Keep pulling the thread on Chris Judd.
Chris Judd believes the United States' strategic desire is to close the Strait of Hormuz to regain control over naval chokepoints.
China's shipbuilding capacity is estimated to be 350 times greater than that of the United States.
Chris Judd asserts that the United States was unable to achieve its objectives in the Ukraine war because its manufacturing capacity could not match that of Russia and China combined.
Chris Judd believes that with US government debt over 120% of GDP, the only viable option to reduce the debt in real terms is through inflation.
Chris Judd believes the United States may be engineering an inflationary period to reduce its national debt before the deflationary impacts of AI take hold.
The United States needs to refinance $9 trillion of bonds in the next year and a total of $12 trillion within the next two years.
Chris Judd believes that both the United States and China view losing the AI race as a potential existential crisis.
Chris Judd asserts that data center capital expenditure and the broader AI race are considered matters of national security for the United States.
The United States government has recently designated the electrical grid as a Department of Defense issue due to its importance in the AI race.
Chris Judd predicts that countries beyond the US and China, including India, Europe, Japan, and South Korea, will increasingly compete to secure their own supplies of critical minerals.
The Sierra Verde rare earths deal was valued at $2.8 billion US.
Chris Judd predicts the price of gold will exceed $6,000 per ounce at some point during 2027.