米中衝突
昨年3月には「5年から10年で、南シナ海で戦争となりそうだ..... @2016 中東での大規模な戦争につながり得る文明抗争を米国は戦っている、という見方を示したことがある。
2016年段階での見方。2019年の今みると、基本的にはこの流れが続いてる。
Unfortunately the war with China is spreading. Yesterday it spread to a currency war that will affect all currencies. It could spread to a capital war and/or an embargo war (shutting off needed items). In a worst case, it could go beyond that. We need to watch it closely. If there’s no big war, I’m bullish on China and if there’s a big war, I’m bearish on both the U.S. and China. If you want to know my thinking about China and investing in it, you can hear my Bridgewater Associates interview on these subjects here.
1) the end of the short- and long-term debt cycles when there is an economic downturn and monetary policy cannot ease because interest rates can’t be cut and central bank financial asset buying (QE) is no longer effective,
2) internal conflicts between the haves and have nots that become extreme, and
3) external conflicts between a rising power (China) that challenges an existing world power (the U.S.). The late 1930s was the last time we saw the confluences of these forces.
ベースにあるのは、トゥキディデスの罠
@20170513 に原著は出版
基地
https://gyazo.com/7ff964a283e976463d780a2d625f12f0
空軍基地は2012年から多少?使われてる?