Quantum Strategy
@quantumstrategy.bsky.social
The leading researcher in macro that matters to markets
US ends arms embargo, but can it pry Cambodia away from China on defence?
www.scmp.com/news/china/m...
www.scmp.com/news/china/m...
US ends arms embargo, but can it pry Cambodia away from China on defence?
Beijing has ramped up military ties with Phnom Penh, but now Washington is trying to ‘encroach’ on China’s sphere of influence, analysts say.
www.scmp.com
November 16, 2025 at 12:06 PM
US ends arms embargo, but can it pry Cambodia away from China on defence?
www.scmp.com/news/china/m...
www.scmp.com/news/china/m...
Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress
Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress www.scmp.com/tech/big-tec...
Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress www.scmp.com/tech/big-tec...
Alibaba revamps chatbot amid US ‘panic’ over firm’s AI progress
Alibaba dubs the updated app, renamed from Tongyi to Qwen, the ‘most powerful official AI assistant’ for its Qwen models.
www.scmp.com
November 16, 2025 at 11:40 AM
Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress
Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress www.scmp.com/tech/big-tec...
Alibaba revamps Qwen chatbot as some see Silicon Valley ‘panic’ over firm’s AI progress www.scmp.com/tech/big-tec...
Taiwan draft dodging concerns highlight growing public unease over military service
www.scmp.com/news/china/m...
www.scmp.com/news/china/m...
Taiwan draft dodging concerns highlight growing unease over military service
Rise in cases since military service term was extended follows a poll that showed an increased reluctance to die in defence of island.
www.scmp.com
November 16, 2025 at 11:38 AM
Taiwan draft dodging concerns highlight growing public unease over military service
www.scmp.com/news/china/m...
www.scmp.com/news/china/m...
Musk's AI answer to Wikipedia pushes racist conspiracy theories and gets some basic facts wrong jrnl.ie/6870800
Musk's AI answer to Wikipedia pushes racist conspiracy theories and gets some basic facts wrong
Elon Musk has claimed Grokipedia is already better than Wikipedia.
jrnl.ie
November 16, 2025 at 10:32 AM
Musk's AI answer to Wikipedia pushes racist conspiracy theories and gets some basic facts wrong jrnl.ie/6870800
Hong Kong’s push for yuan usage to serve as ‘catalyst’ for corporate adoption
www.scmp.com/news/hong-ko...
www.scmp.com/news/hong-ko...
Hong Kong’s push for yuan usage to serve as ‘catalyst’ for corporate adoption
Industry leaders also hail government efforts, such as settling bills in yuan and issuing renminbi bonds, as ‘biggest steps’ in years.
www.scmp.com
November 16, 2025 at 10:26 AM
Hong Kong’s push for yuan usage to serve as ‘catalyst’ for corporate adoption
www.scmp.com/news/hong-ko...
www.scmp.com/news/hong-ko...
Reposted by Quantum Strategy
TALARA (9569994) will most likely appear in this red area on tomorrow’s satellite imagery. It is known as the Khuran (or Clarence) Strait, located north of Qeshm Island, Iran. This is where the terrorist-designated IRGC anchors vessels they have hijacked in international waters.
November 14, 2025 at 4:28 PM
TALARA (9569994) will most likely appear in this red area on tomorrow’s satellite imagery. It is known as the Khuran (or Clarence) Strait, located north of Qeshm Island, Iran. This is where the terrorist-designated IRGC anchors vessels they have hijacked in international waters.
Beijing summons Japanese ambassador in latest protest over PM Takaichi’s Taiwan comments
www.scmp.com/news/china/d...
www.scmp.com/news/china/d...
Beijing summons Japanese ambassador in latest protest over PM’s Taiwan comments
Chinese foreign ministry calls Japanese leader’s remarks ‘egregiously wrong’ and urges Tokyo ‘to immediately correct itself’.
www.scmp.com
November 14, 2025 at 1:48 PM
Beijing summons Japanese ambassador in latest protest over PM Takaichi’s Taiwan comments
www.scmp.com/news/china/d...
www.scmp.com/news/china/d...
3 PLA warships sailed past Japan amid row over PM Takaichi’s Taiwan comments
www.scmp.com/news/china/m...
www.scmp.com/news/china/m...
3 PLA warships sailed past Japan amid row over PM Takaichi’s Taiwan comments
Type 055 destroyer among PLA vessels to transit Osumi Strait days after Beijing criticised Japanese leader, defence ministry in Tokyo says.
www.scmp.com
November 14, 2025 at 1:47 PM
3 PLA warships sailed past Japan amid row over PM Takaichi’s Taiwan comments
www.scmp.com/news/china/m...
www.scmp.com/news/china/m...
Beijing criticises first Taiwan arms deal since Donald Trump’s return to White House
www.scmp.com/news/china/d...
www.scmp.com/news/china/d...
Beijing criticises first Taiwan arms deal since Trump’s return to White House
Foreign ministry says US$330 million aircraft parts deal with Taipei ‘gravely infringed upon China’s sovereignty’.
www.scmp.com
November 14, 2025 at 1:45 PM
Beijing criticises first Taiwan arms deal since Donald Trump’s return to White House
www.scmp.com/news/china/d...
www.scmp.com/news/china/d...
