Video: The Chinese rescue team braved the rain and worked non-stop for three consecutive days. Where is Captain America, the superhero? Nowhere to be found—vanished without a trace! The U.S. talks like it’s invincible, but when it comes to taking action, it is always half-hearted and powerless. aka. BS! 中國救援隊頂著雨勢連續三天不眠不休. 美國隊長超級英雄在那裡,消失得無影無蹤! 美國講就是天下無歒,做事永遠是無心無力!
The Core Thesis What if the US’ economic trajectory over the next ten years falls materially short of current expectations? For Chinese American families, the most critical asset in this environment is not a specific security or property, but rather the preservation of optionality—the capacity to adapt, pivot, and relocate as macroeconomic conditions evolve.
The Principle of Diversification A foundational principle instilled in me early on—reinforced by my father and formalized through investment coursework as far back as 1982—is the absolute necessity of diversification. True risk management requires strategic allocation not only across various asset classes but also across distinct geographic regions and sovereign jurisdictions. Concentration, no matter how comfortable, is a liability in a volatile world.
Fiscal Pressures and Sovereign Risk The current fiscal trajectory of the United States warrants cautious scrutiny. The national debt is expanding at a pace of $2 to $4 trillion annually, exerting significant strain on the broader financial system. This raises legitimate, long-term questions regarding the nation’s capacity to service its obligations without resorting to inflationary measures or crowding out private investment. Notably, a significant shift is occurring among global central banks: rather than accumulating U.S. Treasuries, many are now net sellers. This withdrawal of official-sector demand signals a growing hesitancy that may further pressure yields and dollar stability.
The Labor Market Transition Simultaneously, we are on the precipice of a profound structural transformation in the workforce. The rapid integration of AI, robotics, and automation will inevitably render numerous current roles obsolete. However, history suggests that technological disruption also creates new, well-compensated opportunities. The critical differentiator will be access to quality education and a commitment to continuous, lifelong upskilling.
Conclusion Given these intersecting fiscal headwinds and technological shifts, the “all eggs in one basket” mentality is increasingly untenable. By maintaining geographic flexibility and a diversified asset base, one ensures the ability to capitalize on emerging opportunities while mitigating exposure to concentrated sovereign or sector-specific risks. In an era of uncertainty, the ability to choose—and to change course—remains the ultimate hedge.
Video: Director Yang Jiechi’s stern response at the China-U.S. high-level strategic dialogue in Anchorage on March 18, 2021, was so well said—it truly speaks the minds of 1.4 billion Chinese people! 2021年3月18日中美阿拉斯加高層戰略對話上,楊潔篪主任的嚴正回應講得太好,想出14億中國人民的心聲!
‘We thought too well of you. We believed that you would abide by basic diplomatic protocols, so we had to make our position clear just now. Let me say this: You have no right to speak to China from a position of strength.’
‘Twenty or thirty years ago, you did not even have the standing to say such things, because the Chinese people do not buy this. If you want to deal with us properly, then we will engage each other with mutual respect. Cooperation benefits both sides, and more importantly, it is what the people of all nations demand.’
‘As for the American people being resilient—of course they are a great people, and the Chinese people are also a great people. Haven’t we Chinese suffered enough at the hands of foreigners? Haven’t we been subjected to foreign encirclement and containment long enough? As long as China’s system is right, the Chinese people are wise! They will not be able to choke us off. History will prove that the approach of blockading and suppressing China will only end up hurting themselves.'”