Russia and Ukraine

I'm not a fan of Putin but he doesn't mess around...his mind-set is of a different time and era.

I figure if he had any intention of going into the Ukraine, it would already have happened.
If he invades it will be in the winter. Tanks like frozen ground, not Ukrainian spring time mud.

Excellent analyst.


Cheers
ken
 
If he invades it will be in the winter. Tanks like frozen ground, not Ukrainian spring time mud.

Excellent analyst.


Cheers
ken
Pretty much sums the whole thread up....
 
If the west had more than 2 brain cells, we'd start getting our own manufacturing back and cut off the financial conveyor belt to China...
We don’t have two brain cells, unfortunately.

Then there are Hunter and Joe who had their pockets filled from China.

It’s not that easy in a democracy to tell business where they have to do business. The only tools are tariffs and tax or more incentives to make it viable for business inside our borders. Pretty much what China does plus more in their own country. Unfortunately this has gone quiet under the new Administration
 
Ford and GM are building their own chip plant...but who knows how long that will take.
It will take 2-1/2 years from construction start to chip production runs and about 8 months for pre-construction. Don't ask me how I know that :)

Here's something funny (ironic): We can accelerate the buildings for these facilities and build them in as little as a year. But guess who makes the equipment we need to put in the facilities. Yup, the Chinese. So now the question is can we build the facilities that will make the equipment for the new chip production facilities. That assumes we can get the licenses to build them, if we have to scratch build this capability we're talking5-6 years.

It's interesting but the US has the most advanced chip prototyping facilities in the world. But chip prototyping is a different animal than mass production as the error tolerance is much tighter. Much of our prototyping facilities exist on University campuses, so not sure of the process of using these.

People don't realize globalization is not getting started, it's almost done happening. But there are people here in the US that are planning to do the impossible....
 
It will take 2-1/2 years from construction start to chip production runs and about 8 months for pre-construction. Don't ask me how I know that :)

Here's something funny (ironic): We can accelerate the buildings for these facilities and build them in as little as a year. But guess who makes the equipment we need to put in the facilities. Yup, the Chinese. So now the question is can we build the facilities that will make the equipment for the new chip production facilities. That assumes we can get the licenses to build them, if we have to scratch build this capability we're talking5-6 years.

It's interesting but the US has the most advanced chip prototyping facilities in the world. But chip prototyping is a different animal than mass production as the error tolerance is much tighter. Much of our prototyping facilities exist on University campuses, so not sure of the process of using these.

People don't realize globalization is not getting started, it's almost done happening. But there are people here in the US that are planning to do the impossible....
As far as I know, the most advanced chip manufacturing equipment comes from the Netherlands. China is nowhere near this level yet. The previous administration worked with the Netherlands to make sure this technology is not available to China. It has to do with size and processing speed of chips in microprocessors.

So in short, the high end solid state capability in the USA far exceeds that of China.


If you invest in stocks, there are some good opportunities among those, long term.
 
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I was referring to the mass quantity of relatively simple chips that run cars and such. Without a doubt, China doesn't own all the chip tech in the world but they are still a primary source. We are waiting to start the facility now because the equipment can't be delivered in 18 months anyway.
 
I was referring to the mass quantity of relatively simple chips that run cars and such. Without a doubt, China doesn't own all the chip tech in the world but they are still a primary source. We are waiting to start the facility now because the equipment can't be delivered in 18 months anyway.
Did you use Chinese Drywall and Plywood? What about the lighting?

Just jokin, Arch.
 
It's hard to know where stuff comes from anymore. I did ask about the final decision on the source of the equipment but no response yet...
No worries.

With Trumpy, most of our cabinet supply was switched from China, to Vietnam, Cambodia and some Indonisia.

Now I see some of it coming from China again.

I don't know how these massive cabinet companies here in the US do it, but no matter which country they source from, the cabinetry all are the same. Some minor differences behind the doors and face frames which the customer does not see. The CNC work from all of them are pretty good. The customers perceive these as US made, as once they are unpacked and assembled, the only identification remaining is the USA brand name.
 
