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Genius move. Set the trap (massive global tariffs that seem irrational) and wait for target (china) to retaliate. Once the bait is taken, alienate china and take the pressure off everyone else. New reality still departure from previous order but feels better and gives everyone 90 days to figure it out. Meanwhile china is trapped and isolated.


Why not just skip everyone else to start with


1) USA looks far weaker when everyone is included initially. Emboldens china. Then it’s flipped once they commit.

2) Still have a smaller tariff in place but it doesn’t feel as shocking.




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