PPCC: Pisitófilos Creditófagos. Primavera 2025

[Cadavre Exquis]

https://www.expansion.com/mercados/2025/05/02/6815115e468aebf54c8b4593.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/expansion-empleo/empleo/2025/05/02/68148eba468aebb0438b45a3.html

Saludos.

[Saturio]

https://www.ft.com/content/147fddbb-7031-4347-9251-4425614e138d

Chinese exporters ‘wash’ products in third countries to avoid Donald Trump’s tariffs

Asian neighbours wary of becoming staging posts for trade actually destined for US


Logistics companies staff say Chinese goods can be given new certificates of origin at third countries such as Malaysia © Arif Kartono/AFP/Getty Images

Chinese exporters are stepping up efforts to avoid tariffs imposed by US President Donald Trump by shipping their goods via third countries to conceal their true origin.

Chinese social media platforms are awash with adverts offering “place-of-origin washing”, while an inflow of goods from China has raised alarm in neighbouring countries wary of becoming staging posts for trade actually destined for the US.

The growing use of the tactic underlines exporters’ fears that new tariffs of up to 145 per cent imposed by Trump on Chinese goods will deprive them of access to one of their most important markets.

“The tariff is too high,” said Sarah Ou, a salesperson at Baitai Lighting, an exporter based in the southern Chinese city of Zhongshan. “[But] we can sell the goods to neighbouring countries, and then the neighbouring countries sell them on to the United States, and it will reduce.”

US trade laws require goods to undergo “substantial transformation” in a country, usually including processing or manufacturing that adds significant value, to qualify as originating there for tariff purposes.

But adverts on social media platforms such as Xiaohongshu offer to help exporters ship goods to countries such as Malaysia, where they will be issued with a new certificate of origin and then sent to the US.

“The US has imposed tariffs on Chinese products? Transit through Malaysia to ‘transform’ into Southeast Asian goods!” said one advert posted this week on Xiaohongshu by an account under the name of “Ruby — Third Country Transshipment”.

“The US has set limits on Chinese wooden flooring and tableware? ‘Wash the origin’ in Malaysia for smooth customs clearance!” it added. A person contacted through the details supplied in the advert declined to comment further.


This furniture maker in Binzhou city in east China’s Shandong province has 70% of its orders from the US © FeatureChina/AP

South Korea’s customs agency said last month it had found foreign products worth Won29.5bn ($21mn) with falsified countries of origin in the first quarter of this year, most of them coming from China and almost all destined for the US.

“We are seeing a sharp increase in recent cases where our country is used as a bypass for products to avoid different tariffs and restrictions because of the US government’s trade policy changes,” the agency said in a statement. “We have found numerous cases where the origins of Chinese products were falsified as Korean.”

Vietnam’s industry and trade ministry last month called on local trade associations, exporters and manufacturers to strengthen checks on origins of raw materials and input goods and to prevent the issuing of counterfeit certificates.

Thailand’s foreign trade department also last month unveiled measures to tighten origin checks on products bound for the US in order to prevent tariff evasion.

Ou of Baitai said that, like many Chinese manufacturers, the company shipped goods as “free on board”, under which buyers took liability for products once they left their departure port, reducing the legal risk for the exporter.

“Customers only need to find ports in Guangzhou or Shenzhen, and as long as [the goods] go there, we have completed our mission . . . [after that] It’s none of our business,” she said.

Salespeople at two logistics companies said they could ship goods to Port Klang in Malaysia, from where they would move items into local containers and change their tags and packaging. The companies had connections with factories in Malaysia that could help issue certificates of origin, said the salespeople, who declined to be named.

“The US must know of it,” said one. “It cannot get too crazy so we are controlling the amount [of orders we take].”

“They [Malaysian customs] are not very strict,” the other salesperson said.

China’s foreign and commerce ministries, and the Malaysian government, did not immediately respond to requests for comment.

A consultant who advises companies on cross-border trade said origin-washing was one of the two main methods being employed to avoid Trump’s new levies. The other was mixing high cost items with cheaper goods, so exporters could falsely claim a lower overall cost of shipments, the consultant said.

The owner of a consumer goods manufacturer based in the southern Chinese city of Dongguan said two domestic industry associations had introduced it to intermediaries who offered “grey area” tariff workarounds.

“Basically I only ship to a Chinese port and they take it from there,” the owner said, adding that the intermediaries had offered to arrange the workaround for just Rmb5 ($0.70) per kilogramme shipped.

“These agencies said small- and medium-sized enterprises like us can weather the tariff hit better because there’s always grey areas,” she said. “I hope it’s true. The US is a big market — I don’t want to lose it.”

The proliferation of efforts to avoid tariffs has caused concern among US business partners. One senior executive at a top 10 independent seller on Amazon said they had observed instances where shipments’ origins had been altered, risking confiscation by US customs authorities.

