Meraglim Blog

Once You Move Sourcing out of China, It Doesn’t Come Back

A lot of the criticism of Trump’s trade war tactics with China is based on a misunderstanding of the dynamics of global trade and global supply chains. When the U.S. imports goods from China and then imposes a tariff, the analysts simply multiply the quantity of goods by the size of the tariff and proclaim

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U.S. Military Braces for a Cutoff of Rare Earths by China

  In recent issues of Five Links, I’ve expressed my estimate that China will not cut off exports of rare earths to the U.S. as a way of fighting the trade wars. (Rare earths are metallic elements than can be used in pure form or combined to produce critical components for electronics and automobiles. They

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How Do Globalists View the Trade War?

The U.S. and Chinese governments have made their views on the ongoing trade wars clear. The U.S. insists that China is breaking all the rules and China insists that they will not allow the U.S. to dictate the operation of their economy. What about the global elites? They are watching from the sidelines since the

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The China-U.S. Trade War Is Not Over. In Fact, It Has Only Just Begun

We’ve heard a lot about the China-U.S. trade war from the U.S. side. President Trump and Vice President Pence have strongly criticized the Chinese for subsidized Chinese exports, theft of intellectual property, requiring U.S. companies in China to hand over trade secrets, currency manipulation and other unfair trade practices. In his landmark speech on Oct.

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The Perfect Storm

What are the three elements of the perfect political and market storm I see coming together this fall? The first is an effort by the Democratic House of Representatives to impeach President Trump. The second is the socialist-progressive tilt in the 2020 presidential election field. The third is the fallout from the Mueller report and

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