The Real Winners After a Chinese Collapse || Feb. 2, 2026

As a finance professional... LOL you're awesome Peter.

Wait, so I can get a loan in China to buy some asset. Then pay it back in something like USD? I’ve never even thought of that!

Peter, is current Trump geopolitics losing a golden opportunity to counter a collapsing China with a Cold War? In other words, with strong allies the US could let the USSR run out of gas. And oddly, the Cold War made for competition in technology (space, military gadgets, etc.) that we all kinda benefitted. But if the US alienates itself (Greenland), China will think it has a chance for a hot war win/near miss.

There really are TWO currencies dealing with China, the onshore currency (CNY) and the offshore currency (the CHN). The internal is heavily regulated to keep the cost of labor very cheap (think slave wages) and has huge internal government and bank debt that does not need to be paid off as it is owned by the government. The offshore is what other countries pay China for Chinese exports. The two CANNOT mix. If the internal money is allowed to flow out of China, there would be a complete collapse of the internal currency, as ALL of it would seek better returns than buying Chinese real estate, heh. The external money cannot be brought into China, or there would be huge hyperinflation and a total collapse of the economy. The CCP pays slave wages and gets insane amounts of foreign reserves, which they get to spend on expensive boondoggles like the Belt and Road Initiative and huge imports of food, iron, and oil. As the Chinese internal economy shrinks, people get paid less, there are fewer jobs, people buy less stuff, there is a loss of equity in housing, and there is the inevitable deflation. Between China keeping its external currency worth much lower than it should be worth, exports increase while slave wages in China go even lower. Debt keeps climbing internally, which turns off most foreign investment. The Chinese economy is a real mess that will only get worse.

How do you collapse a system China that has nuclear weapons?

Translation: mm-hmm ... 😐 ... ... ... 🥱 🐈

Not starting February on a strong note. This wun was ... not your finest.

Maybe you haven't been keeping up with current events, but Maduro is no longer in charge of Venezuela ...

I've been investing in FLMX for two years based on China collapse hypothesis.

Ear buds: Bluetooth. I asked AI what is the most popular item sold on Amazon that costs $50-99 and is currently made in China. It's ear buds. So, I guess, theoretically to jump the Chinese collapse shark, you could build a factory in the USA that makes ear buds. Except that probably wouldn't work, would it? That's because it's likely it would be cheaper to make them in, say, Vietnam, and ship them here. Another product that's popular, and made in China, is insulated plastic cups...! They are huge. I could sort of see building a small shop to make cups, but now you need to have the timing right so that just as Chinese cups disappear, your Made in USA cups appear, at a price comparable to Chinese. My point is there may be some great opportunities coming with the collapse in the next few years, but how to either build up American manufacturing or make a profit from their troubles is going to be an extremely complex issue, and may involve a lot of pure luck. Last thought, who really needs ear buds or plastic cups, anyway?

Happy Ground Hog Day.

So Vietnam, Mexico and India would be good spots?

Peter, can we get a Ukraine update? Is anyone “winning”?

I feel like it’s far more likely the USA collapses before China.

Thanks for this financial advice! I’m going to do this with my savings.

I am not sure I understand the "financial dream" of the original question. Is the idea that I would take out a loan in Yuan, convert it to dollars and put it in an American bank. China collapses. The entity to which I was to pay the money back is now gone, so I just keep it?

Peter, I’ve lately become fascinated with what the UN World Food Program is doing in Africa to halt the advance of the Sahara & re-greening the Sahel with the Great Green Wall. There are small regenerative projects popping up in Arizona & Texas, as well as around the world, that are seeing success. If we are, indeed, able to regenerate geographic areas we’ve written off as hopeless for food production within a reasonable timeframe, how might our global outlook change? Power shifts?

Throughout history, anytime a national leader expels his expert advisers en mass or “blinds himself” in denial or he employs idiots, the nation is doomed to fail sooner than later.

How does the seemingly large growth in Robotics in China play against the demographic decline.. Could they actually replace human workers fast enough with robotic workers to stem off total collapse and fall into a temporary depression while they finish the robotization.

First! Did the groundhog see it's shadow? And if so how will that effect the US Farm Sector? Do the Russians have Groundhogs? Is their's named Pokrosk Karl?

I'm not so sure that China's gonna fall apart as fast as you think Peter. They're expansion in other countries China grows larger financially as they put other countries in debt to them.