| I don't pretend to know their playbook. All I can see are the visible actions on the surface and try to infer from that what the underlying rationale and strategy are. But if a new regime took control in another nation and did everything the Red Hats have done, you could infer that they had a coherent strategy that explains their actions. When the stated rationale for an action like tariffs doesn't make sense (preventing fentanyl from Canada?), the reason it doesn't make sense is not that the action itself is "dumb", it's because the stated rationale for the action is bogus. So they're doing tariffs for a reason and they're hiding the real reason. If you're on the inside and know the real story, you win. If you're on the outside and keep believing their stories and thinking they're just ignorant, you lose. Then you see the largest physical movement of gold into the US in decades, and now you guess that insiders are already positioning themselves for what's coming. https://www.bloomberg.com/news/articles/2025-01-31/jpmorgan-... If it takes a hoard of gold to protect yourself, then what's coming is not good. The last one to figure out the real strategy will be left holding the bag of devalued dollars and repudiated Treasury paper. |
Trump is not a genius posing as a dumbass, he’s just a dumbass. He wanted to nuke a hurricane ffs.