate factory being constructed for every factory an American investor builds. Basically Apple builds a factory near Hong Kong in Eastern China, Then the Chinese government approves a spy operation to build a similar factory in Western China. They steal your blue prints then send it to their company for the Greater Glory of China.

This would explain their huge over build. They have entire Ghost Cities just siting there empty, ready to be filled up with stolen American Industry Ingenuity. I bet if we invaded China right now, we would find all kinds of hidden factories that duplicate stolen patents.

Example: Look up Putain City, China. Putain City in Northern China is notorious for being filled with DOZENS OF ROUGE FACTORIES that do nothing but duplicate products they hold no patents on. They sell knock off versions of everything from Nike tennis shoes to Polo Jeans.

Apple innovations end up inside XIAOMI, and Samsung products all the time. They are arguing constantly in court with each other over there. Yes Apple made of ton of cash in China, but they may want that trade agreement re-vamped to include stiffer penalties for theft of their intellectual property.

Last but not least of these examples is Home Depot. Home Depot thought it was a good idea to buy Home Way in China. The Chinese citizens didn't like the take over. They complained that the new store was to expensive to shop in.

Home Depot lost money on the Home Way acquisition and tried to shut down and back out. The Chinese Workers rioted in protest. They took the American Home Depot workers hostage.

It was of course a very embarrassing ordeal for the company. Yes Home Depot even tried to do business in China, but they may want that trade agreement re-vamped to include a guarantee of safety from the Chinese government. There is money to be made, but at what cost?

If President Trump can help with some of these Fortune 500 Issues, then we should all allow him to try. If he can get some of these manufacturing jobs back then that's even better. After all he is structuring an political 'Dream Team'.

We may see a dynamic tension that holds us together and makes things better. Or I could be wrong. The bottom line is that everything that glitters isn't gold, and NAFTA wasn't all it was cracked up to be.


 
 
 

コメント


Featured Posts
Check back soon
Once posts are published, you’ll see them here.
Recent Posts
Archive
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square

'Dance of the Mongoose' 

    A Pandemic is ravaging China.  Is it a bio-weapon or was it an accident?  Can our hero help to stop it from Cascading any further?

 

blurb books  www.blurb.com 

 

 

 

 

Coming Soon in 2020...  The return of... 

'...ISSUES...' NOW ON LIVE INTERNET RADIO SATURDAY AND SUNDAY MORNINGS FROM 10 AM TO 11 AM. FEEL FREE TO TWEET IN ON TWITTER DURING THE BROADCAST.  ISSUES BY FCM @ISSUESBYFCM   OR JusTGO TO WWW.SPREAKER.COM AND

TYPE IN

ISSUES... HOSTED BY FCM

SMART PHONES/I PADS MAY NEED TO DOWNLOAD SPREAKER APP

 

 

 

 

 

 

 

 

   

     

 

      

Stock Market Update
(Stuck with the Overbuild)

