US Provocation Strategy Exposed?

● China-baiting

Interpretation of the United States’ Strength and Induced Chinese Aggression

1. Dynamics in the International Situation between the United States and China

Even China acknowledges the formidable military and economic power of the United States.
In the current international situation, the strength of the United States, which significantly impacts the global economy and economic outlook, is a key variable.
China is structurally compelled to adopt a defensive posture rather than provoke, given the overwhelming military and economic might of the United States.
Various factors such as the global economy, international relations, and trade support this phenomenon.

2. The Paradox of Induced Aggression and the Strategy of the United States

From the perspective of the United States, there is concern about scenarios where traditionally strong nations are attacked by challengers and then counterattack.
This situation is a result of the existing great power security system and the United States’ strategy to maintain the international order.
It foretells the possibility of a reversal in the situation, with the United States being attacked against the backdrop of its solid strength rather than China’s provocation.
The structure of the hegemonic competition led by the United States is evident in various fields such as international relations, financial markets, and trade.

3. Future Prospects and Impact on the Economy

Geopolitical tensions between the United States and China are expected to continue in the future.
The impact of the United States’ military power and economic outlook on international markets is very significant.
Major economic variables such as financial market instability and trade friction will also act as side effects of this international situation.
In addition, the tension between the traditional hegemony of existing powers and new challengers is expected to have a significant impact on future economic flows.

4. Comprehensive Summary and Key Points

In the current international situation, the US-led hegemonic strategy based on the powerful strength of the United States is the key.
China has no choice but to maintain a defensive posture rather than an offensive one in the face of the overwhelming military and economic power of the United States.
Rather, there is concern that a challenger will be counterattacked in the United States’ existing great power cycle.
Major SEO keywords such as the global economy, economic outlook, international relations, financial markets, and trade are deeply related to this discussion.
Changes in the relationship between the United States and China are expected to have a significant impact on the international financial market and trade environment in the future.

An international situation based on the overwhelming power of the United States is in progress.
China recognizes the strength of the United States and is taking a defensive stance.
The United States foretells the possibility of a counterattack by challengers in the existing order of great powers.
The impact on the global economy, financial markets, and trade is expected to be significant.

[Related Articles…]
U.S. Military Power Analysis

China Economic Outlook Report

*YouTube Source: [이효석아카데미]

– 미국은 중국의 공격을 유도하고 있다? #미중전쟁 #트럼프 #중국

● “Déjà Vu 2018: Invest ‘Here’ Now!”

A New Turning Point in the Global Economy: 30-40% Policy Implementation and Changes in Investment Strategy

The Crossroads of Past and Present

The era of trade is already over.
The phenomena of the first phase and the current situation are very similar.
Looking at the past global economic situation and current market trends, similar patterns are repeating.
Against this backdrop, investment outlook and economic analysis are becoming more important.

Trump’s Strategy: Two Stages of Negotiation and Implementation

Trump’s policies were initially used as a means of negotiation.
Afterward, a strategy was implemented to separately distinguish only those items to be actually implemented.
As a result, only 30-40% of the overall policy is actually implemented.
This significantly affects the uncertainty and investment outlook in the market.

Q2 Implementation Outlook and Withdrawal of Bills from the Financial Crisis

As Besent mentioned, there is a suggestion that some policies may be implemented in the second quarter.
However, most of the bills formed during the financial crisis are showing signs of being withdrawn.
In other words, existing systems and bills are being dismantled and replaced with new policies, or ‘fighting policies’.
These changes act as factors of market instability, affecting the global economy and investment outlook.

Absence of Policy and Emergence of Fighting Policies

Even if our economy appears to have formed a bottom and has strength,
actual policies are not emerging, and only fighting policies are surfacing.
This is an anxiety factor that investors directly experience.
It is impossible to guarantee how far this anxiety will expand.
It is time to carefully observe economic analysis and market trends and establish response strategies.

