Hard to believe 25yrs since bombing of CN embassy, which inspired CHINA HAND and its speculations re defection of top general Victor Shih Bill Bishop Elyse Ribbons Paul French 🖋️ Elbridge Colby SpyTalk: Intelligence for Thinking People Noah Smith 🐇🇺🇸🇺🇦🇹🇼 James M Zimmerman James Kynge David McCloskey Mike Forsythe 傅才德 bit.ly/CHINAHANDSpyTa…

CHINA HAND audible finally out! amzn.to/3DCb7bH SpyTalk: Intelligence for Thinking People Bill Bishop Best Thriller Books David McCloskey Jake Adelstein/中本哲史 Blume Industries CEO Balding 大老板 David Zhang James Kynge Josh Chin Paul French 🖋️ James M Zimmerman Elyse Ribbons 柳素英 Victor Shih Adam Brookes Charles Cumming Bethany 貝書穎 Jonathan Cheng

CHINA HAND audible finally out! amzn.to/3DCb7bH Elbridge Colby Tony Stark Alex Velez-Green Michael Smith Mike Forsythe 傅才德 Demetri Didi Kirsten Tatlow 🧋Christine Zach Coelius Vintage Shanghai David Barboza Isaac Stone Fish Patrick Chovanec Erin Burnett 高大伟 David Cowhig Kristie Lu Stout✌🏽 China Books of The Year 📚

Wow so flattered to get such a nice review from an author like Jake Adelstein/中本哲史

Reminder that China’s military has over one thousand of these weapons pointed at their neighbors. So…. Ken Moriyasu⁩ asia.nikkei.com/Politics/Inter…

The CCP is preparing to fight and win (or at least survive) a very long war. America should take heed. ucigcc.org/publication/ch…

Contrarian take: Intel is not wholly to blame for Intel's problem. US industrial policy and markets are just not patient enough. Intel cut around 15,000 people and the basic take is that intel's push to build a foundry is failing and dragging the company down with it. It has

NEW: The U.S. has tried to block A.I. chips made by Nvidia and others from China, amid concerns they will aid its military. But our investigation found an active trade in the technology — part of a global effort to help China circumvent the restrictions. nytimes.com/2024/08/04/tec…

China, Inc. Bulk of the subsidies are from local governments and via cheap capital rather than through the national budget. And profitable SoEs are expected to fund national goals one way or another ...

What if I told you that as I type this there was a vessel, associated with the Chinese PLA, that *could* be equipped with many dozens of anti-ship cruise missiles—and was parked less than 4 miles from the bulk of the U.S. Atlantic Fleet. Well guess what: it's happening—for real.

Excellent analysis from Ben Thompson as usual. stratechery.com/2024/intel-hon…

BREAKING: Former High-Ranking New York State Government Employee Charged with Acting as an Undisclosed Agent of the People's Republic of China and the Chinese Communist Party justice.gov/usao-edny/pr/f…

Timely piece from SpyTalk: Intelligence for Thinking People spytalk.co/p/yet-another-…

Kim Clausing draws attention to the ways the current (post Trump/ TJCA) tax code encourages US companies to offshore jobs and profits 1/ ft.com/content/419048…

Moscow selling the house for a war that’s thrashing its military. And Beijing reaps the benefits.

So much for the focus on Europe and the Middle East being temporary. We're way, way out of position for the most consequential conflict: China in Asia. Exceptionally unwise. airandspaceforces.com/us-remain-read…

America is, incredibly, slouching toward disarmament, even as threats intensify and multiply. My latest for Bloomberg Opinion American Enterprise Institute bloomberg.com/opinion/articl…

I’m just going to go out on a limb and say that it were spending $1 trillion on defense and are still “falling behind”… Maybe we’re just trying to do too much? And maybe we need a much better industrial base? I know, crazy, right!? aei.org/op-eds/even-wi…