It will take 2-1/2 years from construction start to chip production runs and about 8 months for pre-construction. Don't ask me how I know that :)

Here's something funny (ironic): We can accelerate the buildings for these facilities and build them in as little as a year. But guess who makes the equipment we need to put in the facilities. Yup, the Chinese. So now the question is can we build the facilities that will make the equipment for the new chip production facilities. That assumes we can get the licenses to build them, if we have to scratch build this capability we're talking5-6 years.

It's interesting but the US has the most advanced chip prototyping facilities in the world. But chip prototyping is a different animal than mass production as the error tolerance is much tighter. Much of our prototyping facilities exist on University campuses, so not sure of the process of using these.

People don't realize globalization is not getting started, it's almost done happening. But there are people here in the US that are planning to do the impossible....
you got to blame the US for extensive outsourcing in the early 1990's

i recall flying over into Hong Kong old Airport in 1994 and as we were descending ,all i could see for miles and miles was Shenzhen and new territories one massive building site. over the last 30 years China have managed to suck out of the west stolen IP and they now have the impetus on Ai technologies

i listened to the Biden statement about US Jobs report and the need to buy made in america.
sounded like political rhetoric to me - reading from Autocue
 
you got to blame the US for extensive outsourcing in the early 1990's

i recall flying over into Hong Kong old Airport in 1994 and as we were descending ,all i could see for miles and miles was Shenzhen and new territories one massive building site. over the last 30 years China have managed to suck out of the west stolen IP and they now have the impetus on Ai technologies

i listened to the Biden statement about US Jobs report and the need to buy made in america.
sounded like political rhetoric to me - reading from Autocue
Saying it. Doesn't make it so. Make it expensive for American companies to do business outside the U.S.

And I'll share with you another current day frustration. I have no experienced if firsthand. I was looking to pick up a new driver. I just needed a part time few hours a week. She made it through her first day of training. Did alright. Nothing to write about but certainly trainable. 2nd day she couldn't come in. No problem. But you'll need about a week of training.

She made it the next day. We got half way through and she said this isn't too hard. I laughed and said it isn't hard but these are what you need to learn.

What does it pay?

I'll give you $20 a leg. A leg takes about 30 minutes. I needed her for 8 legs over 4 days. The easiest legs possible for the newbie.

She said she won't do it for less than $40 a leg.

I said you want $80/hr?

Yes that seems fair

Lady I don't even charge $80 an hour.

We are in a stalemate in this country. $8/hr want to be $15/hr. $40 wants to be $80.

A hamburger is going to run $32 to buy.
 
Saying it. Doesn't make it so. Make it expensive for American companies to do business outside the U.S.

And I'll share with you another current day frustration. I have no experienced if firsthand. I was looking to pick up a new driver. I just needed a part time few hours a week. She made it through her first day of training. Did alright. Nothing to write about but certainly trainable. 2nd day she couldn't come in. No problem. But you'll need about a week of training.

She made it the next day. We got half way through and she said this isn't too hard. I laughed and said it isn't hard but these are what you need to learn.

What does it pay?

I'll give you $20 a leg. A leg takes about 30 minutes. I needed her for 8 legs over 4 days. The easiest legs possible for the newbie.

She said she won't do it for less than $40 a leg.

I said you want $80/hr?

Yes that seems fair

Lady I don't even charge $80 an hour.

We are in a stalemate in this country. $8/hr want to be $15/hr. $40 wants to be $80.

A hamburger is going to run $32 to buy.
that is one way of putting up the dreaded inflation no one wants that.

a lot of the so called 'millennials' have never experienced the sapping power of high inflation and high interest rates
it will end in tears for some
 
It's interesting how we associate evil intentions to the Chinese who basically steal everything, But they are communist, which means they fundamentally don't believe in individual ownership rights. I think a lot of our fear of China is projecting. China and India are like 36% of the people on earth, they are going to be economic juggernauts. We're number one because we got a head start on the world. We need to stop thinking that we need to hold everyone back and get focused on outperforming our potential as a middle-sized population. That's not pro-Chinese, it's a reality check.

As for Biden's first-year performance, it's pretty good if you look at actual numbers and not right-winged propaganda: Biden’s First Year: An Economic Scorecard

This is for all of you remembering Trump so fondly. This is the factual accounting for his administration. Note that since Reagan, Democrats significantly outperform Republicans in job creation: Trump to leave office with the worst jobs record since Herbert Hoover
 
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