The only logical reason for tariffs on countries like Vietnam that I’ve seen:

A negotiation tactic to get Vietnam to put a tariff on China.

It’s to get everyone else to box China in.

I’m playing everyone’s favorite party game: guess the Trump administration’s strategy. Like most of you, I have no inside information. But that’s what makes it fun. Here’s my best theory.

Some assumptions first:

1) They’re not crazy. There is a strategy. It doesn’t align with

Matthew Prince 🌥

The only logical reason for tariffs on countries like Vietnam that I’ve seen:

A negotiation tactic to get Vietnam to put a tariff on China.

It’s to get everyone else to box China in. https://x.com/eastdakota/status/1909822463707652192

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