Signature Strikes. Free ebooks at the end of the post.

last day for free ebooks. p.s.: boom.

Remember when I asked you last time to “guess” what I have in my gunsights?

I’m better than fulfilled by amazon. Unlike the lying crooked mafia state in Moscow me and mine, we keep our promises.

1. Russia is a mafia state, a brutal thoroughly corrupt kleptocracy run by vicious neofascist war criminals. 2. Russians are consequently often alcoholics and given to thievery, bribery 3. This is partly because of the mongol conquest and also because of all the subsequent invasions. 4. "Russia" is a myth, Muscovy has conquered and subjugated about 2 dozen other countries in the "Russian" Federation So: you are being lied to about Russia -- by Russians, Russians and their "useful idiots".

By varying targeted objects (boats, refineries, aircraft, factories) places targeted (kamchatka is not so far after all), and methods of targeting (well, some of us are quite ready to die thanks)

we will rip the invader to shreds piece by piece.

This ends with Russia splintered int Muscovy and Novgorod republics and all the captive countries conquered by Muscovy will become independant (there are many Sakha, Komi, Mari, Nenets, Ingushtan, Bashkortistan, Chechnya, the list is Long).

https://www.themoscowtimes.com/2025/03/20/huge-blast-rocks-engels-airbase-as-ukraine-launches-major-drone-assault-a88423

https://antikor.com.ua/en/articles/757831-massirovannaja_ataka_na_kropivnitskij_bolee_30_vzryvov_gorod_v_ogne

https://english.nv.ua/nation/saratov-oblast-hit-by-drone-attack-reports-of-strike-on-engels-oil-refinery-50499340.html

https://english.nv.ua/nation/drone-strikes-ignite-fire-at-krasnodar-oil-facility-50498998.html

https://newsukraine.rbc.ua/news/sudzha-gas-metering-station-struck-reports-1742513070.html

https://www.al-monitor.com/originals/2025/03/us-slaps-sanctions-irans-oil-tankers-targets-china-teapot-refinery

https://maritime-executive.com/article/trump-sanctions-first-chinese-refinery-and-tankers-in-iranian-oil-trade

Chinese Notes

Based on the most recent economic data and analyses, China's economy is facing significant challenges but is not on the brink of collapse.

Economic Growth

China's economy grew by 5% in 2024, meeting its official target

. However, some analysts suggest the real growth rate may have been lower, with Rhodium Group estimating 2.8% growth for 2024

Key Economic Indicators

1. Retail sales strengthened at the start of 2025, increasing by 4.0% year-on-year in January-February.

2. Industrial output grew by 5.5% in the first two months of 2025, exceeding expectations

3. Fixed asset investment rose by 4.1% year-on-year, surpassing projections

Challenges

1. Deflationary pressures: Consumer price inflation dipped below zero in February 2025

2. Weak domestic demand: The government acknowledges this as a significant issue

3. Property sector issues: The real estate crisis continues to impact the economy

4. External pressures: Potential U.S. tariffs and global trade uncertainties pose risks

Government Response

1. Setting a growth target of "around 5%" for 2025

2. Implementing stimulus measures, including consumer subsidies and infrastructure investments

3. Adopting a more expansionary fiscal policy and considering additional monetary easing

Outlook for 2025

Forecasts for 2025 vary:

• Oxford Economics suggests deflationary risks are the biggest concern

• Rhodium Group projects growth between 3-4.5% for 2025, depending on policy effectiveness

• The government acknowledges that meeting the 5% growth target "will not be straightforward".

While China's economy faces significant headwinds, it is demonstrating resilience and adaptability. The government is actively implementing measures to boost domestic consumption and stabilize growth. However, structural challenges remain, and the economy's long-term trajectory will depend on the success of these policy interventions and broader economic reforms.

Shanghai Stock Exchange

While there have been instances of fraud on the Shanghai Stock Exchange (SSE), it would be inaccurate to characterize the entire exchange as being defined by fraudulent activity. The SSE, like many stock exchanges worldwide, faces challenges with market manipulation and financial fraud, but authorities are actively working to combat these issues.

Recent examples of fraud-related incidents on the SSE include:

1. Oriental Group (600811.SH) is currently under investigation for suspected major financial fraud. The China Securities Regulatory Commission (CSRC) has initially determined that the company's financial information from 2020 to 2023 was seriously untrue

2. In 2020, the Shanghai High People's Court rendered a judgment in a case involving securities market manipulation, resulting in significant fines and imprisonment for the perpetrator

However, it's important to note that Chinese regulators are taking strong measures to address these issues:

1. The CSRC has reaffirmed its zero-tolerance policy towards illegal market operations. In 2024, the commission handled 739 cases and issued 592 punishment decisions, with penalties totaling 15.3 billion yuan (about 2.13 billion U.S. dollars)

2. Authorities are actively investigating and prosecuting cases of market manipulation, including the first cross-border manipulation case under the Shanghai-Hong Kong Stock Connect

3. China has introduced new frameworks for IPO accountability and is working to improve investor protection mechanisms

While fraud remains a concern, these efforts demonstrate a commitment to improving market integrity and protecting investors on the Shanghai Stock Exchange. The exchange continues to play a crucial role in China's financial markets, and the vast majority of listed companies operate legitimately.

Investing in the Chinese stock market is a complex decision that requires careful consideration of both risks and potential rewards.

Market Performance and Valuation

The Chinese stock market has shown significant volatility in recent years. In 2024, it was one of the world's best-performing markets, with the MSCI China Index growing 21.82% in sterling terms. However, this followed a period of underperformance, with the index dropping 31.22% in the previous year.

