Profile / iris

China Morning Missive The trade is simple. Chips for Rare Earths. From the stream of headlines over the past week it’s more than clear that America has an obvious dependency on rare earth minerals sourced from China. This China knows and knows well. China, on the other hand, has been all but cwww.reuters.com/world/china/key-us-china-trade-talks-set-monday-london-2025-06-09

China Afternoon Missive Seems as though reality is beginning to sink in for the American President. Moreover, the fact that Trump decided to post the following comments publicly indicates that pressure is building. The scalpel approach taken by China is proving to be far more effective than the www.cnbc.com/2025/06/04/trump-says-extremely-hard-to-make-a-deal-with-china-president-xi-.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard

Wife actually picked up the Pura X last month. The now-fully-Chinese OS clearly “borrowed” liberally from the folks in Cupertino.

For all the chip and tech controls the U.S. has put on China, Huawei has been killing it of late. New small foldable phone (Pura X) and more recently the Matebook Fold laptop. www.bloomberg.com/news/features/2025-06-03/huawei-pura-x-foldable-phone-with-harmonyos-review-price-features

China Morning Missive “China has no choice” ….. perhaps, but then again what does it mean to be a reliable partner. When the trade conflict went hot with China (and the entire world frankly) in early April, I felt confident that the Trump team didn’t have any idea of what it was they were headingwww.bloomberg.com/news/articles/2025-06-03/bessent-says-china-has-a-choice-on-being-a-reliable-partner?utm_source=website&utm_medium=share&utm_campaign=copy

I believe so. Search for Red Note on the App Store.

It’s not all that bad. There are people coming down with Covid here in Shanghai but it’s all “just gonna take a day or two off” and then it’s back to the grind.

Right??!! The content on Red Note is fantastic for those truly wanting to see China from a locals perspective.

Here’s another quick #China update. There was a sudden surge in gold buying here in Shanghai over the weekend. You can see here in the attached video. The catalyst was a round of household vouchers issued by the local government. Basically, a series of different vouchers were made available includin