Might end up being the correct analysis from last night (take or leave his assessment of the live players).

> So with that context, I posit the strategy is entirely: destabilize and ultimately decapitate China.

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 🌥

Might end up being the correct analysis from last night (take or leave his assessment of the live players).

> So with that context, I posit the strategy is entirely: destabilize and ultimately decapitate China.

https://x.com/eastdakota/status/1909822463707652192

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

better analysis than others. his assumption that US is self sufficient for food, water, oil is incorrect. wink wink, canada and mexico provide double digit % of that to US.

he's also assuming that "us or them" is something countries will silently do/take. they're figuring alternatives. they have consumer numbers. and if they move away from foreign debt (world bank) they can reignite their markets.

reality is most countries/diplomats are tired and will flip the bird in favor of whatever the "india + middle east + china" option looks like

There is no China and India together option.

Good luck with maritime shipping if the US Navy is no longer offering that service to everyone else.

agree on not together. they've always been in proxy wars. 

but large (atm protectionist) markets, the protectionism changes?