Ken Cao (@ken_lovetw) 's Twitter Profile
Ken Cao

@ken_lovetw

Taiwan-focused investor & strategist. Actionable insight on Taiwan's markets and politics — for global investors.
Long Taiwan 🇹🇼 | Sober on China 🇨🇳

ID: 1923595091060617216

calendar_today17-05-2025 04:23:12

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there is no such thing as a “global central bank gold-buying frenzy.” As shown in this chart, over the past five years, the top 15 countries that increased their gold reserves added a total of 1,992.4 tons — an average of 398.48 tons per year. The top 15 countries that reduced

there is no such thing as a “global central bank gold-buying frenzy.”

As shown in this chart, over the past five years, the top 15 countries that increased their gold reserves added a total of 1,992.4 tons — an average of 398.48 tons per year.

The top 15 countries that reduced
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AI isn’t just a chip race. It’s an energy race. By 2035, global data centers could consume ~1,600 TWh of electricity. Training frontier models already burns through power at industrial scale. Whoever controls abundant, reliable, scalable energy will control AI. If the U.S.

AI isn’t just a chip race. It’s an energy race.

By 2035, global data centers could consume ~1,600 TWh of electricity. Training frontier models already burns through power at industrial scale.

Whoever controls abundant, reliable, scalable energy will control AI.

If the U.S.
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The world isn’t going back to the gold standard. The United States is not about to surrender its exorbitant privilege. And China? Do you really think Chairman Xi’s grand vision involves giving up the single most critical lever of his authoritarian system — the power to print

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I’m thinking about buying a Unitree robot and then a Boston Dynamics one — letting them face off and livestreaming the showdown to see who comes out on top. Advice for Boston Dynamics : Two legs are a human limitation. Blindly replicating our biological flaws makes little sense.

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Ray Dalio Says the World Order Is Dead. He’s Missing the Real Story. China Misread the Postwar Order. Now It Pays the Price Ray Dalio says the post–World War II world order has officially broken down. He frames it as a natural “Big Cycle” — the inevitable decline of U.S.

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In a CNBC interview, Ray Dalio says the Chinese government is like a “strict parent.” Ah yes, how comforting! When Jack Ma disappeared, was that just grounding? When entire cities were locked down, was that early bedtime? And when entrepreneurs get “invited for tea,” that’s

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Singapore is incredibly efficient. Clean, safe, well-run. No debate there. But Japan offers something different on top of that. It’s not just orderly. It’s layered, diverse, and endlessly interesting. Tokyo alone has more Michelin-star restaurants than most countries. Then you

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A major portion of Trump tariffs are paid by the Chinese. China has been consistently cheapening its currency to offset any increase in tariffs, which means the American consumers did not pay more in dollar terms for their Chinese products. Why are you against the Chinese

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India doesn’t need to be recruited into Western alignment. China already did the recruiting. India will never place strategic trust in China for two structural reasons: 1) Pakistan Beijing’s full-spectrum backing of Pakistan — military, diplomatic, and economic — aligns China

India doesn’t need to be recruited into Western alignment.
China already did the recruiting.

India will never place strategic trust in China for two structural reasons:

1) Pakistan
Beijing’s full-spectrum backing of Pakistan — military, diplomatic, and economic — aligns China
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Although the Supreme Court blocked the IEEPA route for Trump, other trade tools remain available: Section 232 (Trade Expansion Act) Section 232 authorizes the president to impose tariffs on specific imports for national security reasons after a Commerce Department investigation.