East Rising, West Declining? How Did Buffett Warn of Trade Deficits in US?
Recently, more voices have discussed the idea of “East rising, West declining.”
Today, People's Bank of China (PBoC) unveiled 10 comprehensive monetary policy measures across three categories. China stocks opened high and then closed down.
Quantitative measures: Includes actions like reserve requirement ratio (RRR) cuts to increase medium- to long-term liquidity and ensure abundant market liquidity.
Price-based measures: Involves lowering key policy interest rates, reducing rates on structural monetary tools, and cutting public housing fund loan rates.
Structural tools: Introducing and strengthening targeted monetary tools to support innovation in science and technology, boost consumption, and expand inclusive finance.
In 2003, Warren Buffett told a story about two fictional islands: “Squanderville” and “Thriftville.” $Berkshire Hathaway(BRK.B)$
Thriftville worked hard, exported food to Squanderville, and in return received Squanderville’s bonds.
Over time, Thriftville accumulated so much debt that it eventually stopped holding bonds and started acquiring land — shifting economic sovereignty without a war, simply through purchases. Buffett used this story to warn about the dangers of persistent U.S. trade deficits.
Back in 2003, there was no real “Thriftville.” But listening to this story again in 2025, should we start taking the “East rising, West declining” narrative more seriously?
If the shift from West to East is real, then isn't the key question when it will happen?
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他们是唯一会承担关税成本的人，而不是中国，不是加拿大，也不是其他国家。
特朗普只认为他作为美国总统的职位是重中之重。
想象一下这样一个世界，每个美国公民都买不到他们想要的东西，而只能买到他们能负担得起的东西？
通货膨胀会螺旋式上升，商品会变得可怕和昂贵，美国只能在自己的州内进行贸易？
从经济学和社会学的角度来看，这都是残酷的事实。
世界上没有人会从贸易战中受益，更不用说任何战争了。
独裁不会进行战斗，它只会恶化国家间的双边关系，只会带来全球衰退。
@Blinkfans @koolgal @MillionaireTiger @JC888 @BillionaireN
在促增长政策、创新驱动型行业和资本流动增加的支持背景下，我相信中国股市有可能继续上涨。
然而，重要的是要保持警惕全球经济的不确定性以及市场从疲软时期过渡到疲软时期的内在风险乐观.
USA
Australia
UK
Canada
New Zealand
why those countries???
USA
UK
Australia
Canada
New Zealand
Why???
It’s no surprise that Eastern economies are starting to rise, even if only modestly for now. Their momentum may strengthen in the near term, though some doubts remain.
U.S. inflation could spike again, which might lead people to reconsider non-essential spending—like vacations—as daily costs continue to climb.