Wednesday, May 04, 2022

Just one question...

How can the economy be strong when China has been shut down for nearly six weeks? Go.

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4 comments:

  1. Eric WilnerFriday, May 06, 2022 2:48:00 AM

    To answer a question with a question: to what extent is China actually shut down?
    I just checked the web sites of a couple of Chinese quick-turn PCB fab houses, and they're still showing normal turn times.
    I haven't tried ordering any boards to see how long they'd really take to show up, but there are definitely mixed signals here.
    (Meanwhile, the supply of many formerly-common chips remains nonexistent, and manufacturers are showing lead times on the order of a year, but this was going on before the latest round of reported lockdowns - and there were signs of a problem even before the Pestilence. I suspect systemic management failures, or a shared-management-philosophy failure.)
    My tinfoil is tingling! Are the lockdowns staged, to scare the West into further lockdowns and/or to provide cover for retooling Chinese industry to crank out military products?

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  2. she said:Friday, May 06, 2022 12:28:00 PM

    Fair (smile) 
    Certain parts of China had been completely locked down for a couple of weeks. Like Shanghai. Then they started working on a closed loop system so companies like Tesla could resume some limited manufacturing.
    It is still extremely hard to operate in this environment because roads are blocked and other extreme COVID policies. 

    Plus they are putting quarantine camps right down the middle of roads.So they aren't 100% locked down perse..... and it varries day to day -  but right now 350 million people? roughly

    "My tinfoil is tingling! Are the lockdowns staged, to scare the West into further lockdowns and/or to provide cover for retooling Chinese industry to crank out military products?"

    I think we are going to do this question with a question at least three times. (smile)

    Why would they need cover to crank out military products? I think Chinas' attitude is pound sand. We do what we want. And why would China shut down their entire economy to scare the West in to lockdowns that aren't really going well. That ship has sailed. Why would they take such a financial hit when they could accomplish all of this without spending so much money. To me.. I sort feel like this question is like asking if the moon landing was staged. Why go to ALL of that trouble?
    You can see the shipping back up here.While Americans are obsessed with "being scared" by China - China is losing control of the whole situation honestly. 

    Every night on Twitter people are beating the shit out of the CCP white suits.

    While the West is obsessed with itself.. China sort of has it own problems. 

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  3. Eric WilnerFriday, May 06, 2022 12:37:00 PM

    "Why would they need cover to crank out military products?"
    Because a basic rule of military operations, and preparations for same, is never to tell the enemy what you're up to?
    (Our own .gov officials have entirely forgotten this, and cheerfully tell the world, e.g., that U.S. intelligence agencies are helping Ukraine target high-value Russian assets.)

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  4. she said:Friday, May 06, 2022 1:55:00 PM

    Agree.....but this is an insane distraction for what countries have been achieving for decades. Covertly making weapons. If North Korea can keep hypersonic weapons a secret, I'm pretty sure Bejing can do it without wiping out their economy. What do the lockdowns do to benefit China? Saying that you are entirely right.

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