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@semivision_tw · 2026-10-11 13:59

An economic system cannot indefinitely rely on rising asset prices to sustain demand, any more than it can rely on expanding production capacity alone to generate prosperity. The challenge is not to break the links between Europe, America and China. It is to make those links economically sustainable. https://tspasemiconductor.substack.com/p/the-global-imbalance-triangle-how?r=4hpdhj&utm_medium=ios

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