Paramount Global. During the 2025 annual shareholder meeting, it was explained that the firm is patiently awaiting “extraordinarily attractive” opportunities, choosing to hold cash rather than overpay

A review of recent news reveals that Berkshire Hathaway has sold off stocks for ten straight quarters, reducing or ending positions in companies such as Apple, Bank of America, and Chevron, while completely

Cool GIF! Temu isn’t a Disney character though—it’s actually a retail platform, while Shein is an online fashion retailer. Kind of wild how brands and culture can mix, isn't it

Both sides have trade-offs shaped by cultural and political forces. Sometimes what appears as freedom or industrial focus is just part of a broader system of values and pressures that don't easily compare

long-established players like Ericsson, Nokia, and Cisco, while also making significant inroads against Qualcomm. The next challenge appears to be Nvidia.

Huawei, recognized as a national champion in China, has consistently implemented a strategy of offering equivalent or superior products at lower costs—a classic case of a "low-end disruptor."

The expertise exists among American industry and its allies, yet the dynamic and potent nature of Chinese mercantilism demands a similarly smart and well-directed response if victory is to be secured.

Yet, such strategic capital allocation and coordinated decision-making remain elusive. Enhanced organization and a top-down approach to capital distribution are essential if competing with China is to

The rationale behind this approach remains elusive. The funds directed toward coal tailings might have been better spent constructing domestic manufacturing capabilities and supply chains years ago.

profitable even at concentrations between 6,000 and 60,000 ppm.

For instance, the Department of Energy and Department of Defense have invested hundreds of millions in extracting rare earth elements from coal tailings at very low concentrations—about 100 ppm—while

Though it is a difficult question without an easy solution, one clear fact emerges: America lacks the level of organization seen in China, even to the extent of identifying a few national champions in

Altogether, these measures create an environment where these champions are nearly unbeatable. So, what should be the American response?

China supports a couple of “National Champions” in crucial sectors of the global economy, backing them with subsidies, product dumping to affect market prices, and financial support through loans and grants.

The main challenge in outdoing China is not about tariffs but rather mercantilism.

A revealing dinner discussion took place recently with two leading executives dedicated to building an American supply chain for battery CAM and rare earth elements—key components for electrification,

It’s difficult to picture a group of experts at central banks and governments worldwide overhauling a multi-decade policy approach toward the US within the span of five days.

Or is this movement more about short-term repositioning, strategic leverage for negotiation, or even routine trading dynamics such as private bets and stop-loss triggers? Answering this is vital.

This leads to a crucial question: If central banks had fundamentally changed their outlook on US Treasuries and the Dollar, would they simply unload their holdings?

It’s hard to imagine vast pools of capital overhauling their long-held views in just a few days or hours—they analyze, collaborate across departments, and then proceed carefully.