" And many U.S. companies produce overseas rather than export from the United States, as in the case of General Motors, which now sells more cars in China than at home."

One of the more dangerous "connections" he tries to make. 

America forced the Japanese to set up production in the US because US producers could not compete. As a transition arrangement, the Japanese were forced to accept Voluntary Export Restraints, which kept the prices of cars in the US high and allowed the Japanese to earn excess profits, which they recycled into product improvements, further undermining the US auto industry.

Jim has been a big proponent of "If you want to sell it here you have to make it here" yet he seems surprised when someone else does the same.

China is the world's largest automotive market, ceteris paribus, GM should sell more there than in the US.

Is it China's fault American's want to buy something other than GM?