Currently, Chinese stocks are trading at lower valuations compared to many other markets:

• The average Price-to-Earnings (P/E) ratio for Chinese stocks is around 11-15x earnings, with many trading even lower

• In contrast, the U.S. S&P 500 has a P/E ratio of approximately 26x earnings

This valuation gap suggests that Chinese stocks may be undervalued, potentially offering attractive entry points for investors.

Government Intervention and Stimulus

The Chinese government has been actively working to stabilize and support the stock market:

1. In late 2024, China implemented stimulus measures, including interest rate cuts and support for the property market

2. The China Securities Regulatory Commission (CSRC) has outlined priorities for 2025 to stabilize the stock market, including:

   • Enhancing market monitoring and regulation

   • Maximizing the use of monetary policy tools to channel liquidity into the stock market

   • Encouraging long-term institutional investors

   • Introducing new policies to protect smaller investors

These measures demonstrate the government's commitment to supporting the market, which could potentially boost investor confidence and market performance.

Risks and Challenges

Despite the potential opportunities, several risks remain:

1. Geopolitical tensions, particularly with the U.S., could impact Chinese companies and investor sentiment

2. Regulatory uncertainties persist, although there are signs that this could become less of a headwinds.

3. Economic challenges, including a slowing growth rate and issues in the property sector, may affect corporate earnings and market performance

4. The market has faced issues with fraud and market manipulation, though regulators are actively working to combat these problems.

Investment Considerations

For those considering investing in the Chinese stock market:

1. Diversification: Chinese stocks can offer diversification benefits to a global portfolio, given their different economic drivers and growth potential.

2. Long-term perspective: Given the market's volatility, a long-term investment horizon may be necessary to ride out short-term fluctuations.

3. Research and due diligence: Thorough research into individual companies and sectors is crucial, given the market's complexities and risks.

4. Professional guidance: Consider seeking advice from financial professionals with expertise in Chinese markets.

5. Risk management: Limit exposure to a level that aligns with your risk tolerance and overall investment strategy.

Conclusion

While the Chinese stock market presents significant risks, it also offers potential opportunities for investors willing to navigate its complexities. The current low valuations, combined with government support and potential for economic growth, suggest that there may be undervalued opportunities in the market.

However, given the stakes involved in retirement funds, a cautious and well-informed approach is essential. Diversification, thorough research, and professional guidance are key to making informed investment decisions in this market. Ultimately, the decision to invest in Chinese stocks should be based on individual financial goals, risk tolerance, and a comprehensive understanding of the market's dynamics.

1. Market Manipulation Concerns:

   • There have been instances of market manipulation and fraud in Chinese markets.

   • The government has sometimes intervened in ways that prioritize domestic interests over foreign investors.

2. Regulatory Unpredictability:

   • Sudden regulatory changes, like those seen in the tech sector in 2021, can significantly impact foreign investments.

   • The opaque nature of some regulatory decisions adds to investor uncertainty.

3. Information Asymmetry:

   • Foreign investors often face challenges in accessing reliable information about Chinese companies.

   • Language barriers and different accounting standards can make due diligence more difficult.

4. Capital Controls:

   • China's strict capital controls can make it challenging for foreign investors to move money in and out of the country freely.

5. Political Risks:

   • Geopolitical tensions, particularly with the West, can lead to policies that negatively impact foreign investments.

6. Historical Precedents:

   • There have been cases where foreign investors suffered significant losses due to fraudulent activities or sudden policy changes.

7. State Influence:

   • The strong influence of the state in many listed companies can lead to decisions that prioritize political goals over shareholder interests.

1. Government control: The Chinese Communist Party does exert significant influence over the stock market. The Shanghai and Shenzhen exchanges are under central government control, and the party influences both strategic decisions and market operations

• Market manipulation: There have been instances of market intervention by the government, including directing state-owned enterprises to buy shares and implementing trading restrictions to stabilize prices.

• Regulatory unpredictability: Sudden regulatory changes, like those seen in the tech sector, can significantly impact investments

• Information asymmetry: Foreign investors often face challenges in accessing reliable information about Chinese companies

• Political risks: Geopolitical tensions, particularly with the West, can lead to policies that negatively impact foreign investments

1. Variable Interest Entities (VIEs):

   • Many Chinese companies use VIEs to circumvent foreign ownership restrictions. This structure poses governance risks, as it relies on contracts rather than direct ownership, and there is a risk that the Chinese government could rule these structures illegal

2. Regulatory Uncertainty and Risk:

   • The Chinese government has implemented policies that significantly impact market performance, such as the crackdown on tech companies. Regulatory unpredictability can lead to sudden changes in company valuations and earnings

3. Geopolitical Risks:

   • Tensions between China and other countries, particularly the U.S., can lead to punitive actions against Chinese companies, including delisting from U.S. exchanges and restrictions on investments

4. Audit and Transparency Issues:

   • The inability of foreign regulators to inspect audits of Chinese companies has led to concerns about financial transparency and potential fraud, as highlighted by the Holding Foreign Companies Accountable Act

5. Market Volatility:

   • The Chinese stock market is known for its volatility, partly due to government interventions and geopolitical tensions. This volatility can lead to significant losses for investors

6. Political Influence:

   • The strong influence of the Chinese government in the economy and stock market can lead to decisions that prioritize political goals over shareholder interests

In summary, while Chinese stocks may offer potential opportunities due to their low valuations and growth prospects, they also come with significant risks that investors must carefully consider.

here, have several free ebooks at this link: (and look what i “predicted” ;)