U.S. firms chased shareholder value, boosting profits and elite innovation while shedding factories—leaving supply chains efficient, fragile, and hollowed out.
This study undertakes a critical examination of the logic behind the so-called “China global price revolution,” exploring how and why it has functioned, where it shows structural weaknesses, and under what conditions it might fail. By situating this analysis within a broader historical and economic context, the discussion considers how China’s impact on global prices … Read more
The contemporary U.S. affordability crisis—often described through the condition known as ALICE (Asset Limited, Income Constrained, Employed)—is not simply the product of personal failure or isolated economic shocks. It reflects a systemic paradox in which millions of working Americans remain one disruption away from collapse. A medical emergency, rent increase, job loss, or legal dispute … Read more
1. A General Assessment of “We Warned About the First China Shock. The Next One Will Be Worse” The July 14, 2025 New York Times article, “We Warned About the First China Shock. The Next One Will Be Worse,” by David Autor and Gordon Hanson, presents a forceful intervention in the debate over U.S.–China economic … Read more
The United States’ growing unease over China’s lunar exploration stems from a clear realization: China is no longer merely experimenting in space—it is executing a disciplined, long-term plan with precision and seriousness. The completion of the Chang’e-6 mission revealed more than scientific data or engineering skill; it exposed deeper signals about China’s strategic focus and … Read more
One of the United States’ most consequential strategic mistakes of the past century may have been its failure to confront Iran at the height of its power. While many argue that the greater error was abandoning the containment of China after 2001 and becoming entangled in the Middle East, this perspective may be incomplete. A … Read more
Hong Kong is best understood neither as a failed nation-state nor merely as a rebellious city, but as a deliberately constructed nation without a state—a shared national consensus formed in the absence of formal sovereignty. Its distinctiveness lies in the fact that it did not emerge through revolution, war, or independence, yet it gradually accumulated … Read more
Tsien Hsue-shen (Qian Xuesen) was more than a scientist—he played a pivotal role in shaping China’s modern scientific and engineering strategy. Tsien Hsue-shen and the Architecture of China’s Scientific Power Tsien Hsue-shen’s historical significance does not rest on the resolution of a single technical challenge or the invention of a particular device. His true contribution … Read more
Ren Zhengfei’s stewardship of Huawei reflects an uncommon combination of long-term vision, holistic thinking, and flexible resilience. More than a technologist or executive leader, he operates as a master strategist, designing robust organizational systems that allow Huawei to endure and evolve amid geopolitical constraints and technological disruption. His leadership choices have not only defined Huawei’s … Read more
The collapse of the Soviet Union raises a central question: could reform have preserved it? Interpreted on China’s terms, the contrast is clear. China survived prolonged upheaval by undertaking systemic transformations that built not only industrial capacity but a resilient industrial ecosystem, balanced authority with internal checks, and fostered strategic autonomy. These foundations allowed later … Read more
One of the most consequential strategic mistakes the United States made in the last century was its failure to pursue large-scale, long-distance water diversion projects during its period of peak national strength from the 1950s to the 1970s. By missing this critical window, the nation forfeited the opportunity to address water scarcity in its central … Read more