Winners, Losers and Links
Can’t be a winner if you’re afraid to lose
Winners
Mexico - Trump’s scrambling of the tariff structure means Mexico should enjoy a lot of foreign direct investment.
Chaos Enjoyers - Volatility is back in the markets.
ACB Skeptics - She keeps sliding over to vote alongside the three liberals. Concerns from 2020 are proven worthwhile.
Cultists - The Sun once ran an essay on the fertile ground for cults in 2020s America. New opinion survey showed an assassination cult is growing on the left.
Losers
Dropshippers - The bell tolls for thee with the new tariffs. Amazon might be a wee bit less cluttered in ‘25.
Le Experts - Everyone sounded dumb this week except for Art of the Deal readers. Instead of caveated speculating, everyone wanted to sound like an expert.
China - It is a trade war. The old status quo is gone. There will be pain for both sides. How brittle is the regime?
Links
Deal with China now before the export tsunami hits.
Oren Crass has a nice essay on why we should reindustrialize now.
This reads a bit Tom Clancy-ish but could China go for Taiwan now as trade friction heats up?
DOJ not going after crypto exchanges but now going after the scamming criminals.
Scott Alexander and company have a long essay or story about AI. It is speculative fiction.
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Re: China. I've long believed they are saving Taiwan for a rainy day. ie. When things are rough in China and the regime needs a boost, they can take the island and rest on their laurels for a bit. Why waste that by taking it too early?