Sina 🗝️⚡ 21st Capital
Sina 🗝️⚡ 21st Capital|Apr 24, 2025 11:20
As the admin itself will be acknowledging that tariffs went too far, one recommendation I have in all this is: note which of your favorite analysts got this right or wrong. Earlier this year, many pundits were saying Trump has changed the game, economic theory is cancelled, new rules are being written. Well this was just overly optimistic and emotionally driven take. Economic realities will once again prove to be bigger than any single person. I agree with the need for the US to stop importing so much cheap junk and gain the grounds lost in mfg, and domestic knowhow. But the current method is designed for PR. Instead we need a long-term methodical strategy and years of investment before we attempt a severe decoupling like this. We could stop at *correctly calculated* reciprocal tariffs with ample advance notice to make deals even before implementation. Then we could directly deregulate and stimulate the strategic industries like AI, chips, rare earths, steal, etc. with increasing CAPEX. Good old investment in infrastructure. None of this needed declaring a trade war. But then you will also hear a lot of Trump hate commentary that will tell you this is the worst thing ever and we are headed to an Armageddon. Biased and wrong. The admin will pivot when needed. Political bias is an alpha killer! Be careful with that too and stay as objective as possible.
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