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First thing to say is I distinguish Trump's personal goals from those of the people in his administration. I propose Trump's primary strategy/goal in the trade conversation is simple: create massive stock market volatility on a known schedule. It's super simple, it creates billions of dollars in value for allies and insiders, and it's dirt cheap to implement - just sort of talk a little to a news network, and voila, bob's your new billionaire uncle.

Internal admin policy wonk (Or Project 2025 insiders?) type strategy there seems to be to reset and expand the tools the State department has to work with -- it's been a long time since the US could credibly threaten war, for instance. That just doesn't sit right with some hawks.

Canadians took semi-seriously 51st state talks, enough that there are boycotts of American goods in Canada. Denmark took fairly seriously Greenland. Both of these took all of a day or two of talking to the media to get done, and in Canada at least will be grist for the mill in trade deals - having a crazy like a fox type throwing around random threats gives State some leeway.

Note that I'm not in any way condoning this strategy or saying it's perfectly (or well) executed, a good idea, or even that some or many people at the State Department like this strategy. But if you can get over blind rage on policy differences, a convicted rapist president, accepting gifts well in excess of the mandated $25 maximum, and on and on, and look at what they're saying and doing, I do think there's some coherence and execution in there.

Read those leaked signal chats -- that group is on the same page: They think the US is overpaying allies / getting a raw deal, and they want to set a clear message that they intend to change that. I think they got the message across.



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