Subject: Re: China 2.0
although joeri whiffed badly on his trump trade analysis, he has come back with a nicely balanced bear\bull view of china's economy :

https://www.youtube.com/watch?...

my conclusion : america's looming weakness is the anti-stem populist sentiment joined too broadly to unrealistic mfg rollback and blue collar employment.
china has many weak points, but applied sciences, and managing the real estate bust towards mfg expertise, are not among them.