Geo Political Risk

[Davexl]

This might raise the temperature, leading up to the inauguration...

Pompeo lifts 'self-imposed restrictions' on U.S.-Taiwan relationship

https://www.reuters.com/article/us-u...-idUSKBN29E0Q6

Also,

Trump's Taiwan policy ends much as it started — by blowing up status quo

https://www.japantimes.co.jp/news/20...o-trump-biden/

[Marilyn Munroe]

This might raise the temperature, leading up to the inauguration...

Pompeo lifts 'self-imposed restrictions' on U.S.-Taiwan relationship

https://www.reuters.com/article/us-u...-idUSKBN29E0Q6

This will cause consternation amongst New Zealand's rice Christians. They will have to become more anti-American than the radical left to prove themselves worthy of their stipend.

Boop boop de do
Marilyn

[Davexl]

'Descended into madness': second Republican senator says Trump must go

https://www.theguardian.com/us-news/...rity-joe-biden

Excerpt:
"Crow, a former US army ranger, said he had “raised grave concerns about reports that active duty and reserve military members were involved in the insurrection” and asked that “troops deployed for the inauguration … are not sympathetic to domestic terrorists”. The readout said McCarthy agreed and said he was willing to testify publicly in the coming days."

[Davexl]

A little reassurance is called for...

Why Wall Street can disregard protests, assassinations and riots

https://edition.cnn.com/2021/01/07/investing/stocks-civil-unrest-history/index.html

Excerpt:
"That was the case in after the assassination of President Kennedy in 1963, during civil rights marches in the South in 1965, following Vietnam War protests in 1967 and outrage after Martin Luther King Jr. was killed in 1968.

Stocks were volatile during that tumultuous decade, and they often slipped in the wake of specific news events. But in each of those four years the S&P 500 wound up with a gain, with stocks up 14% annually on average."

[GTM 3442]

Also,

Trump's Taiwan policy ends much as it started — by blowing up status quo

https://www.japantimes.co.jp/news/20...o-trump-biden/

Out of idle curiosity, was there anything worth preserving in the status quo ante?

[Waltzing]

with armed protest in all 52 states possible some cash on hand for a dip might be an idea.

[Davexl]

Out of idle curiosity, was there anything worth preserving in the status quo ante?

Probably not - with attitudes hardening on both sides. Unfortunately, that ups the risks for Taiwan another notch. They seem to be used to the pressure...

[Davexl]

From one dangerous man to another...

Pompeo is laying ‘landmines’ in U.S.-China relations before Biden takes office, ex-Australian leader says

https://www.cnbc.com/2021/01/11/pomp...ustralian.html

Excerpt:
The move could mark the end of the “one China policy,” said Rudd, who’s now president of Asia Society Policy Institute.
The one China policy is the principle in which the U.S. and the international community recognize that there’s only one Chinese government — under the Communist Party of China in Beijing.

“That has been the mainstay of strategic stability for the last 40 years or so,” said the former Australian leader.

[Swala]

with armed protest in all 52 states possible some cash on hand for a dip might be an idea.

I think this is very prudent. I have been selling steadily over the past two weeks. I think there is great potential for things to turn very ugly in the US over the next couple of weeks at least and markets could well take a hit.

[greater fool]

I think this is very prudent. I have been selling steadily over the past two weeks. I think there is great potential for things to turn very ugly in the US over the next couple of weeks at least and markets could well take a hit.

The risks are very real.............

https://edition.cnn.com/2021/01/10/i...ead/index.html

"Eurasia Group, the political risk consultancy, called out a divided United States as the top risk for 2021. Domestic political dynamics, along with the country's
mismanagement of the pandemic, will make it difficult for President-elect Joe Biden to reassert America's global leadership role despite his best efforts, according
to Ian Bremmer, the group's president.
"The US is by far the most politically dysfunctional and divided of all the world's advanced industrial democracies," Bremmer tweeted last Thursday.
The big question, though, is whether political chaos will feed a longer-term erosion of faith in the US dollar, the world's preeminent reserve currency. For now,
the risk seems limited, in part because of the sheer volume of trades in dollar-denominated assets.
But as Eurasia Group points out, America's global dominance faces real headwinds. One piece of evidence: Europe has just finalized an investment agreement with China,
designed to rebalance its trading relationship with the world's second largest economy, despite US concerns.
"Biden's term opens the era of the asterisk presidency, a time when the occupant of the Oval Office is seen as illegitimate by roughly half the country,"
the group said in its 2021 outlook. "Such a political reality has never occurred in another G7 country, but it's the reality of the world's most powerful democracy today.""