Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MacroBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In March 2025, in the thread "Re: OT, out", Umm asked the members: "Do you think it is because America is made up of magical soil that makes businesses based in America magically profitable?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Personal Finance / Macroeconomic Trends & Risks
Unthreaded | Threaded | Whole Thread (9) |
Author: tecmo ⎊☼  😊 😞
Number: of 4582 
Subject: Re: Control Panel: Authoritarians and Macro Trends
Date: 08/17/25 8:27 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
The rationale is not too hard to understand. Supposedly, the sales to be permitted are of an older/previous chip--not the most current "hot" chip. So, this would be sales that would otherwise not be allowed to happen (per the US govt). Of course, that means the now-permitted chip sales *would/could* be used against the US (in weapons, etc). So Spankee's idiocy is on public display for all to see. He is willing to sacrifice US security for personal political gain. His expectation is nothing will happen--at least, NOT WHILE HE IS IN OFFICE. Once he is out, he doesn't give a crap. It is then somebody else's problem.

Forget about the legal basis, the policy could be counterproductive. This policy is likely to accelerate investment in chips within China, creating more competition and in the long term creating an environment for Chinese innovation that wouldn't be there if they could simply continue to import chips.

I understand there is some potential short term military benefit, but I think this is pretty limited...

tecmo
...

Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to tecmo here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 4,576 posts about Macroeconomic Trends & Risks. The article-length ones it recommended most:
AI Tarpits · 36 recs · 2026
End of an era - profit slowdown · 36 recs · 2023
Control Panel: Trend changes in 2026 · 34 recs · 2026
From the Oregon Bay Area (a blogger) · 33 recs · 2025
Lerner Symmetry Theorem · 32 recs · 2025
Unthreaded | Threaded | Whole Thread (9) |


Announcements
Macroeconomic Trends & Risks FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Macro | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community