You’re about to become incredibly smart, wise, you’ll really really like yourself and you’ll wake up tomorrow with new kitchen skills. Let’s begin…

“Whatever must happen ultimately should happen immediately” Henry Kissinger

“Most foreign policies that history has marked highly, in whatever country, have been originated by leaders who were opposed by experts” Henry Kissinger

The existing tariffs on $250b worth of Chinese goods covered about 29% of consumer goods imported from China…

The September 1 tariffs increased that coverage to 69% https://www.nbcnews.com/business/business-news/trump-administration-wrong-tariffs-trade-wars-experts-say-n852741

China retaliated by announcing tariffs on $75b of U.S. exports of auto’s, crude oil, agri products like…


This is gonna be a fun explainer about China, Trade, Huawei, IP theft & 5g. You are about to become an expert and the life of any party*

Lets begin…

  • U.S. goods & services trade w/China was $737b in 2018
  • Exports were $179b. imports were $557b.
  • Our trade deficit with China is $378b

To resolve this generational deficit, in the summer of 2018, the President Trump initiated 25% tariffs on $15 billion in imports from China. China retaliated against US exports of agricultural and other products.

The US in September 2018 imposed 25% tariffs on second $35 billion in imports from China in response to China retaliation. China retaliated again.

US then imposed 10% tariffs on $200b in imports from China with a trigger of January 1, 2019…


What if we demand that companies give users an explanation for decisions that automated systems reach
What if the algorithms that calculate all those decisions have programmed themselves, and they have done it in ways that we cannot understand their behavior.

Early iterations of AI were constructed that AI ought to be reasoned according to rules and logic, making their inner workings transparent….

but now, machines are constructed like biology, and learn by observing and experiencing. Instead of a programmer writing the commands to solve a problem, the program generates its own algorithm based on example data and a desired output, the machine programs itself.

This creates the bigly problem, you can’t just look inside a deep computer neurological network to see how it works. …


Let’s begin our forensics on the Chinese Social Credit Score with a crucial understanding of a different people and business operating system…

In the United States we are a fiscalized system. Whoever is the President, the oligarchs stay in office. Corporations are fused to our ‘democratic’ operating system. We idealize (at least rhetorically) the individual and are conditioned to believe that the State and Corporations exist to serve.

In China it’s a political system. Political leadership turnover has enormous effect and corporate heads are rotated in and out. The political leaders are fused into the corporations. The China Communist Party (CCP is the one state party) is idealized and the components (people and corporations) exist to serve.

Xi Jinping, the General Secretary…


Whenever there is a national conversation on ‘taxes’, Warren Buffett can be found on a soapbox shouting that he would like to pay more taxes, but our system wont allow it. He is taxpayer suppressed.

Buffett plays a game of “try and catch me”…and then he faults the system for not succeeding. It is human tragedy to behold Buffett crying with two loaves of bread. He should be unburdened. If he just didn’t have that militia of lawyers, bankers, a fawning press and, as a back up plan, people with guns. Poor, sad Warren Buffett.

Someone tax smarter than me reverse engineered the loopholes and tax thuggery utilized by foundations, hedge funds and family offices in a Barron’s article, here: Warren Buffett’s Nifty Tax Loophole

I’m going to pick on Google and layman’ishly explain how…


Let’s begin our forensics on Chinese trade with understanding a different people and business operating system…

  1. In the United States we are a fiscalized system. Whoever is the President, Mark Zuckerberg stays in office. Corporations are fused to our ‘democratic’ operating system. We idealize (at least rhetorically) the individual and are conditioned to believe that the State and Corporations exist to serve.
  2. In China it’s a political system. Political leadership turnover has enormous effect and corporate heads are rotated in and out. The political leaders are fused into the corporations. The China Communist Party (CCP is the one state party)


It takes time to dismantle a company as large as Uber. I was one of the first to hit the buzzer and call “bullshit”.

You can catch up with these gems: Uber. BS earnings. Tech journalists didn’t do forensics. So I did and Will Uber be the death of Softbank And the start of it all Uber. Beginning the postmortem

The whole bunch is here: adamtownsend.me/category/uber/

What if a Venture funded and wildly unprofitable company employs all the propaganda of a Nation, uses fake news, embedded journalists, positive feedback loops and all the tricks of the behavioral sciences?

On that note…

On July 19th 2018, Morningstar released a research report predicting that Uber would become profitable in 2020 and could achieve an IPO value…


Will a 25% tariff on imported vehicles and assorted vital components cost American consumers 45 Billion a year, 5,800 per vehicle?

“This would largely cancel out the benefits of the tax cuts”- Alliance of Automobile Manufacturers

Maybe they are lying and it’s #FakeNews

Let’s peel that onion

(Car dealers make their money from auto financing and insurance, also some big chunk from used cars. I’m leaving them out as it has variables outside of these forensics)

The purpose of tariffs is not to make products more expensive for consumers, it is to change the economics of companies offshoring and to resolve unfair practices overseas and tariffs.

The supply chains of the auto industry go all over the globe in search of…


Let’s begin our forensics on Chinese trade with understanding a different people and business operating system…

  1. In the United States we are a fiscalized system. Whoever is the President, Mark Zuckerberg stays in office. Corporations are fused to our ‘democratic’ operating system. We idealize (at least rhetorically) the individual and are conditioned to believe that the State and Corporations exist to serve.
  2. In China it’s a political system. Political leadership turnover has enormous effect and corporate heads are rotated in and out. The political leaders are fused into the corporations. The China Communist Party (CCP is the one state party)


This is the ‘real real’ of a Twitter campaign. Not what a staffer insists because everyone else is doing it. Social media doesn’t want to see pictures of you standing bravely, shaking hands or dishing food at a pantry. And your policies, meh.

Computational politics are the analytical tools used to profile at the individual level. It is asymmetrical warfare. ‘They’ have a machine gun and ‘you’ have nothing, not even the awareness of all the battles you lose.

  • Broke: Survey questions, supplemented by a layer of “latent data” that gave correlational guidance at the group level but not precise…

Adam Townsend

Investor. Extreme Salesman. Always interested. Sometimes interesting. Lurks at www.adamtownsend.me

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