Such a mess in the world right now with these tariffs, which are nothing more than a battle of egos—one where the price is going to be paid by us plebs... This shit has already stirred up a lot of chaos in the markets, but on the flip side, it’s been an opportunity in disguise for anyone with cash ready to deploy on assets.
So far, it looks like the aftermath is shaping up with China cozying up to the EU, as a bunch of European country reps are heading over to negotiate tariffs with Xi Jinping (or whatever the fuck his name is). America has also managed to get several countries to the negotiating table, but...
But still—no deal with China. Now, I know Trump’s a player, and he definitely has a big ego, but he should be asking himself one simple question: how much of America’s products does the rest of the world actually need, and how much does America rely on China?
Hell, even America is heavily reliant on China... Truth is, the U.S. is way more dependent on other countries than it likes to admit, and a lot of the products it pushes out—well, pretty much nobody outside really wants them. I mean, I like iPhones, and I’d absolutely love a Shelby Ford Raptor, but I wouldn’t touch a Tesla or any regular U.S.-made car.
Food? Europe’s got way better food than America—their claim, not mine. What about tech, you ask? Well, America leads, but only because it poached the brightest minds from India, China, Ukraine, Poland, and beyond.
If India paid its engineers what they’re actually worth, Silicon Valley would be a damn ghost town. Same goes for a ton of expats who made it in the U.S. but, at the same time, helped America grow big time. Let’s not forget—most of the ex-high-ranking NAZIs fled to the U.S. after the war and ended up running the CIA and NASA.
So what does the U.S. really export that’s in high demand for us plebs living across the oceans? Well... the damn dollar, and happiness.
The dollar might not have too many days left, you know? And the signs are already here. Russia and China are using Bitcoin for more and more trades, and who knows how much high-level shit is being conducted through BTC already...
But—no country on earth can match the happiness America exported. These folks gave us Hollywood, some of the best music ever, the first taste of social media, and the craving for taking credit and buying all kinds of shit with money we don’t have and will bust our asses to pay back...
I don’t know if there’s going to be a clear winner in this global trade war. What I do know is that consumers—like always—will pay the price, just like in every other war. But if I were Trump, I wouldn’t be underestimating China. It’s no underdog. If it lands a solid deal with the EU for its EVs, Tesla’s gonna take a heavy hit...
Still, no one’s beating Hollywood. Or fast food. And for that, we should all thank America... Oh—and for the petrodollar, too. Without it, we probably would’ve had way fewer wars in this world.
That’s about it from my side for now. I wish you all a great Friday and weekend ahead—catch with you all next time.
Thanks for your attention,
Adrian