Current Investment Strategy: Choices for the Future

With only 30-40% of policies remaining to be implemented,
and bills from the financial crisis being withdrawn, uncertainty is high,
so the situation is now led by ‘fighting policies’.
Therefore, in future investments, risk diversification and the adoption of new strategies are necessary.
Referring to various economic analysis and investment outlook data,
investment strategies must be redefined to suit market trends and the flow of the financial crisis.

< Summary >
As the era of trade ends, similar patterns to the past are reappearing.
After Trump's negotiation policies, the actual implementation will be limited to about 30-40%.
At the same time as Besent's forecast for Q2 implementation, bills formed during the financial crisis will be withdrawn.
Fighting policies are emerging in the absence of policies, adding uncertainty to the investment outlook.
Now is the time to redefine investment strategies in line with these changes.

*YouTube Source: [달란트투자]

– “2018년과 판박이” 곧 예측 불가능한 일 터집니다. 저라면 지금 ‘여기’ 투자할 거예요⎮유신익 박사 2부

● TSMC, If We Can’t Have It, Torch It

Taiwan Invasion Scenario: Impact on International Politics and the Global Economy

1. Current International Situation and Taiwan’s Position

The Taiwan invasion issue is being hotly debated in international politics.
Amidst escalating tensions between the United States and China, Taiwan has emerged as a critical issue akin to nuclear war.
Although the United States is not an official ally of Taiwan, it has indirectly pledged defense through the Taiwan Relations Act and support laws.
Taiwan plays a central role in global economics as a hub for investment and trade, particularly in key industries such as semiconductors.

2. Strategic Positions of the United States and China

From the U.S. perspective, Taiwan becoming a tool for China’s hegemony is considered a security risk on par with nuclear war.
Conversely, China asserts a strategic mission to “liberate” Taiwan, heightening the tactical tension.
Both sides are employing military and diplomatic means while potentially causing significant impacts on economic prospects, especially the semiconductor supply chain.

3. Economic and Security Repercussions of a Taiwan Invasion

If a Taiwan invasion materializes, over 50 countries worldwide could reignite discussions about possessing nuclear weapons.
If the U.S. hesitates in providing support, allies including South Korea may also reconsider their nuclear umbrella and security policies.
This could exacerbate global economic instability and severely impact trade and investment flows.

4. 2027: China’s Strategic Timeline

The Chinese leadership views 2027 as a critical juncture.
With President Xi Jinping’s fourth term and the 100th anniversary of the People’s Liberation Army, the possibility of pursuing Taiwan’s unification is being raised.
U.S. intelligence agencies and high-ranking officials are predicting a Chinese offensive by 2027, emphasizing tactical and military preparations.

5. Taiwan’s Response Strategies and TSMC’s Role

Taiwan is preparing state-of-the-art defense systems and special forces to protect TSMC and its semiconductor value chain.
TSMC, a core technology and investment target in the global economy, is of strategic interest to both the United States and China.
Amid military tensions, the Taiwanese government prioritizes the survival of government institutions and systematic defense.

6. U.S. Support Conditions and Implications of U.S.-Korea Solidarity

The United States is likely to expand full support only if the Taiwanese government survives and the core defense of its territory is maintained.
The roles of U.S.-Korea defense strategic bases, such as Pyeongtaek and Osan, are being emphasized, and South Korea must also prepare for automatic participation in a contingency.
This situation has the potential to significantly impact the global trade and investment environment, not only for the U.S., China, and Taiwan.

The Taiwan invasion scenario could have enormous impacts on international politics and the global economy.
Taiwan is under the indirect protection of the United States, and its economic importance through the semiconductor industry is highlighted.
China is signaling the possibility of pursuing Taiwan’s unification, with 2027 as a strategic turning point.
The United States is expanding military support, but tactical conditions—the preservation of the Taiwanese government and territory—must be met.
This situation requires allies like South Korea to consider nuclear weapon discussions and security reorganizations.
Key words such as nuclear war, trade, investment, global economy, and semiconductors are intertwined with shifts in the international order.

[Related Articles… Taiwan Strategy Analysis | Nuclear War Risk Outlook]

*YouTube Source: [이효석아카데미]

– TSMC, 가질 수 없다면 부셔버리겠어ㅣ김민석 기자 [2부]