Direction × Magnitude = Amplitude. Founder @VectorCapital. 27 yrs on the ground in Greater China. The Great Convergence weekly ↓
Islands District, Hong Kong
Joined March 2018
- Tweets95
- Following549
- Followers86
- Likes96
Pinned Tweet
In 2002, I was a young journalist in Shanghai. Most foreign correspondents couldn't speak Chinese.
They had favorite noodle shops – but couldn't talk to a taxi driver about fuel prices.
That's when I realized the West's narrative was broken. A thread ↓
The Petrodollar system was built for extraction, control, to trap nations in dollar-denominated obligations.
For decades, it was the only game in town.
That's changing.
China is building an alternative. Not as a response but as an architecture.
Here's what's being built.🧵
The Petrodollar system has one anthem: comply or face consequences.
Hong Kong's five-year plan has a different one: optionality, symmetry, participation.
The architecture is built. The gold is flowing. The payments highway is operational. The sovereigns are stampeding.
The Petrodollar is the Hotel California. You can check out, but you can never leave.
The Grand Gateway is the open door. You can walk through. You can walk back.
The question is whether you will understand it in time to navigate it.
Full Issue #019: thegreatconvergence.substack…
Strait of Hormuz: 20M bpd → 9M bpd.
Bab el-Mandeb: shipping down >50%.
Middle East → China energy: 52% → 30%.
The US planned this. The NSS was a blueprint.
Read the full analysis: substack.com/home/post/p-211…
#TheGreatConvergence #Hormuz #Energy
Ceuta is not just a news story. It's a microcosm.
The fences are the old order's last stand. The migrants are the new order's first wave.
2 of the top 5 maritime chokepoints are contested. Two more are in play.
Issue #018 is live: substack.com/home/post/p-211…
#TheGreatConvergence
I wrote a piece about an old Chinese parable, war, and the quiet exodus of capital from West Asia to Hong Kong.
I submitted it to a financial site. No reply. So I'm sharing it with you guys first.
Read "The Horses Come Home" – link in bio. 🐎
Direction. Magnitude. Amplitude.
100 subscribers in one week.
Two reports. One culture digest. One salon tomorrow.
The Great Convergence is just getting started.
Subscribe (free) → link in bio
Direction × Magnitude = Amplitude.
