At a time when it is very difficult to say anything new or original, Gerry Baker at the Wall Street Journal, a consumate old pro, has written a most provocative piece, which I have pasted in below because of the Journal’s reg wall. For 40 or 50 years, depending on who’s counting, he and I […]…
About: William Holstein
Author Archives: William Holstein
Very interesting–shifting supply chains from China to Mexico
March 16, 2020 Now made in Mexico: Japan suppliers shift China output Reuters TOKYO — In the Chinese coastal province of Jiangsu, where supply chains have been shattered by the coronavirus outbreak, one auto supplier has already shifted production of parts for Mazda Motor Corp. 13,000 kilometers away to central Mexico’s Guanajuato State. The bid […]…
Desperate To Control The Narrative, China Drops The R-Bomb–Racism
As seen in this Chinese government television clip, Beijing is arguing that the West is displaying racism towards China by pointing out that the coronavirus started there and that the initial response from the central government represented a failure to act on a timely basis. The broadcaster specifically attacks the concept of freedom of speech […]…
Wall Street Journal: Apple’s strategy in China Is proving to be critically flawed
Tim Cook and Apple Bet Everything on China. Then Coronavirus Hit. Quarantines, tariffs and slumping sales have caused agitation about the company’s strategy of assembling most of its products there By Tripp Mickle and Yoko Kubota Updated March 3, 2020 3:28 am Long before the coronavirus struck, Apple Inc.’s AAPL 9.31% operations team began raising concerns about the technology giant’s dependency […]…
Was Jack Welch really a hero?
It is perhaps churlish to comment in less than flattering ways about someone who has just passed on to the great boardroom in the sky. But as a journalist at Business Week, I met Jack Welch when he was being lionized. Then I watched what happened after he left and Jeff Immelt tried to turn […]…