Reposted by Quantum Strategy
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
A Quick Look at How Bad Tesla's Start of Q4 Is
In all countries that report monthly Tesla sales (ex-North America), Tesla's October sales fell by 33% YoY to new lows since 2022's pandemic.
open.substack.com
November 13, 2025 at 11:40 PM
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
The Drewry World Container Index (WCI) decreased 5% to $1,859 per 40ft container, marking the first weekly decrease after four weeks of continuous increases.
x.com/drewryshippi...
x.com/drewryshippi...
Drewry on X: "Drewry’s World Container Index decreased 5% to $1,859 per 40ft container this week, marking the first weekly decrease after four weeks of continuous increases. View our detailed assessment at: https://t.co/TD7Z9TzXVx #shipping #containers #logistics #supplychains #Transportation https://t.co/uYDd13dKZC" / X
Drewry’s World Container Index decreased 5% to $1,859 per 40ft container this week, marking the first weekly decrease after four weeks of continuous increases. View our detailed assessment at: https://t.co/TD7Z9TzXVx #shipping #containers #logistics #supplychains #Transportation https://t.co/uYDd13dKZC
x.com
November 13, 2025 at 9:12 PM
The Drewry World Container Index (WCI) decreased 5% to $1,859 per 40ft container, marking the first weekly decrease after four weeks of continuous increases.
x.com/drewryshippi...
x.com/drewryshippi...
Reposted by Quantum Strategy
10 years ago, 🇩🇪Chancellor Merkel was planning to solve the security problems of Huawei participation in the German 5G network by concluding a „no spy“ 🚫🕵️ agreement with China. This agreement was never concluded, yet Huawei was still included - now soon to be excluded.
Should be a costly transition.
Should be a costly transition.
November 13, 2025 at 8:16 PM
10 years ago, 🇩🇪Chancellor Merkel was planning to solve the security problems of Huawei participation in the German 5G network by concluding a „no spy“ 🚫🕵️ agreement with China. This agreement was never concluded, yet Huawei was still included - now soon to be excluded.
Should be a costly transition.
Should be a costly transition.
Russia’s energy assets in Europe are in a seismic shut down. Thanks to US not European sanctions. Why did it take so long? Russian refineries are enablers of Russia’s crimes - who enabled them to continue?
www.linkedin.com/posts/euroma...
www.linkedin.com/posts/euroma...
US sanctions targeting Russian energy subsidiaries just triggered the largest wave of nationalizations in Europe since the Cold War.
Lukoil withdrew from refineries in Bulgaria, Romania, and the… | E...
US sanctions targeting Russian energy subsidiaries just triggered the largest wave of nationalizations in Europe since the Cold War.
Lukoil withdrew from refineries in Bulgaria, Romania, and the Neth...
www.linkedin.com
November 12, 2025 at 7:37 PM
Russia’s energy assets in Europe are in a seismic shut down. Thanks to US not European sanctions. Why did it take so long? Russian refineries are enablers of Russia’s crimes - who enabled them to continue?
www.linkedin.com/posts/euroma...
www.linkedin.com/posts/euroma...
Reposted by Quantum Strategy
Data from our China Dissent Monitor show that such dissent over school safety issues in China is widespread, with 128 protests occurring in at least 73 cities across 23 provinces or regions since September 2022.
Explore more about protest in China:
freedomhouse.org/report/china...
Explore more about protest in China:
freedomhouse.org/report/china...
November 11, 2025 at 3:51 PM
Data from our China Dissent Monitor show that such dissent over school safety issues in China is widespread, with 128 protests occurring in at least 73 cities across 23 provinces or regions since September 2022.
Explore more about protest in China:
freedomhouse.org/report/china...
Explore more about protest in China:
freedomhouse.org/report/china...
As C919 output falters, China’s Comac scrambles for Western engines amid global bottleneck
www.scmp.com/economy/glob...
www.scmp.com/economy/glob...
Engine shortages crimp China’s C919 deliveries amid global aerospace bottleneck
State-owned planemaker deploys teams to CFM – a joint venture between GE and Safran that makes the C919’s Leap-1C engine – as suppliers race to meet demand.
www.scmp.com
November 11, 2025 at 6:49 PM
As C919 output falters, China’s Comac scrambles for Western engines amid global bottleneck
www.scmp.com/economy/glob...
www.scmp.com/economy/glob...
Beijing slams Japanese PM for ‘seriously damaging’ ties over Taiwan comment
Batch Installation ID: EAD65F54-3003-451D-9544-9C73C26591FD
Batch Installation ID: EAD65F54-3003-451D-9544-9C73C26591FD
November 10, 2025 at 11:18 AM
Beijing slams Japanese PM for ‘seriously damaging’ ties over Taiwan comment
Batch Installation ID: EAD65F54-3003-451D-9544-9C73C26591FD
Batch Installation ID: EAD65F54-3003-451D-9544-9C73C26591FD
‘Not in this economy’: Guangdong’s huge subsidy scheme falls flat with consumers
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...
Huge subsidy scheme in China’s most populous province falls flat with consumers
The Chinese province has launched its biggest ever consumer subsidy programme to revitalise its economy, but shoppers remain cautious.
www.scmp.com
November 10, 2025 at 3:32 AM
‘Not in this economy’: Guangdong’s huge subsidy scheme falls flat with consumers
www.scmp.com/economy/chin...
www.scmp.com/economy/chin...