The executive said they were reluctant to accept offers of assistance from their Chinese suppliers, such as having them act as the “importer of record” into the US and paying tariffs based on the cost of manufacturing rather than the retailer’s higher cost of purchase.

The executive said they worried that a supplier might report a false value. “You’re putting a lot of trust in a Chinese supplier,” they said.

Entiendo que el riesgo de estas jugadas se lo como el importador. ¿No es así?

[Elcasco]

https://x.com/TripleNetInvest/status/1919028532132655544

Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire's latest annual meeting:

"In respect to real estate, it's so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple parties in the ownership.

Usually when real estate gets in trouble, you find out you're dealing with more than equity holder. But there have been times when large amounts of real estate...

I've changed hands at bargain prices, but usually stocks were cheaper, but there were a lot easier to do.

Charlie did more real estate. Charlie enjoyed real estate transactions, and he actually did a fair number of them in the last five years of his life.

But he was playing a game that was an interesting game to him. But I think if you'd asked him to make a choice when he was 21, he'd either be in stocks exclusively the rest of his life or real estate the rest of his life. He would have chosen stocks in a second.

There's just so much more opportunity, at least in the United States. There's so much more opportunity that presents itself in the security market than it does in real estate and in real estate.

You're usually dealing with a single owner or a family that owns maybe a large property they've had a long time. Maybe they've borrowed too much money against them. Maybe the population trends are against them. But to them, it's an enormous...

When you walk down to the New York Stock Exchange, you can do billions of dollars worth of business totally anonymous, and you can do it in five minutes. And the trades are complete when they're complete.

In real estate, when you make a deal, a big deal with a distressed lender, when you sign the deal, then you go into another phase. Then people start negotiating more things and more things. It's a whole different game. And a different type of person, to some extent, enjoys the game.

We did a few real estate deals that came our way in 2008 and 2009, but the amount of time that they would take us compared to doing something intelligent and probably better in securities, there was just no comparison.

I mean, in a real estate deal, every sentence is important. In stocks, if somebody needs to sell 20,000 shares of Berkshire or something and they call us and the price is right, it's done in five seconds. And it closes all the time."

[Benzino Napaloni]

https://www.expansion.com/expansion-empleo/empleo/2025/05/02/68148eba468aebb0438b45a3.html

Saludos.

Si no lo vendo, lo alquilo. El mismo esquema.

Los quiero juniors porque vienen con ganas, y pueden crecer. Es decir, son baratos, no conocen todos sus derechos, no protestan, y no me renuncian.

Hasta que viene un incendio gordo. Entonces los quiero seniors porque necesito a alguien que me solucione problemas, no que me los cree. Pero claro, los que tienen experiencia no se dejan torear fácilmente, y volvemos al principio.


He llegado a ver empresas que pasaron directamente de presumir que no contrataban becarios a hacerlo a mansalva.

[Benzino Napaloni]

Cadavre, noticia de portada en La Vanguardia de hoy:

https://www.lavanguardia.com/economia/20250505/10644841/auge-turismo-choca-problemas-crecientes-encontrar-trabajadores.html

[tomasjos]

https://x.com/TripleNetInvest/status/1919028532132655544

Warren Buffett thoughtfully explains why investing in stocks/equities is better than real estate, during Berkshire's latest annual meeting:

"In respect to real estate, it's so much harder than stocks in terms of negotiation of deals, time spent, the involvement of multiple parties in the ownership.

Usually when real estate gets in trouble, you find out you're dealing with more than equity holder. But there have been times when large amounts of real estate...

I've changed hands at bargain prices, but usually stocks were cheaper, but there were a lot easier to do.

Charlie did more real estate. Charlie enjoyed real estate transactions, and he actually did a fair number of them in the last five years of his life.

But he was playing a game that was an interesting game to him. But I think if you'd asked him to make a choice when he was 21, he'd either be in stocks exclusively the rest of his life or real estate the rest of his life. He would have chosen stocks in a second.

There's just so much more opportunity, at least in the United States. There's so much more opportunity that presents itself in the security market than it does in real estate and in real estate.

You're usually dealing with a single owner or a family that owns maybe a large property they've had a long time. Maybe they've borrowed too much money against them. Maybe the population trends are against them. But to them, it's an enormous...

When you walk down to the New York Stock Exchange, you can do billions of dollars worth of business totally anonymous, and you can do it in five minutes. And the trades are complete when they're complete.

In real estate, when you make a deal, a big deal with a distressed lender, when you sign the deal, then you go into another phase. Then people start negotiating more things and more things. It's a whole different game. And a different type of person, to some extent, enjoys the game.

We did a few real estate deals that came our way in 2008 and 2009, but the amount of time that they would take us compared to doing something intelligent and probably better in securities, there was just no comparison.

