*CHINESE FM WANG YI PLANS TO VISIT INDIA THIS MONTH: ECO. TIMES. @Forecast432Hz

Since the Ukraine conflict began on the 24th, Global Foundries (US foundry with 50% of US market share) has been outperforming Taiwan Semiconductors (bottom chart), and is now flat year to date.

Expect this company to benefit from decentralization of chip supply chains as chip designers look to mitigate geopolitical risks. That been said, they won’t be able to replicate everything TSM can do; their tech stops at 12nm production vs Taiwan Semis at 4nm.

However, For specialty/pervasive semis 12nm+ there’s a mid-high single digit % supply shortfall which is expected to persist for the next few years based on forecasts from the foundry industry.
@Forecast432Hz

There hasn’t been any new headlines on that front today. The latest from yesterday:

*China Says "No One & No Force" Could Stop It From Taking Taiwan - Sends 13 Jets Toward Island.

Taiwan dollar continues its recent selloff trend. @Forecast432Hz

BOOM 💥
*BIDEN PICK RASKIN WITHDRAWS FROM CONSIDERATION AS TOP BANK REGULATOR AT U.S. FEDERAL RESERVE - NEW YORKER

Another recent headline:
*RUSSIAN STATE LEASING FIRM'S BONDHOLDERS GET COUPON IN DOLLARS. @Forecast432Hz

👀 China signals openness to supporting Russia's military - CNBC
@Forecast432Hz

*RUSSIA, INDIA EXPLORE PAYMENT CHANNELS AMID SANCTIONS: MINT
@Forecast432Hz

*UKRAINE, RUSSIA TO CONTINUE TALKS WEDNESDAY: PODOLYAK
@Forecast432Hz

Number of Daily Wire Stories Mentioning "World War III" #2022 {NT<Go>}. @Forecast432Hz

*Half Of Americans Don't Think Biden Will Run In 2024: WSJ Poll

According to the poll, 52% of Americans don't think Biden will run for re-election, while 29% do, and 19% are undecided. Among Democrats, 41% said they think he'll run again, 32% said they don't think he will, and 26% were unsure. @Forecast432Hz

Unbelievable... this is the third time I get a message from an account pretending to be me, pitching some product. Block and report these imposters, the only personal account managing this channel is on the pinned post.

👀 Is China quietly importing billions in gold? Unexplained delta between net foreign exchange settlement and the PBOC's reported forex assets now above $200BN. And last April, China "opened its borders to billions of dollars of gold imports"

H/T ZH @Forecast432Hz
https://uk.sports.yahoo.com/news/exclusive-china-opens-borders-multi-095540747.html

ICYMI 57-40, the Senate votes to approve resolution to overturn travel mask mandates.

Dems who voted YES
Bennet (up for re-elect)
Cortez Masto (up for re-elect)
Hassan (up for re-elect)
Kelly (up for re-elect)
Manchin
Rosen
Sinema
Tester

Romney voted NO
@Forecast432Hz

Dan's Facebook

Love to see 45 back soon

*Poland's Deputy PM proposes international peacekeeping mission in Ukraine. @Forecast432Hz

*U.S., EU, India, South Africa reach agreement on Covid vaccine IP waiver - Reuters & CNBC.

Notice India and South Africa are part of the BRICS which have been neutral / aligning with Russia, long with OPEC and Mexico.

In other words, this could potentially backfire on Pfizer and Moderna - recall Pfizer didn’t enter the Indian market due to a requirement to conduct an independent clinical trial in the country. @Forecast432Hz
https://www.cnbc.com/2022/03/15/us-eu-india-south-africa-reach-agreement-on-covid-vaccine-ip-waiver-sources-say.html

*Richard Grenell: Zelenskyy is actually saying the United Nations should be replaced with something that works.

*PUTIN SAYS: WE DO NOT WANT TO OCCUPY UKRAINE.

*PUTIN SAYS: UKRAINE COULD HAVE HAD NUCLEAR WEAPONS IN THE FORESEEABLE FUTURE.

*PUTIN SAYS: UKRAINE BACKED UP BY WESTERN POWERS PLANNED AGGRESSION AGAINST RUSSIA.

*RUSSIA'S PATRUSHEV, U.S. SULLIVAN HOLD PHONE TALKS: TASS
@Forecast432Hz

Paul Joseph Watson: In case you forgot, in 2003 people were called "traitors" for opposing the invasion of Iraq.

They were accused of being "conspiracy theorists" and spreading "disinformation" for questioning the official narrative on weapons of mass destruction.

History rhymes.
@Forecast432Hz

*Ukraine and Russia have made significant progress on a tentative 15-point peace plan including a ceasefire and Russian withdrawal if Kyiv declares neutrality and accepts limits on its armed forces - FT @Forecast432Hz