 
   I normally don't give out stock advice but here goes nothing.  Stay away from China Realty.  They are going through some things right now that is crippling their stock market.  Its the Evergrande scandal.  
   A few decades ago the Chinese fell in love with Caterpillar (CAT).  They bought up an Armada of bulldozers, back hoes, cranes, and steam rollers.  They started building not just new modern neighborhoods, but entire new cities.
   They are now known as 'Ghost Cities'.  They are called that because apparently no one lives  in them.  That's right they built at least a dozen entire new cities and they are all virtually empty.  
   The reason being is that their millennial age group is virtually non existent.  That means they have hardly anyone there that is aged 18 - 35.  This is because of the laws in China regarding married life and children.
   It's not illegal for them to have more than one child, but its similar to being deemed criminal.  The Communist government turns its back on your family if you have more than one child.  That amounts to no grant monies for college, or other government funded assistance programs.
   It wasn't until they discovered the Internet, and Facebook they changed their law.  Now they can have up to three children per family and still expect government assistance.  They are birthing their new millennial group.
   As it is right now China's new millennial army should be about three years old.  They better hope they don't get into a war with anyone.  What would they do, draft a bunch of three year old's?
   In any event their love affair with building new sky scrapers is over.  Evergrande stock plummeted and left the world market scratching their heads.  They apparently had several large interest payments to pay on the loans they took out to build the cities.
   Many thought that the Chinese government would step in at the last minute and do a cash injection.  That's what they had been doing but were reluctant this time.  They let it default and then directed state backed banks to scoop up the abandon new cities at cost.
   Banks all over the world use real estate as an acceptable collateral.  When Evergrande defaulted it sent their entire index spiraling down.  Now they are stuck with this huge overbuild.
   Some people think that its their just deserts.  After all they have been accused with enough intellectual property theft to fill up those cities with knock off products.  Putain City in Northern China has been accused of being one of these cities.
   It is rumored that the entire city is filled with hundreds of manufacturing plants and warehouses that only deal in knock-off products. Could you imagine if they had a dozen of cities like that.  The rest of the world would go bankrupt.
   In any event the real estate market is real bad for them now.  This is not the first time something like this has happened either.  Emerging Markets Asia has apparently lost its luster also.
   That index was accused of only harboring products and services that had been spirited away from American businessmen.  Right now the smart money is on American Tech.  American Tech is the best sector to invest in because the recent chip shortages will soon be over.  Not to mention the fact that lots of these guys are building new chip factories here in America.  
#ProblemSolved
   

 
 
Elon Musk
vs
Twitter

  
 

   Elon Musk has set his sights on a new company.  He wants to own Titter.  This is not sitting well with some of their board.

   They have sworn to take a 'Poison Pill' if Elon tries to buy them out.  They sound like cornered KGB Agents threatening to take themselves out.  Its ridiculous.

   If you know anything about Twitter Stock, you know that it's not worth $54 Billion.  I would estimate it at about $30 to $35 Billion.  Let me tell you why.

   Over the last year Twitter Stock has fallen from $70 a share to $40.  This, in my opinion, is because they have gone political.  They have their own opinions about politics, and hate speech now.

   Twitter is kicking its users off the platform every five minutes now.  This has resulted in the company stock going down.  If Elon Musk is smart, and he is, he could just wait for them to soap box and kick users off to get the stock cheap.  

   This amounts to a 'Unrealized Debt Potential'.  It's possible that the resulting law suits by users could amount to $5 to $10 Billion.  These lawsuits against Twitter wont be over until two to four years from now.

   This would leave any new Conglomerate on the hook if they want to buy the company.  Actually he can have the company for 10 easy payments of $2.89 billion.  This would give him 100% of the shares available.

   The 'Poison Pill' Twitter is waiving around, wont stop their stock from falling.  The problem with the stock has to do with the management playing God.  Believe it or not.

   Lets say that Will Smith gets kicked off Twitter tomorrow.  He tweeted to Chris Rock to keep his wife name out of his 'f&%#king mouth'.  Twitter deems that as violent hate speech and bans him.

   Will still has fans.  They would bash the bejesus out of Twitter for trying to silence him.  The stock falls again and again for petty things like this.

   This is why I think the stock is not worth $54 Billion.  They have internal issues they need to address before they lose users.  Of course, is they lose users they wont get money from advertisers either.  

   If you don't want to take my word then lets look at the NFT Jack Dorsey put out.  Dorsey is the founder of Twitter.  Last year his NFT was worth $29 million, today no one bids over $10k.

   He has lost his luster.  I think its because he keeps kicking users off the platform.  His vision of freedom of speech is getting him sued left and right.

   

's



 

 


   

 
 

 

20200610_151004_edited.png
overvbuild3.jpg
Analyzing the Markets
elon_musk_twitter.jpg
overbuild.jpg
overbuild5.jpg
overbuild3.jpg
jack dorsey.jpg
trump steele1.jpg

© 2014 by Fletcher Community Media. Proudly created with Wix.com

bottom of page