I mean, in a real estate deal, every sentence is important. In stocks, if somebody needs to sell 20,000 shares of Berkshire or something and they call us and the price is right, it's done in five seconds. And it closes all the time."

¿Es el famoso tweet que esperaba Asustadísimos?

[CHOSEN]

Entiendo que se refería a un tweet oficial (Trump, FED...), que es el equivalente "occidental" a la declaración de Xi. Buffet no es relevante. No puede crear dinero. Y los dólares que tiene van a valer 1/3 menos muy pronto.

[sudden and sharp]

La Policía desarticula la filial española de la Mara Salvatrucha que seguía órdenes desde EE.UU.

La Policía Nacional ha desarticulado un 'programa' de la Mara Salvatrucha MS13 originaria de Centro América, con la detención de 27 pandilleros en Madrid, Barcelona, Tarragona y Alicante que ya habían sido contactados por otra organización criminal para cometer un asesinato por encargo y que, además, tenían la proyección de extenderse por otros países en Europa.

Lo más relevante de esta operación no son los delitos que esta organización ha cometido hasta ahora –se les acusa de pertenencia a organización criminal, tráfico de drogas, homicidio, lesiones y robo con violencia–, sino las conexiones internacionales que tiene. De hecho, seguían las instrucciones de una mara que opera en EEUU.

https://www.abc.es/espana/policia-desarticula-grupo-mara-salvatrucha-detiene-pandilleros-20250430143830-nt_amp.html



Hay video:
https://www.reddit.com/r/allinspanish/comments/1kcu2nu/la_polic%C3%ADa_desarticula_la_filial_espa%C3%B1ola_de_la/








Inquietante por ambíguo ese "... que seguía órdenes desde EE.UU."     

[R.G.C.I.M.]

Hay que especificar más.
Seguía órdenes de Trump, que a su vez lo hace de Putin.


Sds

[sudden and sharp]

Óscar Puente insiste en un “sabotaje” en el AVE Madrid-Sevilla: “Son robos de cable de escasísimo valor y una acción coordinada”
https://www.eldiario.es/economia/oscar-puente-insiste-sabotaje-ave-madrid-sevilla-son-robos-cable-escasisimo-accion-coordinada_1_12270012.html
- El ministro de Transportes asegura que quien ha sustraído el cable “sabía lo que hacía” porque la zona no tiene cámaras de seguridad

El ministro de Transportes, Óscar Puente, apunta a un “sabotaje” de la línea de AVE entre Madrid y Andalucía. El robo de cable de la vía que conecta la capital con Sevilla en cuatro puntos distintos de la provincia de Toledo —entre ellos en las localidades de Manzaneque y Los Yébenes— ha afectado a 30 trenes y más de 10.000 viajeros. Muchos de ellos han quedado atrapados en el interior de los vehículos durante buena parte de la noche y ha habido retrasos y detenciones de la circulación en trenes de alta velocidad y de larga y media distancia durante el inicio de la jornada. Puente asegura que los cables afectados no tienen un alto valor económico pero son esenciales para el funcionamiento de los vehículos porque afecta a sus sistemas de seguridad.

Sabotaje... Luego diréis que no nos divertimos.   

[Benzino Napaloni]

Sabotaje... Luego diréis que no nos divertimos.   

Un robo de cobre deja sin servicio a casi toda la red de Rodalies que llega a Barcelona
Prisión para dos de los cuatro detenidos por el robo de cobre que provocó el caos de Rodalies del 12M

Esto ya pasó en Cataluña. Los cacos, detenidos a los pocos días. Porque eran viejos conocidos de la policía.

A saber si esta vez es lo que ha pasado, pero que no les extrañe. A estas bandas les da igual el daño que hacen, no importa si su beneficio es de unos mil euros y que el daño sea de mucho más dinero.

Si hubiese que vigilar todo el cobre del país no ganábamos para cámaras.

[sudden and sharp]

Sabotaje... Luego diréis que no nos divertimos.   

Un robo de cobre deja sin servicio a casi toda la red de Rodalies que llega a Barcelona
Prisión para dos de los cuatro detenidos por el robo de cobre que provocó el caos de Rodalies del 12M

Esto ya pasó en Cataluña. Los cacos, detenidos a los pocos días. Porque eran viejos conocidos de la policía.

A saber si esta vez es lo que ha pasado, pero que no les extrañe. A estas bandas les da igual el daño que hacen, no importa si su beneficio es de unos mil euros y que el daño sea de mucho más dinero.

Si hubiese que vigilar todo el cobre del país no ganábamos para cámaras.

En este caso es en el AVE, no cercanías.

[sudden and sharp]

¿Quién paga los aranceles?








El consumidor (americano).

[sudden and sharp]

Hay cachondeíto en reddit...








... con el sinko de mayo.