I’m now Short China, but long Hardened Globalization. Which means I guess I’m betting on a significant Desinification of globalization,
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doesn't that point more towards re-nationalization? robots are a capital expenditure and are not locationally bound. why ship things across an ocean if you don't have to?
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idk about the rest of it, but the answer to "why ship things across an ocean when you don't have to" already exists, doesn't it? which is that it can be cheaper than shipping it locally (manufacturing → ship → assemble → ship is cheaper than assembling locally)
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Additionally, we're going to need some outlet to absorb all the output of the money printer. Increased inefficiency means increased prices.
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