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Cake day: August 4th, 2023

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  • China has nukes, a gargantuan military with no other purpose than to fight back, and the internal cohesion to resist the pressure. Canada has a much smaller military spread out much further, a much higher dependence on US specific trade simply by nature of physical infrastructure, and an unfortunately not insignificant percent of the population in the central provinces who would probably side with the US. It’s not anbout fighting back, it’s all about who is easier to bully, where friends mean nothing because everyone’s worth is determined by how much he can exploit them and the leverage the us has over them.



  • On one hand I am certainly inclined to believe that all the shrieking they did last time about dominion and rigged votes was projection as usual and their own justification to do it this time. But on the other, I am perhaps more likely to believe that a 78 year old on the precipice of dementia and who has a very clear and prolific history of being a fucking moron just confused it with Musk being a tech bro and his scheme of paying millions of dollars for votes in PA that was actually technically just a glorified lottery but that clearly was intended to pay for votes, which was actually argued to not be a lottery because the whole thing was rigged itself to pay out to right wing influencers. That might also explain why and how musk seems to have his ear and influence over his stances and what he says.

    I would like to believe the former, but unfortunately I think the latter is more likely and that trump did actually win by the margin he did because so many people are so stupid. Because it would have had to be a nationwide hack to change the totals in nearly every state, versus just another gaffe from the non stop geyser of verbal diarrhea.


  • Never underestimate propaganda’s ability to make people believe contradictory messages simultaneously. They’ll just choose to believe whatever suits their immediate argument then flip without a single care of consistency. Don’t bother questioning it either because every excuse and justification and conspiracy theory in the book will come up and failing that, belligerence and aggression until you either back down or go away so as not to make them challenge their irrational beliefs.

    I could list out dozens but just the most common: government is both weak and ineffective yet pulls the strings of society in the background, the west is both weak and should just appease Russia because they won’t win yet is propping up Ukraine and presents an existential threat to Russia that supposedly justifies invasion, states should decide their own laws but not on issues they want to force onto others like abortion among many.


  • I specifically looked it up just to be sure, John Deere does have multiple factories in China and a good amount of their website wording includes “assembled in USA”, sort of like cars and appliances and a lot of things, usually to get around existing tariffs and import duties. They do also have factories in Germany, Mexico, india, and of course multiple in the USA, but I kept it simple for the sake of the explanation, because China also does produce a lot of soybeans as well.


  • It’s way, way more than that. Specialization and comparative advantage underpins the entire globalized economy which is the only way to allow us to get more for the same amount of labor. Without it, we simply regress. US farmers grow soybeans so that Chinese manufactures can make the tractors to allow the US farmers to grow the soybeans, and that only works with free trade. And in this scenario there is no one else making a tractor for anywhere near the same cost, and no one else who can grow such a large volume of soybeans, otherwise the trade probably wouldn’t be happening in the first place. And so the alternative is that both countries have to make both independently. And that is more expensive without the efficiencies of economy of scale, more expensive because of lower supply because we don’t have the capacity to produce that many tractors and China can’t grow that many soybeans, and more expensive because of the infrastructure costs being duplicated and spread out over less units.

    And so we both end up with less tractors and less food that are more expensive. Now add in petrochemical fertilizers imported from Canada, steel and coal for the metal used in the tractor imported from Australia, all the industries that support them also getting caught into this, and where every one of those companies is tied into their regional, national, and the global economy. And that is just for tractors and soybeans.

    We trade for almost everything. And every single item that we trade, we do so because it is cheaper than making it ourselves. Tariffs are an artificial tax on efficiency, and we are literally less prosperous with them in place. Some things are a matter of national security, of not allowing a foreign government leverage over your society, but we’re talking about his genius plan to put tariffs on literally fucking everything - soybeans and tractors, but also clothing, toys, electronics, appliances, vehicles, on and on and on. And a tariff on it will increase the price, because that is just how economics works.


  • The sad part is that I would hesitate to even call it a social program either - it’s the bare fucking minimum. It’s just taking the money that you paid into it and paying it back out to you later in life. It provides some financial structure and stability to those who otherwise would not have it, and that’s important, sure. But considering that this is height of our vital government social programs, then the bar is already so pathetically low. This is fighting to keep the scraps when private industry is already milking us for healthcare, education, public transit, utilities, etc, etc, etc, and it’s pitiful that we have to fight to even keep this.


  • Because heat pumps are popular now, and the government is helping people pay for them through inflation reduction act rebates. So they can jack up the price and price gouge the shit out of us, because they know they can and know that they will get away with it. And I bet they were never popular because the same people selling home AC units also sell gas powered furnaces for home heating. So they charge you for two appliances and two installations, with two maintenance calls every time something goes wrong and two upgrade cycles. But now that they come as one unit, they still have to find some way to return more money to shareholders than last quarter so the price goes up.

    I just got whole home AC replaced with a heat pump with an integrated furnace backup because it can get very cold here, and also had all my baseboard heaters ripped out. Perfectly fine in the winter and it has freed up at least 1/4 of all my walls to have stuff right up against them if I so choose, but really annoyed that the whole thing costed $20k when it could and should have been built this way 60 years ago. Not to mention all the inefficiency of burning gas for heat when heat pumps move more energy than they consume, multiplied across decades for nearly every building on the planet.



  • The difference between this and 08 though is that in 08, way too many people were allowed to buy houses that were already built, taking on debt they could not handle, and speculating to an insane degree on the health of those mortgages. A structural issue with no structural cure except to bail out individual homeowners who took on way too much debt which was never gonna happen. For evergrande (as I understand it) it’s just the property developer running out of cash to pay for the construction. The homes were already paid for, so at most the house buyers will just be either SOL or directly bailed out by the government for which there is a strong case to do so, and evergrande shareholders losing their investment is not really a big deal since they’ll probably be paid out in the bankruptcy. I feel like this whole thing is a really big parallel to Silicon Valley bank, for which all the doomers were out there peddling the impending collapse of the financial system which never happened.

    If anything is gonna bring down China it will be their demographic collapse, and that is impossible to fix and already manifesting. There is of course the usual argument of a huge tax base suddenly becoming a budget liability with a significantly smaller population of people to financially support them. But the big thing that will hit the private sector is the lower population causing rising labor costs which is driving away manufacturing, and the bulk of their entire industrial infrastructure is now set up for something they will no longer be very competitive in, and for a sector which young educated urban people don’t really want to work in.


  • If they can get within artillery firing range of the train line that goes through Tokmak, they can disrupt all rail reinforcement going to anywhere west of tokmak, which then puts the only rail reinforcement to crimea and the Kherson oblast through the long way across the Crimean bridge. M777 maximum range is 24.7km, they are 29km away, and are making steady progress. Russia knows this and is reinforcing which is making the entire front line weaker, and if Ukraine can keep up the pressure then we hopefully might be able to see something like Kharkiv happen again.