maly
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Game over. The CCP decoupling is under way.
By Rod Martin, Founder and CEO Martin Capital
For those worried about the tariff impact on America and the world, please put your mind at ease and read this Thread🧵.
WHAT YOU'RE NOT HEARING: The Chinese cannot replace the U.S. market. Without it, the Chinese economy collapses.
Here's why … China's entire economic miracle was built on ONE thing - being America's cheap manufacturing hub.
The "Chinese miracle" playbook was simple:
• Open markets to the West
• Offer dirt-cheap labor
• Ignore safety standards
• Let Western companies rake in profits
This worked for decades. But China forgot something crucial: others can do this too.
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New Street Research Takes a Look at Tesla Via the Lens of Return on Operating Assets, Sees ~ 40% Cash Returns in 2023
tesmanian.com/blogs/tesmania…
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